Sean Minder Email & Phone Number

New York, New York

Oaks, Pa

Served as technical business lead responsible for the implementation, client support, upgrade management strategy of Advent Moxy Trade order Management system for both alternative and traditional investment managers Document and submits bug fixes to vender and internal Technology Unit using JIRA tracking systemDevelops efficient client workflows that reduce operational risk in partnership with Project Management officeCollaborates with Technology Services Unit to help design, QA test and implement various bug fixes, hot patches and upgrades that fostered increased client efficiency; collaborates with Technical leads to schedule and monitor dozens of night work processes using SSIS and Active BatchImplements and maintains hundreds of broker FIX connections including the QA testing and implementation of several algorithm software packages Documents business requirements for custom reporting platform using Crystal reporting and SSRS which enables better client investment decision making Effectively communicates business logic and subsequent QA testing and deployment of data extracts for external Trade Order Management systems and Investment analytic toolsProvides business requirements for the successful deployment of several dozen inbound and outbound trade filesCustom built automated reconciliation system that displays data differences between Geneva and Moxy Order management system which highlights night work system failures and mitigate investment risk; leads on-going maintenance for systemSupervises the daily work and activities of 6 personnel

Oaks, Pa

Maintained and grew current client relationships for investment managers for a range of products which included middle office investment operations, alternative and traditional fund administration and distribution servicesStrategically resolved issues, enabling mutually beneficial outcomes for both Company and client baseServed as client communications lead responsible for interfacing with internal and external clients on a regular and ongoing basis via phone and on-site meetings, as well as through weekly reportingManaged projects central to service offering, including real-time workflow and data management

Oaks, Pa

Served as technical business lead to provide front-line support for over a dozen SEI clients utilizing Advent’s Moxy Trade Order Management systemCollaborated with Technology Services Unit to help design, QA test and implement various bug fixes, hot patches and upgrades, deploy DTS packages and later SSIS packages for night work processingCreated various SQL scripts for data QA and integrity Traveled to client sites to help train and document client business requirementsAdvised national banks on efficient and compliant workflow methods for various securities trading practices

Oaks, Pa

Led day-to-day operations of fast-paced, highly detail-oriented Corporate Actions area for securities processing department; in charge of over 250,000 accountsSupervised over 100 class action lawsuit filings on behalf of more than 1,000 clients Managed client relations and served as subject matter expert for SEI Private Trust Company Oversaw the reconciliation of various suspense accounts with average cash flow approaching $50 million monthlyManaged a team of six individuals

Oaks, Pa

Managed over 400 corporate actions per month, including stock splits, spin offs, bond calls, and tender offers, for banks and registered investment advisers through a back-office environment using SEI’s TRUST 3000 systemExecuted and designed operational workflows which increased efficiency and lowered riskAdvised clients of voluntary corporate actions, such as tender offers, optional dividends, and cash and stock mergers; research client inquiriesReconciled various trust accounts

Oaks, Pa

Executed selling agreements with registered broker-dealers which enabled them to offer various funds to their clientsSupported company sales representatives by generating hypothetical performance programs which support the sales effortPartnered with registered broker-dealers regarding trade issues and broker payouts Received in-bound phone calls from current and prospective mutual fund investors