Spencer Moser Email & Phone Number

New York, Ny, Us

New York, Ny, Us

Managed 30 application execution plans to enhance resiliency capabilities in support of middle office architecture that has $3.2 trillion in assets under administrationEstablished framework for managing development of new middle outsourcing architecture and operating model to support network of 35 clients across multiple time zones.Initiated agile scrum teams and platform best practices across multiple domains including Trade Processing, Derivatives & Collateral and Portfolio Accounting, managing seven Project Manager and Business Analyst resourcesServed as Product/BA lead on largest middle office outsourcing deal to date to convert major hedge fund on BNY Mellon’s new middle office platform. Served as lead from early design stages through to ultimate go-live and ongoing servicing across all functions including Trade Processing, Lifecycle Events, Portfolio Accounting, Reconciliations, and Data Management (security data, pricing, reference data and data warehousing/reporting)

New York, Ny, Us

Converted clients on to servicing platform involving the following products: Custody, Fund Accounting, Hedge Fund Accounting, Collateral Management, and Securities Lending. Managed Private Equity Fund Administration on-boarding involving global infrastructure and real estate firm.Implemented global cross-organization operating model overseeing all project workstreams including fund administration, operational set up, client on-boarding, and account opening.

New York, Ny, Us

Implemented enhancements in support of IRS cost basis reporting regulations. Maintained ownership of $15M program budget and work plan, overseeing cross-project resource management. Workstreams crossed all aspects of systems development lifecycle from process definition and requirements to implementation and roll-out, adhering to SDLC protocols.Managed 25-member project team responsible for an $11M project focused on on-boarding global investment manager to BNYM architecture. Directed business analysis team responsible for business process definition, requirements, and functional use cases for new hedge fund portfolio accounting application implementation for $120M book of business.Conducted vendor selection process for portfolio accounting solution and negotiated hedge fund conversion/testing timelines with clients, prime brokers and technology team.