I am an experienced Client Service/Account Manager with a proven track record of looking after the operational requirements of institutional and retail based clients globally. I have significant experience within Asset Management, specifically with institutional and retail clients investing in equity, fixed income and liquidity strategies across both fund and separate accounts, including account onboarding, IMA negotiation, KYC and reporting set up.
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Senior Due Diligence SpecialistM&G PlcHitchin, Gb -
Aml AnalystBaring Asset Management Limited Feb 2019 - Jul 2024London, England, United Kingdom -
Client Services ManagerMfs Investment Management May 2015 - Jul 2018London, United KingdomMFS Investment Management is an active, global asset manager with a uniquely collaborative approach to build better insights for clients. Its investment approach has three core elements – integrated research, global collaboration, and active risk management. Through the combined application of these three principles, the firm works to deliver sustainable investment solutions for the individual and institutional investors it serves.As a client Service Manager I look after all operational aspects of our Benelux and UK institutional clients investments within the MFS range of equity and fixed income strategies, including account set up and transition, regular reporting and any required account amendments to ensure the highest level of client service is constantly delivered. -
Client Account ManagerJ.P. Morgan Jul 2003 - May 2015During my 12 years with with JPMAM I worked with both retail and institutional clients invested in equity, fixed income and liquidity strategies in both retail based OEIC and SICAV funds, Investment Trusts and separate accounts. In my last role as a Client Account Manager within Institutional Client Services I looked after all aspects of the operational requirements of pension, sub-advised and corporate clients including IMA negotiations, account set up, cash flows and account amendments. -
Senior Cabin Crew MemberGo Fly Ltd May 1999 - Jun 2003Stansted
Frequently Asked Questions about Daniel Broad
What company does Daniel Broad work for?
Daniel Broad works for M&g Plc
What is Daniel Broad's role at the current company?
Daniel Broad's current role is Senior due diligence specialist.
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