Lori-Ann Murphy
Lori-Ann Murphy is a Manager at F2 Strategy with more than 20 years of experience in financial services, specializing in front-to-back investment operations and data-driven transformation initiatives. She partners with clients to define business requirements, lead user acceptance testing efforts, and deliver both tactical and strategic solutions across workflow reengineering, regression testing, and technology upgrades.
Lori-Ann brings deep expertise in Eagle and SS&C Advent Geneva, helping clients modernize accounting, performance, and reporting functions across middle- and back-office operations. Her experience spans investment accounting, alternative investments, fund accounting, analytics, data integration, and system implementations, enabling organizations to improve operational efficiency and reduce costs.
Known for her analytical and practical approach, Lori-Ann builds strong client relationships through collaboration, adaptability, and a commitment to delivering results. Based in New Jersey, she enjoys shopping, traveling, and occasionally doing absolutely nothing. Her travels have taken her to destinations including Barcelona, Luxembourg, Edinburgh, France, Bermuda, Ireland, Tobago, and St. John.
- Meradia
- Accenture
- InvestTech Systems Consulting
- HSBC Securities Services/Bank of Bermuda
What has changed the most since you started out in the industry?
The biggest change since I started in the industry has been the pace of technology and automation. Processes that were once highly manual are now increasingly digitized, data-driven, and automated. We've moved from relying on spreadsheets, emails, and manual workflows to integrated platforms, real-time data, cloud technologies, and now AI-assisted tools. While the technology has changed dramatically, the core fundamentals- building relationships, exercising sound judgment, and delivering value to clients, remain just as important today as they were when I started.
What are three words that describe how you do your job?
Analytical, Supportive, Practical
What personal or professional motto best reflects your approach to life or work?
I'm a realist. I focus on understanding the situation as it is, not as I wish it to be, and then finding the best path forward.
Lori-Ann Murphy
Lori-Ann Murphy is a Manager at F2 Strategy with more than 20 years of experience in financial services, specializing in front-to-back investment operations and data-driven transformation initiatives. She partners with clients to define business requirements, lead user acceptance testing efforts, and deliver both tactical and strategic solutions across workflow reengineering, regression testing, and technology upgrades.
Lori-Ann brings deep expertise in Eagle and SS&C Advent Geneva, helping clients modernize accounting, performance, and reporting functions across middle- and back-office operations. Her experience spans investment accounting, alternative investments, fund accounting, analytics, data integration, and system implementations, enabling organizations to improve operational efficiency and reduce costs.
Known for her analytical and practical approach, Lori-Ann builds strong client relationships through collaboration, adaptability, and a commitment to delivering results. Based in New Jersey, she enjoys shopping, traveling, and occasionally doing absolutely nothing. Her travels have taken her to destinations including Barcelona, Luxembourg, Edinburgh, France, Bermuda, Ireland, Tobago, and St. John.
- Meradia
- Accenture
- InvestTech Systems Consulting
- HSBC Securities Services/Bank of Bermuda
What has changed the most since you started out in the industry?
The biggest change since I started in the industry has been the pace of technology and automation. Processes that were once highly manual are now increasingly digitized, data-driven, and automated. We've moved from relying on spreadsheets, emails, and manual workflows to integrated platforms, real-time data, cloud technologies, and now AI-assisted tools. While the technology has changed dramatically, the core fundamentals- building relationships, exercising sound judgment, and delivering value to clients, remain just as important today as they were when I started.
What are three words that describe how you do your job?
Analytical, Supportive, Practical
What personal or professional motto best reflects your approach to life or work?
I'm a realist. I focus on understanding the situation as it is, not as I wish it to be, and then finding the best path forward.
