Declan Allen Email and Phone Number

Collateral Operations Analyst, Supervisory

• Took responsibility as a leader for the day-to-day operations of a growing processing support team, providing work direction and technical assistance on complex matters.• Functioned as primary point of contact for clients and assists in communicating needs and issues internally with operating areas and externally with clients.• Providing support to business and technology managers.• Handling complex client inquiries and requests.• Identifying, investigating, and resolving escalated and/or complex problems in client accounts or company records.• Worked closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations, including testing on clients prior to go-live.• Trained other staff in technical tools and skills as well as specific internal or external client support activities to maximize their contribution to the team and ensure compliance with company policies and industry regulations.• Responsibility for allocating and checking work of other team members.• Responsibility for specific supervisory review and approval actions.

• Spearheaded Acadia updates on all agreements, including those related to Brexit to reduce workload volume, and therefore overtime worked by the team.• Helped train other team members in Outsourcing team.• Handled the portfolio reconciliation for a large sensitive client on Trioptima for sixteen months, reaching out to the client and counterparties to resolve issues in a timely manner• Ran cash reports each day to reconcile payments, liaising with custodians, clients, counterparties and technical support teams to locate missing funds and repair failing instructions.• Served as a point of contact for the client and the fund managers, handling investigations, answering queries and problem solving where necessary.• Working within a team to reconcile accounts for a large client.• Employing logic and attention to detail, in order to reconcile accounts while adhering to strict deadlines.• Responsible for running a variety of reports to ensure the reliability of data being processed for accounts reconciliations.• Regularly ensuring that the correct sums of cash are released to clients in a timely manner.• Experience using a range of systems, including Summit and ALGO, FMA, IMMS, and Trioptima.• Responding to collateral demands and antics in an efficient manner.