Robin Palmer

Portfolio Control Accounting Officer

DEC 2013 - PRESENT · 12.8 years

* Develop, produce and enhance State Street internal portfolio controls using SQL * Perform internal portfolio controls on State Street and client portfolio data * Conduct testing of external client portfolio level calculations on RKS accounting platform * Write excel reports to manage and report portfolio quality metrics. * Data mapping * Prepare internal monthly portfolio books closed monitoring reports. * Maintained confidentiality of records and client information. * Process improvement

Asset Management Operations Manager | Portfolio Controls & Governance

DEC 2013 - JUL 2026 · 12.7 years

Lead portfolio control, reconciliation integrity, and financial‑data accuracy for high‑risk institutional portfolios, including Alpha‑platform accounts representing approximately $600 billion in global assets. Strengthen operational reliability through SQL‑driven controls, exception management, and audit‑ready governance across multi‑asset investment environments. Key Contributions: • Supported multi‑billion‑dollar portfolios with high‑risk operational profiles, ensuring accurate valuation, clean reconciliation, and reliable financial reporting. • Achieved a 60% reduction in prior‑period re‑openings by redesigning controls, correcting upstream data dependencies, and tightening governance across complex portfolios. • Eliminated recurring reconciliation breaks and reduced manual intervention through redesigned control frameworks. • Led audit and validation processes that prevented regulatory exposure and corrected high‑impact portfolio miscalculations. • Built data‑mapping and transformation protocols that improved reference‑data consistency across portfolio‑management systems. • Developed Excel‑based dashboards and reporting packages that improved transparency across middle‑office workflows. • Managed portfolio book reopenings while maintaining accurate historical records and minimizing downstream operational risk. • Advanced continuous‑improvement initiatives that strengthened exception management and increased team productivity. • Upheld rigorous data‑governance and confidentiality standards for sensitive institutional client information.

Asset Management Operations Manager | Portfolio Controls & Governance

DEC 2013 - PRESENT · 12.8 years

Own portfolio control, reconciliation integrity, and financial data accuracy for high-risk institutional investment clients, including Alpha-platform portfolios representing approximately $600 billion in global assets. Serve as a senior control and escalation resource across book-close, prior-period activity, exception management, SQL-based validation, release support, and operational issue remediation. Reduced prior-period book reopenings by more than 60% by redesigning control checks, correcting upstream data dependencies, and tightening governance across complex institutional portfolios. Strengthened portfolio-control frameworks by identifying recurring reconciliation breaks, improving exception handling, and reducing manual intervention across high-risk account structures. Led audit, validation, and book-closure processes that corrected high-impact portfolio miscalculations and protected financial-reporting accuracy across multi-billion-dollar books. Built SQL-driven and Excel-based control reporting to monitor portfolio quality, book-close trends, and anomalies. Supported Alpha-platform production stability through release validation, root-cause analysis, data mapping, and cross-functional issue resolution. Maintained rigorous data-governance and confidentiality standards.

Vice President

OCT 2007 - MAR 2013 · 5.5 years

Oversaw global securities data and market-data operations supporting BlackRock's internal and client-hosted Aladdin environments. Directed data integrity, security-master governance, pricing controls, client onboarding, migration readiness, and production stability across multi-trillion-dollar investment platforms. Directed global data operations supporting BlackRock's internal Aladdin environment of approximately $4.1 trillion in AUM and client-hosted platforms representing approximately $6.9 trillion in institutional assets. Architected the functional design for Aladdin's issuer-override capability. Led the buildout of security-master records and data-flow structures for thousands of distressed assets during the 2008 financial crisis. Resolved systemic securities-data, pricing, valuation, and downstream risk-workflow issues under tight operational SLAs. Led client migrations by overseeing security-master buildout, data mapping, workflow integration, and operational readiness for Aladdin onboarding. Directed vendor performance, SLA management, SAS70/SOC1 control development, and cross-functional remediation. Led the Drexel University Co-Op program.

Vice President

OCT 2007 - MAR 2013 · 5.5 years

Oversaw global data operations for BlackRock’s Aladdin platform, supporting both internal asset‑management environments and client‑hosted instances representing more than $11 trillion in combined institutional assets. Led crisis‑driven security‑master and data‑flow build‑outs during the 2008 financial collapse, enabling accurate valuation and risk analysis for government‑mandated stabilization programs. Key Contributions • Built new security‑master records and engineered data‑flow pipelines for thousands of distressed assets during the financial crisis. • Resolved systemic data breaks impacting pricing, valuation, and downstream risk workflows under tight operational SLAs. • Directed client migrations, overseeing security‑master build‑out, data mapping, and end‑to‑end integration into Aladdin. • Designed internal and client‑facing quality‑control reporting solutions that improved transparency and exception management. • Authored advanced SQL queries and technical documentation supporting data analysis, pricing controls, and financial modeling. • Managed vendor partnerships and performance metrics aligned with SLAs and governance requirements. • Led SAS70 and SOC1 audit‑control development across cross‑functional teams. • Served as a trusted advisor to clients on data integrity, system performance, and operational readiness.

Associate Director

MAR 2003 - OCT 2007 · 4.7 years

Led fixed-income data operations and vendor relationships supporting global trading, pricing, valuation, and reference-data workflows. Partnered with trading, technology, risk, and operations teams to improve data quality, stabilize pricing processes, and strengthen downstream valuation reliability. Built and executed an outsourcing strategy for fixed-income data operations that doubled operating capacity, reduced processing costs by 70%, and stabilized pricing workflows. Improved pricing accuracy, reference-data quality, and benchmark validation across Bloomberg and other market-data sources. Strengthened governance and quality-control processes across integrated financial platforms. Enhanced market-data validation, exception management, and pricing controls.

Supervisor Fixed Income

SEP 2001 - MAR 2003 · 1.6 years

* Managed daily operations of US Fixed Income data modeling. * Developed relationships with security underwriters to provide first to market securities data * Wrote SQL query reports for quality control and reporting requirements. * Worked with developers and business analyst to develop a convertible securities data model * Project management * Data mapping

Supervisor, Fixed Income

AUG 1992 - MAR 2003 · 10.7 years

Led U.S. fixed-income data modeling and operations supporting market-data platforms, pricing engines, analytics applications, and institutional valuation workflows. Directed data quality, product coverage, vendor coordination, and cross-functional implementation work across fixed-income and convertible-securities datasets. Directed the business design of the convertible-securities data model. Built relationships with underwriters to expand market coverage, improve reference-data quality, and strengthen pricing reliability. Supported cross-functional system integrations.

Supervisor Fixed Income

AUG 1992 - SEP 2001 · 9.2 years

* Managed daily operations of US Fixed Income data modeling * Developed relationships with security underwriters to provide first to market securities data * Wrote SQL query reports for quality control and reporting requirements * Worked with developers and business analyst to develop a convertible securities data model * Data mapping

Third Class Petty Officer

DEC 1988 - APR 1992 · 3.4 years

Summary of scope: Served in a high‑accountability engineering environment focused on operational readiness, precision, and adherence to strict procedural standards. Key Contributions • Led and trained junior personnel in daily operational tasks, safety procedures, and equipment handling • Maintained accountability for technical documentation, calibration records, and compliance with Navy standards • Supported mission‑critical operations requiring discipline, accuracy, and rapid problem solving • Contributed to a team culture built on reliability, communication, and chain‑of‑command integrity