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Katie Will | Portfolio AdministratorKatie is responsible for all aspects of Omega’s Portfolio Administration including investment operations, portfolio compliance, client reporting, and external service provider relationship management. Katie has extensive experience in fund administration, her career spans more than 11 years. Prior to joining Omega, Katie spent five years working in London as a Fund Administrator for a variety of Hedge Funds. Her most recent role was Administrator for TT International where she was responsible for the reconciliation of cash, equity and derivative positions between prime broker, future clearers and CFD counterparties. Katie also has five years experience working with a Financial Planning firm in Auckland as the firms portfolio administrator and para planner. |
