Rene Wade Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Utilize in-depth background and knowledge of fund operations lifecycle, understand, build and nurture internal and external client relationships. Key oversight of Mackenzie Investment’s operational processes such as Fund Accounting, Transfer Agency (Capstock life-cycle), Corporate Events, Alternative Investments and Private Structured Deals. Emphasis on.

Willowdale, Ontario

With great attention to detail, execute all general executive assistant administrative duties. Providing above standard client servicing to all clients thereby ensuring retention and possibility for further business referrals. Work independently and apply industry knowledge to resolve operational issues. Responsible for anticipating client documentation.

Toronto, Canada Area

Direct oversight and responsibility for cash and payment activities across multiple platforms and servicing Pensions, Funds, Insurance, Investor Counsellor Services, Alternative Investment Services client activities. Managing 34 FTE across 2 locations, Toronto & Meadowvale.Coordinated successful team realignment to support organizational change for a.

Toronto, Ontario, Canada

Direct oversight and responsibility for team of 8 FTE, servicing Transfer Agency and Funds Clients.Focus on capstock activity and client files (FTP capability, manual & online uploadable formats), managing reconciliation and escalation of breaks. Main point of contact for all audit related tasks, including year-end reporting and auditor engagement..

Toronto, Canada Area

Primary oversight and responsibility for all settlement activities for the America’s Offshore Model (AOM) clients and point of escalation for AOM global team during North American hours. No Material E&Os or Privacy Breaches. Continual expansion of North America’s role in the global strategy by leading the “follow the sun” initiative. Net increase to global.

Dublin, Ireland

Developed and maintained relationships with strategic clients by effectively handling time-sensitive issues and investment based inquiries and gained extensive experience by interacting with UCITS and OEIC funds. Effectively managed a team of highly motivated and qualified client service representatives achieving efficiencies by cross training. Development.

Dublin, Ireland & Kuala Lumpur, Malaysia

Appointed as the custody trainer within the custody operational team. Responsible for overall governance of operational procedures and training of all custody operational staff within the Dublin team. Developed and implemented action plans designed to close operational gapsReviewed E&O trends to identify effective mitigating processes. Through SIPOCS.

Dublin, Ireland

Client Services and Reporting; Manage all IT projects IT enhancements; Managing relationships with all operational areas; Cash collateral management and reporting.

Dublin, Ireland

Effectively managed 12 FTE Responsible for processing all corporate action notifications, effecting all corporate events on custody positions & lodging proxy voting applications with 3rd party vendors on behalf of strategic clients.

Dublin, Ireland

Responsible for processing European dividend events against client and proprietary traded positions. Responsible for ensuring that any reconciliation breaks were identified and cleared as soon as possible. Interaction was with Prime Brokers, Dealers, Securities Lending Administration and Dealing professionals.

Dublin, Ireland

Responsible for the research and trading of proprietary cash on behalf of Gensec. Our trading approach was mainly concentrated on pairs trading (long / short strategies), although some long positions were also maintained. Responsible for the research and recommendation of trading in US and European Equities within the Luxury goods and Sporting sectors.

Investment Funds In Canada (Ifc)

Activities and Societies: The IFC provides foundational knowledge that prepares Advisors to give effective advice to clients on mutual.

Certificate, Workforce Development And Training

Certificate, Securities Lending

Certificate, Banking And Financial Support Services