Years of experience: 14

Data Entry SpecialistData EntryExecutive AssistantAssistantClient Relations SpecialistCustomer Service

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Karen's Career Path
Executive AssistantFeb. 2025 -
Present
HPS Investment Partners, LLC via Beacon HillExecutive Assistant
New York City Metropolitan Area
Associate, Trading OperationsOct. 2013 -
Jun. 2024
RBC Capital MarketsAssociate, Trading Operations
New York City Metropolitan Area• Developed and instituted procedures to ensure priority execution of trades for high-value clients across all markets. • Conducted in-depth analysis and successfully implemented automated allocation procedures utilizing SIDE Chain and FIX protocols. • Spearheaded the integration of Alert and Internal OMS systems, resulting in a seamless solution for trade processing and account onboarding. •...
Middle Office SpecialistDec. 2010 -
Oct. 2013
SEBMiddle Office Specialist
New York City Metropolitan Area• Executed trade bookings and settlements across Equities, Fixed Income, and FX products, ensuring accurate and timely transactions. • Managed account openings and tracked trader expenses efficiently, optimizing financial processes. • Generated and filed comprehensive trade reports, enhancing reporting accuracy and decision-making. • Assisted in promotional activities, contributing to brand v...

Karen's Posts

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    How I can help you

    • Prioritized high-value trades for clients across markets. • Automated allocation with SIDE Chain and FIX. • Integrated Alert and OMS systems for seamless processing. • Managed post-trade corrections and compliance. • Led global trade execution optimization.

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    People I am looking for

    • Investment Firms • Hedge Funds • Asset Managers • Broker Dealers

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    Experience & Cases

    • Supported top-tier institutional clients. • Managed trades across LATAM, NA, EMEA, APAC. • Ensured compliance with Reg SHO, KYC/AML. • Resolved trade discrepancies and post-trade issues. • Coordinated executive travel and high-stakes meetings.

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    How to contact

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