Mark Macisaac Email & Phone Number

Toronto, Canada

• Manage the strategic planning and reorganization including client needs analysis, strategy discussion, portfolio analysis, system simplification/streamlining to improve operational efficiencies within the Prime.
• Establish relationships with senior stakeholders to effectively monitor and understand the sources of business activity, resolve issues, client activities and to alert the business of concerning risk issues and analyze.
• Managed the migration of Prime Brokerage clients to a new platform which resulted in growth in the Canadian market and the expansion into international markets
• Perform people management activities of employee engagement, development and performance management, hiring and retention, provide continuous cross-train opportunities within the team (Cash One, Arrow, Geneva)
• Prioritize and execute tasks as they support the regional and global business objectives to improve and maintain to a high standard and work in collaboration with the global Prime Services Group providing a strong.
• Identify and implement opportunities for improvements in productivity, control, cost-effectiveness, and client service delivery encouraging consistency and continuous improvement

Toronto, Ontario, Canada

• Provided a high standard of operational service to clients of the Prime Services business including cash financing, execution, clearing and settlement of trades, asset servicing, custody, and reporting
• Supported clients trading strategies by providing accurate information on fails, pre-matching, and settlement issues on trades reported
• Operated effectively within the defined regulatory control framework and ensured inherent risks are timely reported, escalated, and mitigated.
• Resolved operational issues and problems to an acceptable standard and influence behaviors and corrective action to prevent a recurrence
• Identified and implemented opportunities for improvements in productivity, control, cost-effectiveness, and client service delivery encouraging global processing consistency where applicable
• Provided timely responses and resolution to trade booking issues and general operational queries emanating from the Securities and business lines, internal support functions, or directly from external counterparties

Toronto, Canada

Hamilton, Bermuda

• Acted as lead Business Analyst in the successful implementation of the new Oracle Transfer Agency system
• Participated in all phases of the project life cycle from the definition of business requirements to testing and implementation
• Built strong relationships with project stakeholders, both in IT and in the business, as well as with industry experts to define the business requirements
• Created and presented relevant and detailed business requirement documents to assist third party vendors in system development
• Liaised with vendors and the business to ensure high-quality, yet low cost, development solutions; ensured project cost efficiencies through careful review of vendor’s system design specifications
• Conducted quality assurance testing cycles to verify completeness and accuracy of system design specifications

Hamilton, Bermuda

• Handled a complex portfolio of the bank’s most significant clients with tailored fund structures on a multi-jurisdictional and global market basis
• Maintained accuracy and integrity of each client's share register through the dedicated management of all aspects of investor transactions including anti-money laundering reviews, trade completion, administration of.
• Demonstrated rapid product-knowledge growth through valuable and continuous communication with some of the financial world's most knowledgeable people - hedge fund managers, custodians, prime brokers, and operational.
• Directed and motivated a small team of professionals, fostering a team environment in which active participation was encouraged and individual growth promoted
• Oriented and supported new top-management team members regarding fund administrative policies and procedures
• Identified as HSBC star employee and invited to participate in bank-wide stretch project, which aimed to unite other star performers from various businesses to brainstorm on how to re-engineer inefficient areas of the.

Melbourne, Victoria, Australia

Halifax, Nova Scotia, Canada

• Resolved customer and broker inquiries and concerns regarding life insurance policies and investment products

London, England, United Kingdom

• Informed clients of new investment opportunities to enable them to make sound investment decisions