Robert Rigby Email & Phone Number

Promotion

Quincy, MA

Promoted to Officer

Quincy, MA

Derivative Beacon solution analysis for OTC Swaps and Options product types in FpML, XML, MTEX, CSV code formatting for the purpose of end-to-end automation and fax eradication. Goals to relieve operations’ time commitments on manual intervention. Communicate with corresponding agile teams for any needed developments, enhancements, and configuration. Test.

Quincy, MA

Reconcile PIMCO and Wellington cash account activity for many mutual funds.Research and resolve cash breaks from weekly recon administered to COE from internal fund groups. Completed a 3 month project converting cash accounting to a standardized procedure across most IM’s.Completed a 2 month project having client service teams for 30 Investment Managers.

Managed Goldman Sachs Asset Management and Alliance Bernstein mutual fund portfolios within Center Of Excellence.As the custodian side of the bank we post futures trades, futures margin, and collateral through internal derivative programs. We receive valid instructions through a secure transport from Investment Managers.Keep close relationships with GSAM.

Produced and verified daily financial statements for John Hancock client. Prepared account balance proofs.Entered and monitored general ledger activity, daily pricing and reconciliation of mutual funds.Coordinated daily Net Asset Value impact analysis.Have experience with swaps, futures, options, term loans, and interest lines.Verified current day prices.

Conducted potential employee, consultant, and vendor background investigations.Verified previous employment and education.Ensured Fidelity's background investigation service providers and GHR contacts adhered to established hiring procedures.