Benjamin Bedard Email & Phone Number

Boston, MA, US

New York, NY, US

New York, NY, US

• Act as the primary daily interaction and escalation point between multiple client departments and the Data and Analytics Solutions (DNA) organization, utilizing the ServiceNow platform to monitor requests, cases, and.
• Manage client expectations by using product, technical and client relationship experience to effectively solve client issues in a timely manner.
• Coordinate investigations and responses by the Global Support and Services team by fully owning escalated issues from inception to resolution to achieve minimum mean-time-to-resolution (MTTR.)
• Develop an in-depth knowledge of client business and operational workflows by working daily and directly with production support and operational (Treasury, Accounting) teams.
• Engage in early stages of the client lifecycle to assist with key implementation decisions with an eye towards post-implementation operations and long-term client success.
• Advocate on behalf of client needs to GSS leadership regarding product development opportunities and enhancement requests.

Wellesley, MA, US

• Act as the primary daily interaction and escalation point between multiple client departments and the Data and Analytics Solutions (DNA) organization, utilizing the ServiceNow platform to monitor requests, cases, and.
• Manage client expectations by using product, technical and client relationship experience to effectively solve client issues in a timely manner.
• Coordinate investigations and responses by the Global Support and Services team by fully owning escalated issues from inception to resolution to achieve minimum mean-time-to-resolution (MTTR.)
• Develop an in-depth knowledge of client business and operational workflows by working daily and directly with production support and operational (Treasury, Accounting) teams.
• Engage in early stages of the client lifecycle to assist with key implementation decisions with an eye towards post-implementation operations and long-term client success.
• Advocate on behalf of client needs to GSS leadership regarding product development opportunities and enhancement requests.

New York, NY, US

• Responsible for generating, analyzing, and reporting SEC yields for multiple, diverse clients while developing a company wide best practice and training a staff to provide support and coverage.
• Managed an ever-changing team tasked with generating nightly benchmarking, analysis, and reporting for competing and strict nightly deadlines.
• Oversaw European Savings Directive (EUSD) tax relationships across target and fund of fund relationships to ensure accurate daily Austrian, Belgian, German and EUSD tax rate reporting.
• Served as key point of contact for external clients and internal departments with regard to daily, weekly, and monthly reporting and servicing inquiries.
• Completed the Foundations of Management program to refine and develop my managerial style through personality and behavioral analysis, classroom training, and management simulations.
• Ensured the accurate and timely validation of accounting records and reports through analysis and review of fund accounting activities.

New York, NY, US

Boston, Massachusetts, US

• Direct daily equity, fixed income, and mixed security mutual fund operations across several client groups; achieving 99.5% NAV accuracy and maintaining efficiency throughout all processes.
• Supervise direct reports to ensure daily tasks and reviews are complete and exceptions are resolved in a timely and impact-reducing manner.
• Introduced a daily stand up meeting to recap prior day issues, outline the resulting process changes, and discuss items of interest for the future.
• Liaise between operational groups and all clients, sub-advisors, brokers, and investment managers to coordinate trade settlement, nightly pricing coverage, and inquiry resolution.
• Successfully merged multiple funds after business hours to allow the new merged funds to start the next business day.
• Perform daily, weekly, and monthly reporting and reconciliation of complex holdings and derivatives in support of semi annual audit cycles.

• Established leader for multiple functional groups while taking on responsibilities for cross training and process improvement.
• Spearheaded the testing, revision, and implementation of a new business model of focusing on functional grouping instead of client grouping.
• Direct daily fund operations across several client groups to ensure accuracy throughout all processes.
• Perform regular research for management, group use, and client performance reporting.
• Coordinate operations between functional groups to produce accurate daily results and resolve intermittent issues in a timely and impact-minimizing fashion.
• Completed the Mentoring Program to gain a broader understanding of the business structure.

Hinesburg, Vermont, US

· Assisted in the manufacture and shipment of meteorological instrumentation and towers.· Gained an environmentally friendly perspective to the business world.

Bachelor Of Science, Business Administration; Finance

Intensive Elementary Norwegian, Norwegian History