Tristan Koller
Barcelona
Summary
Dynamic professional with a proven track record at JPM Workplace Solutions, specializing in project management and client engagement. Achieved significant operational improvements by enhancing processes, which resulted in a marked reduction in complaints and the establishment of a zero-turnover environment. Expertise in data analysis and bilingual communication in English and Spanish contributed to substantial gains in performance metrics and client satisfaction. Committed to continuous learning to drive further advancements in service delivery.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Associate – Client Operations
JPM Workplace Solutions (ex Global Shares)
Barcelona
11.2023 - Current
- Led a team of 6 members, overseeing the management of over 20 clients in the Irish and UK markets
- Delegated tasks effectively and implemented time management strategies to optimize team performance
- Introduced improvements that significantly reduced client/user complaints and operational losses
- Fostered a collaborative team environment, achieving 0% employee turnover in a traditionally high-turnover department
- Conducted regular performance reviews and provided actionable feedback, resulting in year-over-year improvements in performance metrics
- Managed cross-functional communication, ensuring seamless coordination between departments and successful project outcomes
Analyst - Client Operations
JPM Workplace Solutions (ex Global Shares)
Barcelona
09.2021 - 11.2023
- Managed portfolio for EMEA public clients
- Analyzed, reconciled, and reported operations for Purchase Plans
- Adapted client requests to match operational capabilities
- Developed processes to maximize efficiencies and client satisfaction
- Implemented improvements to eliminate operational bottlenecks
- Participated in management responsibilities such as training and planning
- Resolved problems through Root Cause Analysis (RCA) or established issue escalation process
Sr. Operations Analyst
Uala Digital Bank
Buenos Aires
04.2020 - 08.2020
- Reconciled all daily rescue and subscription operations by the platform’s clients
- Detection of deviations with Investment fund providers saved the platform +$50k per mo
- Escalated technical issues occurring with mobile app and assume PO responsibilities
- Aggregated daily operations files to identify which transactions were approved and completed to calculate the total transaction amount for rescues and subscriptions
- Approved loan products for clients and managed their payment schedules
- Coordinated new product launches with the Operations Team
- Supported the legal team with financial auditing when suspicious movements were flagged
Jr. Operations Analyst
Uala Digital Bank
Buenos Aires
04.2019 - 04.2020
- Handled priority cases of customer service situations to ensure effective solutions were executed and high customer satisfaction
- Developed automated reporting that compiled different sets of data to support the finance and operations team
- Identified key operation metrics such as cash in/out which were leveraged in companywide reports and integrations with third party services
Business Analyst Intern
Uala Digital Bank
Buenos Aires
11.2018 - 04.2020
- Conducted market research for Mexico expansion and developed a 2020 launch plan
- Reviewed product development opportunities and promotion strategies
Business Intern
KARL STORZ
Buenos Aires
09.2015 - 10.2015
- Evaluated the state of products life cycles and documented existing stock
- Shared weekly reports on the technical state of medical instruments and machines to the wider team
Education
Master’s - International Management
EADA Business School
Barcelona, Spain07.2021
Bachelor’s - Business & Finance
Universidad Torcuato di Tella
Buenos Aires, Argentina11.2018
Primary and Secondary School - International Baccalaureate
St. Andrews Scott School
Buenos Aires, Argentina12.2013
Skills
- Proficient in English and Spanish, Intermediate German
- Project Management
- Client Engagement Expertise
- Data Analysis
- MS Office
- Excel Advanced
- Jira and Confluence
Certification
- Tapestry - Certificate in Employee Share Plans
- Certified Equity Professional – Level 1
- Blockchain for New Business – Online Coursera.com
- Sustainable Finance and Investment Basics – Online Coursera.com
- Mastercard Clearing and Operations – Provided by Mastercard while working for Uala
Personal Information
Date of Birth: 08/24/95
Swiss and Argentine Passport
https://www.linkedin.com/in/tristan-koller-77a600136/
Timeline
Associate – Client Operations
JPM Workplace Solutions (ex Global Shares)
11.2023 - Current
Analyst - Client Operations
JPM Workplace Solutions (ex Global Shares)
09.2021 - 11.2023
Sr. Operations Analyst
Uala Digital Bank
04.2020 - 08.2020
Jr. Operations Analyst
Uala Digital Bank
04.2019 - 04.2020
Business Analyst Intern
Uala Digital Bank
11.2018 - 04.2020
Business Intern
KARL STORZ
09.2015 - 10.2015
Master’s - International Management
EADA Business School
Bachelor’s - Business & Finance
Universidad Torcuato di Tella
Primary and Secondary School - International Baccalaureate
St. Andrews Scott School
Similar Profiles
Vincent MyersVincent Myers
Fire Systems Engineer/Building Engineer at CBRE Global Workplace Solutions (GWS)Fire Systems Engineer/Building Engineer at CBRE Global Workplace Solutions (GWS)
ASWATHI SISUPALANASWATHI SISUPALAN
Graduate Project Manager at CBRE Global Workplace Solutions (GWS)Graduate Project Manager at CBRE Global Workplace Solutions (GWS)
Karolina MikulskaKarolina Mikulska
Senior Finance Analyst at CBRE Global Workplace SolutionsSenior Finance Analyst at CBRE Global Workplace Solutions