Summary
Overview
Work History
Education
Websites
Timeline
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SHAHARIN MUSHREKAT

Toronto,Canada

Summary

  • Results-oriented operations leader with 6+ years of experience in fund operations, reporting, and compliance oversight.
  • Proven expertise managing large teams, executing risk-mitigation strategies, and streamlining processes to meet audit, regulatory, and SLA standards.
  • Strong communicator experienced in collaborating with internal stakeholders, auditors, and external vendors across fund operations.
  • Entrepreneurial leader with hands-on experience launching scalable programs and executing strategic initiatives.
  • Knowledgeable in regulatory frameworks (NI 81-106, IFRS), ServiceNow, Fundserv, and enterprise reporting tools.

Overview

2
2
years of professional experience

Work History

Manager. Operations

Advisor Service Center, Richardson Wealth
05.2024 - Current
  • Led operational reporting oversight and process optimization across 3 business units, ensuring compliance and continuity during strategic transitions.
  • Mentored and developed staff to meet tight regulatory and audit expectations, converting underperformance into consistent output.
  • Embedded risk controls and documentation standards that strengthened audit-readiness and reduced process discrepancies.
  • Key Strengths: Process Optimization Compliance Reinforcement Team Turnarounds Risk Management

Team Manager, Funds Administration

Investment Funds Group, Bank of Montreal Wealth Operations
02.2024 - 05.2024
  • Managed a team of 39 team members in total between offshore and onshore employees, supporting operational processes for 8 specialized teams in the world of integrated funds administration.
  • Amplified individual productivity by 40% by redesigning workflow efficiencies and embedding high-performance standards.
  • Cultivated cross-departmental relationships with 30+ stakeholders across AML, legal, sales, and operations to remove roadblocks and streamline execution.
  • Presented daily disaster recovery and contingency plans to executive leadership, proactively identifying operational risks.
  • Key Achievements: Stakeholder Alignment Crisis Readiness Productivity Surge

Team Lead. Broker Dealer Services. Third Party Administration & Inter-entity

Account Transfers Team, Bank of Montreal Wealth Operations
06.2023 - 01.2024
  • In charge of a team of 22 people in total, split into 5 smaller teams with specialized responsibilities, differing deadlines, and interconnected processes.
  • Spearheaded a project to bring down processing times for the team's requests from 25 business days to 5 business days for the end-to-end process for in-kind transfers.
  • Identified unattended areas of the team, added in controls, created two new sub-teams, and implemented processes to address every task that they are accountable for with the current size of the team, without having to ask for additional hiring or resources.
  • Closely worked with directors and managing directors on escalations to reach agreeable resolutions in the shortest possible time frames and solve client issues.

Education

Bachelor of Business Administration (BBA) - strategic management

Schulich School of Business, York University
05.2022

Timeline

Manager. Operations

Advisor Service Center, Richardson Wealth
05.2024 - Current

Team Manager, Funds Administration

Investment Funds Group, Bank of Montreal Wealth Operations
02.2024 - 05.2024

Team Lead. Broker Dealer Services. Third Party Administration & Inter-entity

Account Transfers Team, Bank of Montreal Wealth Operations
06.2023 - 01.2024

Bachelor of Business Administration (BBA) - strategic management

Schulich School of Business, York University

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SHAHARIN MUSHREKAT