Find your path to Rachel
269 people in our graph share verified history with Rachel — schools, employers, funds. One of them is your warm intro.
Leslie LakeunlockedRachel: together at INVUS FINANCIAL ADVISORS, LLC (2021–2026)
Rachel: together at INVUS FINANCIAL ADVISORS, LLC
×3Rachel: together at International Fund Services (NA) LLC, A State Street Company
×5Rachel: together at SS&C GlobeOp
About
Member of the Invus Financial Advisors team.
Experience
- INVUS FINANCIAL ADVISORS, LLCDirector of Finance & Compliancecurrent2021 — presentNew York, United States
- SS&C GlobeOpAssociate Director - Investor Services2020 — 2021New York, NY
- SS&C GlobeOpManager - Investor Services2018 — 2020New York, NY
- SS&C GlobeOpAssociate Manager - Investor Services2013 — 2017New York, NY
- International Fund Services (NA) LLC, A State Street CompanyTransfer Agency Associate (contractor)2013New York, NY
- HSBCSenior Investor Service Specialist2011 — 2012
- HSBCSenior Fund Accountant2010 — 2011
- HSBCFund Accountant2008 — 2010
- HSBCSenior Fund of Funds Portfolio Administrator2005 — 2008New York, NY
Skills & more
Fund Administration13Fund Of Funds4Hedge Funds18Fund Accounting6Mutual Funds1Alternative InvestmentsAMLValuationSecuritiesFinancial Services1Portfolio ManagementAccounting1
+2 more
Account ReconciliationBloombergFrom Rachel's professional profile.
Colleagues at Invus
Frequently asked questions
- Who is Rachel Merluza?
- Member of the Invus Financial Advisors team.
- Where does Rachel Merluza work?
- Rachel Merluza is at Invus.
- Where did Rachel Merluza go to school?
- Rachel Merluza studied at Concordia College (Bachelor of Arts (B.A.), Business/Spanish/Economics).
Same school
Also attended Concordia College6
Cedric FoudjetFounder at Rima AI (formerly Garage)Craig OppPartner | General Counsel | Chief Compliance Officer at RiceKelsey VerdierVP of Marketing at MarqiiSarah KarlgaardSenior Vice President and Chief Legal Officer at HealthPartnersMark SannesChief Medical Officer at HealthPartnersChristopher TraceyExecutive Officer at First Reserve Corporation
Shared employers
Also worked at INVUS FINANCIAL ADVISORS, LLC2
Also worked at SS&C GlobeOp14
Funmi GarrickFinance and Operations at Impact America FundMark AlbertoHead of Fund Operations at King River CapitalPankaj JainManaging Partner at Saka VenturesPrashanth RangaswamyHead of Operations at Alium CapitalJustin FarrellChief Operating Officer at Miller Value PartnersTimothy BenhamDirector, Investor Operations (Private Credit) at Northleaf Capital Partners
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