Senior Analyst Resumes in US-New Jersey-Northern: Joanne

Senior Analyst Resume

Contact Candidate

Name:

Joanne

Location:

US-New Jersey-Northern

Experience:

Willing to Relocate:

Willing to Travel:

Most Recent Job Title:

Senior Analyst

Personal Website:

Objective:

Senior Investment Operations Manager, esponsible for monitoring investment activities and reporting.

Resume Text:

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PROFESSIONAL EXPERIENCE

AT&T INVESTMENT MANAGEMENT CORPORATION

Manager, Alternative Investments Operations and Administration (1998-2007)
Managed daily administrative operations for approximately $5.5 billion in Private Equity, Real Estate and Other Post Employee Benefits (“OPEB”) investments.

• Managed vendor relationships with consultants, investment managers, auditors and trustee. Implemented month-end valuation procedures with trustee and investment managers, improving accuracy of assets values provided by trustee for alternative investments.

• Coordinated the spin-off of BellSouth, Warner-Lambert, and Lucent real estate portfolios, previously managed by AT&T Investment Management, providing for smooth transition.

• Supervised preparation of annual audited financial statements, ERISA Form 5500, IRS tax returns, and SEC filings in compliance with regulatory codes, consistently meeting filing deadlines.

• Prepared RFPs for trustee searches, made selection recommendations, successful transitioned alternative assets to new trustees on two occasions.

• Directed, educated, and trained new trustees on reporting policies, increasing the timeliness and accuracy of information reported.

• Coordinated conversion of legal documentation supporting 350 private investments from paper to electronic archiving system, making documentation control and review processes more efficient.

• Analyzed the accuracy and completeness of monthly management reports, supporting Group Vice Presidents decision-making.

• Prepared and ensured execution of written authorizations to the trustee bank releasing funds for capital calls and operating expenses, avoiding penalties and late charges.

• Determined monthly cash flow requirements for alternative investments, facilitating monthly pension benefit payments.

• Optimized operating efficiencies and reduced cost by outsourcing funding of alternative investments to trustee, increasing availability to assist Group Vice Presidents on other projects.

Manager, Real Estate Administration and Operations (1984-1998)
Responsible for government compliance, accounting policy and financial reporting for the Telephone Real Estate Equity Trust, a commingled pool of real estate assets, created as a result of the Bell System divestiture.

• Coordinated with investment managers’ portfolio audit requirements, resulting in accurate and timely preparation of trust level audited financial statements and governmental compliance reporting.

• Conducted comprehensive analysis of monthly accounting reports, identifying and resolving issues, allowing for smooth year-end audit and other reporting.

• Analyzed quarterly financial statements for real estate investments, issuing timely and accurate client reports.

• Developed Policies and Procedures Manual for real estate investments, resulting in greater accuracy and consistency in reporting.

EDUCATION

BS, Business Administration, Concentration Finance, Caldwell College, Caldwell, NJ
Strategic Management, University of Michigan Business School, Ann Arbor, MI

PROFESSIONAL DEVELOPMENT

Cash Investments Management Process and Enhancements, Fiduciary Responsibilities for Public Employee Retirement Funds, Fixed Income Management for Active and Passive Styles, Form 5500 Training, Global Investing, Project Management, Image and Self-Projection, How to Deal with Difficult People and Dale Carnegie Effective Speaking Course.

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