Jonathan Belyea Email & Phone Number

Boston, Ma

Primary Contact for SS&C's Strategic Clients Developed strong working relationship with client operation and production groups as well as senior managementIn-depth knowledge of client business and workflows due to working closely with clientsProject Managed Client Lead Migrations for all ClientsManaged Onboarding process for new clients with SupportLiaison with other groups with in Advent working as the clients advocateHelp shape Geneva Product Roadmap using client requestsHelp identify potential sales opportunities Worked on Client Operational Reviews with the goal of helping clients smooth line workflows and cut operational costsLead weekly and bi-weekly Issues Review meetings with clients

Boston, Ma

Worked and maintained relationship with large Geneva Hedge Fund and Fund Admin clientsSpecifically focused on 6 of our larger clientsInvestigated all Geneva queries sent from client and provided resolutions Coordinated Client queries during Client lead migrationsLead regular weekly and bi-weekly Issue Review meetings with clientsProvided updated on any bug related issues from Development to the ClientBecame intimately familiar with client environments, workflows and strategies to help provide better support

Boston, Ma

Provided support for Advents Geneva and Advent Partner ProductsGeneva and Advent Partner Troubleshooting for clientsProvided some client training on the Advent Partner ProductProvided On-Call Weekend Support to clients with critical production issues

Boston, Ma

Supervise a group of three peopleDaily client interaction and problem solvingWorked on two major technology conversionsLead tester/analyst on new client reporting systemExtensive experience in derivative securitiesPrepare yearly audit materialsSupervise daily NAV releaseWorked on special client request and projects

Boston, Ma

Tie out daily cash reconPrepare Audit materialsEnter NAV's to Nasdaq on a daily basisCheck daily trades packages prepared by Fund AccountantsReconcile weekly Forward Recon Reports from ClientsCreated new procedure for logging and receiving Currency contract ticketsCreate and maintain Amortization schedules for offline amortizing securities

Quincy, Ma

Verify daily financial statementsPrepare proofs of account balancesEnter and monitor general ledger activityDaily pricing and reconciliation of Mutual Funds