Beau Figliola
- Role
- Senior Director, Investment Operations at Parametric
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Beau Figliola
I create strategy and execute with operational excellence. I do so by building…
Experience
Senior Director, Investment Operations
Jan 2023 — Present
Lead an organization of 70 operations associates. Manage teams in various locations, including Seattle, Boston, Alpharetta, and Singapore. Provide operations support for over accounts. Functions include data operation, portfolio reconciliation (position, cash, transactions, and tax lots), trade settlement, corporate actions, continuous improvement, and operational oversight. Responsible for department budget, vendor oversight, location strategy, and execution of objectives and key results (OKRs). Oversaw initiatives to create proprietary reconciliation software, migrate voluntary corporate action election platforms, and adopt best practice applications across the department. Lead employee networking groups focused on operations and technology as well as families.
Skills
- Analysis
- Strategy
- Microsoft Powerpoint
- Project Planning
- Fixed Income
- Risk Management
- Data Analysis
- Management
- Team Management
- Microsoft Word
- Custodians
- Prioritize Workload
- Equities
- Bloomberg
- Public Speaking
- Customer Service
- Financial Markets
- Portfolio Management
- Swift Messaging
- Microsoft Office
- Investment Management
- Financial Analysis
- Internal Process Development
- Asset Management
- Program Management
- Project Management
- Vendor Management
- Driving Results
- Derivatives
- Finance
- Business Process Improvement
- Cross-Functional Team Leadership
- Securities
- Trading
- Microsoft Excel
- Organization Skills
- Strategic Planning
- Business Development
- Investments
- Leadership
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