Senior Operations Associate

SUMMARY

• 6 years operations experience at the mid-office of a hedge fund
• 3+ years strong programming skills in Excel, VBA, Microsoft Office, Python, R, HTML, C++, JavaScript

PROFESSIONAL EXPERIENCE

Senior Operations Associate – Hedge Fund (San Francisco)
Sept 2019 – Present

• Oversaw end-to-end trade lifecycle management for equities and derivatives, ensuring timely and accurate trade capture, settlement, and reconciliation. Collaborated with brokers, custodians, and counterparties to resolve discrepancies.
• Maintained accurate records of trades, positions, cash balances, and other financial data. Generated and distributed daily, monthly, and quarterly performance reports, P&L statements, and NAV calculations.
• Led efforts in assessing operational risks and ensured compliance with internal controls, regulatory requirements (e.g., SEC, MiFID II), and audit standards. Worked closely with the compliance team to support reporting.

• Acted as a key liaison between operations, front office, risk management, and finance teams to resolve operational challenges and streamline communication, driving efficiency across the organization.
• Supported investor relations by ensuring timely and accurate client reports, statements, and other documentation. Assisted in the onboarding process for new clients, ensuring smooth integration into the firm’s operational workflows.

Data Analyst Intern – Growth Consulting Firm (Berkeley)
May 2019 – Aug 2019

• Conducted company/industry segment analysis on national startup datasets according to growth rate.
• Performed linear regression to identify correlation between new entrants’ index and dropout index.
• Defined qualitative best practice metrics and quantitative benchmarks for high-growth startups.

Data Analyst Intern – Investment Firm (New York)
Aug 2018 – Oct 2018

• Built regression models to identify investment opportunities in the education sector.
• Extracted key variables by ranking feature importance of different institutional attributes.
• Conducted correlation analysis to identify optimal investment opportunities by region.
• Synthesized insights via data visualization and presented recommendations to clients.

Credit Analyst Intern – Credit Risk Firm (New York)
Jun 2017 – Sept 2017

• Supported a $50,000 deal using cash flow models and Monte Carlo simulations for security grading.
• Applied asset and cost tree models to analyze financial statements of over 1,000 real estate companies.
• Extracted critical indexes for use in radar graph evaluation models.
• Used logistic regression to refine raw financial data for use in evaluation tools.
• Analyzed default rates to assess ABS bond risk and projected performance.

EDUCATION

Master’s Degree in Financial Technology (FinTech)
Graduated: May 2019
• GPA: 3.8/4.0

Bachelor of Science in Financial Mathematics
Graduated: Apr 2018
• GPA: 3.8/4.0
• Completed in 3 years with honors

Bachelor of Applied Economics (Honor)
Completed: Jun 2015
• GPA: 3.7/4.0