Kylie Smith Email and Phone Number

• Establish, develop and ensure all daily trade processing procedures and controls are completed accurately and timely for upwards of 80,000 trades daily• Coordinate and actively supervise the daily execution of portfolio accounting activities by supervisors and staff for over 350 broker accounts across 60 portfolios• Drive client satisfaction by being the client’s contact for issue resolution, being accessible, facilitating positive interaction, helping to find an acceptable solution… Show more • Establish, develop and ensure all daily trade processing procedures and controls are completed accurately and timely for upwards of 80,000 trades daily• Coordinate and actively supervise the daily execution of portfolio accounting activities by supervisors and staff for over 350 broker accounts across 60 portfolios• Drive client satisfaction by being the client’s contact for issue resolution, being accessible, facilitating positive interaction, helping to find an acceptable solution to issues, ensuring adequate follow-up is completed• Maintain strong working relationship with multiple teams within the clients and internal support teams• Assist Fund Administration in the preparation and coordination of annual financial statements• Assist and manage the audit process• Understand and enforce departmental policy and procedures• Actively participate in the professional development of staff and supervisors, including hiring, performance appraisals and training Show less

Manage hedge funds and portfolio trading at Beyer & Co. Investment Funds.

Management of portfolios for private clients in France and abroad.Develop and test proprietary trading strategies.Build financial modeling systems for currency trading.

Managed equity, bond and mutual fund portfolios for private clients.Developed, tested and implemented equity and advanced options trading strategies.