Robert Sorensen
- Role
- Manager, Client Onboarding at Northern Trust
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Robert Sorensen
Results-driven leader with extensive experience in managing diverse teams, executing…
Experience
Manager, Client Onboarding
Jul 2021 — Present
Managing team of Business Analysts and Testing Specialists involved in onboarding new clients onto the Investment Operations Outsourcing platform. • Managing BAs responsible for Client Oversight, Trade Communication, Reporting, and Reconciliation Workstreams. • Managing Testing Specialists responsible for Joint UAT with clients as they prepare to go live with outsourced operations. • Mentoring and guiding teams throughout the implementation lifecycle. • Escalating risks and issues that could impact the implementation timeline. • Documentation and improvement of onboarding processes and tools.
Education
Northwestern College
Bachelor of Arts - BA, Business/Economics with Accounting Concentration
Skills
- Teaching
- Microsoft Excel
- Business Analysis
- Investment Banking
- Capital Markets
- Trading Systems
- Trading
- Back Office Operations
- Coaching & Mentoring
- Back Office
- Financial Services
- Market Risk
- Finance
- Operations Management
- Leadership
- Equity Trading
- Employee Training
- Interest Rate Derivatives
- Change Management
- Settlement
- Prime Brokerage
- Risk Management
- Management
- Derivatives
- Product Control
- Banking
- Portfolio Management
- Equity Derivatives
- Electronic Trading
- Hedge Funds
- Swaps
- Hedging
- Securities
- Microsoft Office
- Options
- Middle Office
- Project Management
- Structured Products
- Commodity Markets
- Credit Derivatives
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