Supply Chain Management

Lucas Gonzalez

413-***-**** *********@*****.***

Summary

Recent MBA graduate with a concentration in Supply Chain Management,

experienced in the Financial Service Industry. Strong problem solving

skills, combined with the ability to work cooperatively in a group to meet

organizational goals as well as individually. Exceptional work habits,

driven by a continuous commitment to successfully completing tasks. Highly

developed interpersonal and communication skills, both oral and written,

fluent in Spanish.

Core Competencies

. Operations Management

. Supply Chain Management

. Marketing Strategy

. Financial Analysis

Professional Experience

Pioneer Investments, Boston, MA 12/2011 - Current

Investment Operation Analyst

. Provide trade support for Trading and Portfolio Management with heavy

emphasis on emerging markets and derivative products.

. Intermediary between brokers, custodian banks, transfer agencies and

multiple internal departments to resolve trading issues for multiple

cash and security transactions.

. Ad hoc review of performance and attribution reports to answer

internal and external inquiries

. Maintain account and system integrity by supporting data feeds from

various channels to internal systems while keeping up with industry

standards (SWIFT), adapting to market changes and achieving straight-

through-processing.

. Streamline department procedures to improve the quality and efficiency

of mutual fund operations and the company overall.

. Interpret, produce and reconcile daily portfolio cash and positions

between internal and custodian systems for delivery to multiple

parties for investment decision purposes and compliance testing.

Pioneer Investments, Boston, MA 01/2010 - 12/2011

Senior Pricing and Corporate Actions Specialist

. Responsible for pricing all securities owned by Pioneer Funds which

includes bonds, equities, loans, and derivatives such as forwards,

futures, options and swaps. Researching large price movements and

monitoring stale prices associated with these securities.

. Responsible for identifying, investigating and resolving pricing

variances.

. Review and process global corporate action notices from various

institutions and communicate pertinent information to all interested

parties.

Pioneer Investments, Boston, MA 07/2006 - 01/2010

Senior Capital Reporting and Control Specialist

. Responsible for the accurate and timely reporting of shareholder

transaction information as the liaison between fund accounting,

custody services, and the Pioneer mutual funds various shareholder

servicing and accounting organizations.

. Reconciled all capital stock activity, money movement reporting,

processing of prior day gain/loss reporting.

. Compiled vital department statistics and reported it to management.

Education

M.B.A. Northeastern University, Boston, MA (2014)

Concentration in Supply Chain Management

B.A., Business Management, Westfield State University, Westfield, MA(2006)

Languages

Fluent in Spanish

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