Jennifer Avery
Director, Manager, Investment Operations @Hartford Investment Management Co. Himco
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WORK HISTORY
Director, Manager, Investment Operations @Hartford Investment Management Co. Himco
Hartford, CT, US
Manager of Cash Operations team responsible for cash publishing, cash forecasting, and reconciliation and research of payment discrepancies for $100 billion of AUM invested in fixed income, equity and alternative markets. Support investment portfolio management strategies by driving technical and procedural enhancements collaborating with IT and PMO, leading team in cross functional initiatives and complex issue resolution, and meeting audit and regulatory requirements. Coach, mentor, and train team and manage workflow distribution allocation.
EDUCATION
Rensselaer Polytechnic Institute at Hartford
Master of Business Administration - MBA
The University of Toledo
Bachelor of Business Administration - BBA
SKILLS
ABOUT JENNIFER AVERY
Financial services / asset management professional leveraging front, middle and back office investment life cycle experience combined with a collaborative and anticipative approach to the delivery of continuous process improvements strategy and repeatable results. Conduit between operations and investments supporting optimization of the client experience and delivery of sustainable returns. Recognized as a technical resource within the organization, as well as extending accountability of joint objectives through to the client service providers. Management experience and relationship building success with portfolio management, trade desk, business development, client service, IT, clients and fund advisors.Key Strengths:PERFORMANCE, ATTRIBUTION & RISK ANALYTICS Reduced report and analysis turnaround times by 50% developing standardized processes guiding accuracy of performance measurement, attribution, risk characteristics, and upstream data sources. Achieved economies of scale interpreting and articulating investment performance, attribution and ex-post risk results supporting the global expansion of products and clients.IMPLEMENTATION & ON BOARDING Managed launch of a global real estate securities strategy partnering with cross functional teams, third party vendors and technology, from front to back office, creating the global real estate securities middle office framework supporting a 150% increase in institutional separate account clients. OPERATIONS & DATA MANAGEMENT Drove a 3-company merger platform migration, as business analyst, ensuring the unique needs of portfolio management and clients were met. Avoided a $1M cost increase and significantly increased efficiencies in middle office and operations through the migration of performance measurement, IBOR, OMS, compliance, operations and reporting to Barings database architecture.OPERATIONAL DATA RISK MANAGEMENT Led reporting automation project cross functionally with operations, client services, product development and IT reducing processing volume by 20%, improving controls, meeting global client regulatory requirements, and tightened deadlines while personnel support was cut 50%
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