Mark Smith

Mark Smith Email and Phone Number

Senior Vice President @ BNY Mellon
Braintree, MA, US
Mark Smith's Location
Braintree, Massachusetts, United States, United States
Mark Smith's Contact Details
About Mark Smith

Mark Smith is a Senior Vice President at BNY Mellon. He possess expertise in business strategy, strategic planning, project management, strategy, new business development and 25 more skills. Colleagues describe him as "Mark was terrific to have working on my account at JPMorgan. Most of the time he was able to help with his own expertise and business knowledge, but on those occasions when he didn't, he knew the right people to ask to get the problem resolved, and always saw things through to resolution. A pleasure to work with." and "It is a pleasure to recommend Mark Smith. He has a tremendous amount of knowledge in the securities industry whether it be client services, technology, or operations. I met Mark while working at State Street and took note that he took the time to understand the operations processes to ensure that his client was receiving the best service possible. He moved from Client Services to a technical role within the Systems support area and did not miss a step. He could be relied upon to ensure that there was a resolution to every issue and stay until all problems were resolved. While I was at Omgeo, Mark and I had mutual clients and he always had their best interest as the goal for anything that may be happening. Knowing Mark personally, as well, this is the way he approaches life in general. Mark is an amazing person who is capable of anything. Any company would be lucky to have him on their team."

Mark Smith's Current Company Details
BNY Mellon

Bny Mellon

View
Senior Vice President
Braintree, MA, US
Website:
bny.com/pershing
Employees:
4221
Mark Smith Work Experience Details
  • Bny Mellon
    Senior Vice President
    Bny Mellon
    Braintree, Ma, Us
  • Bny Mellon
    Senior Vice President
    Bny Mellon Jul 2023 - Present
    United States
    In addition to my legacy responsibilities, I oversee the security master and security valuations teams responsible for maintaining the integrity of the data the investment teams use to make investment decisions.
  • Bny Mellon
    Vice President - Group Manager
    Bny Mellon Jun 2021 - Aug 2023
    United States
    Oversee the Data Management Group responsible for maintaining our security master records. Also oversee our security valuations team.
  • Bny Mellon
    Vice President
    Bny Mellon Jan 2020 - Aug 2023
    Greater Boston
    Vice President- vendor management and reporting
  • Bny Mellon
    Vice President - Lead Manager, Service Delivery General Management
    Bny Mellon Dec 2018 - Jan 2020
    Greater Boston Area
    Vendor Management - including 10+ mm budget and expense forecasting and variance trackingClient Management- primary contact for six internal investment boutiques. Including KRI and KPI creation and tracking, as well as SLA repotting and monthly client meetings.
  • Bny Mellon
    Senior Operations Manager
    Bny Mellon Jan 2014 - Dec 2018
    Greater Boston Area
    In addition to the support functions I oversee for our Asset Management Operations (oversight of our SLA reporting, regulatory reporting (TIC SHC,(A) SHL(A), S and SLT) and support of the recon database), I took on the additional responsibility compliance monitoring within Charles River Developments (CRD) order management system. Moreover, I now have oversight of our vendor relationships, comprising of 130+ vendor relationships and an annual budget in excess of $6.5 million annually.
  • Bny Mellon
    Operations Manager
    Bny Mellon Jan 2012 - Jan 2014
    Greater Boston Area
    In assuming this role, I took on the responsibility for reporting of SLA to the boutiques we supported, regulatory reporting (TIC SLA, SHC, S and SLT). I also was responsible for project management and daily support of our reconciliation platform, Checkfree/Frontier. In addition to those roles, I was still acting as a BA and Project Manager on many of our internal projects, including transitioning the reconciliation function to Pune, India.
  • Bny Mellon
    Senior Busines Analyst
    Bny Mellon Dec 2010 - Jan 2012
    In this role, I was an individual contributor assigned to many internal projects. One of the key projects was to revamp the manner in which we were taking in bond ratings from several of the external ratings agencies and processing their day over day changes. In doing so, we were more effectively updating our data in a timely manner. I also oversaw the implementation of Barclay's POINT risk and attribution platform.
  • Advent Software
    Enterprise Manager - Geneva Support
    Advent Software Feb 2007 - Dec 2010
    In this role, I provided technical support for our Geneva hedge fund database, project management for client migrations, and relationship management for technical issues and solutions. I worked with many of the industries leading Hedge Fund, brokerage and fund admin shops.
  • Investors Bank & Trust
    Director Of Operations
    Investors Bank & Trust Jun 2006 - Feb 2007
    I handled the daily valuation of Barclay's Global domestic ETF products. I successfully launched several of their products into the market. I managed a team of 35+ fund accounting staff.
  • Computershare
    Director Of Business Migration
    Computershare Jul 2002 - Jun 2006
    I was charged with sunsetting several of our legacy applications by migrating the data to existing production platforms. I was also charged with managing the migration of won/lost business from the various production and legacy systems. This included data analysis, data mapping and project management. I managed a staff of 14, including two managers across two sites in MA and NJ prior to single siting the operation in Canton, MA.
  • State Street
    Client Service Officer At Ssga
    State Street Jan 2001 - Apr 2002
    I worked with clients to identify their target return based on their actuarial obligations and recommended investments that would provide those returns. I provided quarterly investment reporting and market commentary to the client's investment board. Successfully gained additional assets under management for several clients in a down market.
  • State Street
    Systems Analyst
    State Street Dec 1998 - Jan 2001
  • State Street
    Client Service Manager
    State Street Aug 1997 - Dec 1998
    I oversaw the mothly reporting of the custody accounting reports for many of the municipal clients, group trusts and other DB pension assets. I was the primary client contact for the clients as well as focal point for internal training.
  • State Street
    Portfolio Analyst
    State Street Jan 1995 - Aug 1996

Mark Smith Skills

Business Strategy Strategic Planning Project Management Strategy New Business Development Leadership Negotiation Customer Service Business Planning Management Asset Management Fixed Income Investment Management Mutual Funds Portfolio Management Financial Services Hedge Funds Equities Investments Business Development Corporate Actions Securities Fund Accounting Data Analysis Valuation Cross Functional Team Leadership Team Building Business Analysis Bloomberg Relationship Management

Mark Smith Education Details

Frequently Asked Questions about Mark Smith

What company does Mark Smith work for?

Mark Smith works for Bny Mellon

What is Mark Smith's role at the current company?

Mark Smith's current role is Senior Vice President.

What is Mark Smith's email address?

Mark Smith's email address is tw****@****hoo.com

What schools did Mark Smith attend?

Mark Smith attended University Of Massachusetts Amherst.

What are some of Mark Smith's interests?

Mark Smith has interest in Football, Exercise, Home Improvement, Reading, Gourmet Cooking, Sports, Watching Basketball, Golf, Hockey, Watching Hockey.

What skills is Mark Smith known for?

Mark Smith has skills like Business Strategy, Strategic Planning, Project Management, Strategy, New Business Development, Leadership, Negotiation, Customer Service, Business Planning, Management, Asset Management, Fixed Income.

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