Michael D.

Michael D. Email and Phone Number

Associate Director - Fund Programs and Oversight @ Principal Asset Management
Ireland
Michael D.'s Location
Ireland, Ireland
About Michael D.

Accomplished professional in the Financial Services industry with over 15 years’ experience working in a variety of roles in the areas of Product Management, Transfer Agency, Client Reporting and Fund Accounting.My field of expertise include operational oversight, the supervision and training of staff, identifying issues and developing process improvements based on risks identified. My experience to date has provided me with a combination of skills and experience in AML, compliance, data management and the safeguarding of client assets.

Michael D.'s Current Company Details
Principal Asset Management

Principal Asset Management

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Associate Director - Fund Programs and Oversight
Ireland
Michael D. Work Experience Details
  • Principal Asset Management
    Associate Director - Fund Programs And Oversight
    Principal Asset Management
    Ireland
  • Principal Asset Management
    Associate Director - Fund Programs & Oversight
    Principal Asset Management Jan 2024 - Present
    Dublin, County Dublin, Ireland
  • Principal Asset Management
    Associate Director - Fund Services & Operations
    Principal Asset Management Jan 2023 - Jan 2024
    Dublin, County Dublin, Ireland
  • Mediolanum Irish Operations
    Product Manager
    Mediolanum Irish Operations Jan 2022 - Feb 2023
    Dublin, County Dublin, Ireland
  • Mediolanum Irish Operations
    Product Operations & Data Supervisor
    Mediolanum Irish Operations Jan 2021 - Jan 2022
    County Dublin, Ireland
  • Mediolanum Irish Operations
    Product Analyst - Management & Oversight
    Mediolanum Irish Operations Jan 2020 - Jan 2021
    County Dublin, Ireland
  • Fundassist
    Team Leader Investor Services
    Fundassist May 2016 - Dec 2019
    County Dublin, Ireland
    Led a team across the following operations TA, Proxy, Print & Distribution, Shareholder Communications and Document & Data dissemination ensuring these processes flow fluidly as per the rigid SLAs and procedures.Working closely with the Head of Client Reporting on a number of forward-thinking projects as well as maintaining very strong links with the companies neighbouring departments.Overseeing the dissemination of Key Investor Information Documents (KIID), fund reports and other complex fund documents in multiple languages. Ensuring regulator notification and distribution of these documents is fulfilled for both home and foreign jurisdictions/destinations.Manage multiple client’s expectations. Ensuring all client deliverables are of the highest quality and consistently meeting client’s requirements. Organising the team to ensure goals, objectives and deliverables are met and exceeded daily for a large range of high-profile clients in a high pressure and fast paced environment.
  • Oasis Global Wealth Management
    Transfer Agency Supervisor
    Oasis Global Wealth Management Feb 2014 - May 2016
    Dubin
    As a UCITS Fund management company, the company managed all aspects of the daily operations of a range of Irish domiciled UCITS funds established by the Oasis Group. The area of specialisation is providing ethical investment options across a range of assets classes. The original equity funds were established in 2000 and have a well established track record, with the fund ranges expanding into equity, property equity, income and a range of balanced funds.My responsibilities covered all aspects of the daily operational activities of the company extending to fund accounting, clients services, compliance and Transfer Agency administration.
  • Oasis Global Wealth Management
    Fund Accounting Supervisor
    Oasis Global Wealth Management Feb 2013 - Feb 2014
    County Dublin, Ireland
  • Bmo Capital Markets
    Senior Fund Accountant
    Bmo Capital Markets Jun 2010 - Feb 2013
    County Dublin, Ireland
    Daily administration duties of a Senior Fund Accountant reporting timely and accurate delivery of NAV’s for a range of complex bond funds, equity funds and fund of funds.Supervised the daily operations to provide the NAV to the Investment Manager.Trained and empowered junior fund accountants enabling staff to take ownership of funds.Dealt with requests from Investment Manager and Auditors in a timely manner cultivating long term relationships based on trust and credibility.Liaised with Custodians, Transfer Agency, Pricing Vendors and various Internal Departments to ensure correct NAV was distributed.Business Applications: SunGard InvestOne, Bloomberg, Microsoft Office.
  • State Street
    Fund Accountant
    State Street Sep 2007 - Jun 2010
    County Dublin, Ireland
    Role as a Junior Fund Accountant responsible for daily administration duties on a variety of hedge and mutual funds, also partaking in testing new systems and onboarding new funds.
  • Superquinn
    Part Time Manager
    Superquinn Sep 2000 - Sep 2007
    County Dublin, Ireland
    Part time Manager of the chilled foods section at Superquinn, This role involved assigning duties to staff, order replenishment and general customer service duties. I undertook this role during my school and college years.

Frequently Asked Questions about Michael D.

What company does Michael D. work for?

Michael D. works for Principal Asset Management

What is Michael D.'s role at the current company?

Michael D.'s current role is Associate Director - Fund Programs and Oversight.

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