Keegan Wright Email & Phone Number

Analyze all fixed income tools and models and produce reports in coordination with finance department on regular basis.Confirm portfolio valuation for management decision making and publicize Net Asset Values.Monitor and better current internal controls and processes.Interpret agreement details and negotiate customer deals.Implement all trade orders and ensure compliance to all client guidelines to manage portfolio effectively.Design systems and processes operating within Columns Resource Group investment philosophy confines.Engage, align, and collaborate with organizational functions and processes.Maintain PMS database to ensure PMS system integrity.

Determine project risks and success factors.Manage future implementations and system enhancements by collaborating with various business areas and system owners.Encourage communication of information between departments.Perform analysis on business metrics and recommend improvement in service.Coordinate with information technology and logistics team and manage all project goals.Coordinate and manage client needs with multiple departments with organization.Offer high quality pursuit and engagement delivery and present customer acceptance deliverables.Prepare work plan and schedule for research project.Review and recommend improvements to existing designs.Plan, schedule and control activities to fulfill identified objectives applying technical, theoretical and managerial skills to satisfy project requirements.

Understand current overall business trends with customers specific goals, strategy, challenges and financials.Convey business decisions context, identify accomplishments, enforce teamwork plus collaboration.Assist to establish sales fulfillment processes to recommend as how to enhance larger and more considerable operations.Ensure to measure success along with impact on operations plus sales.Establish plus control expenses along with operating budget by involving in planning process and approved plan plus budget maintenance.Direct market operations teams involving Market Operations Managers as well as Market Support Representatives.Address customer issues and queries in a timely manner to ensure customer satisfaction.Maintain knowledge on all bank products and services and assist to resolve customer queries.Supervise accounts receivables team in collecting balances.Monitor marketing, sales and production and billing functions.

Administer work with help of various portfolio management tools and optimize all processes and provide an efficient interface with various departments.Monitor and better current internal controls and processes.Ensure positive contact with Performance Technologies, Fidelity Investments and vendors.Analyze various markets with help of hedge accounting, coordinate with controllers and perform bank credit risk on various processes and prepare presentations for production.Design systems and processes operating within Columns Resource Group investment philosophy confines.Monitor all individual equity accounts for client portfolio and monitor all currency and equity accounts and evaluate work according to client guidelines and requests.Coordinate with Field and internal staff to establish rental rates.Measure external and in-house fund managers performance.