Benjamin Kohn Email & Phone Number

Experienced Senior Operations Associate with a demonstrated history of working in the investment management industry. Strong operations professional, skilled in Finance, Securities, Mutual Funds and Trading.Lead operational contact for 12 billion dollar hedge fund, reporting directly to CFO and the Director of Operations. Maintain & cultivate relationships with 9 leading prime brokers/custodians and hundreds of executing brokers. Responsible for daily trade, cash and position reconciliations for 30+ funds, to external parties, including prime brokers and administrators.Supervise trade settlement of various products, including equities, fixed incomes, asset-backed securities and swaps, in both domestic and foreign markets.Identify settlement issues and discrepancies with external counterparties, prime brokers and the trading desk, to resolve trade breaks/fails.Liaison between the trading desk and back-office personnel, leveraging my experience as a trader to help facilitate a more efficient workflow. Oversee daily cash flows and respond to queries regarding available balances.Manage “End of Day” process, ensuring that all prime brokers, custodians and administrators receive accurate, daily trade files in a timely basis.Collaborate with various technology departments, in developing and improving existing processes for increased efficiencies. Oversee corporate actions and proxy calendars for 30+ funds, ensuring that senior management’s responses and elections are accurately reflected by all custodians/prime brokers and voted on, in the appropriate time.Developed, manage & maintain document storage management system allowing for easy recall of historical data, such as trade breaks/fails, prime broker statements, and trade/position reconciliations.Compile data for and assist with portions of Form PF reporting.Miscellaneous ad-hoc reports for traders and investment teams.Assist in various aspects of yearly fund and SAS70 audits.

Listed skills include Hedge Funds, Trading, Bloomberg, Equities, and 37 others.