Geoff Sousa
Investment Operations Specialist
Warwick
Summary
Strategically focused Investment Operations Specialist known for high productivity and efficient task completion. Excel in communication, teamwork, and problem-solving, enabling successful navigation through complex investment landscapes and contributing significantly to organizational goals.
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Investment Operations Specialist
Zurich Investment Services
Hamilton
10.2011 - Current
- Monitored daily cash positions for multiple client accounts to ensure transactions are correctly applied.
- Built and strengthened client and custodian relationships to form long-lasting, profitable bonds.
- Resolved transaction discrepancies between custodian banks and trading counterparties in a timely manner.
- Developed, implemented and maintained procedures for the processing of financial transactions.
- Oversaw the completion of daily reconciliations of securities holdings across multiple custodians.
- Served as a liaison between internal departments and external service providers.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Identified needs of customers promptly and efficiently.
- Assisted with customer requests and answered questions to improve satisfaction.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Education
Bachelor of Science - Business Administration
Johnson & Wales University
Providence, RI06-1998
Skills
- Reliable and responsible
- Customer service
- Flexible and adaptable
- Teamwork and collaboration
- Friendly, positive attitude
- Transaction processing
- Problem resolution
- Process improvement
Certification
- Global Business Services (GBS)
References
Allan Boyce, FCCA
Head Investment Accounting & Insights Services, North America
Investment Administration & Accounting
+1 441 542 2104 (direct)
+1 441 536 2405 (mobile)
allan.boyce@bm.zurich.com
Daniela Romaine
Investment Operations
+1 441-542-2140 (desk)
+1 441-707-2140 (cell)
daniela.romaine@bm.zurich.com
Timeline
Investment Operations Specialist
Zurich Investment Services
10.2011 - Current
Bachelor of Science - Business Administration
Johnson & Wales University
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