Judith Mezzacappa

Assistant Vice President - State Street

Location
Greater New York City Area
Industry
Investment Management

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Judith Mezzacappa's Overview

Current
Past
Education
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500+ connections

Judith Mezzacappa's Summary

Senior Investment Management Professional with primary focus on investment operations business support and portfolio accounting: Equities, Fixed Income Futures, Foreign Exchange. Outstanding leader able to collaborate with both business users and technology to define and design system enhancements with exceptional expertise in system conversions.
Adept in delivering outstanding customer service to both internal and external clients.

AREA'S OF EXPERTISE: Portfolio Accounting, Conversions, Client Service, Performance Measurement, Creative Problem Solving, End User Acceptance Testing, Business Process, End User Training and Account Setup and Maintenance

Judith Mezzacappa's Experience

Assistant Vice President

State Street

Public Company; 10,001+ employees; STT; Financial Services industry

January 2014Present (9 months)

Consultant - Client Reporting

State Street

Public Company; 10,001+ employees; STT; Financial Services industry

August 2012January 2014 (1 year 6 months)

Vice President - Investment Operations - Business Support Team Manager

AllianceBernstein

Public Company; 1001-5000 employees; AB; Investment Management industry

20052012 (7 years)

Manager of a Global Business Support group for one of the firms Portfolio Accounting Systems. Staff of 6 were located in both New York and London. Team was responsible for initiating the process through which system and internal and external client’s problems were identified and resolved, including problem recognition, research, resolution and documentation. A ticketing system was utilized for both incident and problem management. Set policy and procedures for the resolution of issues and created articles to be used in knowledge base.

Vice President - Investment Operation - Conversion Manager

AllianceBernstein

Public Company; 1001-5000 employees; AB; Investment Management industry

20042008 (4 years)

Conversion Manager for the migration of Equity and Fixed Income Accounts between two of Alliance’s internal portfolio accounting systems. Responsible for research and resolution of conversion discrepancies. Worked with business users to determine the accounts for the various conversion tranches by reviewing the similarity among accounts. Responsible for insuring that the accounts migrating were setup properly in the target system, validated all account data and processing flags. Determined the success criteria to validate the conversions and was responsible on conversion weekends to provide business user signoff verifying that the conversions were successful. Assisted in User Acceptance testing of enhancements required to convert Fixed Income Portfolios.

o Successfully converted over 2,500+ Equity and Fixed Income Portfolios in 10 unique conversion tranches over a 3 year period as system enhances were completed.

Vice President - Information Technology

AllianceBernstein

Public Company; 1001-5000 employees; AB; Investment Management industry

19962004 (8 years)

Co-Managed a Development Staff of 8 for Alliances Internal Portfolio Management System. Issues were logged in a in-house designed tracking data base. Enhancements requests, issues and queries were reviewed on a daily basis with the senior development staff. Worked with the development staff and users to define and design system changes.

Vice President - Head of Global Investment Operation

AllianceBernstein

Public Company; 1001-5000 employees; AB; Investment Management industry

19891995 (6 years)

Manager of the following Global Investment Operations teams; Reference Data Management, Performance Measurement, Reconciliation, Corporate Actions, Account Setup and Portfolio Administration. Staff of 7 Senior Managers who managed a staff of 60+ . Assisted the development staff with defining and designing system enhancements for our internal portfolio accounting system. Worked with Senior Management on handling issues raised by external clients and insured issues were resolved in a timely manner.

Judith Mezzacappa's Skills & Expertise

  1. Equities
  2. Equity Derivatives
  3. Conversions
  4. Fixed Income
  5. Reconciliations
  6. Performance Management
  7. Corporate Actions
  8. Business Process
  9. Futures
  10. Client Services
  11. Settlements
  12. Operational Due Diligence
  13. Operations Management
  14. User Acceptance Testing
  15. End User Training
  16. End User Support
  17. Detail Orientation
  18. Customer Service
  19. Team Leadership
  20. Mentoring
  21. Knowledge Sharing
  22. Portfolio Accounting
  23. Account Setup and Maintenance
  24. Forwards
  25. Big Picture Thinking
  26. Creative Problem Solving
  27. Settlement
  28. CRM
  29. Portfolio Management
  30. Middle Office
  31. Financial Services
  32. Investment Management
  33. Derivatives
  34. Account Reconciliation
  35. Asset Management
  36. Securities
  37. Bloomberg
  38. Trading Systems
  39. Investments
  40. Technical Support
  41. Data Conversion

View All (41) Skills View Fewer Skills

Judith Mezzacappa's Education

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