Maya Conliffe
Portfolio Administrative Analyst @Logan Capital Management, Inc
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WORK HISTORY
Portfolio Administrative Analyst @Logan Capital Management, Inc
Delaware County, PA, US
Successfully transitioned and onboarded over 50 new Equity and Fixed Income accounts, ensuring 100% accuracy in data entry and readiness for trading within 48 hours using Salesforce and eMoney systems. Spearheaded the reconciliation of client reports, identifying and resolving discrepancies with custodians that led to a 15% improvement in reporting accuracy and compliance adherence. Efficiently processed over $10M in recurring cash withdrawals and account closures, reducing processing time by 20% through enhanced operational workflows. Provided actionable data insights and custom reports to senior management, contributing to a 10% increase in decision-making efficiency and supporting regulatory compliance initiatives.
ABOUT MAYA CONLIFFE
I am a Finance student at Babson College with hands-on experience as a Portfolio Administrative Analyst at Logan Capital Management, where I manage equity and fixed income accounts, streamline processes, and provide data-driven insights to support regulatory compliance. With a strong foundation in courses like Investments and Predictive Business Analytics, I excel in financial analysis, reporting, and operational efficiency. In addition to my professional work, I lead career development initiatives for Chi Omega and have organized wellness forums as a student leader. Proficient in Salesforce, eMoney, Bloomberg, and Adobe products, I am passionate about leveraging my skills to drive impact in the finance industry.
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