Mark Smith Email & Phone Number

Braintree, MA, US

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.

United States

Oversee the Data Management Group responsible for maintaining our security master records. Also oversee our security valuations team.

Greater Boston

Vice President- vendor management and reporting

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.

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.

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.

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.

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.

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.

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.

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.

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.