Summary
Overview
Work History
Education
Skills
Timeline
Generic

Robert Donovan

Glace Bay,NS

Summary

Dynamic professional looking for a new challenge. I have a proven track record in fund administration, excelling in working with tight deadlines, and team collaboration. Successfully led a team to enhance service delivery efficiency while mentoring junior and senior associates.

Overview

12
12
years of professional experience

Work History

Junior Associate Director

MUFG Fund Services
Halifax, NS
04.2022 - Current
  • Supported senior associates in preparing client reports to meet daily and monthly deadlines.
  • Exhibited adaptability to shifting priorities while thriving in a fast-paced environment.
  • Strengthened collaborative efforts among teammates by facilitating open dialogues during group discussions.
  • Led a team of five individuals to ensure adherence to company policies and client deadlines.

Senior Associate

MUFG Fund Services
Halifax, NS
07.2017 - 04.2022
  • Contributed with other teams to streamline fund administration processes and enhance service delivery efficiency.
  • Mentored junior associates, fostering professional growth and improving team performance through knowledge sharing.
  • Coordinated with clients to resolve complex inquiries, enhancing client satisfaction and strengthening relationships.
  • Took part in audits, collaborating with external parties to ensure transparency and compliance across all operations.

Associate

MUFG Fund Services
Halifax, NS
03.2014 - 07.2017
  • Assisted in processing fund transactions and share/cash reconciliations to ensure accuracy and compliance.
  • Maintained accurate records of fund performance metrics and generated reports for management review.
  • Executed daily data entry tasks using proprietary software to ensure timely updates and reporting.
  • Adapted quickly to new systems and processes, contributing to team productivity during extremely tight, daily deadlines.

Education

BBA - Finance

Cape Breton University
Sydney

Skills

Cash and share reconciliations

Problem-solving

Time management

Attention to detail

Multitasking and organization

Problem-solving abilities

Computer skills

Team collaboration

Adaptability and flexibility

Verbal and written communication

Data entry

MS office

Timeline

Junior Associate Director

MUFG Fund Services
04.2022 - Current

Senior Associate

MUFG Fund Services
07.2017 - 04.2022

Associate

MUFG Fund Services
03.2014 - 07.2017

BBA - Finance

Cape Breton University
Robert Donovan