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Michelle Lewis

Director Middle Office
San Francisco, California
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This public profile is provided courtesy of Clay. All information found here is in the public domain.
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Michelle Lewis

Director Middle Office
San Francisco, California
SummaryAI Assisted Badge

Michelle Lewis is a highly experienced professional with a track record of over 20 years in financial services, specializing in Fund Accounting, Middle Office & Trade Operations, Trading, and FinTec.

She is a multi-lingual and multi-cultural leader, having worked and resided in the US, Latin America, Europe, and Asia, showcasing a global perspective and understanding.

Michelle's core competencies include Project Management, Business Requirements, Process Improvement, Market Risk, Middle Office Asset Management, Hedge Fund Operations, Fund Accounting, Mentoring, and proficiency in Advent Geneva.

She pursued her Bachelor's degree in Economics from the University of California, Berkeley, solidifying her academic foundation in the field.

Throughout her career, Michelle held key positions such as Director at White Oak Global Advisors, Llc, Principal Consultant And Senior Project Manager at Ss&C Advent, and VP/Senior Market Risk Analyst at HSBC, reflecting her expertise and leadership roles within renowned organizations.

Her professional journey also includes Vice President roles at Brencourt Advisors and ING Furman Selz Asset Management, as well as Chief Operating Officer at Orion Capital Advisors, showcasing her diverse experience.

In addition, Michelle's background encompasses roles such as Assistant Vice President at ING Furman Selz Asset Management, Mutual Funds Accounting And Financial Analyst at Charles Schwab, and Hedge Fund Professional at Robertson Stephens Investment Management.

Michelle Lewis's extensive experience, combined with her education, organizational affiliations, and specialization, positions her as a dynamic and accomplished professional in the financial services industry.

This public profile is provided courtesy of Clay. All information found here is in the public domain.