Melissa Holden
Investment Operations Lead
- Role
- Investment Operations Lead at Polen Capital
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Investment Operations Lead
Jan 2024 — Present
Trade Operations Management- Daily Cash and Position Reconciliation - Cash Flow Management and Forecasting- Expense Management- Audit and Valuation Support- Data Validation- Request for Proposal Support
Education
Universitat Pompeu Fabra
Politics, Spanish, and History
2010 — 2010
UMass Boston
Master of Business Administration (M.B.A.), Accounting
2015 — 2016
Bryant University
Bachelor of Science, International Business, Finance, Spanish
2008 — 2012
Skills
- Microsoft Office
- Payroll
- Analysis
- Fund Accounting
- Loans
- Powerpoint
- Microsoft Excel
- Bloomberg
- Reporting & Analysis
- Customer Service
- Public Speaking
- Accounting
- Finance
- Loan Servicing
- Market Research
- Excel
- Teamwork
- Mutual Funds
- Team Management
- International Business
- Investments
- Fund Administration
- Data Management
- Spanish
- Cash Flow Reporting
- Bank Reconciliation
- Tableau
- Social Media
- Financial Reporting
- Account Reconciliation
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