Brian Leblanc Email & Phone Number

Greater Boston Area

• Managing a staff of Sr. Associates
• Analyzing and processing daily corporate actions for all markets, prepare analysis for the PM, daily write up of accounts and impact,
• Daily reconciliation of reference date, including security data updates, index updates and pricing
• Mid-Month and Month end pricing review prepare and lead the fair market value committee to ensure all assets are priced correctly for our funds.
• Analyzing data to better improve STP, CA project lead for a new accounting system. This includes business analysis, tracking, testing and development
• SWIFT set up and testing with PB’s and custodians, onboarding new PB’s, custodians and clients to our SWIFT system

Greater Boston Area

• Work daily on Advent Axys (portfolio accounting system) to ensure the system is accurate for trading
• Daily scrub of trade activity from custodians including corporate actions, transfers and trades
• Running performance analytics for clients and portfolio manger presentations
• Set up and closing of accounts within the portfolio accounting system
• Daily reconciliation to custodians
• Quarterly Statement generation and packaging for clients

Greater Boston Area

(1) Back office corporate actions processing, including the research and set up of complex events(2) Working with vendors to clarify event details(3) Provided primary support for Advent’s corporate action and market data clients (4) Used communication, analytical, research, and problem solving skills to understand a client’s issue and respond with a clear.

Greater Boston Area

As a Senior Operations Specialist on on alternate International Corporate Actions shift for the past three years, I have multiple job responsibilities including: (1) Assisting in the management of 7 staff members on an alternate International Corporate Actions shift(2) Participating in the interview and selection process for more than twenty job.

Greater Boston Area

As a Lead Operations Specialist on on alternate International Corporate Actions shift for two years, I had multiple job responsibilities including: (1) Approving client instructions within processing standards; (2) Assisting in the development of staff, such as training new employees, presenting operational goals to staff, etc.; (3) Identifying ways to.

Greater Boston Area

As an Operations Specialist on on alternate International Corporate Actions shift for two years, I had the following job responsibilities: (1) Processing client instructions in a prompt and timely manner; (2) Responding to internal and external email requests promptly and accurately; (3) Monitoring and tying out team queues; and (4) Reconciling client.

Tewksbury, Massachusetts

As a Real Estate Sales Associate with Coldwell Banker for a year following college graduation, I sold and rented houses in the Massachusetts North Shore area to clients. My job responsibilities during this time included:(1) Present purchase offers to sellers for consideration;(2) Confer with escrow companies, lenders, home inspectors, and pest control.