Sharon Espina
Greater Vancouver,BC
Summary
Senior Client Reporting Analyst with 7+ years in asset management and 9 years in global financial services. Experienced in reporting operations, workflow coordination, and process improvement, known for clear communication and quick, reliable responsiveness. Results-driven Senior Institutional Client Reporting Analyst with expertise in high-volume reporting, effective problem-solving, and onboarding processes. Committed to enhancing operational efficiency and fostering strong client relationships.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Institutional Client Reporting Analyst
Connor, Clark & Lunn Financial Group
Vancouver, British Columbia
09.2018 - Current
- Managed the timely and accurate setup, production, and delivery of high‑volume client reports and sales/marketing materials using CORIC.
- Engaged in Salesforce functional testing, producing structured test cases and clear defect documentation.
- Coordinated accurate setup and maintenance of client accounts and contacts by reviewing and approving New Account Transition forms through detailed pre‑checks and final validations.
- Monitored and triaged the client reporting inbox, ensuring timely routing and resolution of incoming requests.
- Oversaw client and product transition updates across affiliates, tracking reporting requirements and progress through Smartsheet.
- Played a key role in onboarding new hires by providing training, addressing questions, and offering ongoing support to ensure a smooth transition.
- Upcoming: Participating in the new Client Onboarding project, supporting testing and process validation.
Associate Trust Officer
Computershare Trust Company of Canada
Vancouver, British Columbia
10.2016 - 06.2017
- Provided administrative support to Trust Officers and assisted with daily operational activities.
- Managed Accounts Receivable functions for the Corporate Trust Department.
- Processed warrant exercises and EFT payments with precision and compliance.
Senior Client Services Specialist
State Street Bank and Trust Company
Toronto, Ontario
05.2014 - 07.2015
- Worked closely with Asia‑Pacific Investment Management teams to provide consistent, high‑quality client support and resolve requests efficiently.
- Investigated payment and income discrepancies, identifying root causes using financial date platforms like Bloomberg/SIX Financial (Formerly Telekurs) and coordinating corrective actions.
- Collaborated with market teams and sub‑custodians to execute client requests and ensure timely resolution of inquiries.
Senior Income Specialist
State Street Bank and Trust Company
Toronto, Ontario
02.2011 - 05.2014
- Reconciled incoming funds from the sub‑custodian network and ensured accurate transmission to client accounts.
- Cross‑trained in the Boston, MA office to transition and outsource a key workflow to the Toronto office.
Senior Trade Processor
State Street Bank and Trust Company
Toronto, Ontario
10.2006 - 02.2011
- Ensured timely and compliant processing and authorizing of international, FED, and DTC trades within tight market windows.
- Created documentation for standard operating procedures to support consistency and knowledge sharing across the team.
Education
Bachelor of Science - Hotel And Restaurant Management
Philippine Women's University
Manila, Philippines03.1999
Skills
- Continuous improvement mindset with a focus on refining workflows and identifying opportunities for process enhancement
- Critical Thinking & Analysis; Effective Problem Solving in Fast-Paced Environments
- Strong Interpersonal & Relationship‑Building Skills
- Team‑focused and highly collaborative
Certification
High-Performance People Skills
UBC Sauder School of Business, Vancouver BC | December 2024
Communication Skills Workshop (Better Business Writing)
On-Track Corporate Training, Vancouver BC | November 2023
Financial Accounting
Ryerson University, Toronto ON | Fall term 2007
Understanding the Securities Industry Certificate
State Street Bank and Trust, Toronto ON | 2007
UBC Sauder School of Business, Vancouver BC | December 2024
Communication Skills Workshop (Better Business Writing)
On-Track Corporate Training, Vancouver BC | November 2023
Financial Accounting
Ryerson University, Toronto ON | Fall term 2007
Understanding the Securities Industry Certificate
State Street Bank and Trust, Toronto ON | 2007
Timeline
Senior Institutional Client Reporting Analyst
Connor, Clark & Lunn Financial Group
09.2018 - Current
Associate Trust Officer
Computershare Trust Company of Canada
10.2016 - 06.2017
Senior Client Services Specialist
State Street Bank and Trust Company
05.2014 - 07.2015
Senior Income Specialist
State Street Bank and Trust Company
02.2011 - 05.2014
Senior Trade Processor
State Street Bank and Trust Company
10.2006 - 02.2011
Bachelor of Science - Hotel And Restaurant Management
Philippine Women's University