Financial services operations professional with 10+ years of experience supporting investor operations, fund administration, KYC/AML documentation, compliance, Accounts Receivable, dispute resolution, risk controls, and team operations.
I currently work as an Investor Relations Supervisor at Citco, supporting APAC, Australia, Europe, and Canada-focused investor operations involving subscription, redemption, transfer, switch, K-1, and KYC cases.
My core strengths include:
• Investor Relations and Fund Administration support
• KYC/AML documentation review and validation
• Financial operations and account reconciliation
• Transaction and account escalation resolution
• Regulatory compliance and audit readiness
• SLA and operational performance monitoring
• Risk and quality controls
• Team coaching and performance management
• Process improvement and AI-assisted workflow improvement
One measurable result from my previous role: I led an Accounts Receivable optimization initiative for accounts aged 180+ days that achieved a 90% reduction in aged balances, improving cash flow.
I am best suited for remote roles where accuracy, documentation, compliance, financial operations, and reliable execution matter.
Experience: 5 - 10 years
Led an AR optimization project for accounts aged 180+ days by implementing targeted recovery strategies, achieving a 90% reduction in aged balances and improving cash flow.
Experience: 10+ years
Experience: 10+ years
I bring a process-driven operations mindset, focusing on documentation accuracy, compliance, and efficient case progression.
Experience: 6 months - 1 year
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 5 - 10 years
Experience: Less than 6 months
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