Meredith Williams Email & Phone Number

San Francisco, California, US

San Francisco, California, US

San Francisco, California, US

Valley Forge, PA, US

• Manage daily operations and strategic direction of the Global Fixed Income Investment Operations team.
• Manages staff. Provides guidance, training and motivation as necessary to develop staff. Hires, evaluates, and counsels personnel.
• Oversees team responsibilities, which include servicing the investment book of record, supporting all equity, fixed income, foreign exchange, and derivative trade operations, overseeing the reporting and relationships.
• Works globally with peers and leverages broad conceptual thinking and investment acumen to ensure the team’s service model continues to enhance the Investment Management Process.
• Maintains a deep and current understanding of global products and investment instruments to help drive business strategies.
• Recommends changes to gain efficiencies and ensure quality service.

Valley Forge, PA, US

• Manage and administer the Vanguard Accelerated Development Program, which provides high potential talent with a rotational growth experience.
• Leads 15 month rotational leadership development program, including the specialized coaching and development of high potential program participants, and guidance of rotation and career selection for future Vanguard.
• Fosters strategic working relationships with senior business leaders to garner program support, strategically align program practices and participants to business strategy, and identify opportunities to strengthen.
• Collaborates with Recruitment and University Relations to identify quality talent, ensure seamless execution of selection process, and coordinate recruitment and hiring efforts based on leadership development hiring.
• Supports launch of program participants into full time roles and provides ongoing guidance to alumni and business leaders to monitor performance, track trends, and solicit feedback for program improvements

Valley Forge, PA, US

• Supervised domestic custody-related cash movement processes, initiating 850 SWIFT messages per day averaging $10B.
• Managed staff, hired staff and set performance standards. Reviewed staff performance and provided necessary guidance, training and feedback.
• Provided process oversight to ensure the timely and accurate receipt/validation of cash movement instructions. Analyzed fund impact based on cash flow, identified process risks of overdrafts or a long balance in.
• Analyzed effectiveness, efficiencies, and cost impacts for decision making in the planning and execution of short and long term strategies to achieve departmental, divisional, and corporate objectives.
• Tracked key dashboard indicators to identify trends and ensure appropriate linkage to business risks and process improvement projects.

Valley Forge, PA, US

• Calculated the daily investment of transfer agent account excess cash to maximize interest income while minimizing overdraft fees.
• Reported detailed excess cash calculations to middle office, front office, internal advisors (Fixed Income and Quantitative Equity groups) and clients on a daily basis.
• Performed data analysis and partnered with account owners to identify trends in cash flows.
• Conducted research and recommended solutions to minimize un-invested assets.

Valley Forge, PA, US

• Maintained ownership of pooling trade, settlement, and other activity to calculate daily cash projections for over 40 funds.
• Reported detailed excess cash calculations middle office, front office, internal advisors (Fixed Income and Quantitative Equity groups) and clients on a daily basis.
• Provided analytical support to ensure daily reconciliation of all discrepancies from the prior day projections and made adjustments accordingly.
• Trained peers on complexities of cash projections as the team grew in size and scope.

Valley Forge, PA, US

• Performed operations support for Institutional shareholder disbursements.
• Initiated and released wire and automated clearing house payments to external clients and the Federal Reserve and researched payment discrepancies and rejects.

Valley Forge, PA, US

• Performed operations support for Transfer Agent account reconciliation.
• Reconciled participant account processing against outgoing cash transfers and collaborated with internal and external clients to resolve discrepancies.