Daniel Stephens Email & Phone Number

Florida, United States

United States

• Support strategic initiatives within the Custody department
• Lead and execute projects that support the entire organization
• Coordinate data analysis, testing, and implementation of systems, processes, and procedures that impact the entire organization and downstream clients

Tampa/St. Petersburg, Florida Area

• Business Analysis
• Streamline workflows
• Reconcile reporting gaps and provide solutions
• Unitization/Fund Accounting
• Build financial models to track KPI and business performance
• Statement, Data Extract, Unitization, Excel, PowerBI, and SharePoint SME

Saint Petersburg, Florida

• Reconcile custody accounts for cost and market value, performance, etc.
• Unitization/fund accounting
• Respond to audit confirms
• Liaison for Data Extracts
• Streamline processes for various groups (primarily SharePoint and Excel automation)

• Move money and create reports for internal clients such as portfolio managers, traders, and NAV analysis.
• Reconcile fund and share balances while researching exceptions.
• Update macros, policies and procedures (fund mergers, acquisitions, bank holidays, etc.)

Management of: Staffing/Recruiting, Scheduling, Shipments, Employee Transfers, Inventory, Advertisement, Visual Merchandising, Business Development, Recalls, Price Changes, Loss Prevention, Community Events, Training/Coaching, etc.

• Under Dr. Vijay Singal, research market anomalies, inefficiencies, and arbitrage opportunities.
• Study merger/acquisitions, family firms, pair arbitrage, dividend offerings, value and growth investments, IPOs and secondary equity offerings.
• Work with multi-factor models (e.g. Fama-French 3 and Carhart 4 Factor Models).
• Compare the effects of specific variables across securities, recording statistical and economic significance of potential arbitrage opportunities.