Michael Bench Email & Phone Number

Boston, MA, US

Arlington, TX, US

Jacksonville, FL, US

- Concurrenly managed a handful of operations teams: - A Performance Measurement team responsible for providing reporting across 8 clients ranging in sizes with approximately 30,000 accounts in total. - A Fees team (onshore/offshore) responsible for processing and maintaining monthly, quarterly, and annual fee calculations, schedules, and events for the.

Boston, Massachusetts, US

- Responsible for managing a team of four employees responsible for various reporting services for WMS. - Half of the team provided performance measurement for over 25 clients of varying sizes with approximately 25,000 accounts under management.- The other half of the team provided administrative reporting to the head of Wealth Management Solutions and his.

Boston, Massachusetts, US

- Designed and manage the Product Management team’s Sharepoint site on State Street’s intranet through the use of provided tools and researched/written html coding. - Provide performance reporting for over 25 clients with approximately 15,000 accounts under management. - Assisted with the conversion of 2 major clients onto the team’s main performance.

Boston, Massachusetts, US

- Passed the level 1 Certificate in Investment Performance Measurement exam.- Responsible for providing performance and attribution reporting for over 20 clients with approximate 13,000 accounts. - Validated, audited and calculated monthly, quarterly and annual performance returns on equities, fixed income and private equity portfolios with a greater than.

Boston, Massachusetts, US

- Responsible for assisting with the testing of new functionality for State Street’s Global Reference System (GRS) application prior to deployment on the client testing and production regions.- Accountable for providing application access to middle office end users relating to State Street’s GRS, Global Trade Management (GTM), and Instruct applications..

New York, NY, US

- Responsible for the daily reconciliation of the ex date dividend report for BlackRock’s publishing system, Aladdin/Alpha Cash Master against the two accounting systems, AXYS and Sungard.- Participated in the consolidation of all accounting functionality to the Aladdin/Alpha Cash Master software while phasing out both accounting systems, AXYS and Sungard.

New York, NY, US

- Managed morning and afternoon publishing checks for all Boston accounts, they ensured that foreign and domestic cash was published prior to when trading began.- Accountable for the Boston team’s managerial cash and trade break reports that ensured daily resolution in a timely manner.- Resolved position discrepancies on a monthly basis for 30 – 50.

New York, NY, US

- Reconciled domestic and foreign cash and trade activity for 30 – 40 accounts and mutual funds on a settlement + 1 basis to ensure portfolio managers had correct start of day cash balances.- Acted as a liaison between various internal groups, banks, and brokers that related to cash and trade issues.- Responsible for updating and streamlining the group’s.

Boston, US

- Processed T+3, next day, and same day securities transactions for Institutional Custody accounts.- Responsible for the accurate and timely execution of 50 to 120 individual and block sized buys and sells of fixed income, equity, and global trades as well as free receipts and distributions.- Handled client, trade, and trade fail inquiries for 15 to 30.

Boston, Massachusetts, US

- Assisted 50 – 60 participants daily with exchanges, allocation changes, loans, other distributions, and general discrepancies with their accounts. - Educated 50 – 60 participants a day about their particular 401k’s nuances and general SEC related rules and regulations. - Navigated multiple computer and phone systems in participant assistance.- Within 10.