Jean Lundy
- Role
- Senior Portfolio Associate at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Jean Lundy
Well qualified and result oriented banking and investment banking professional with…
Experience
Senior Portfolio Associate
Jun 2022 — Present
Responsible for day to day tasks, resolution of issues, and execution of long-term projects. Required to review work product of middle office vendor to address escalated items. Act as primary conduit between MSIM and our middle office vendor for Equity Portfolio Management Groups. Monitoring of reconciliations, client reports and assist in resolution of failed trades, breaks and claims. Answer all Client, Portfolio Manager and Functional team queries. Review and monitor daily PM reports prepared by Mumbai reporting team before those are finalized and signed off to the Investment team. Actively own cash management function across assigned strategies and work with vendor, Trading team and external counterparties/custodians to ensure sufficient funds are available on settlement date. Examples of long-term projects might include a migration to a new system, to a new vendor, new Fund set up, as well as internal projects such as process improvements within portfolio services, risk control self-assessments or activity-based costing analysis.
Skills
- Written Communication
- Securities
- Wealth Management Services
- Analysis
- Corporate Actions
- Powerpoint
- Communication
- Security Apl
- Equities
- Finance
- Microsoft Office
- Microsoft Excel
- Bloomberg
- Asset Allocation
- Risk Assessment
- Mutual Funds
- Fixed Income
- Loans
- Options
- Financial Services
- Retail Banking
- Microsoft Word
- Investments
- Portfolio Management
- Investment Banking
- Business Communications
- Trading
- Software Documentation
- Banking
- Pnl
- Mortgage Banking
- Financial Advisory
- Risk Management
- Oasys
- Team Leadership
- Asset Management
- Settlement
- Separately Managed Accounts
- Analytical Skills
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