Joyce Ann Tupan

• Managed investment operations and portfolio data administration for 7-9 institutional client accounts
representing portfolios valued from hundreds of millions to multi-billions of dollars.
• Oversaw portfolios compromising approximately 2, 000-2, 500 underlying investment funds across
private markets and alternative investment strategies.
• Delivered portfolio reporting, investment activity tracking, and unfunded commitment monitoring
for pension funds, endowments, university foundations, family offices, and private equity investors.
• Managed performance estimate workflows for approximately 200 investment funds across weekly,
bi-monthly, and month-end reporting cycles, ensuring data integrity and SLA compliance
• Processed capital calls, distributions, subscriptions, redemptions, and valuation updates with a strong
focus on accuracy, timeliness and operational quality.
• Reviewed and validated high volumes of investment documentation, account statements, and
transaction records to maintain reporting accuracy and operational quality.
• Trained and onboarded 5 analysts on investment operations workflows, reporting procedures, and
quality control standards.
• Selected as back-up analyst for high-priority institutional client accounts and senior analyst coverage
during peak operational periods.
• Utilized Solovis, eVestment, Canoe Intelligence, and NexGen to support portfolio analytics, investment
reporting, and financial data management
• Received management recognition for exceptional productivity and performance during probation.
• Recognized as one of the top-performing analysts within a 60-70 member Analyst Services team and
recognized by peers for exemplifying strong results-orientation and company core values.

• Supported global operations for the accounts receivable team across
Europe, Asia, and Latin America through receipt postings and
application processing.
• Assisted with intercompany settlements, credit memo requests, and
high volume transaction processing ranging from approximately
200-1000 receipts.
• Collaborated with international teams to support timely and
accurate finance operations.