Open To Work
Chris Holman
Brampton,Canada
Work Preference
Summary
Experienced financial services professional with expertise in account management, relationship building, and investor services. Skilled in enhancing client satisfaction through precise financial reporting and compliance. Proven ability to manage stakeholder relationships and drive operational improvements
Overview
18
18
years of professional experience
Work History
SALES REPRESENTATIVE | CLIENT ADVISOR & TRANSACTION MANAGER
Royal LePage Meadowtowne Realty
10.2022 - 12.2025
- Enhanced client satisfaction by efficiently managing complex financial transactions and ensuring compliance with all regulatory requirements
- Coordinated cross-functional teams to successfully negotiate favorable transaction terms, leading to successful client outcomes.
- Conducted financial, market, and investment analysis to enhance client decision-making.
- Developed and maintained strong client relationships through ongoing advisory support and proactive, responsive communication.
ACCOUNT MANAGER, CORPORATE & INSTITUTIONAL TRUST
Northern Trust Canada
03.2018 - 10.2022
- Managed a portfolio of institutional trust and custody clients, serving as the primary escalation point.
- Delivered institutional client services, account administration, transaction support, reporting, and service delivery, ensuring compliance with established service-level agreements.
- Coordinated trust and custody operations while ensuring compliance with regulatory requirements, operational controls, and internal procedures.
- Resolved complex client inquiries and service issues while managing operational escalations through proactive stakeholder engagement.
- Reviewed legal agreements, client documentation, and operational procedures to ensure accuracy and regulatory compliance.
- Supported internal audits, external audits, compliance reviews, and risk management initiatives.
- Partnered with global operational teams to deliver seamless support across multiple jurisdictions and business units.
- Participated in process improvement initiatives that enhanced operational efficiency, mitigated risks, and improved client service delivery.
SENIOR FUND ADMINISTRATOR, HEDGE FUND SERVICES
SS&C Technologies (formerly Citi)
12.2013 - 03.2018
- Administered a portfolio of 25+ hedge fund accounts with assets greater than $500M AUM.
- Performed daily cash reconciliations, position reconciliations, investor reconciliations, and account reconciliations to ensure financial accuracy and data integrity.
- Prepared and reviewed NAV calculations, investor allocations, capital activity, and fund reporting deliverables.
- Resolved reconciliation breaks, valuation discrepancies, and operational exceptions, ensuring timely resolution and maintaining financial accuracy.
- Collaborated with investment managers, auditors, custodians, brokers, and internal stakeholders to facilitate efficient fund administration activities.
- Produced investor reporting and client deliverables, consistently meeting strict reporting deadlines and service-level agreements.
- Supported subscription, redemption, transfer, and investor servicing functions for alternative investment structures.
- Supported audit requests, regulatory reviews, control testing, and compliance initiatives.
- Acted as team lead during manager absences and peak-volume periods, coordinating workflow distribution and supporting junior team members.
- Contributed to operational improvements that enhanced accuracy, efficiency, and control effectiveness.
INCIDENT, CHANGE & PROBLEM MANAGEMENT ANALYST
L&T Infotech (formerly Citi)
06.2011 - 12.2013
- Managed critical operational incidents to restore functionality in financial systems and minimize impact on business operations.
- Coordinated issue resolution efforts across technical and business teams to minimize operational disruption and risk exposure.
- Conducted root-cause analysis and implemented corrective actions to reduce recurring incidents.
- Produced management reports and operational metrics to inform stakeholders and enhance decision-making.
- Maintained compliance with governance standards, operational procedures, and service-level agreements.
OPERATIONS ASSOCIATE, HEDGE FUND SERVICES
Citi Fund Services Canada
08.2007 - 06.2011
- Facilitated hedge fund administration and investor services operations for alternative investment funds.
- Managed client servicing, onboarding, operational controls, and workflow management functions.
- Processed investor activity, reconciliations, transactions, and operational deliverables in accordance with established procedures.
- Executed cash and position reconciliations, account maintenance, and financial reporting activities.
- Maintained compliance with internal controls, operational procedures, and regulatory requirements.
- Assisted with training initiatives, workflow documentation, and process improvement projects.
Education
General Business - Business Administration
Sheridan College
Brampton, ONOntario Academic Credit (OAC) - French Immersion
Bramalea Secondary School
Brampton, ONSkills
- Client Relationship Management
- Client Reporting
- Investor Services
- Investor Allocations
- Cash Reconciliations
- Position Reconciliations
- Financial Reporting
- Fund Administration
- Regulatory Compliance
- Process Improvement
- Issue resolution
- Stakeholder engagement
- Microsoft Office
COMMUNITY INVOLVEMENT
Volunteer – Joe Carter Classic Golf Tournament (Children’s Aid Foundation)
- Supported event coordination and financial tracking for participant activities
Student Mentor – Junior Achievement Canada
- Delivered financial literacy training on budgeting and money management
Head Coach – Brampton Minor Baseball
- Led team development, performance coaching, and conflict resolution
Timeline
SALES REPRESENTATIVE | CLIENT ADVISOR & TRANSACTION MANAGER
Royal LePage Meadowtowne Realty
10.2022 - 12.2025
ACCOUNT MANAGER, CORPORATE & INSTITUTIONAL TRUST
Northern Trust Canada
03.2018 - 10.2022
SENIOR FUND ADMINISTRATOR, HEDGE FUND SERVICES
SS&C Technologies (formerly Citi)
12.2013 - 03.2018
INCIDENT, CHANGE & PROBLEM MANAGEMENT ANALYST
L&T Infotech (formerly Citi)
06.2011 - 12.2013
OPERATIONS ASSOCIATE, HEDGE FUND SERVICES
Citi Fund Services Canada
08.2007 - 06.2011
General Business - Business Administration
Sheridan College
Ontario Academic Credit (OAC) - French Immersion
Bramalea Secondary School