Jessica Patel

About Jessica Patel

Operations Professional with progressive levels of experience within asset management and financial services. Skilled in finance, fund administration, and client operations functions with particular strengths in managing business relationships with investment managers, intermediaries, and transfer agents. Strengths include vendor oversight, client service, monitoring of fund policies, commissions, regulatory requirements and audits. Often recognized for ability to implement process improvements and best practices. Experience in project management and known for collaborating with various teams.Specialties: Vendor Management | Policies and Procedures | CRM Data Management | Budgeting and Forecasting | Process Improvement | Training and Development | Project Management | Client Operations | Client Service | Transfer Agent Oversight | Fund Administration | Finance | Intermediary Oversight | Brokerage Operations | Relationship Management | M••••••••@gmail.com

Experience

1. Vice President Manager, Client Service - Transfer Agency

   Northern Trust

   Nov 2021 — Present · Chicago, IL, US

Education

• University of Michigan

  BA, Economics

  2001 — 2005

Skills

• Vendor Management
• Finance
• Series 63
• Management
• Mutual Funds
• Transfer Agency
• Due Diligence
• Client Services
• Financial Analysis
• Budgeting
• Series 7
• Operations Management
• Third Party Vendor Management
• Financial Modeling
• Securities
• Financial Services