Kianna Becker
Lisle,IL
Overview
4
4
years of professional experience
Work History
Operations Administrator
Calamos Investments
Naperville, IL
05.2023 - Current
- · Balancing responsibilities between the Wealth Management and Investment Product operations.
- · Received an “Exceeded Expectations” on annual review for 2024 and 2025.
- · Operations tasks include daily reconciliation, position/ cash management, account opening, termination, and document retention.
- · Accepted responsibility of operations for Wealth management in September 2024.
- · Fostering a strong connection between the investment and operations teams to close a persistent communication gap.
- · Designed a portal to facilitate cash transfer requests faster with less human error.
- · Trained two new hires and two interns on Wealth Management operations.
- · Assisting with trade settlement tasks, including unallocated trades and trade errors.
- · Facilitating all cash and share movements within the accounting software, including account funding, account consolidation, and strategy rebalances.
- · Utilizing the Bloomberg Terminal to create securities within the accounting, trading, and reporting software. Pricing, dating, and mapping securities for trading and reconciliation.
Development Associate
Glenkirk
Northbrook, IL
06.2022 - 02.2023
- · Applied for five corporate and township grants for medical and program funding.
- · Performed general office administrative tasks including data entry and generating basic reports.
- · Prepared communication through letters, emails, and social media posts for donors and key stakeholders.
Education
Master of Science - Finance
University of Illinois At Springfield
Springfield, IL05-2025
Master of Arts - Economics
Northern Illinois University
Dekalb, IL05-2022
Skills
- Verbal and written communication
- Operational planning
- Operations management
- Task delegation
- Financial administration
- Data research and validation
Timeline
Operations Administrator
Calamos Investments
05.2023 - Current
Development Associate
Glenkirk
06.2022 - 02.2023
Master of Science - Finance
University of Illinois At Springfield
Master of Arts - Economics
Northern Illinois University