Social Media Manager

*** ***** **, ***#**** Pittsburgh, PA *****

Email ID: ********@*****.***

Mobile: +1-425-***-****

Monica Gupta

OBJECTIVE –

To pursue a full-time position in the field of investments. PROFESSIONAL COMPETENCE –

8 plus years of experience in PR, Banking and Investment Management

Proficient in multiple CRM, Tools and Systems

Proficient in MS Office (Excel, PowerPoint, Word, OneNote) and social media

Inculcated and developed analytical, multi-tasking and time management skills and keenly interested in social work pertaining to the social welfare

EDUCATION –

Pacific Lutheran University, Tacoma, WA [Sep 2015 – July 2016] o Degree –Master of Science in Finance

KC College of Management Studies, Mumbai MH, India [Aug 2009 – April 2011] o Degree – Post Graduate Degree in Finance

University of Mumbai, Mumbai MH, INDIA [June 2007 – April 2009] o Degree – Master of Commerce, Business Management

University of Mumbai, Mumbai MH, INDIA [June 2004 – April 2007] o Degree – Bachelor of Commerce, Accountancy & Finance EXPERIENCE –

Perkins Coie Trust Company LLC, Seattle WA, USA [August 2019 – Present] o Designation – Investment Officer

o Department – Investments

o Duties Performed –

Provide the highest and best services level to our clients, colleagues, partners and stakeholders

Prepare materials and participate in client review meetings as support of the CIO

Portfolio Management – monitoring and executing trades as needed; updating account information

(Investment Policy Statements, restricted securities, cash reserves, etc.)

Client account(s) performance reporting and delivery

Research of capital market and economic environment, including portfolio strategies

Quantitative and qualitative analysis, due diligence, sourcing of investment ideas, security screening and monitoring on defined universe of equity and fixed income securities

Make effective use of research and analytical tools including Bloomberg Terminal, PSN Universe, Morningstar, FIS trading and First-Rate reporting systems

Preparing materials for reporting- performance, attributes, costs, bond ratings and model allocations

Maintaining, asset classification and other account parameters to ensure quality of performance reporting

Ensuring compliance with performance reporting standards and composite reporting policy

Develop and maintain quality business relationships with brokers and fund managers and maintain the highest data integrity

Ad-hoc projects as requested by the Chief Investment Officer (reviewing the investment accounts for accuracy, IPS updates, RFPs)

Effectively communicating with the Investment team and with the Management, Trust Administration and Operation teams.

Vestory LLC, Bellevue WA, USA [April 2018 – June 2019] o Designation – Manager of Client Relations

o Department – Financial Operations

o Duties Performed –

Provide support to Advisory teams

Training new recruits

Managing the client service representatives along with other members of the operations team

Partner with team to fulfill client requests and resolve service-related issues and inquiries

Process tasks and resolve issues in a timely and accurate manner

Assisting advisers to build new client portfolios, rebalance and identify cash needs on TRX

Executing trades and money movements

Creating & reviewing Blueprints (comprehensive financial analysis for prospects) done by the team and providing suggestions

Overlook new accounts and paperwork management

Assist advisers during prospect and/or client meetings

Building client relationship and follow up when required

Continually communicate with advisers and team on client updates

Proactively identifying service-related issues and working with the director to streamline the process

Assisting senior adviser to build portfolios and generate reports for Dimensional Funds on Returns W.

Master all systems (TRX, Returns W, Redtail, Sharefile, Schwab Advisor Center, Orion, MoneyGuide Pro)

Ad-hoc projects as assigned by the advisers

Rotella Capital Management, Bellevue WA, USA [Aug 2016 – August 2017] o Designation – Client Relations Manager

o Department - Business Development

o Duties Performed –

On-boarding new clients

Managing existing client relationship

Supervise and review the tasks of the office manager

Coordinating and hosting operational due diligence

Collating and circulating regular investor reporting

Conducting investor update calls/meetings

Coordinating ad hoc investor requests

Liaising with fund service providers

Designing and preparing standard documents such as pitchbooks, investor reports, and due diligence documentation

Coordinating conference participation and working on the materials

Issuing press release

Prospecting for new investors

Conducting introductory calls

Coordinating and hosting new prospective investor meetings

Replying to RFPs

On-boarding investor subscription & off-boarding investors redemptions

Updating marketing documents and working closely with compliance team to get them approved

Maintaining relevant data and sourcing information from CRM and systems (Backstop, Bloomberg, Dow Jones, Sharepoint, PerTrac, Advisor Analysis, CTA Intelligence, Preqin)

Pacific Lutheran University, Tacoma WA, USA [Sep 2015 – May 2016] o Designation – Graduate Assistant/ Fellow

o Duties Performed –

Basic research and engage in literature searches

Setting the test paper for under graduates

Grading of student assignments and test for under graduates

Monitoring and proctoring exams for the under graduates

Perform a variety of administrative tasks including preparation of power point presentations, data entry and analysis, sending out update via e-mails to under graduates

Adfactors PR, Mumbai MH, India [May 2011 – May 2014] o Designation – Account Executive

o SBU - Banks and Financial Services (BFSI)

o Duties Performed –

Maintained planning, developing and implementing PR strategies

Liaising with colleagues and key spokesperson

Liaising with and answering enquiries from media, individuals and other organizations

Researching, writing and distributing press releases to targeted media

Collating and analyzing media coverage

Writing and editing in-house magazines, case studies, speeches and articles

Preparing and supervising the production of publicity brochures, handouts, direct mail leaflets, devising and coordinating photo opportunities

Organizing events including press conferences, exhibitions, and press tours

Maintaining and updating information on the organization’s website and at digital platforms

Sourcing and managing speaking and sponsorship opportunities

Commissioning market research

Managing the PR aspect of a potential crisis situation

Citigroup Global Services Ltd, Mumbai MH, India [May 2007 – April 2009] o Designation – Junior Processing Officer

o Department – Bancards (Credit cards)

o Duties Performed –

Reviewed status of delinquent accounts weekly and collect delinquent balance

Researched disputed delinquent account balances and took appropriate action to resolve the underlying issues

Evaluated delinquent account write-offs under the direction of Credit and Collection Manager

Performed daily invoicing of billable activities and serviced customer inquiries

Completed special projects as they were assigned (Training new recruits, Quality analysis)

Processed and monitored credits and returns to ensure that the receivable aging report reflects valid and collectable balance

RECOMMENDATIONS –

Available on request

Contact this candidate