Shir Barton

Shir Barton

Executive Assistant

Followers of Shir Barton512 followers
location of Shir BartonSan Diego, California, United States

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  • Timeline

  • About me

    Business Owner | New Mom School

  • Education

    • UC Santa Barbara

      2011 - 2014
      Bachelor's degree PSYCHOLOGY
    • University of California, Los Angeles

      -
      Project Management Certification
  • Experience

    • Jermyn Street Capital LLC

      Jun 2012 - Sept 2012
      Executive Assistant

      Engaged with potential investors and lenders to seek interest in various financial opportunities. Prepared weekly progress reports, including financial statistics and terms for each investment deal. Scheduled internal and external meetings, and coordinated company hosted events with independent advisors and internal teams.

    • UCen Catering

      Nov 2012 - Sept 2014
      Catering Sales Assistant

      Coordinated over 1,800 catering events for UCSB departments and student organizations. Worked directly with off-campus clients to plan events ranging from 10 to 1,300 guests. Prepared catering proposals, invoices, and confirmations, responding to client concerns throughout.

    • Capital Group

      Oct 2014 - Jul 2023

      Conducted analysis to design and implement end-to-end solutions to integrate, stabilize, and continuously improve business processes. Aligned and prioritized Aladdin business requests to accomplish enterprise wide strategic objectives and engaged business users to maximize benefits from new and existing Aladdin capabilities. Performed analysis and elicited information (i.e. impact analysis, problem statement analysis, system and process mapping, etc.) to define business requirements and develop solutions that enabled enhanced data quality and operational scale. Provided full administrative support for up to six senior managers simultaneously while undertaking a wide range of complex projects including implementing a new procedure for tracking operational readiness for new funds to trade derivatives and compiling various reports to illustrate trade volumes and trade discrepancies

      • Senior Business Project Analyst, North American Client Group

        Jan 2022 - Jul 2023
      • Business Solution Design Analyst, Investment Operations

        Jan 2020 - Jan 2022
      • Fixed Income Business Analyst

        Jun 2019 - Jan 2020
      • Business Project Associate, Investment Operations

        Apr 2017 - Jun 2019
      • Administrative Assistant

        Oct 2014 - Apr 2017
    • New Mom School

      Aug 2024 - now
      Business Owner
  • Licenses & Certifications

    • CFA Investment Foundations

      Apr 2018
    • Certified ScrumMaster (CSM)

      Scrum Alliance
      Mar 2020
      View certificate certificate
  • Volunteer Experience

    • Program Coordinator

      Issued by Verbum Dei High School on Oct 2015
      Verbum Dei High SchoolAssociated with Shir Barton
    • Fellow

      Issued by Riordan Leadership Institute on Sept 2016
      Riordan Leadership InstituteAssociated with Shir Barton