Robert Brooks Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Canada Area

• As the Senior Business Consultant for SimCorp, I am responsible for driving revenue growth for our organization by providing outstanding customer service and delivering customized solutions for our clients.As a.
• Analyse and understand each client’s business requirements.
• Reverse-engineer, map and deliver a comprehensive integrated investment software solution.
• Complete RFPs and present customized solutions to decision-makers outlining the functionality and benefits of SimCorp’s integrated software.
• Provide a high level of communication across various departments both internally and externally to ensure project success.
• Problem-solve and proactively uncover opportunities to maximize efficiencies.

Toronto, Canada

• As the Business Consultant for Project Implementation, I was responsible for overseeing relationships with various clients including retail banks, pension plans and asset managers.AS THE PROJECT LEAD FOR AN ASSET.
• Enhanced accounting workflows for EOY and configured new financial instruments
• Designed and configured the technical interface to client’s bank account transactions
• Created and presented training material to support ongoing client education needsAS THE PROJECT LEAD FOR A RETAIL BANK, I
• Was responsible for Financial Statements and Tax Reporting
• Designed and implemented Fund Distribution processes AS THE PROJECT LEAD FOR A PENSION PLAN ORGANIZATION, I

Toronto, Canada Area

• At Harmonic Fund Services, I began as a Portfolio Operations Analyst and within a year was promoted to Senior Portfolio Operations Analyst.As Portfolio Operations Analyst, I:
• Was responsible for portfolio maintenance, hedge fund accounting, and investor services for two major clients
• Compiled trade activity, oversaw price collection and validation, and reconciliations with clients and third parties
• Designed and developed reporting templates to standardize Fund Factsheets
• Worked with developers to enhance TRS valuation calculations within FM3
• Designed an ETL tool using VBA to extract trade and pricing information from client data and generate specific loader files for input into FM3As Senior Portfolio Operations Analyst, I:

Toronto, Canada Area

• As the Transfer Agency Manager of Investor Services, I:
• Managed a team who was responsible for the preparation of deliverables to multiple clients
• Ensured that procedures were adhered to regarding the review and approval of all Investor Services deliverables.
• Interviewed, evaluated and hired Investor Services Administrators and conducted semi-annual performance reviews.
• Mentored and managed multiple staff members in Accounting/NAV, and Investor Services.
• Was responsible for the design and execution of a new business model combining Investor Services and Fund Accounting

Toronto, Canada Area

• As the Senior Applications Specialist, I
• Was considered the Subject Matter Expert (SME) for ISS, assisting with the development of new functionality for the system, and advising Senior Management of its capabilities and limitations.
• Acted as the primary contact person for all technical and business-related questions and issues.
• Was effective in the troubleshooting all issues not requiring developer support and escalated resolutions when appropriate.
• Interpreted Fund Legal Documents and setup over 300 funds on ISS (both new funds, and conversions from other administrators).
• Created specifications for over 200 customized reports including Investor Partner Statements and Transaction Confirmation Letters.

Toronto, Canada Area

• As the Investment Accountant for State Street Canada, I:
• Maintained accounting records for Funds of Hedge Funds and produced monthly NAVs.
• Obtained market values of holdings from administrators for Fund Valuations.
• Prepared collateral statements and calculated collateral ratios.
• Completed and submitted trade instruction notices – redemption letters and subscription documents – as instructed by clients, including booking and settling trades.
• Monitored cash balances and conducted wire transfers.

Toronto, Canada Area

As Management Trainee for Enterprise Rent-A-Car, my main responsibilities included customer service, balancing branch financial transactions, marketing accounts, employee training, and other day-to-day branch operations. I also took on the role of Branch Corporate Account Manager in which role I increased corporate spending and coordinated various.

Halifax, Canada Area

• As a High Tech Sales Representative, I:
• Built rapport and trust with clients to direct conversations to successful sales outcomes.
• Consistently exceeded all sales metrics.
• Managed and tracked personal progress to capitalize on strengths and determine areas for improvement.

• At CRWebsites, I:
• Created websites, and print media for small businesses.
• Built productive relationships with suppliers, and clients.