Stephen Benjamin, Cfa, Caia Email & Phone Number

Rhode Island, United States

Smithfield, RI

• Establish an innovation process that creates a continuous pipeline of new business ideas, partnerships, and projects. Implement rigorous evaluation criteria to prioritize initiatives based on strategic alignment.
• Understand, communicate and advise on industry trends, customer behaviors, and technological advancements that have the potential to impact the company's business model and strategic objectives.
• Cultivate strategic partnerships with external organizations, including startups, technology providers, research institutions, and other industry leaders. Identify opportunities for collaboration that will enhance the.

• Set vision, mission, strategy, operating model for establishment of a mature, integrated, scaled research team supporting three major business units
• Develop analysts to produce actionable, proprietary research that influences every phase of the business cycle, from product development to marketing, distribution, and client strategy
• Collaborate with senior leaders across the organization to solve strategic problems, develop hypotheses and test new business ideas
• Additional oversight responsibilities for thought leadership, product analytics and CRM teams

Providence, Rhode Island Area

• Defined new function and built team to monitor global market dynamics, competitive landscape and investment trends that have the potential to affect the company’s long-term growth strategy

• Directed and developed staff of two responsible for the portfolio composition, trade allocation, cash management and general oversight of all PCM managed portfolios
• Constructed, customized and maintained client portfolios according to tax sensitivities, trade restrictions and exposure limits
• Proposed investment ideas to further invest capital uniformly across client portfolios
• Executed, with discretion, the purchase and sale of securities based daily client cash flow
• Worked with technology and trading groups to streamline trade allocation process and risk management oversight

• Further developed the firm’s research capabilities to better understand the market environment and inform corporate development strategy
• Synthesized and interpreted market research data to identify market trends, market potential, competitive forces, and penetration strategies for new and existing institutional investment products
• Performed qualitative and quantitative analyses on competitors to improve OFI products and positioning
• Assisted clients in asset allocation modeling for purposes of manager evaluation and selection

Assisted with development, positioning, and asset acquisition for all global, international, and regional products in the institutional marketplace

Calculated and distributed performance and statistical information for all MFS investment products including mutual funds, variable annuities and separately managed accounts

Prepared daily cash reconciliations by verifying postings of security transactions (purchases, sales, currency exchanges, income payments, and corporate actions) between MFS and multiple custodial banks

Masters, International Relations

Commercial Real Estate Certificate, R

Bachelor, Marketing

Data Science And Critical Thinking Program