Carlton Turney

About Carlton Turney

I’m a finance professional with over a decade of experience in trade management, reconciliation, and cross-department coordination. My background in financial operations and data-driven process management has equipped me with the analytical precision, compliance discipline, and time-sensitive execution. At Invesco, I’ve spent years ensuring accurate, on-time settlements across global markets, collaborating with traders, brokers, and custodians to resolve exceptions before cutoff. I’m passionate about driving operational excellence, leveraging technology (Excel VBA, Oracle, and scheduling platforms), and supporting real-time decision-making in various markets.

Experience

1. Senior Portfolio Administrator

   Invesco

   Sep 2014 — Present · US

   As a Senior Portfolio Administrator at Invesco, I manage end-to-end trade operations and reconciliation for global funds and privately managed accounts. I ensure accurate cash positioning, trade settlement, and exception resolution within strict daily cutoffs (responsibilities that mirror the precision and timing required in natural gas scheduling) My work involves coordinating with portfolio managers, brokers, and custodians to confirm trades, resolve discrepancies, and meet compliance standards under CSDR and SEC regulations. I also develop Excel VBA tools to automate reporting, streamline variance analysis, and improve operational efficiency. This experience has strengthened my analytical, time management, and stakeholder communication skills (all vital for pipeline nominations, capacity scheduling, and real-time operations within the energy industry)CORE COMPETENCIES:• Pipeline & Capacity Scheduling • Trade Reconciliation • Scheduling Systems • Data Analysis & Reporting • Nominations & Confirmations • Volume Balancing• Cross-Functional Communication • Process Improvement • Blackrock Products • Time-Critical Execution • VBA & Excel Automation • Compliance & SOX Controls