Holden Gregory

Experience

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  PCR Financial Aggregation

  Jun 2016 - Aug 2022

  • Incorporated automation technology to scale the processing of 85% of previous manual aggregation portfolio • Operationalized collection and execution of client alternative investment data via FTP and email based platforms• Primary point of contact for client onboarding and operational due diligence• Trained new employees to utilize proprietary operations systemshttps://www.pcrinsights.com/ • Aggregated alternative investment data such as valuations, capital calls, distributions and other unstructured content through a proprietary portfolio accounting system for advisors, family offices, pensions, OCIOs, and technology providers totaling $400B in assets• Provided tailored reporting solutions on a variety of alternative investments including private equity, real estate, and hedge funds• Maintained high quality control and data accuracy of 99.98%

  • Data Automation Manager

    Jan 2021 - Aug 2022

  • Senior Operations Analyst

    Jun 2018 - Dec 2020

  • Operations Analyst

    Jun 2016 - Jun 2018
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  Raymond James

  Mar 2023 - now

  New Accounts | Supervisor

  • Partners with cross site peers and managers to establish performance goals for department; collaborates with and directs associates to meet or exceed these goals.• Plan, assign, monitor, review, evaluate and lead the work of associates.• Establish internal or external partnership opportunities, through analysis of business needs and relationships that may enhance success.• Ensures appropriate documentation and departmental tools are created and/or maintained.• Facilitate the implementation and acceptance of organizational change and help individuals adapt. Show less