Kyle T. Robins Email and Phone Number

Supports the lifecycle of Transaction Management by capturing, validating, confirming, and settling transactions instructed by the primary investment manager and any of its sub-advisorsManages the day-to-day activities and controls by monitoring the decisions of staff to ensure consistency of policies adherent to the procedures and compatibility of services for the specific investment managerServes as a lead for our investment manager’s meetings, and on projects that impact their operationsProposes and works to implement workflow changes by supporting technical solutions leading to improved productivity/profitabilityKeeps abreast of regulatory compliance and developments for the assigned area by apprising the staff as necessary; but also, recommends procedural changes as needed to support prescribed requirements and risk mitigationSets and monitors departmental productivity, efficiency, and quality measurementsCreates and manages relationships with key contacts in departments that interact with the operations assuring the investment managers are satisfied with their level of service

Confirmed trade details and settlement instructions by a currency’s cutoffPromoted automated solutions to clients, while demonstrating and supporting these platformsIdentified what had stopped payments and applied fixes to ensure that they did not occur in the futureEstablished an excellent relationship with Clients, Front Office, and Middle Office, while sustaining a healthy working relationship with their direct counterpartsOperated TSS, FXALL, Finastra, Bloomberg, Optimize, Morgan Direct Commercial (MDC), CLS, Athena, and Alteryx to settle tradesWorked with teams in Mumbai and Bournemouth to address fixing rate source matching issues, automated FX Options confirmation/settlements processes, troubleshoot incessant errors on MDC to find fixes, and instituted the use of Excel Macros to streamline our coding processes

Confirmed trade details and settlement instructions by a currency’s cutoffIdentified what stopped payments and applied fixes to ensure that they did not occur againEstablished an excellent relationship with Clients, Front Office, and Middle Office, while sustaining a healthy working relationship with their direct counterpartsOperated TSS, FXALL, Finastra, and Bloomberg to settle trades

Ensured that a customer’s goal for coming to the branch was metRecognized ways that customers can improve their financial well-being by using specific productsAcknowledged risky practices to better educate our customersEstablished relationships with clients (internal/external), coworkers (direct/indirect)Used StoreVision Teller, StoreVision Platform, and Image Browser, as well as Microsoft Outlook, to accommodate customers

Licensed to provide Life Insurance in the State of Pennsylvania until October 2017Met with clients to discuss best practices to ensure financial security for their futureUsed Microsoft Programs such as Excel, Word, and PowerPoint, as well as Primerica’s unique system to cater to clients’ needs