Senior Innovation Leader driving enterprise transformation through scalable digital platforms and intelligent automation.
Specializes in translating complex operational challenges into high-impact, production-ready solutions that accelerate delivery, reduce friction, and enable organizational agility.
Combines strategic vision with hands-on execution discipline, architecting low-code ecosystems, automating critical workflows, and establishing governance frameworks that balance innovation velocity with enterprise compliance.
Recognized for feasibility-first thinking, meticulous attention to data integrity and edge cases, and the ability to bridge technical and business stakeholders to deliver sustainable, future-ready platforms that fundamentally reshape how teams operate.
What do I need to get started? A blank canvas and a vision.
Support portfolio management operations by conducting fundamental analysis on securities and providing investment recommendations to senior portfolio managers
Prepare quarterly client communications analyzing portfolio performance using Morningstar analytics, ensuring accuracy and timeliness in all client-facing reporting
Execute due diligence processes on prospective investment opportunities while maintaining strict compliance with bank policies and regulatory requirements related to fraud prevention and anti-money laundering activities
Deliver ad-hoc analytical support and reporting to meet evolving client and portfolio manager needs.
Detailed Description
Revamped core operational processes of the position, significantly increasing efficiency in handling portfolio manager assignments and streamlining workflow execution
Developed custom VB scripts from scratch to automate client report generation, accelerating production speed by 80% and reducing manual processing time.
