Suneet Soares Email & Phone Number

Toronto, On, Ca

Toronto, Canada Area

A dynamic Relationship Manager focused on expanding business lines with client appointed third party Investment Managers while overseeing multiple service teams overseeing trade execution support to targeted clients across domestic and global emerging markets. Clients include corporate Wealth Management firms, Pension funds and Insurance Companies. Responsibilities include:• Relationship Management and business development to client appointed Investment Managers • Onboarding and… Show more A dynamic Relationship Manager focused on expanding business lines with client appointed third party Investment Managers while overseeing multiple service teams overseeing trade execution support to targeted clients across domestic and global emerging markets. Clients include corporate Wealth Management firms, Pension funds and Insurance Companies. Responsibilities include:• Relationship Management and business development to client appointed Investment Managers • Onboarding and supporting top tier clients with net assets of $1 Billion or more (mutual funds / pension trusts / insurance companies) including Portfolio transition management • Product lead for market products which include global market product launches relating to regulations, settlements, fails and penalty policies. Products include ETF, PTF and Liquid Alternatives Show less

Toronto, Canada Area

Managed a group of dynamic individuals within Investment Operations and responsible for direct support to the Investment Management team (Portfolio Management and Trading) in Custody which included: • Trade Settlements (Equity / Derivative / Fixed Income) in Global and Domestic Markets, • Documentation requirements for global emerging markets• Class Actions, Proxy Voting, Corporate Actions, and Cash Management for direct oversight on cash and foreign exchange requirements•… Show more Managed a group of dynamic individuals within Investment Operations and responsible for direct support to the Investment Management team (Portfolio Management and Trading) in Custody which included: • Trade Settlements (Equity / Derivative / Fixed Income) in Global and Domestic Markets, • Documentation requirements for global emerging markets• Class Actions, Proxy Voting, Corporate Actions, and Cash Management for direct oversight on cash and foreign exchange requirements• Supporting Retail Operations for regular capital cash flow activity with subscriptions and redemptions• Process development for new product launches and strategy implementations on existing portfolios (Alternative Instruments like Options / Precious Metals) • Vendor oversight focusing on custodian, broker and external partner relationships. Show less

Toronto

As part of support extended to the client service team, on-boarded and operationally integrated newly acquired institutional relationships into the firm by coordinating with key business functions including:• External Transition Managers and related management teams• Investment Management including Portfolio Managers and the trading desk• Other internal partners including Sales, Legal, Compliance and Valuations.

Toronto, Canada Area

Lead several financial initiatives that focused on implementing strategic drivers within custody and accounting teams. These initiatives were directed towards end-to-end planning and execution which included:• Custody and Fund Accounting Services including timely and accurate calculation of NAV and adequate synchronization of trade settlements (DTC/ FED / Global markets), foreign exchange transactions, corporate actions, cash and securities reporting, and account reconciliations ; •… Show more Lead several financial initiatives that focused on implementing strategic drivers within custody and accounting teams. These initiatives were directed towards end-to-end planning and execution which included:• Custody and Fund Accounting Services including timely and accurate calculation of NAV and adequate synchronization of trade settlements (DTC/ FED / Global markets), foreign exchange transactions, corporate actions, cash and securities reporting, and account reconciliations ; • Overseeing a team of managers who are responsible for groups processing daily administration services to offshore mutual funds, hedge funds and fund of hedge funds. • Client Onboarding, new account set-ups, and coordinating new fund launches and fund mergers within domestic and global markets Show less

Extended customer service to participants in defined contribution and benefit plans and was accountable to assess needs and requirements for the various plan participants while ensuring maximization of their optimum plan benefits.

Mumbai Area, India

Successfully established and developed business with Corporate customers - Insurance Companies, State Financial Institutions, Corporate bodies and Employee Pension & Welfare Trusts and Societies; followed by extending expertise in areas related to cash management, fixed income, foreign exchange, custodial and insurance, resulting in client acquisition and business development in multiple cities across the country

Upgraded then existing systems through computer related projectsImparted training to junior colleagues in streamlining the departments operations