Project management
Resume:
PAULA BAROUD
Professional Summary
** ***** ** *********** ********** in product and relationship management, leading strategic projects and/or multiple initiatives to grow and developing new capabilities.
25 Years of expertise in mutual fund operations including the project and operations management of client asset onboardings, treasury oversight, financial reporting, custody, back-office accounting and valuation.
Work History
JP Morgan Chase & Co.-Vice President Fund Services Client Operations
05/2023 – Present
Boston, Massachusetts
Successfully implemented $298B client asset onboarding of Fixed Income ETF product for accounting, performance and financial reporting services.
Communicate with and lead executive steering updates on program progress and issues.
Collaborate with and influence client, technology and operations to gather requirements, develop options and drive solutions.
Build and maintain network of partners throughout organization and client to promote client focus, maintain service quality and drive new initiatives and business.
Manage resources on project deliverables by mentoring and training.
Fidelity Investments- Director of Treasury: Financial Statement Program
05/2016 – 06/2022- Merrimack, New Hampshire
Led compliance program in support of Sarbanes Oxley regulatory requirements to SEC for over 500 US mutual funds annually.
Drove agenda for executive meetings with program stakeholders.
Presented technical issues to Principal Officers, senior management, business partners and audit firms.
Recommended staffing by assessing complexity, volumes and trends.
Oversaw policies for adherence to regulatory and business requirements, including completing quantitative and qualitative analysis of complex transactions.
Impressed Fidelity management with my past performance, resulting in an invitation to return to the role from February 2022 to June 2022 as a contractor after accepting a buy-out package to voluntarily resign. The senior team granted approval for this arrangement.
Fidelity Investments: Fund Operations - Director Global Trade Operations and Trade Program
Merrimack, New Hampshire
12/2014 - 04/2016
Led 15-person multi- site and multi-time zone team responsible for trade delivery and settlement for separate account and mutual funds.
Change agent for product roadmap, vision and prioritization for $12 million Agile program to transform account, security and derivatives trade processing architecture.
Delegated to team and reviewed output of creating, grooming and prioritizing backlog and end user requirements.
Owned communication strategy to business stakeholders on project objectives, milestones, benefits, targets and impacts.
Fidelity Investments, Fund Operations - Director of Business Partner Product Strategy
Merrimack, NH; Boston, MA
03/2007 - 12/2014
Represented Fund Operations organization as primary contact to Fidelity's Investment Advisors, managing relationships and collaborating on solutions for development efforts.
Worked as key driver to lead solutions design and project manager for strategic initiatives through cross functional communication. Key accomplishments include: creation of operational model to support start-up of London trading desk, operational readiness for new trade order platform, launch and outsourcing of 3 ETF products and numerous complex funds launches and derivative implementations.
Collaborated with and analyzed client strategy and requirements to drive strategic and tactical solutions to create new capabilities.
Facilitated cross-functional interdepartmental communications resulting in enhanced workflow.
Provided key reporting, including operational assessments and metrics to Senior Management, Asset Management and business partners.
Fidelity Investments: Fund Operations - Financial Statement Reporting Unit Manager
Boston, MA
02/2003 - 02/2007
Managed team responsible for preparation of mutual fund shareholder reports, prospectus, SAI's, N-SAR and N-Q filings
Reviewed mutual fund shareholder reports, prospectus, SAI's, N-SAR and N-Q filings for adherence to Securities and Exchange Commission and US GAAP Requirements
Prepared executive summaries provided to principal officers Sarbanes-Oxley Act of 2002
************@*****.***
Danvers, MA 01923
Education
Suffolk University- Frank Sawyer School of Management
Boston, MA
Master of Business Administration
Merrimack College
North Andover, MA
Bachelor of Science Degree: Finance
Skills
Product and Service Management
Relationship Management
Operations Management
Quantitative and qualitative analysis
Mutual fund regulations and securities trading support
Sarbanes Oxley
JIRA, Agile, Waterfall
Microsoft Office, PowerPoint, Excel
Business Objects, Tableau, Visio
.
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