Sonila Ismailaj

Supervisor, Investment Operations & Compliance @National Philanthropic Trust

Philadelphia, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2022 — Present

Supervisor, Investment Operations & Compliance @National Philanthropic Trust

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Jenkintown, PA, US

National Philanthropic Trust (NPT) is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their philanthropic inspirations. Our mission is to increase philanthropy in society. We have made more than grants totaling $23.6 billion to charities all over the world. National Philanthropic Trust (NPT) ranks among the largest grantmaking institutions in the United States.At NPT as Supervisor of Investment Operations and Compliance, my strategic goal is to elevate my people, optimize our processes and innovate our services to support our donors to achieve their philanthropic goals. A lifelong learner, passionate about finding the best way to perfect inefficient procedures through the review, analysis and execution of the donor onboarding and overall business operational goals.

EDUCATION

N/A

Fox School of Business at Temple University

Bachelor, International Business Administration

N/A

Southeastern Oklahoma State University

Master of Business Administration - MBA, Business Administration and Management

ABOUT SONILA ISMAILAJ

Accomplished financial services professional with over 17 years of experience in investment fund operations, investor relations, product development, fund mergers, compliance, and auditing. Proven track record of streamlining processes, improving compliance standards, and enhancing stakeholder satisfaction in high-paced financial environments. Adept at managing cross-functional teams, driving strategic initiatives, and fostering strong relationships with advisors, custodians, and clearing firms. Recognized for high integrity, analytical acumen, and the ability to adapt quickly to new responsibilities and technologies.• Donor Advised Funds• Investment Compliance• Investor Relations • Private Equity• Trade Enrichment Process • Quantitative Analysis• Transfer Agent Management• Alternative Investments • Fundraising • Due Diligence • Anti-Money Laundering • Broker Dealer Operations• Salesforce• Microsoft Office• Process Improvement • Budgeting & Cost Analysis• Project Management • Relationship Management• Knowledge of SEC & FINRA Regulations • Proxy Campaigns • Team Building • Independent Broker/Dealer Channel

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