Stephen Busch Email & Phone Number

Philadelphia, Pa Usa

Financial Services Management Executive ► Business Management

Philadelphia, Pennsylvania

DI was a leading U.S. asset management firm acquired by Macquarie Group in 2010 and rebranded as MIM in 2017.During this period of my tenure with DI, I minimized risk and maximized compliance, performance, savings, and results while steering all aspects of SMA line of business operations. While optimizing vendor policies, programs, processes, and monitoring tools, I encouraged innovative thinking and elevated vendor management capabilities among a team of 45.===========================================Select Highlights➜ Ensured a smooth transition of internal functions to outsourced services through design of a comprehensive staffing model complete with elegant vendor management and oversight structure that has been adopted enterprise-wide and is still in use a decade later.➜ Generated $2M+ in mutual funds shareholder cost savings by forming a strategic partnership with key service provider valued at $35M; ultimately leveraged relationship for outsourcing initiative that included staff lift outs and transfer of both Fund Accounting (2007) and Transfer Agency (2011) functions.➜ Implemented corporate outsourced facilities management model after comprehensive assessment of team structure and global standards alignment when charged with leading U.S. Facilities Management Team.

In my role with DI, I expedited business growth; boosted efficiency and accuracy; and fortified controls without increasing headcount by integrating new technologies that automated manual processes and streamlined workflows.===========================================Select Highlights➜ Helmed project that converted ~100,000 shareholder accounts to Transfer Agency platform during onboarding of $2B fund family acquisition.