Michael Mcelligott Email & Phone Number

Holliston, Ma, Us

Holliston, Ma, Us

Boston, Ma

Vice President, Service delivery consultant, Private Bank- Working as a program manager for the private bank’s investments group. Overseeing a portfolio of applications related to investment analysis, client agreements and client-cross selling.- Boosted productivity by adopting agile methodologies with small development teams. Productivity has been improved by 20 percent while defects have been reduced by 40 percent. - Supervise the investment policy statement process that captures ultra-high-net-worth client investment agreements. Achieved full integration with trading, compliance, and reporting platforms over the last 5 years. The full integration was recognized as one of the most critical long-term achievements within the Private Bank because it ensures client assets are managed and tracked against the individual client agreement. - Oversee wealth planning tools for institutional and ultra-high-net-worth clients.

Boston, Ma

- Managed the migration of U.S. Trust’s Alternative Investments hedge fund platform FundRunner (SS&C product) onto the Bank’s technology infrastructure. FundRunner is a comprehensive tool that incorporates all facets of the alternative investments business including: fund of fund due diligence, accounting, compliance, and investor servicing. Managed the project from end-to-end including scope, budgeting, business requirements, high and low level design, build, testing and training.- Managed technology initiatives for the Alternative Investments (AI) group which constructs hedge fund and limited partnership fund of funds. Implemented Microsoft CRM 3.0 for their Client Service and Hedge Fund Portfolio Management teams. Migrated client and fund of fund information from Microsoft Access tables and Excel spreadsheets to Microsoft CRM 3.0 using a third party integration tool called Scribe. Customized the user interface to automate the client pre-qualification and purchase execution process.

Boston, Ma

- Acted as retirement and philanthropic services lead for the Bank of America / Merrill Lynch merger. Led a multi-million-dollar initiative to consolidate CRM sales and cross-sell platforms. Managed project teams that captured requirements, documented designs and developed solutions for the overall CRM consolidation mandate.- Performed a best practice review of the bank’s philanthropic planned giving product. Re-engineered the platform to serve both U.S. Trust and Merrill’s advisory business units. Outsourced administrative duties to a third-party firm. Automated internal check writing, cash reconciliation and client communication processes by taking advantage of existing bank infrastructure.

- Responsible for the proper distribution of Fidelity’s mutual fund performance and holdings data to internal partners and external companies.- Managed internal reporting of performance, reference, attribution and holdings information to key internal recipients such as portfolio managers, senior management, board of trustees, Fidelity.com, Advisor.Fidelity.com, and the Mutual Fund Guide. - Oversaw the distribution of data to outside companies such as Lipper, Morningstar, and the Investment Company Institute (ICI). Provided project management for various feed and web enhancements as well as new reporting requests. - Conducted training sessions for Fidelity’s internal trust and mutual fund application called Fund Facts Web Viewer. - Ensured Fidelity’s holdings disclosure policies were strictly enforced by participating in web, publishing, and reporting projects across the organization.

- Implemented a Customer Relationship Management (CRM) solution for a Private Banking arm of a Fortune 500 Bank.- Conducted a dividend and interest integrity analysis for a wealth management division of a large Investment Bank.- Performed a Customer Relationship Management (CRM) vendor selection project for a large US Investment Management company. Conducted interviews and documented system and functional requirements. Prepared and evaluated RFI responses in order to produce a gap analysis.- Assisted a mutual fund company’s transfer agent migration from PFPC to DST. Managed system, user, and web portal testing. Coordinated multiple mock test weekends and provided project management. - Analyzed a Bank’s debt issuance and operational processes and procedures. The Bank issues and managed over forty billion dollars to help fund government sponsored projects in South America. My team developed a new operating model that increased the Bank’s oversight capabilities and reduced processing risk.- Conducted a transfer agent fee analysis to maintain revenues for a large Financial Services company. Developed alternative pricing models and tested them against a wide range of future scenarios.- Conducted a best practice review of a mutual fund company’s transfer agent activities. Created workflows and reviewed procedures for each group, documented best practices and areas of improvement, and presented my findings to senior management.

Boston, Ma

- Processed corporate actions to over a 100 internally managed mutual funds. Verified authenticity of corporate actions using Reuters, Bloomberg, and custodial bank systems.- Monitored complex corporate actions for news, i.e., proration, conditional vs. unconditional, and price movements)- Reviewed foreign dividends for tax and reclaim implications.- Developed, tested, and implemented Scudder’s Variable Life Annuity accounting system.- Supervised daily trades for Scudder’s Variable Life Annuity funds.- Worked closely with over thirty insurance companies to produce customized reports for their financial records.- Trained new employees about corporate actions and the use of our mutual fund platform SunGard Invest One.

Mba, Concentrations: Investments And Marketing

Focused on a dual concentration of Investments and Marketing.

Ba, Political Science