Daniel Binsted Email and Phone Number
Daniel Binsted work email
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Daniel Binsted personal email
Daniel Binsted is a at at Aviva Investors. He possess expertise in alternative investments, equities, derivatives, investment strategies, investments and 10 more skills. Colleagues describe him as "I worked with Dan at LGIM within corporate pensions. He was very easy to get along with and produced great quality work in a high pressure environment. He was responsible for automating a large section of the reporting process and was constantly bringing new ideas/solutions to the table. Dan has great stakeholder engagement and can explain things very clearly in meetings. I would highly recommend Dan to any team as a leader or project manager. "
Aviva Investors
View- Website:
- avivainvestors.com
- Employees:
- 1651
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Reporting AnalystAviva Investors Dec 2019 - Present
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Global Fund Services-Investment Operations OutsourcingNorthern Trust Corporation Jul 2018 - Dec 2019• Oversight of report and query production in Bangalore and Manilla - managing process from receipt to delivery.• Managing and delivering a range of client specific reports, mainly with fixed income and derivative products. • Investigating and resolving complex queries raised by clients and third parties, analysing portfolio level information, identifying outliers and discrepancies.• Evaluating processes and procedures for inefficiencies, making recommendations for improvement and automation. -
Emea Client Reporting AnalystState Street Global Advisors Aug 2015 - Jul 2018▪ Producing a diverse range of institutional reports for EMEA based clients, covering the full range of the firm's investment strategies (equity, fixed income, currency, real estate and absolute return).▪ Producing a range of monthly fund factsheets, collating and checking data to ensure informative and accurate data is supplied to existing and potential clients. ▪ Working closely with Investment Writers to produce monthly fund specific and bespoke client commentary.▪ New Business - on boarding new client reporting requirements.▪ Working closely with internal stakeholders, notably Relationship Managers, Client Service Managers, Fund Managers and Product Specialists to continually review, assess and upgrade report content, in response to growing requirements.▪ Project work - improving and streamlining reporting processes.
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Client Operations AnalystInvestec Asset Management Sep 2014 - Jul 2015• Assisting the Transitions team with smooth client take on/offs from a reporting perspective. • Organising clients’ cash contribution/withdrawal instructions & purchase/sale of fund units.• Co-ordinating responses to audit requests• Fee invoice checking & dispatch• Building & maintaining relationships with key client contacts.• Maintaining the CRM system & accurate client records• Overseeing the portfolio accounting function• Producing a range of bespoke client reporting -
Senior Client Reporting AnalystLegal & General Investment Management Sep 2011 - Sep 2014• Production and oversight of quarterly/annual investment reports for institutional clients, holding daily team meetings to discuss progress. • Management of client and consultant enquiries. Reallocating team responsibilities to ensure reporting deadlines are met and query management SLA's are adhered to. • Overseeing Factsheet production and quality checking.• Analysing performance and valuation data.• Project work• Process enhancements• Investment Commentary Editing -
Senior Client Service ExecutiveLegal & General Investment Management Dec 2008 - Sep 2011• Overseeing team strategies, working with management to allocate daily team responsibilities including responses to client queries and regular reporting requirements. • Reporting on currency hedging mandates, LDI funds, trigger benchmarks and other complex investment vehicles. • Drafting legal documentation including IMA's and IMA amendments, implementing new client benchmarks and setting up new funds.• New business take ons.• Producing and checking fund factsheets and annual audit reports
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Client Relationship ExecutiveLegal & General Investment Management May 2007 - Dec 2008• Managed relationship for around 70 clients, working with relationship manager to provide first class service to our clients. • Pro-actively building and maintaining client relationships• Discussing and implementing mandate changes / new strategies. • Producing legal documentation. • Dealing with day to day requests from my clients and their consultants. • Preparing material for client presentations.
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Client Operations ExecutiveLegal & General Investment Management May 2006 - May 2007• Loading and processing investment, disinvestment and switching instructions. • Daily bank account reconciliation. • Providing contract statements to clients. • Authorising payments. • Producing legal documentation - signature mandates.
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Pensions Advisor - SupportPunter Southall Feb 2006 - May 2006• Provide support to the Financial Advisors.• Providing valuations, performance and other client information. • Producing presentational material for the Financial Advisor meetings. • Updating and maintaining company spreadsheets. -
Document Management SpecialistBny Mellon Mar 2005 - Dec 2005* Dealing with Unit Trusts, PEP’s, OEIC’s and ISA accounts for individual customers and nominee/management companies.* Registering change of ownership through stock transfer forms and updating records with change of address and change of name deeds.* Processing client correspondence and preparing any necessary reply letters.
Daniel Binsted Skills
Daniel Binsted Education Details
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St Martins Sixth FormEconomics, English Literature And Psychology -
St. Martin'S School
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Business Management
Frequently Asked Questions about Daniel Binsted
What company does Daniel Binsted work for?
Daniel Binsted works for Aviva Investors
What is Daniel Binsted's role at the current company?
Daniel Binsted's current role is at.
What is Daniel Binsted's email address?
Daniel Binsted's email address is db****@****trs.com
What schools did Daniel Binsted attend?
Daniel Binsted attended St Martins Sixth Form, St. Martin's School, University Of Essex.
What skills is Daniel Binsted known for?
Daniel Binsted has skills like Alternative Investments, Equities, Derivatives, Investment Strategies, Investments, Bloomberg, Asset Management, Investment Management, Fixed Income, Middle Office, Asset Allocation, Financial Services.
Who are Daniel Binsted's colleagues?
Daniel Binsted's colleagues are Sam Tripuraneni, Audrey Rocher Lanzalaco, Chris Phillips, Sameera Lakmal, Laura Cocker, Michelle Quinn, Robert Goldsmith.
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