Bryan Ferreira Da Silva

Bachelor's

Economics

Spanish

Fidelity Investments

Performance Reporting Brokerage Operations Representative

• Identified and worked with technology partners to fix a historical rate of return issue that affected 750,000 client accounts • Worked with technology partners to implement mass solutions to reduce manual processing • Manipulated databases and utilized macros to assign daily, weekly and month end processing work to the team in both the United States and Ireland • Led training with the team in Ireland, created instructional modules, and provided continual coaching and assistance to ensure a smooth transition of US processes to Ireland • Performed comprehensive outlier analysis on performance data across Fidelity’s various product offerings in order to reconcile irregularities in portfolio returns • Resolved and assessed the impact of pricing errors on unvalued securities and rejected transactions to ensure that customers receive accurate monthly performance data • Resolved client inquiries and escalations regarding the interpretation of performance metrics, effects of cash flow, accrued interest and dividends, and other technical issues with the online platform • Managed K1’s tracking via various databases in order to develop quality controls and workflow procedures for compliance with IRS regulations and requirements