Lorraine Betts

About Lorraine Betts

Experienced and accomplished Senior Client Service professional in finance and business operations with over 14 years of experience with strong analytical skills, a track record of producing accurate and timely reports to tight deadlines. Extensive experience in client service, portfolio accounting, fund onboarding, account transitions, research, reporting and a reputation as someone who goes the extra mile when solving problems. Well-developed interpersonal and team work abilities demonstrated through good communication at all levels of senior leadership. Ability to plan, coordinate and manage multiple tasks effectively.

Experience

1. Senior Onboarding Analyst

   Invesco

   Aug 2019 — Present · Atlanta, GA, US

   Manages account transitions for all new and closed accounts while ensuring data consistency across all systems. • Responsible for the onboarding of new fund accounts in their applicable countries, manages and coordinates the subscriptions/redemptions requests and change in investment strategy and/or benchmark for existing accounts. • Develops and maintains strategic/strong relationships with all appropriate stakeholders to help drive both onboarding and offboarding clients as well as client servicing. • Actively measures/monitors metrics to identify areas of improvement in the team’s workflow and activities. • Identifies areas of risk to resolve any issues prior to the onset of the trading day.

Education

• Kennesaw State University

  MBA, Accounting & Finance

  2009 — 2011

• University of North Carolina at Charlotte

  BSBA, Finance

  1999 — 2004