Executive/Administrative Assistant/Senior Associate in Fund Services

Samira Hindi

**** ********** ******, ***. **, Bronx, NY 10453 *.********@*****.*** 646-***-****

Employment background

SS&C Technologies, New York, NY 11/2021-01/2025

Senior Associate – Investor Services

Built and nurtured relationships with new and existing fund managers, investors, and clients.

Reviewed and processed investor subscriptions, redemptions, transfers, assignments and contact changes from start to finish.

Performed anti-money laundering checks and followed up with investors for missing information when necessary.

Work cross functionally with various teams to handle investor communications and inquiries. Provided reporting to investors and clients in a timely fashion.

Prepared and distributed contract notes, monthly share registers, statements, and audit confirmations based on deadlines.

Developed and trained new and entry level staff while recommending best practice and creating training manuals and procedures.

Cantor Fitzgerald, New York, NY 05/2019-08/2020

Executive Assistant/Office Manager

Managed functions of the Finance Departments’ daily operations such as accounts payable functions, coordinating meetings, answering phones, monitoring emails.

Processed financial transactions and ensured proper due diligence actions were completed at all times.

Monitored production activity and work products, and ensured all office needs and office supplies were up to date.

Liaison with multiple departments to achieve established goals and meet necessary targets and deadlines.

Assisted with overall teams’ functions by obtaining signature/approval of CFO daily and assisted with hiring/training process.

Stifel Financial, New York, NY (Contract) 07/2018-05/2019

Executive Assistant Administrative Specialist

Provided business and administrative support Healthcare and Technology Senior Executive teams including ED’s, MD’s, VP’s.

Coordinated high volume of domestic and international travel arrangements and itineraries for meetings and conferences.

Coordinated internal and external business development meetings including guest registration and meals/beverages.

Assisted with creation/editing of Pitchbooks for client meetings using Powerpoint and production department services.

Responsible for daily office management functions such as answering phones, monitoring emails, daily reminders, etc.

Morgan Stanley Fund Services, Purchase, NY (Contract) 01/2017-05/2018 Investor Services Representative

Responsible for ensuring all aspects of transaction management for clients are completed on time, exceptions are resolved, and provided subject matter expertise to the hedge fund clients.

Acted as primary contact point to Hedge Fund Managers/investors and managed fund migrations and closings.

On-boarded investors ensuring compliance with fund documentation, anti-money laundering (AML) requirements, statutory regulations, and policies and procedures.

Prepared client focused presentations for Senior Executive teams using Microsoft Powerpoint.

Generated operational reports using various systems to aid in effective operation of fund services using maker-checker process.

Participated in summer internship program including a final project to remodel, enhance, and automate subscription documents while using client feedback to improve the subscription documents and overall process/user experience.

Citigroup, New York, NY (Contract) 05/2015-10/2016

Intake Coordinator

Acted as Liaison for bankers in Reprographics Department and Graphics Department.

Monitored high volume of Reprographic requests via E-Tracker system (approximately 120-150 daily)

Conducted quality assurance reviews on various work products and worked with clients in the event of misunderstandings.

Improved efficiency by managing and executing against multiple projects while meeting deadlines.

Coordinated communication, planned logistic items and prioritized tasks based on deadlines.

Education

John Jay College CUNY, NY- Bachelors in Forensic Psychology, Minor in Chemistry 2019

Hostos Community College CUNY, NY A.S. Forensic Science 2015

Skills

Microsoft Office Suite (Microsoft Word, Excel, PowerPoint, Outlook) Concur, Oracle

Volunteer experience/Special services

Coat drive with New York Cares, distributed meals to the elderly with Citymeals-on-Wheels

Notary Public

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