Aml, Vba, Excel, Ms Office, Kyc, financial reporting, Fund Operations, Trade Settlement

Training Development, Project Participation, Adobe Acrobat, Technology Operational Excellence, Client Data Management, Collaboration Stakeholder Engagement, AML KYC Risk Management, Trade Execution Lifecycle Management, Client Service Communication, Investment Expertise Market Awareness

Microsoft Excel, Powerpoint, Accounting Concepts

Alteryx, Tableau, Loans documentation, Clearpar or equivalent trade settlement platforms, Loan IQ system, Loan transfer documentation and settlements, Data analysis tools, APLMA LMA documentation