ABConsultant Institutional Investment Management Operations
Feb. 2017 - Jul. 2017Launch and service institutional and mutual funds in the $50 - $500MM range for AB’s North and South American client base.
Liaise with the Portfolio Management Group, Client Sales Teams, and all core operational groups to ensure individually managed accounts and AB funds are accurately set up on internal systems in respect to investment objectives.
Execute in-kind monetary transfers and stock redemption, custodian changes, global market openings, and model account construction using the firm’s 8 in-house technology systems.
Improve efficiency, reduce outsourcing cost, and decrease manual reconciliation volume by leading the implementation of software changes to the data scraping capability of AB’s global database of mutual, institutional, and private client funds.
Manage communication and relationships with the firm’s outsourcing provider, State Street IMS, to guarantee events are completed seamlessly for clients. Develop standard operating procedure documents to guide new and existing employees on best practices for various processes