Gerome V.

Experience

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  Ireland Hockey

  Aug 2004 - Aug 2020

  Coach

  Kings Hospital Secondary School (2004 – 2010)Irish Colleges Hockey Association Head Coach (2006, 2007)UCD Ladies Hockey Club (2006, 2007)East Coach Field Hockey, USA (2006, 2007)Muckross Hockey Club (2008 - 2010, 2011 - 2020)Key Responsibilities: • Assembled and managed teams of 16 players from ages 6 to 23 years old• Developed and designed individual and team coaching sessions• Planned teams’ structure and goals to achieve end of season performance targets• Coordinated individuals to act effectively as a team and receive best possible results • Provided organizational structure by communicating effectively with the team and coaching staff• Acted as mediator between any player or coach if a personal or a team issue arose• Presented sessions in a clear and simple manner to the team and fellow coaches Show less

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  Avis Rent a Car

  Jun 2008 - Aug 2008

  Sales Agent

  Key Responsibilities:• Responsible for Desk Sales• Dealt with Customer Relations• Met sales targets on rentals and walk up-sales• Responsible for cash balance once a day• Locked up/opened up sales desk in the evening/morning

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  PayPal

  Jan 2010 - Jun 2010

  Fraud Agent

  Key Responsibilities:• Investigated PayPal accounts for potential risk or fraudulent activity• Analyzed account history to make sure all appropriate restriction/dismissal decisions were made on each reviewed account• Responsible for examining the legitimacy of the account holder by reviewing personal documentations such as: driver’s license, credit card statements and transaction history on eBay• Continually monitored potential fraudulent cases and reported information on such cases to Management Show less

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  Bank of America

  Aug 2010 - May 2011

  Client Escalation Unit Agent

  Key Responsibilities:• Provide complex problem resolution support to banking associates• Handle escalated personal and commercial customer cases• Conduct research on personal and commercial accounts and adjust accounts accordingly• Advise banking associates on correct bank and regulatory policy and procedures• Research customer and commercial accounts for potential fraud• Assist banking associates, personal, and commercial customers with online banking issues

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  Merrill Lynch

  Aug 2011 - Jan 2012

  Asset Transition Services – Transfer Agent

  Key Responsibilities:• Responsible for processing daily trade entries, responding to investor/branch queries, and to ensure all transfers follow correct Anti Money Laundering (AML) procedures• Ensured transfer requests were initiated accurately and in accordance with National Securities Clearing Corporation and other regulatory agencies, rules and regulations • Managed and used multiple systems simultaneously to research and manage transfers• Recognized and resolved problems which might occur during the course of a transfer• Provided a high level of service and support to clients of Merrill Lynch, Merrill Lynch Branches, and communicate effectively with financial firms • Used European and US clearing systems (i.e. Euroclear and Fundsettle) on a daily basis to process and complete mutual fund transfers Show less

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  Citi

  Jan 2012 - May 2014

  Senior Fund Administrator

  Key Responsibilities:• Responsible for processing a large number of dealing entries and responding to investors/regional office queries in a timely manner and within the agreed KPI’s• Subject Matter Expert in team policies and procedures. • Was selected to be part of Model Office team and responsibilities included the migration of current system data from old TA system to new one, testing of the new Transfer Agency system and creating new procedures for the team• Used SME and Model Office testing knowledge to drive initiates to improve current procedures and training of team members to new TA system• Assisted in the training of new team members and re-training of existing team members on our procedures and systems (i.e. Clearing systems, daily tasks, AML requirements)• Investigate if investors are AML compliant by following Irish and EU legislation• Excellent knowledge and use of clearing systems (i.e. Clearstream, Bank of New York and Vestima+) to settle various trades• Managed any team incidents. This involved liaising with senior management and other teams to resolve an incident as effectively as possible for the client• Managed numerous stretch projects outside of my daily duties. These include LEAN, incident prevention and time management projects Show less

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  BNY Mellon

  May 2014 - May 2015

  Senior Fund Administrator

  Key Responsibilities:• Responsible for overseeing the deal entry of complicated trades• Complete trades, account maintenance and reports via NSCC and Babel• Manage account maintenance via VBS and ensuring contract notes and queries and resolved within the allocated SLA • Complete numerous daily reports, including but not limited to NAV entry, pending/completed deals reports, intra-day cash flow and daily dealing packs for Money Market and non-Money Market funds• Assist in the cross training of existing and new team members of current procedures and trading systems• Ensure all trades are settled on the Clearing systems and developed excellent knowledge of Clearing systems, i.e. Vestima+, Creation Online, EUCLID and Fundsettle• Complete daily reconciliations to ensure the Clearstream/Euroclear accounts are in narrative• Assisting the Model Office testing team in ensuring TA system updates don’t have a negative effect on daily responsibilities• Create Excel and Word Macro’s for the team to increase efficiency and productivity• Complete any projects assigned to myself from senior management Show less

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  Fidelity Investments

  May 2015 - now

  Key Responsibilities:• Production of equity Brinson attribution analysis reporting using internal and external systems• Maintain the ability to expertly cover any investment objective, asset class, business unit or group with little or no advance warning• Responsible for the accuracy of attribution data by use of B-One (calculation engine), PDS (Portfolio Data Services), ISW (Investment Services Workstation) and PWS (Performance Workspace) systems and various internal systems. • Identify, develop and implement process improvements• Built up expert knowledge of SQL, Bloomberg and Bi-Sam• SME of attribution reporting website, PAW2 • Responding to ad-hoc queries and requests from sales directors and/or client managers• Complete all daily and monthly initiatives to ensure stated business objectives and deadlines are met within SLA• Participate in systems development efforts as part of a project team, where participation will include the identification of project requirements, collaboration with technical staff on meeting project milestones, and pursuit of systems integration testing• Act as a mentor/coach to the other analysts/associates Show less

  • Senior Manager - Fidelity Digital Assets

    Apr 2021 - now

  • Team Lead - Fidelity Digital Assets

    Jan 2019 - Mar 2021

  • Senior Performance and Attribution Analyst

    Jul 2017 - Dec 2018

  • Performance and Attribution Analyst

    May 2015 - Jun 2017