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Grace Han

Grace is an operations professional with an impressive 19+ years of experience in the finance industry, specializing in alternative investments. Her expertise lies in providing robust support for middle and back-office functions, with a specific focus on corporate actions, bank loan amendments, and restructures.

Throughout her career, Grace has demonstrated her dedication to excellence. She has worked closely with clients, leveraging her extensive experience to ensure the successful completion of projects within specified deadlines. Her meticulous approach includes the careful monitoring of both onshore and offshore team members.

 

To maintain transparency and provide clients with real-time updates, Grace has a talent for creating trackers that offer insights into the status of assignments. This level of detail not only ensures project progress but also fosters trust and clarity in client relationships.  Furthermore, Grace managed a group of team members responsible for reconciling breaks between accounting, operations, and custodian banks on a daily basis. Her meticulous oversight ensured that cash breaks were completed daily and securities reconciliations were performed either daily or monthly, depending on custodian requirements. She reviewed cash and position reports for over seven different strategies and a hundred accounts, ensuring the highest level of accuracy and compliance.

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In her role as a liaison between various teams, Grace plays a crucial role in ensuring that information flows seamlessly. Effective communication is a cornerstone of her work, and she excels in making sure that all stakeholders are informed and engaged.

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With Grace's wealth of experience, strong problem-solving skills, and dedication to operational excellence, she is a valuable asset to any team or organization in the finance industry. Her expertise in alternative investments, coupled with her ability to streamline operations and enhance client relationships, makes her an exceptional professional in the field.

Contact

626.826.1824

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