David Delvillar Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

Boston, Ma, Us

Boston, Ma, Us

Produce and prepare factual and accurate exhibits and presentations. Gather and analyze historical asset allocation, spending, and performance data. Analyze investment managers’ portfolios resulting in investment decision. Meet with potential and existing Investment Managers in order to create investments analyses. Review portfolios re-balancing as required. Collaborate with Directors and Analysts in planning complex materials for client meetings. Responsible for responding to clients’ questions and requests in regards to investments and their respective portfolio. Appropriately outlined expectations for less tenured colleagues on client teams. Assumed responsibility for day-to-day management of client team workload, ensuring that all deadlines are set appropriately and met. Proactively suggested and implemented improvements to team and work processes to increase efficiency.

New York, Ny, Us

Provided excellent service quality by accurately preparing and delivering all customer’s needs (internal and external) within established guidelines and deadlines. Managed onboarding of new clients as well as account opening for existing clients by collecting documentation for compliance with regulatory requirements. Review client account activity on a daily basis to QC for accuracy, proper settlement and reconciliation of sales credits and fees. Collect and distribute daily and weekly research to clients and sales team.

London, Gb

Provided effective account management including account opening, maintenance, asset movement, wire transfers, check, journal entries, processing client indications for equity deals & allocated shares appropriately. Served as key point of client contact for service-related requests or issues and acted as internal liaison to meet & exceed the client’ needs. Completed comprehensive business process redesign including root cause analysis, identifying process defects, and documenting business case which resulted in quality of service improvements. Analyzed and evaluated client needs, and provide comprehensive recommendations including setting up standing instructions and identifying necessary forms to complete the clients requested task. Conducted daily client activity review daily to proactively ensure overall account accuracy.

London, Gb

Provided client support including setting up boardrooms for presentations, providing binding services, package collection & distribution and equipment troubleshooting. rafted and maintained policy & procedures manual for mailroom operations. Managed and maintained mailroom operational inventory.