BlackRock Key Projects

• New Acquisition: Formed as key POC for onboarding thousands of portfolios during an acquisition with a Mexican investment firm, requiring collaboration with internal and external stakeholders to meet strict deadlines.

• Innovative Portfolio: Managed the implementation of a proof-of-concept portfolio with hundreds of sweeping sub-accounts, requiring meticulous attention-to-detail and research skills.

• SFTP Implementation: Served as key implementation specialist for a new client, who required statement uploads via SFTP, requiring creation of the sites and transmission of the files.

Served as key POC on numerous firm projects and portfolio operations specialist, which included reconciliation of portfolios, cash management with traders and portfolio managers, collaboration with internal and external stakeholders to improve firm performance and efficiency.