Adam Bertrand is a skilled professional, that works in Antares Capital main office of which is in 226. on the position of Reconciliation Specialist since 2017. This person has earned professional experience in more than seven positions at various companies. Adam Bertrand went to the Concordia University - St. Paul and got education from 2007 to 2009. Adam has the following professional qualifications: 2014 Cfa Level Ii Candidate and Passed Level 1 Cfa Exam. Merritt Island, Florida is the city, where the professional was known to live. Adam Bertrand's email address and phone number are accessed through this website on demand.
Name variants:
Ad Bertrand,
Ade Bertrand
Contact Information
Last Update
Jul 3, 2022
Email
ad**@antares.com, ad**@gmail.com
Location
Merritt Island, FL
Company
Antares Capital Lp
Workplace
Reconciliation Specialist
Work History
Reconciliation Specialist
500 west Monroe St, Chicago, IL 60661
Serve as specialist of reconciliation for cash movement between the bank/finance and the operations team/subledger
Coordinate with operations team to resolve cash and GL inquiries from Fin...
Oct 2017 — Apr 2019
Team Lead, Alternative Investments - Syndicated Bank Loans
50 south La Salle St, Chicago, IL 60603
Manage a team of analysts responsible for back office operations including settling trades, reconciling positions, and processing principal and interest activity
Continuously developing th...
May 2016 — Oct 2017
Team Lead
100 Tower Dr SUITE 211, Burr Ridge, IL
Promoted to leadership position to establish clear direction for department and optimize processes.
Managed team of analysts assigning duties and monitoring performance while serving as ex...
Jul 2014 — Apr 2016
Junior Analyst
100 Tower Dr SUITE 211, Burr Ridge, IL
Analyze securities and categorize into sectors according to specific criteria
Alternative investments analysis including fund construction, underlying holdings revaluation, and examining c...
Dec 2013 — Jun 2014
Investment Operations Associate
100 Tower Dr SUITE 211, Burr Ridge, IL
Recognized through fast-track promotion for eagerness and ability to master the task and advance to more demanding duties and responsibilities
Normalized client data for progression throug...
Jun 2013 — Dec 2013
Group Benefits Consultant
Developed strategy to expand the company’s book of business with community banks
Devised and streamlined a prospect list to target ideal candidates within industry
Improved sales routes t...
May 2010 — Feb 2013
Education
2007 — 2009
2004 — 2006
Occupations
Management Analyst
Analysts
Accountant
Finance and Accounting Specialist
Accounting Bookkeeper
Bookkeeper
Skills
Financial Analysis
Microsoft Excel
Customer Service
Data Analysis
Teamwork
Analysis
Critical Thinking
Financial Modeling
Analytical Skills
Problem Solving
Thought Leadership
Microsoft Office
Marketing
Writing
Financial Markets
Portfolio Performance Analysis
Bloomberg
Communication
Team Leadership
Performance Management
Relationship Building
Employee Learning and Development
Economics
Leadership Development
Project Management
Time Management
Team Building
Cross Functional Team Leadership
Team Motivation
Performance Motivation
Reading Comprehension
Adventure Travel
Self Management
Self Assessment
Self Directed Learning
Performance Improvement
Presentations
Public Speaking
Coaching
FAQs about Adam Bertrand
What is the main profession of Adam Bertrand?
This professional's job is Portfolio Management Analyst
What jobs is Adam Bertrand proficient at at?
The expert is a professional such jobs as Management Analyst.
Where is Adam Bertrand currently located?
Adam Bertrand is currently located in Merritt Island, Florida.
Does the professional have the email address?
ad**@antares.com and ad**@gmail.com is Adam Bertrand's email address.
How many companies did Adam Bertrand work at?
The professional worked at seven jobs.
Where has Adam Bertrand studied?
Adam studied at the Concordia University - St. Paul from 2007 to 2009.
Are there any certifications Adam Bertrand has?
The expert received the following certifications: 2014 Cfa Level Ii Candidate and Passed Level 1 Cfa Exam.
Are there any industries Adam Bertrand is connected to?
Adam works in Financial Services industry.