Management Manager

Anthony Matthew Lipari ** West **th St Apt * ( Bayonne, NJ 07002 (

201-***-**** ( alipari33@gmail

OBJECTIVE:

Seek a progressive career position in financial services in the areas

of analysis or trade support, utilizing practical knowledge and

experience, while offering an opportunity for professional growth and

advancement.

PROFESSIONAL EXPERIENCE:

Morgan Stanley Investment Management

New York, NY

Financial Associate - Asset Management Financial Control Group

Jan 2010- Jun

2012

. Capture, reconcile, and report AUM and Flow activities across the MSIM

Segment to assist all forecasting and analytics for: weekly,

quarterly, full-year, multi-year, and annual budget

. Coordinate with Managing Directors, Executive Directors, Vice

Presidents, and Senior Management within the Asia, Europe, North

America, Latin America regions for current and future reporting

requests while streamlining given processes

. Provide client service and ad hoc analysis to the Sales teams, FCG,

Legal, Compliance, Marketing, and other MSIM Business Units

. Automate the financial data team's reporting process to provide value-

added analytics by creating training manuals, presentations, building

new queries, and facilitating the successful transitition of MS Access

to the SQL server platform

. Lead, coordinate, execute Morgan Stanley weekly and monthly close

scheduled production deadlines effectively for the reporting of

Alternative, Fixed Income, Equity, Liquidity, MMDA and Real Estate

products

. Monthly conference calls with Asia region to touch base, compare

strategy, and develop a shared view of expectations in regard to

future business goals while addressing potential concerns

. Quarterly travel to West Conshohocken, PA to meet with members of

AMFCG for the purpose of implementing a continuous improvement model;

to define and develop robust front-end reporting tools to enhance

delivery and provide value-added analytics to the business

. Liaise with data providers, Operations, and IT to drive process

changes and resolve data issues to enhance reporting capabilities;

thus, enabling the BU and Finance Senior Management to make more

optimal business decisions that drive profitability

. Perform SOX controls and maintain documentation of data reporting for

auditing purposes

Morgan Stanley Investment Management - Van Kampen Investments

Jersey City, NJ

Subject Matter Expert/Team Lead -Mutual Fund Operations

Jan 2008- Jan 2010

. Analysis of legal documents to validate paperwork for fiduciary and

voluntary new account establishment, maintenance, transfer and

redemption client service

. Monitor 13 daily reports that have passed company quality measures for

any potential processing errors and negligence; escalating

inaccuracies to senior management

. Generate, analyze and distribute error trending reporting

. Collaborate and assist other departments/offices with complex

account set ups, requirements, and special function requests

that entail bridging information between GWM, NSCC, Van Kampen,

and Morgan Stanley infrastructures

. Develop and present exception requests to senior management regarding

high dollar trades to manage partner and client expectations in a

timely and efficient manner

. Support testing, documentation and implementation of system

enhancements and new products; solicit feedback and communicate

results to senior management

. Help supervise colleagues and inform them if their productivity and

quality numbers are not up to Van Kampen standards. Assist in the

development of training modules and cross-train over a dozen co-

workers

. Perform cease payments and reissues for shareholder systematic and

dividend distributions

. Attend weekly managerial meetings and become acting manager upon

managerial absence

. Review and audit account and transaction documentation to ensure

compliance with the Securities and Exchange Committee and NSAD

guidelines pursuant to the Patriot Act & Van Kampen procedural

requirements.

. Operations Department achieved five star ratings from NQR and received

"Best In Class" Award from NQR.

. Achieve maximum productivity while maintaining the highest quality

rate for my division

[Group Average 99.48 cumulative, 98.714 year to date: Individual Average

99.99 cumulative, 100.00 for 2009-2010]

Education

Spring 2006

Ramapo College of New Jersey

. Bachelor of Arts Degree in Psychology: Theoretical and Applied

Sciences

. Deans List 2003-2006, Order of Omega Honor Society, Phi Alpha Delta

Law Fraternity, VP of Neuroscience Club

. Cumulative GPA: 3.51, Cum Laude; Major GPA 3.78; GRE 1070, 5/6 Writing

Skills

. Microsoft Office (Advanced knowledge of Excel, Access, PowerPoint,

Outlook), Hyperion Essbase, Business Objects, AGCIS, DTK, TA2000,

Citrix, AWD, SPSS, SharePoint, and DST Rumba back office software

References furnished upon request

Contact this candidate