John Simons Email & Phone Number

Develop and implement client solutions for treasury management and investment services on Treasury Curve's advanced cloud platform. Refine global operational processes, enhancing controls and driving process simplification, including deploying API interfaces with counterparties and enhancing SWIFT trading. Expand investment options available to clients. Build a comprehensive set of business intelligence datamart tools including user engagement measurement and profitability analysis at client and product levels to drive product pricing. Develop investment commission reporting and client investment statement generation.

San Francisco

Develop product and service solutions for the institutional clients of the BlackRock cash investments business. Working with tech partners and the Aladdin database, design and build web services portals for money market funds and separately managed accounts. Design analytical tools to assess relative total returns among asset types and fixed income portfolio stress testing. Develop data interfaces to support client regulatory reporting as well as vendor partners.

San Francisco Bay Area

Led teams providing business intelligence, custody administration, mutual fund shareholder services and broker dealer processing services. Developed cash investment solutions for a range of client types including web transaction and account servicing, automated sweep investments and platforms for 1031 exchanges. Managed multiple vendor relationships in conjunction with Bank's sourcing group. Implemented full service web platform enabling straight through processing from web order submission to immediate posting of settlements to linked deposit accounts. Led custody administration team providing services for cash, fixed income and equity separate account portfolios. Managed all phases of client engagement from contract negotiation through onboarding, cash and securities movements, liquidity planning with portfolio managers, and coordination with fund accounting, corporate actions and other back office functions. Built focused control and pledge account business process for both custody and mutual fund accounts. Negotiated agreements, engaging legal counsel where necessary. Built integrated control system to mitigate inappropriate redemption risk.

Ba, English / Journalism

Certificates, Data Processing And Database Management