Tony White

Client Onboarding Relationship Analyst @Apollo Global Management Inc.

Investor RelationsBanking OperationsFinance

I'm a results-driven professional with over five years of experience in financial services, specializing in counterparty management, client onboarding, and legal data management. I understand a bit of SQL and working with Tableau but adept with contract management systems with a a proven track record of streamlining processes, enhancing reporting efficiency, and ensuring regulatory compliance within my day to day roles. Within the financial services industry, I've done reverse KYC reviews for high-pressure initiatives to close more than 100$ million dollar deals and optimized onboarding workflows at an Institutional Bank by reducing manual touchpoints through innovative templates and automation. To complete those projects I've often enjoyed collaborating with cross-functional teams to deliver actionable insights and support internal tech enhancements to support the front office.

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Work Background

Fund & Counterparty Onboarding Analyst

Apollo Global Management, Inc.Fund & Counterparty Onboarding Analyst

Jun. 2023New York City Metropolitan Area

Real Estate Consultant

CENTURY 21®Real Estate Consultant

Apr. 2023 - Mar. 2024Fairfield County, Connecticut, United States

Institutional Client Onboarding Senior Analyst

CitiInstitutional Client Onboarding Senior Analyst

Mar. 2022 - May. 2023New York City Metropolitan Area• Reviewed client formation documents for regulatory adherence and onboarding. • Liaise with legal, tax reporting, sales, traders, credit, and the client to streamline account setups. • Evaluated, propose, and lead projects on improving internal client onboarding systems and procedures. • Provided legal agreement subject matter expertise to help the team navigate onboarding clients with complex account structures. • Support UAT infinitives for testing fund onboarding and contract managing systems.

Junior Legal Data Management Analyst

CitiJunior Legal Data Management Analyst

Sep. 2021 - Mar. 2022New York City Metropolitan Area• Troubleshoot legal data issues with the broader client onboarding team • Support and develop initiatives for legal data integrity and normalization • Review legal documents and extracting of key provisions • Liaise with internal stakeholders to identify opportunities to execute trading documentation for clients.

Performance & Portfolio Analytics Apprentice

Lord, Abbett & Co. LLCPerformance & Portfolio Analytics Apprentice

Mar. 2021 - Sep. 2021Jersey City, New Jersey, United States• Developed custom reports showing the value of portfolio holdings, including performance, risk measures, and segmented breakdowns for portfolio managers using SQL. • Routinely validated portfolio segmentation and characteristics for investment managers and their clients. • Automated routine monthly and quarterly reports for institutional clients. • Collaborate with various teams to deliver preliminary reports to capture new business for the firm.

Business Analyst I

ExelonBusiness Analyst I

Nov. 2020 - Mar. 2021Maryland, United States• Streamlined the data collection and reporting process using excel macros and pivots. • Investigated authentication risks and provided short briefs providing qualitative insights. • Identified and improved the cybersecurity risk data collection process.

Analyst

LinkedInAnalyst

Dec. 2019 - May. 2020New York, NY, United States- Analyzed customer data to find the relationships between survey scores and revenue using excel functions. - Collaborated with the sales managers and software developers to improve the data collection. - Streamlined the customer success story collection process. - Mitigated risks by creating models to measure a project's timeliness and level of effort. - Drafted agile project plans to manage third party vendors for the customer experience team.

Business Analyst I

Bank of America Merrill LynchBusiness Analyst I

Aug. 2018 - Dec. 20191133 Avenue of Americas- Developed Access Databases to query, collect, and clean financial contract data for senior management. - Provided Excel macros to organize and munge data for project managers. - Drafted procedure guides to streamline the process for analyzing, manipulating, and creating reports for financial contract data. - Held weekly meetings, presenting dashboards with key insights, and brainstorm process improvements based on the presented data. - Gathered requirements and prepared business requirement documents (BRD) for system updates to adapt to changing regulations.

Global Markets Client Onboarding Intern

Bank of America Merrill LynchGlobal Markets Client Onboarding Intern

Mar. 2018 - Aug. 20181133 avenune of americas- Assisted the Data Quality Team with data hygiene projects. - Supported VP’s with ad-hoc requests and contract reviews. - Updated and filed procedure guides for regarding the contract clearing process - Shadowed project managers on projects regarding software updates and provided administrative support.

Requests

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Personal Pitch

Investment Operations and Client Onboarding Support

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