Peter Ackles Email & Phone Number

St Paul, Minnesota, United States

Minneapolis, Minnesota, United States

Minneapolis, MN

Minneapolis, Minnesota

• Management of business functions, processes and associated staff.
• Business owner of client directed and business driven projects which include oversight of requirement writing, UAT and production checkout phases of the project management process.
• Oversee production of financial statements, investment reviews and meeting books for institutional client base.
• Analysis of report against changing domestic and international regulatory rules such as ERISA, Basel and MIFID.
• Develop and execute tactical plans designed to achieve results.
• Provide oversight, leadership and business management of designated external vendor services, monitoring and ensuring compliance with standards and regulations.

Minneapolis, Minnesota

• Acted as a project lead for multiple group initiatives.
• Wrote and reviewed business requirements.
• Led change management processes such as client account onboarding and process development.
• Ensured the accuracy and timely delivery of reports through thorough validation and deliverables scheduling.
• Wrote and updated specific group procedures.
• Partnered with technology groups to build custom client reports.

Greater Boston Area

• Served as primary contact for Far East and European corporate trust clients and investment management companies.
• Monitored relationship status with clients via monthly meetings, calls and report cards.
• Managed Team of eleven including three supervisors.
• Coordinated new business development and onboarding of clients.
• Partnered with clients to ensure automated and bespoke reporting needs were met.
• Worked with client transfer agents to process daily cap stock movements and money market fund investments.

Greater Boston Area

• Supervised staff of ten account managers
• Worked closely with BBH Hong Kong and Tokyo offices to service Far East client base.
• Reviewed and authorized the issuance of client invoices and monitored payment status.
• Oversaw the settlement of cash transactions, foreign exchange, and equity and fixed income trades.
• Prepared monthly management reporting packages for clients.

Greater Boston Area

• Managed a team of six mutual fund accountants.
• Calculated and reviewed the daily Net Asset Values for 15 pension funds.
• Worked with multiple pricing vendors and brokers to ensure accurate daily valuation of fund assets.
• Served as primary point of contact for the client.
• Performed daily reconciliation of assets to client records.