Ian Thompson

Ian Thompson Email and Phone Number

Investment Accounting Vice President at BlackRock @ BlackRock
new york, new york, united states
Ian Thompson's Location
Philadelphia, Pennsylvania, United States, United States
Ian Thompson's Contact Details

Ian Thompson work email

Ian Thompson personal email

n/a
About Ian Thompson

Experienced Accounting professional with a demonstrated history of working in the financial services industry. Skilled in Fund & Investment Accounting, Sales, Team Building, and Management. Strong finance professional with a Bachelor of Science focused in Finance from Pennsylvania State University-SMEAL College of Business.

Ian Thompson's Current Company Details
BlackRock

Blackrock

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Investment Accounting Vice President at BlackRock
new york, new york, united states
Website:
blackrock.com
Employees:
19889
Ian Thompson Work Experience Details
  • Blackrock
    Investment Accounting Vice President
    Blackrock Nov 2020 - Present
    Wilmington, Delaware, United States
    •Act as liaison between Blackrock and international Investment Accounting Clients to coordinate and achieve global-specific deliverable deadlines for 10K,10Q, Solvency II, and Statutory filings.•Maintain, grow, & conciliate client facing relationships within BlackRock Investment Accounting•Create, Develop, & Implement new accounting technology for client usage while adjusting to complex accounting environment requirements and regulatory changes•Train, support, & mentor junior team members to help facilitate a more robust and knowledgeable accounting staff•Review and sign-off on Quarterly & Annual Statutory Client Reporting - Sch D, DA, E, and DB•Coordinate and contribute department wide projects and initiatives, implementing new technology and accounting policies•Insure joint hand-offs between global BlackRock offices in India, Europe, and US
  • Blackrock
    Investment Accounting Associate
    Blackrock Nov 2016 - Nov 2020
    Wilmington, Delaware
    • Head Account Manager for an international BlackRock Investment Accounting client with ~$20b AUM comprised of 350+ portfolios• Secondary Account Manager for a European based BlackRock Investment Accounting client with ~$35b AUM comprised of 150+ portfolios• Prepare, review, and ensure distribution of various accounting packages and reporting schedules per client deadlines• Provide client with quarterly and annual Statutory Schedule D,E,DB,and BA reporting for NAIC filing• Act as liaison for BlackRock Solution's offshore team located in Mumbai and Gurgaon, India offices; implement new solutions to create a more efficient “follow the sun” workflow• Create, test, and implement new IAG test portfolios for future BlackRock Accounting client pitches• Work with internal and external auditors on various audit requests across the Investment Accounting Group
  • Blackrock
    Investment Accounting Analyst
    Blackrock Feb 2014 - Nov 2016
    Wilmington, De
    •Respond to daily requests for information from assigned clients•Prepare, review, and/or ensure distribution of various accounting packages and reporting schedules to clients according to specified timeframes•Ensure data reviews and checks are performed to validate accuracy and completeness of data used in all reporting•Ensure adequate controls, procedures, and processes are in place and are followed during the completion of assigned work•Create monthly and quarterly GAAP,STAT, Fourth, and TAX Basis accounting reports for assigned clients•Recognize and solve various security differences- Swaps, FX Forwards, Options, Equities,etc•Assist in special projects/initiatives as assigned by department manager
  • Sei
    Fund Accountant/Analyst
    Sei Jul 2011 - Jan 2014
    • Communicate with the funds’ investment advisors and custodians to enter daily security trades • Calculating multiple funds’ daily investable cash, expenses and income • Processing shareholders’ activity and reconciling to the funds’ transfer agent • Maintaining daily accounting records for multiple mutual and bond funds • Computing income distributions and yields • Calculating and reporting the funds’ daily net asset values (NAV’s) • Analyzing daily changes in funds’ values in relation to market fluctuations • Participate in group and departmental projects
  • Northwestern Mutual
    Financial Representative Intern
    Northwestern Mutual May 2010 - Dec 2010
    Wayne, Pa
    • Certified Financial Sales Representative within the Risk Management Sector; encompassing Life, Disability, and Long-Term Care Insurance• Achieved 11 clients comprising over $9000 in premium credit in 3 months’ time• First-5, Power of 10, and Summer Lives award recipient• Obtained PA Life & Health License and NMFN Long-term care certification• Nominated by District Manager and Senior Financial Representatives of NMFN as LEAD member • Asked on a weekly basis to set and achieve personal and professional goals • Worked as a team to innovate and progress the NMFN internship program for future interns

Ian Thompson Skills

Microsoft Excel Mutual Funds Time Management Microsoft Word Microsoft Office Financial Analysis Life Insurance Finance Management Powerpoint Leadership Fundraising Customer Service Sales Analysis Public Speaking Data Reconciliation Fund Accounting Licensed Life Insurance Agent Social Media Investments Risk Management Team Building Team Leadership Account Reconciliation Bank Reconciliation

Ian Thompson Education Details

Frequently Asked Questions about Ian Thompson

What company does Ian Thompson work for?

Ian Thompson works for Blackrock

What is Ian Thompson's role at the current company?

Ian Thompson's current role is Investment Accounting Vice President at BlackRock.

What is Ian Thompson's email address?

Ian Thompson's email address is ia****@****ock.com

What schools did Ian Thompson attend?

Ian Thompson attended Penn State University.

What skills is Ian Thompson known for?

Ian Thompson has skills like Microsoft Excel, Mutual Funds, Time Management, Microsoft Word, Microsoft Office, Financial Analysis, Life Insurance, Finance, Management, Powerpoint, Leadership, Fundraising.

Who are Ian Thompson's colleagues?

Ian Thompson's colleagues are Sahil Saini, Alfred Volpe, Tishauna Valentine, Ruslan Ciurca, Grishma Parajuli, Thanushree Naicker, Kris Garrido.

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