Real-Estate Management Company

Real-estate Investment company

Responsible for managing both Core Client Solutions and Core Product Management teams.Manager Core Client Solutions•Managed core relationships with Tier 1 clients and high value start-ups focused on technology.•Managed vendor relationships for the firm’s solutions consulting for select clients.•Partnered with Sales in pitching to technology and reporting-focused prospects. Remained involved in the on-boarding process for many of these clients ($150 million to $5 billion range.)Manager of Core Product Management team•Managed Core Product Management group responsible for the cross-asset class portions of the Prime Services offering. This included the Portal, Reporting, Transaction Management, Billing and Client Static data warehouse.•Managed Portfolio Accounting solutions which included Advent Geneva, and served as the Prime lead for the 1099-B Cost Basis initiative. Positioned the firm to advance past the vendor issues that were causing significant delays

Senior Product Development specialist, aiding the UBS Prime Brokerage offering. •Senior Product Development manager for portfolio accounting platforms as well as the security static and pricing platforms.•Developed the Multi-Asset Class Prime Brokerage platform. Key areas: Cash and derivatives for Equities, Fixed Income and FX. •Worked with Clients Service and Technology teams to address the issues related to the various platforms and operating models that were a result of building a single business from 3 separate Prime Brokerage businesses.•Managed the prioritization of projects on the transaction management and reporting platforms, some of which were used globally. Worked collaboratively with London counterparts to globally clear all projects and determine if requests should be fulfilled through tactical initiatives or developed into strategic platforms.•Managed the process and worked with IT on requirements gathering, UAT process and overall development of a number of key projects, which provided an extensive understanding of the full product development life-cycle.•Worked with key clients to either address technology issues or gather feedback about recent or proposed changes, performing relationship management with individuals at all levels of a hedge fund.•Delivered a new ‘Prime Brokerage Workstation’ as a central user interface to allow Account Mangers around the globe to perform all core client service functions in a single front-end application. This is was first version of the new workflow management tool.•Helped design a new ‘Trade Manager’ – A Front-end interface for clients and internal users to report and manage transactions sent to the firm as Prime Broker as well as ‘hearsay trades for accounting only. The tool was designed to flowing to all down stream systems across product types.•Managed a team that included individuals focused on guiding IT through development of a strategic static data and pricing solution.