Tess Laird
Minnetonka, Minnesota
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities and new software to meet team goals.
Overview
23
23
years of professional experience
Work History
Portfolio Implementation Analyst
RBC Wealth Management
03.2017 - 08.2023
- Overlay management portfolio implementation and ongoing monitoring and analysis.
- Enhanced client satisfaction by providing timely support and assistance in a wide variety of trading of Equity and Fixed Income products.
- Was an integral part of switching trading platform from APL to Envestnet
- Managed multiple projects simultaneously, prioritizing tasks effectively to meet deadlines and exceed expectations.
- Conducted thorough testing of implemented solutions, ensuring optimal performance and minimal issues postlaunch.
- Actively participated in team meetings, sharing insights from previous projects that led to improved strategies moving forward.
Portfolio Operations Analyst
Quantitative Advantage LLC
12.2006 - 10.2016
- Optimized operational efficiency by analyzing and streamlining processes including AUA and AUM for third party sites and management.
- Enhanced data accuracy through meticulous attention to detail from onboarding client data for trading and performance numbers.
- Improved team productivity by implementing effective workflow strategies and time management techniques.
- Contributed to the successful launch of new products and services through rigorous testing and quality assurance checks. Went from APL to Tamarac.
Portfolio Operations Supervisor
Robert W. Baird
12.2000 - 08.2006
- Managed a team of 5 ensuring smooth workflows and timely completion of tasks.
- Evaluated team member performance and productivity, provided feedback and implemented corrective actions.
- Ensured all platforms were reconciled working with APL and Beta on discrepancies.
- Enhanced team productivity by providing ongoing training, coaching, and mentoring to staff members.
- Ensured compliance with company policies, industry regulations, safety standards, and local laws during daily operations.
Education
Bachelor of Arts - Economics And Finance
05.2000
Skills
- Software Implementation
- Requirements Gathering
- Stakeholder Management
- Have Series 7 and 66 Licensing
Timeline
Portfolio Implementation Analyst - RBC Wealth Management
03.2017 - 08.2023
Portfolio Operations Analyst - Quantitative Advantage LLC
12.2006 - 10.2016
Portfolio Operations Supervisor - Robert W. Baird
12.2000 - 08.2006
University of Wisconsin, Milwaukee - Bachelor of Arts, Economics And Finance
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