Mary Ruffet, CFA

Experience

• 

  Capital Group

  Oct 2004 - Jul 2006

  Portfolio Administrator

  As a portfolio administrator, I was in charge of 25 clients for which I was performing daily cash reconciliation, monthly portfolio reconciliation and monthly reporting. This included client queries (end client being the pension fund managers or CFO), and escalating issues with custodian banks.

• 

  UBS Wealth Management

  Aug 2006 - May 2009

  Client Advisor Assistant

  Assisting the Relationship manager, managed the clients portfolio. Clients were sophisticated financial intermediaries (trustees, asset managers). I joined UBS 6 months before the subprime crisis and dealt with client queries all throughout the financial crisis, which included doubts about the bank's situation. I was part of a team of 5 people.

• 

  Barclays Bank PLC

  Aug 2009 - Oct 2010

  Account Executive

  Joined a newly created team to take part of the initial prospection, managed new clients (clients are hedge funds, banks, insurance companies, captive managers). I had the responsibility to create databases of potential clients - based on personal searches, articles news, etc...

• 

  Nestlé Capital Management

  Oct 2010 - Apr 2012

  Decision Support Analyst

  In the Alternative Investment Group

• 

  Nestlé Capital Advisers SA

  Apr 2012 - Aug 2017

  Analyst - Investment Manager Research

  Nestlé Capital Advisers SA (NCA) is a competence centre within the Nestlé Group that regroups all pension expertise into one organisation.The Investment Manager Research team is responsible for the selection and monitoring of (external) managers.

• 

  Université de Genève

  Sept 2017 - Oct 2020

  Student Msc Environmental Sciences

  Specialisation: climate

• 

  The Global Fund

  May 2019 - now

  As a team leader, my focus has been on driving the following projects for our Finance & Administration division:▫ Develop and implement a new Knowledge Management strategy▫ Identify knowledge gaps by socializing with the division’s leadership and their teams▫ Develop training to address the identified knowledge gaps using a variety of tools (incl. creating eLearning)▫ Building and maintaining a robust document repository▫ Act as the division’s change management focal point for both internal and cross-sectional projects▫ Maximize knowledge sharing within the division to continuously empower staff▫ Active role in the organization-wide project to design a new architecture for information Show less - Support the identification of financial business process improvements to operational Grant Management processes in collaboration with the relevant stakeholders within Finance andGrant Management.- Support the business process expert to analyse the impact of functional changes and guidance from Divisions on existing processes and the need for new process design.- Design the “business mock-up” of cost-effective solutions and reporting templates to improve the data for impact, absorption value-for-money and other trend analysis for grant implementers,grant implementation.- Support the development and maintenance of a Finance document repository (FAQs, guidelines, etc.) to facilitate knowledge sharing- Support the development of training materials and deliver trainings to internal staffs (including new employees) and external stakeholders on business processes Show less

  • C19RM Extension Project Manager

    Dec 2023 - now

  • Knowledge Management Specialist

    Jul 2021 - Dec 2023

  • Associate Specialist Knowledge Management

    May 2019 - Jun 2021