Lauren Dickerson

-Manage and facilitate all aspects of new client and fund launches -Act as the Single Point of Contact, coordinating communications for clients, their service providers and internal areas during the on-boarding process -Ensure the client and services are set up in all relevant systems, track all project items and manage communications related to client launches -Liaise with all third party entities to ensure connectivity and reporting requirements are tested and delivered -Understand and work with internal areas to deliver all standard and customized client requirements as detailed in the sales mandate -Contribute to projects designed to increase the efficiency and scalability of on-boarding related processes and technology

-Review/Assessment of Investment Funds Ensure compliance and fit of funds within the ISE rules. Open discussions on Hot Issues surrounding Offshore funds and lead with informed opinions. -Event Analysis Conduct daily credit ratings agencies monitoring of exposed counterparties. Produce what-if scenarios and engage in senior management discussions. -Marketing to List Apply product knowledge and analysis towards gaining new clients. Research new markets and how to gain exposure. Compile data to endorse social media networking for the company. -AD-HOC Research Update and inform team members on future regulatory changes. Include impact summaries and necessary policy changes. -Time Management Able to adjust daily tasks to fit priority items at a moment's notice. Cover for team members and carry out review analysis process.

-Daily Valuations Execute and confirm daily NAVs for complex derivative-based funds. Investigate and clear breaks with counterparties, client and IFS. -Monthly NAV Cut the final NAV at month-end ensuring accuracy for investor subscriptions and redemptions. Raise any breaches and initiate discussions with the client as soon as known. Promote good rapport between IFS and the client. -Project Work Lead team on in-house projects for new reporting systems and program launches. Ensure deadlines met by self and teammates on weekly basis.

MBA 2018 Wehle School of Business