Hana Abdirahman
Auckland,AUK
Summary
A driven professional with experience working in the financial services industry. Developed a strong understanding of ETFs, managed funds, NZ funds management space and of the needs of customers. Strong communication and problem-solving skills have enabled successful resolve customer disputes and ensure customer satisfaction. Also bring a strong command of Excel, including advanced functions and pivot tables to effectively interpret and forecast financial outcomes. Passionate about contributing analytical skills to optimize investment strategies and drive sound decision-making.
Overview
6
6
years of professional experience
Work History
Member Services Specialist
Smartshares Ltd
10.2023 - Current
- Streamlined communication between investment advisors and support staff, resulting in improved efficiency and client service.
- Monitored feedback from members regularly, implementing improvements based on their suggestions and needs.
- Improved information flow within the team by implementing an effective communication strategy for sharing market insights and updates.
- Maintained updated knowledge of relevant regulations and industry best practices to continuously improve AML/KYC processes.
- Collaborated with the risk management team to identify and mitigate potential risks associated with clients'' investments, providing a more secure environment for their assets.
Office Assistant/Receptionist
Citi
12.2022 - 08.2023
- Maintained confidentiality in handling sensitive information while performing administrative tasks.
- Enhanced office efficiency by 60% by managing schedules, organizing files, and maintaining a clean workspace.
- Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.
- Managed staff calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Served as a liaison between departments to facilitate effective communication throughout the company.
- Answered high volume of phone calls and email inquiries.
- Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
Accounts Assistant
Orchard & Shipman
01.2021 - 12.2021
- Participated in the month-end close process, ensuring accurate reporting of accounts receivable balances and timely submission of data for financial statements.
- Collected, compiled and analyzed data to prepare customer invoices per contractual requirements.
- Supported internal and external audits by providing necessary documentation and insights related to accounts receivable transactions and processes.
- Enhanced cash flow by diligently tracking and reconciling customer payments, ensuring prompt resolution of discrepancies.
- Mitigated disputes over invoices by liaising between internal departments and clients, ensuring clear communication and swift resolution of issues.
Summer Insight Week
Bright Network
06.2018 - 06.2018
- Rotated between the Financial Analytics, Sales and Global Data departments.
- Focused on learning about the financial markets, the asset classes, market players and the Bloomberg Terminal's key functions.
- Shadowed a team of engineers, data analysts and investment research specialists.
- Conducted research with three colleagues on "Does the ECB risk triggering an economic downturn as they reduce their quantitative easing stimulus?" and presented results to a panel of judges.
Education
Postgraduate Diploma - Economics
University of Reading
Reading, United Kingdom09.2019
Bachelor of Science - Economics
University of Westminster
London, United Kingdom07.2018
Skills
- Financial Modelling & Analysis: Financial Statement Analysis, Accounting Principles & Standards, DCF Valuation, Operational Modelling, Risk Assessment, Quantitative Analytics
- Investment Strategies: ETFs, Managed Funds, Fixed-Income Analysis
- Data Management and Software: Excel (Advanced, including Macros/VBA), SQL, Tableau
- Statistical Tools: MATLAB, STATA, Bloomberg Terminal
Languages
English
Native or Bilingual
Arabic
Limited Working
Timeline
Member Services Specialist
Smartshares Ltd
10.2023 - Current
Office Assistant/Receptionist
Citi
12.2022 - 08.2023
Accounts Assistant
Orchard & Shipman
01.2021 - 12.2021
Summer Insight Week
Bright Network
06.2018 - 06.2018
Postgraduate Diploma - Economics
University of Reading
Bachelor of Science - Economics
University of Westminster
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