Shane O'Brien Email and Phone Number
Shane O'Brien is a Head of Investment Specialists (Public and Private markets) at Aviva Investors.
Aviva Investors
View- Website:
- avivainvestors.com
- Employees:
- 1651
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Head Of Investment Specialists (Public And Private Markets)Aviva Investors Dec 2024 - PresentLondon -
Head Of Multi-Asset & Macro Investment SpecialistsAviva Investors Apr 2022 - Dec 2024United Kingdom -
Senior Investment DirectorAviva Investors Aug 2018 - Apr 2022Responsible for Multi-asset Investment Directors in Irish and UK markets Wholesale market -
Investment DirectorAviva Investors Jan 2018 - Aug 2018County Dublin, Ireland -
Vice President - Senior Relationship ManagerState Street Global Advisors Jan 2013 - Dec 2017Dublin-Senior Relationship Manager for intermediary clients distributing SSgA funds into the Irish market-Clients include some of the country’s largest Life Assurance Companies and Wealth Managers -Main products include: Absolute Return Strategies, ETFs, Property, Active and Passive Fixed Income and Equity fundsRole activities: -Main responsibility is supporting the sales channels for SSgA Ireland’s largest client: Initiatives entail: regular presentations, seminars, webinars, teleconferences, marketing collateral, entertainment-Role also entails business development with other domestic intermediaries. Initiatives entail: seminars, educational workshops, cold calling, regular meetings, regular communications, entertainmentAchievements:- Promoted to Vice President in March 2014-Significant increase in activity and sales initiatives with our largest client which has aided a substantial enhancement in cash flows into SSgA funds -Successful development of new relationships with other domestic intermediaries leading to new business wins -
Client Relationship ManagerState Street Global Advisors Sep 2008 - Jan 2013Dublin-Head of team responsible for the relationship management of over 200 Active and Passive Client Relationships. -Clients include Defined Benefit & Defined Contribution pension schemes, Charities and Corporates invested in a wide range of products across all major asset classes. -Relationship manager for company's largest property client - portfolio value in excess of €1bn. -Ownership of writing product and marco marketing material for client facing business. Role activities; team management, regular presentations to client investment committees, cross-selling products to existing clients, dealing with daily client queries and ensuring that all client files are kept up to date. Achievements:- Promoted to senior client manager in September 2011 taking over as team leader of a small team of client relationship managers.-Proven track record of retaining clients during a very challenging period of product underperformance.-Made a number of new business wins and successful cross-selling of alternative products/investment solutions to existing clients. -Enhanced profitability on client book by implemented a number of initiatives to strengthen relationships with existing clients and reduce costs associated with managing accounts. -
Assistant Manager - Asset Transfer TeamState Street Global Advisors Feb 2007 - Sep 2008Dublin-Planning, scheduling and processing the transition / restructure of client portfolios with value of up to, and in excess of €1bn.-Inspecie of investment instruments to/from client portfolios efficiently to limit out of market exposure and minimise costs to the client.-Daily interaction with Clients, Consultants and Custodians to coordinate transfer.-Coordinating market trades with Portfolio Managers and Dealing Teams. Achievements:-Promoted to Assistant Manager within 16 months of joining company. -No errors for entire period on team.-Responsible for managing all proxy voting for entire business equity client book (c€10bln in value) -
Senior Fund AccountantHsbc Jun 2005 - Feb 2007• Calculation and review of Net Asset Valuations for large daily priced Hedge Funds invested in a wide range of traditional asset classes and derivative instruments.• Daily interaction with major brokers and investment managers to reconcile trade discrepancies.Achievements:• Promoted to Senior Fund Accountant within 12 months of joining company.• Managed the launch of a number of new funds in Dublin and New York offices. -
Junior Fund AccountantBisys Fund Services Sep 2003 - Aug 20041 year work placement as part of Business Degree at Dublin City University.
Shane O'Brien Education Details
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Qualified Financial Advisor
Frequently Asked Questions about Shane O'Brien
What company does Shane O'Brien work for?
Shane O'Brien works for Aviva Investors
What is Shane O'Brien's role at the current company?
Shane O'Brien's current role is Head of Investment Specialists (Public and Private markets).
What schools did Shane O'Brien attend?
Shane O'Brien attended Dublin City University, University College Dublin.
Who are Shane O'Brien's colleagues?
Shane O'Brien's colleagues are Michelle Flanagan, Paul Simmons, Justine Vroman, Russell Henchcliffe, Luke Burwood, Cfa, James Perkins, Julian Cobourne.
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Shane O'Brien
United Kingdom -
Shane O'Brien
United Kingdom
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