Josh Waters Email & Phone Number

Springfield, Massachusetts, Us

• Planning and organizing a change of broker dealer for 300 account servicing firm• Facilitating resources both on site, and remote, for physical office move• Streamlining new and existing business processes to garner substantial growth during the transition• Collaborating with Marketing and Sales personnel to develop client materials• Tracking any budget/spend needs for office unit

Boston, Massachusetts, Us

• Successfully managed team of six in the production of over a thousand monthly/quarterly manual and automated global collateral (regional fact sheets, regulatory documents, and marketing sales ideas)• Facilitated daily Agile/Scrum ceremonies with JIRA/Confluence software tracking for Data Fulfillment (“Automation”) Team; fifteen cross-functional and diverse team members, who were responsible for numerous overarching firm initiatives• Strong focus on process improvements, streamlining collateral usage, and ensuring clear and continuous communication with compliance, legal and distribution teams to meet stringent deadlines• Utilized project management skills to connect data analysts, fund treasury, and technology teams to map new data into our warehouse for successful use on vehicle capabilities slides (previously labor-intensive and manual that had continuously stalled out for years due to high effort level)

Boston, Massachusetts, Us

• Managed production projects, through close collaboration with business partners, proactive production planning, effective tracking, and oversight of delivery and data accuracy• Proposed suggestions and updates to established procedures and controls to ensure timely production, translation and delivery of materials and content• Collected metrics and trends and presented them monthly and quarterly to management reporting

Boston, Ma, Us

• Lead affiliate liaison for major firm relationships, including Loomis, Sayles and Company; with day-to-day planning and review of their inclusion within materials, web campaigns and video projects• Successfully managed the launch of over ten different mutual funds, which received $10 to $50 in seed capital, helping to address gaps in our product lineup

Boston, Ma, Us

• Advised team of four employees on day-to-day operations, project outputs and strategic planning• Communicated with internal marketing teams, product development specialists, compliance and sales to execute global marketing campaigns that ensured consistent branding and adherence to local market requirements and regulations• Managed content management group in preparation and dissemination of major firm-wide information

Boston, Ma, Us

• Championed major rebranding initiatives that included changes to name, logo and corporate language• Achieved strong relationships with global key accounts team to establish platform and fund availability

Boston, Ma, Us

• Automated over 200 quarterly pieces of marketing collateral and improved efficiencies within the department by increasing collateral speed to market by twofold

New York, Ny, Us

• Reconciled daily mutual fund accounts• Worked on special projects within the compliance group

Boston, Massachusetts, Us

• Monitored all general ledger activity for the SSgA mutual funds on a daily basis• Calculated daily prices, income, expenses and distribution rates• Determined investable cash, reconciled cash accounts and processed daily trade activity• Communicated effectively with SSgA Advisors on managing main cash account which allocated to all funds• Produced and verified financial statements to validate account balances and client inquiries• Worked with a variety of equity, futures and bond funds with assets up to 5 billion dollars• Assisted managers with special projects related to the fund group