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Portfolio Compliance Analyst at BlackRock with expertise in post-trade compliance and regulatory oversight across APAC, EMEA, and AMRS. Managed 1,700+ primary market offerings annually, ensuring adherence to UCITS, ERISA, SFDR, and AIFMD frameworks. Proficient in Bloomberg, Aladdin, and Power BI, monitoring 186 client portfolios averaging $50M NAV, achieving a 30% breach reduction. Led compliance automation, cutting review time by 40% and breach rates by 60%. Experienced in audit support and cross-functional collaboration. Seeking diverse, challenging financial domain roles focused on growth and continuous learning.

 Experienced investment compliance professional with knowledge in mutual fund oversight, institutional account management, and regulatory reporting. Proven expertise in daily compliance monitoring, audit coordination, and certification processes across hundreds of investment portfolios. Have experience in general ledger reconciliation and trial balance analysis. Proficient in Excel, with exceptional organizational and communication skills, and a demonstrated ability to adapt effortlessly to evolving financial systems, technologies, and regulatory policies through continuous learning. 

Meticulous Certified Financial Planner™ with over 20+ years of experience in financial planning, management and client counseling. Evaluates client situation, assets, debt, risk tolerance, and goals to create comprehensive financial plans, and investment strategies. History of building long term client relationships and helping them to reach financial goals.

 Seasoned Risk Management Professional with over two decades of progressive experience driving compliance operations for a leading global organization. Skilled in working collaboratively with all levels of staff, vendors and both internal and external stakeholders in successful attainment of challenging objectives. Adept analyst, auditor, and problem-solver committed to excellence. 

Tünde Lilla Kaszás

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Portfolio Compliance Analyst

Portfolio Compliance Intern

RTR Accountant Intern

Education

Master of Science - IT For Business Data Analytics

Bachelor of Science - Finance And Accounting

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Portfolio Compliance Analyst

Portfolio Compliance Intern

RTR Accountant Intern

Master of Science - IT For Business Data Analytics

Bachelor of Science - Finance And Accounting

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