Kathleen Tomasian
Chicago,IL
Overview
5
5
years of professional experience
Work History
Sr Analyst, Private Capital Administration
Northern Trust
Chicago, IL
10.2025 - Current
- Assisted and monitored investor onboarding process' for multiple clients at a time all with different nuances
- Successfully Onboarded a brand new client with over 20 funds to all of our CRM systems, i.e. Investran, Investran accounting, Fenergo, and with a turnaround of 3 months to establish a good relationship with the new client.
- Initiated training across many teams to assist with functionality and ensure our team is more multifaceted
Analyst, Private Capital Administration
Northern Trust
Chicago, IL
09.2023 - Current
- Evaluate investor AML screening, mitigating risks through thorough due diligence.
- Facilitated client onboarding processes, enhancing workflow efficiency and improving client satisfaction through effective communication.
- Assisted in training new team members on data management tools, promoting a collaborative environment and knowledge sharing.
- Maintained high accuracy percent in investor data entry and fund transaction records, ensuring compliance and reducing errors in reporting.
- Preformed and approved incoming daily tasks from clients ensuring a standard reply time of less than 24 hours.
Research Assistant
Economic Growth Institute, University of Michigan
Ann Arbor, MI
01.2023 - 07.2023
- Analyzed clean energy funding; developed Michigan business database; enhanced market insights.
- Researched clean energy laws, aiding business accessibility; facilitated policy comprehension.
Student Assistant
The Office of the Provost, University of Michigan
Ann Arbor, MI
10.2022 - 04.2023
- Managed guest interactions, ensuring efficient office operations and timely assistance. Directed inquiries, enhancing communication and streamlining efficiency within the office.
Advisor Development Summer Analyst Intern
Bank of America, Merrill Lynch Wealth Management
Northbrook/Chicago, IL
06.2022 - 08.2022
- Presented capstone project to enhance client acquisition strategies with a team of 10 interns.
- Analyzed digital tasks to understand service offerings and client engagement at Bank of America.
- Collaborated with peers to identify methods for accommodating diverse client needs effectively.
Server
Pier 290 Restaurant
Williams Bay, WI
05.2021 - 08.2021
- Delivered exceptional service by actively listening to customer needs, fostering a welcoming environment that enhanced guest satisfaction. Cultivated positive interactions by engaging with guests, resulting in memorable dining experiences and repeat visits.
Director of Tennis
Barrington Area Tennis Association
Barrington, IL
05.2021 - 08.2021
- Designed and implemented comprehensive lesson plans for diverse age groups, enhancing tennis skills.
- Managed and mentored high school staff, fostering leadership and teamwork.
- Facilitated daily camps for 15-25 participants, promoting active engagement and social development.
- Reported on camper progress, driving continuous improvement and success.
Education
Bachelor of Art - Economics & Spanish
University of Michigan-Ann Arbor
Ann Arbor, MI05.2023
Skills
- FIS Investran
- Fenergo
- Risk Management
- Compliance
- Microsoft Excel
- Microsoft Dynamics
- Data Analysis
- Client relationship management
Timeline
Sr Analyst, Private Capital Administration
Northern Trust
10.2025 - Current
Analyst, Private Capital Administration
Northern Trust
09.2023 - Current
Research Assistant
Economic Growth Institute, University of Michigan
01.2023 - 07.2023
Student Assistant
The Office of the Provost, University of Michigan
10.2022 - 04.2023
Advisor Development Summer Analyst Intern
Bank of America, Merrill Lynch Wealth Management
06.2022 - 08.2022
Server
Pier 290 Restaurant
05.2021 - 08.2021
Director of Tennis
Barrington Area Tennis Association
05.2021 - 08.2021
Bachelor of Art - Economics & Spanish
University of Michigan-Ann Arbor