Mark Solomon Email & Phone Number

Collegeville, PA, US

Philadelphia, Pennsylvania, United States

Responsibilities expanded to include Securities Operations. This team is responsible for security master and analytics, daily valuation, corporate action processing, and proxy voting.

Philadelphia, PA

Responsibilities expanded to also include Client Operations, a function that was previously part of our Marketing, Sales, and Client Services department. This team manages client onboarding and transitions, CRM system administration, client reporting, electronic content management (ECM), and administration of our public websites and client portal. My.

Greater Philadelphia Area

Responsibilities expanded to also include Fixed Income and Equity trade operations, as well as oversight of a business analyst function that specializes in accounting and operational process enhancement.

Philadelphia, PA

• Management of middle/back office team that supports full trade lifecycle of swaps, futures, options, forward/spot FX, and bank loans.Responsibilities include:
• Subject matter expertise related to derivatives, industry initiatives, and operational process
• System and process development
• Collateral and margin management
• Trade processing
• Risk management

• Key member of a team involved in the risk management activities related to fair valuation of securities.Responsibilities included:
• Management of MSIM's Valuation Control team
• Oversight of all pricing vendor and operational outsourcing relationships
• Development, testing and implementation of MSIM's valuation control system
• Member of the MSIM Valuation Committee
• Primary client relationship contact for fair valuation inquiries

• Leadership and oversight of the following risk management support functions:Counterparty Risk Management and Reporting
• Ownership of all aspects of counterparty risk reporting
• Development of proprietary risk reporting platform containing in excess of 3000 data translation rules and 15000 transactions across numerous business units
• Presenter of risk metrics at monthly MSIM Risk Management Committee meetings
• Regulatory reporting, including Basel III, UCITS III/IV and Federal Reserve Bank inquiriesCollateral Management for OTC Derivatives
• Management of team responsible for collateral negotiation and settlement across 150+ portfolios and daily volumes in excess of 100 calls

• Fixed Income Middle Office
• Portfolio Manager Support

• Manager - Reconcilation Team, 2004-2005
• Senior Business Analyst supporting MSIM's client information database, 1999-2004

• Coordinated custody data collection and maintenance for reconciliation systems
• Developed a proprietary position and market value reconciliation application that ensured accurate recordkeeping across numerous custodian banks.

• Fund Accounting
• Investor Information Associate
• Information Center Associate

Simfa/Wharton Securities Industry Institute, 3 Year Program For Financial Industry Professionals

The Securities Industry Institute® (SII) is the premier executive development program for financial industry professionals, hosted by.

Mba, Management Information Systems

Recipient of the Dean's Certificate of Excellence

Bba, Finance / Economics

Activities and Societies: Delta Sigma Phi