Mita Pandya

Experience

• 

  First American Bank

  Jan 2004 - Jan 2007

  Trader/Operations Specialist
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  Harris myCFO

  Jan 2007 - Sept 2009

  Senior Operations Analyst

  • Performed timely daily reconciliations of client account transactions, position holdings and market valuations with multiple custodians, using interfaces, websites or statements.• Prepared and analyzed monthly, quarterly, and ad hoc reports for institutional clients• Provided support for internal departments including Professional Services, Account Management, Sales, and Custom Engineering.• Communicated directly with clients regarding deposits, disbursements, performance data, client audits, and directed brokerage requests. Show less

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  PT Asset Management, LLC

  Jul 2012 - Jan 2016

  Senior Operations/Investor Relations

  • Maintained portfolio accounting system (APX) to ensure accurate security setup information, pricing and account valuation and corporate action activity• Worked with front and back office Investment teams to verify the data accuracy and timely flow of information• Worked with System Integration project from Advent APX to Advent Geneva. • Worked with System Integration project from ACT to Backstop solutions.• Managed and tracked Mutual Funds Inflow/Outflows and Mutual Funds Reporting.• Automated daily operations task using scripts, Macros and SQL queries.• Assisted Director of Operations with best practice initiatives for trading, compliance, and all client related requests • Report preparation as requested by management. Automated and improved the generation of reports by using macros, scripts, in APX. Show less

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  Oak Ridge Investments

  May 2016 - now

  Enterprise Systems Analyst
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  North Square Investments

  Jul 2018 - now

  • Vice President Of Technology

    Jul 2021 - now

  • Enterprise Systems Manager

    Jul 2018 - Jul 2021