Walter Madeira
Operations and Fund Accounting Executive | Private Markets | Global Process Integration | Client Relationship Leader
- Role
- Vice President-private Markets and Fund Accounting at State Street
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Walter Madeira
I am experienced operations and fund accounting executive with deep expertise in private…
Experience
Vice President-private Markets and Fund Accounting
Sep 2017 — Present
Oversaw daily operations for Private Market team supporting asset owners and asset managers; ensured compliance using SOX compliance tools and Archer and monitored accounting and custody processes in State Street MCH.• Participated in client calls and presentations with large asset owners to support relationship management and business development using Salesforce.• Led cross-functional initiatives to integrate global hubs across more than five locations into unified operating model; identified redundant workflows and streamlined processes, achieving 10% year-over-year efficiency improvement target.• Collaborated with managing directors and senior vice presidents to develop staffing budget proposals and monitored performance against financial targets using Microsoft Excel and internal financial dashboards.• Partnered with internal teams to address client dissatisfaction by resolving open items; assigned up to 15 team members to targeted workstreams and closed outstanding issues, improving client experience and restoring relationship visibility in Salesforce and SharePoint.• Led onshore team of 30 and offshore team of 50 supporting fund accounting and reporting for 125 institutional clients using State Street MCH and Microsoft Excel.• Conducted client visits and delivered presentations to strengthen relationships and align service goals; documented action items and resolutions in Salesforce and SharePoint.• Responded to RFPs and participated in onsite sales visits to support business development using Salesforce CRM.• Developed strategic plans for future-state operating models to drive scalability and service excellence; utilized workflow analysis in Excel and SharePoint-based project documentation.
Education
Emmanuel College (Boston)
Bachelor of Science - BS
Skills
- Mutual Funds
- Fund Accounting
- Project Planning
- Project Management
- Financial Services
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.