Keith Downing work email
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Keith Downing personal email
Throughout my progressive 20-year career in the investment management industry, I have played an integral role in leading multiple functions, including fund administration and operations, product management, and relationship management across a wide array of investment products and services. My effectiveness stems from a customer-centric mindset and commitment to driving profitability. I am an innovative change agent, dedicated to continuous process improvement and operational optimization. My practiced skill set includes a keen understanding of business drivers and priorities, combined with a stringent attention to detail. I excel in cross-functional, interdivisional work environments where I can partner with professionals to identify new best-in-class products and business solutions. I bring years of in-depth knowledge of investment product structures, investment operations and administration, and compliance and regulatory framework. I have a passion for building robust client and business relationships, and the delivery of solutions to achieve organizational objectives and support business growth.Core Competencies and Experience: Investment Management | Real Estate | Mutual Fund Administration | Managed Accounts Platform Management | Product Management & Development | Relationship Building & Retention | Project Management | Process Improvement | Service Provider Oversight | Collaboration | Leadership | Team Building | Business Strategy | P&L Management | Sub-advised Fund Structure | ‘40 Act Regulation and Compliance | Mutual Fund Governance | Board Relations
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Chief Operating OfficerUsq Feb 2017 - PresentKennett Square, Pennsylvania, Us -
Director, Mutual Fund AdministrationNationwide Funds Sep 2011 - Dec 2016UsResponsible for the fund accounting, treasury, and custody operations for over 115 mutual funds with over $80 billion AUM. Optimize fund management and related administrative functions by proactively identifying and implementing best practices. Enhance efficiency, reduce risk, and improve transparency by administering intermediary fee oversight and profitability. Manage a multi-provider securities lending program, generating $13 million in annual fund income. Partner with product, legal, compliance, and marketing on fund modifications and product development. -
Director, Client ServiceClearbrook Global Advisors, Llc Jun 2006 - Aug 2011Stamford, Ct, UsBuilt out the client service functions for a boutique investment platform. Developed and managed client relationships with Clearbrook’s platform sponsors, RIAs, and broker-dealers. Identified asset conversion opportunities through effective collaboration with clients. Represented the client community, during development projects and business requirement sessions, in role as client advocate. Drove new business growth by supporting senior sales professionals. -
Product Manager, Managed Accounts, Investment Management UnitSei Investments 2003 - 2006Oaks, Pa, UsManaged all aspects of Managed Accounts Solutions: a $5.8 billion investment platform, including competitive research, marketing, technology and operations, and regulatory oversight. Optimized offerings by identifying and leading all product development and enhancement initiatives. Increased awareness and promotion of products in new distribution channels as product champion, communicating product features/benefits and advantages to senior management and the sales force. -
Account Director, Money Manager Market UnitSei Investments 1998 - 2003Oaks, Pa, UsBuilt high-trust, executive-level relationships within sponsors of mutual funds and hedge funds and the board of directors. Created and executed targeted, custom client business plans by developing an intimate understanding of client business and strategy. Advised clients on regulatory change and industry trend-related impact, recommending product differentiation and new market opportunities. Facilitated the sales team by performing audit of prospective mutual fund clients and recommending appropriate solutions.
Keith Downing Education Details
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Villanova UniversityFinance -
University Of LynchburgAccounting
Frequently Asked Questions about Keith Downing
What company does Keith Downing work for?
Keith Downing works for Usq
What is Keith Downing's role at the current company?
Keith Downing's current role is Chief Operating Officer at USQ.
What is Keith Downing's email address?
Keith Downing's email address is kd****@****usq.com
What schools did Keith Downing attend?
Keith Downing attended Villanova University, University Of Lynchburg.
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