Northern Trust Asset Management

• First line role, sitting within the operations function of the Asset Management division, supporting the ongoing service oversight and governance of key service providers and critical vendors for Asset Management in EMEA. 
• Operational oversight of outsourced asset servicing: Transfer Agency, Fund Accounting and Custody.
• Helping to develop and drive a scalable third party management framework to support asset management’s strategic growth objectives, ensuring local and legal entity regulatory requirements are captured and supported in respect of third party vendors/outsourcing/delegation and key service providers.
• Providing technical fund and SMA operational expertise to internal and external clients as required and work closely with product teams so as to keep knowledge up to date with a product set that constantly needs to evolve and grow in response to growing business needs and client demands.
• Actively managing vendor related issues/errors, KPI monitoring and due diligence meetings.
• Capturing, reviewing and supporting sign off of incident management of third parties, including supporting thematic reviews, trend analysis, risk assessments and reporting.
• Ensuring regular service review and governance meetings are held, minutes and actions are documented and tracked through to conclusion.
• Executing and assisting in the development of enhanced service level agreements/documents KPIs/KRIs establishing a rolling review model and detailed management information including risk rating to plan.
• Working with internal functions both locally and globally to evaluate and implement changes to services, ensuring all requirements are met in respect to activities outsourced, including global and sub distributors.
• Helping design training plan to support business team awareness of legal entity requirements in respect of offshored/outsourced activities

Vice President - Third Party Asset Servicing Oversight

Randstad

CBI Controlled Function CF2

• Responsible for management and oversight of assigned outsourcing service providers
• Leading monthly service review meetings with the outsourcing service providers, going through their KPIs and discussing any issues, taking minutes and following up on open items until they are closed
• Completing and documenting on-site due diligences to ensure that regulatory and/or best practice obligations are fulfilled
• Reviewing service level agreement (SLA) documents and discussing any necessary updates with the outsourcing service providers
• Annual assessment of the outsourcing arrangements or as required by any trigger event
• Conducting ongoing monitoring of all outsourcing service providers
• Participating in the production of Central Bank’s Outsourcing Risk Assessment Documents

Outsourcing Governance Manager

J.P. Morgan

• Managing a large portfolio of clients globally, supporting the day to day service delivery for trades, payments, expenses, tax, pricing, etc. 
• Managing projects for client on-boarding, liquidations and changes, including transitions, leveraging technology to enable and enhance execution capabilities.
• Maintaining an excellent and interactive relationship with internal partners across the globe, including Product Solutions, Custody and Transfer Agency. 
• Chairing client services reviews on a weekly, monthly and quarterly basis, taking minutes and following up on requests raised until completion. 
• Building a stable relationship with the Client to support key interactions and seamless escalation.
• Representing the company across service and change discussions for Fund Accounting.
• Working with our Operations Service Delivery colleagues in Europe to build out and continuously developing the Operation Service Delivery model for our Clients
• Ensuring the service quality that is delivered to Clients is of an excellent standard.
• Co-ordinating and participating in Fund Accounting service reviews with the Client.
• Being a primary communication source for escalation of all issues, service updates, and progress updates for the Client.
• Supporting the Fund Accounting Teams in Offshore locations to deliver a quality product through efficient issue resolution and proactive client engagement. 
• Reviewing KPIs and Board Reports to be presented to the Clients
• Pre-empting (where possible) and managing/resolving service issues and ensuring timely communication to the Client (and to Client Service where relationship impacting matter).
• Participating in Fund Accounting operations fast board meetings.
• Ensuring adherence to the Client SLA.
• Ensuring awareness of and adherence to regulatory requirements for Fund Accounting.

Client Services Manager - Fund Accounting Operations

Driving, governing and supporting the execution of a standardisation, metrics and automation project across the EMEA region.
Managing different projects simultaneously.
Carrying out in depth reviews of the operations service delivery's manual or bespoke reporting and processes, with a view to identifying opportunities for standardisation, automation or decomission.
Using the knowledge of the operations service delivery end to end processes, systems and reporting, to create standardisation and scale across the EMEA region.
Proactively learning and adapting to new technologies.
Putting intelligent modern tools in the hands of the BAU teams, supporting the roll out of new technologies to the teams.
Identifying and implementing data analysis and data visualisation tools such as Tableau, Alteryx, Qlikview and Xceptor.

EMEA Standardisation, Metrics and Automation

BNY Mellon

Responsible for the execution of trade instructions to Underlying Fund Administrators on behalf of our clients
Answering client/custody/valuation related queries in a timely manner, maintaining a professional and proactive relationship with clients at all times
Pro-actively chasing/receiving trade contract notes, ensuring they are checked to the original client instruction
Updating corporate actions/proxy voting logs and preparing notices to clients in line with internal deadlines
Being involved in new business, taking-on and helping client to understand what is needed from them and the process
Ensuring all filing and checklists are completed in a manner suitable for future review by line management and by auditors
Preparing trade related cash payments and pre-advice instructions
Checking audit trails to cash payments and pre-advices to ensure that instructions have been sent correctly and on time
Ensuring that all open cash reconciliation items are investigated daily and resolved
Performing asset reconciliations between our records and Underlying Administrator’s records, highlighting and investigating any differences immediately
Weekly managing information system (MIS), updating and distributing to the Supervisor on time
Suggesting efficiencies and improvements to current procedures

AIS Operations Administrator II

Banco Santander

 Provided high quality support to high-income clients regarding investments, loans, financing, and insurance based on their specific needs, achieving the proposal targets under their deadlines;
 Built customer relationships and managing accounts while increasing program revenue, constantly overachieving monthly personal targets and helping the branch toward the achievement of quarterly ones;
 Managed all stages of sales cycle: Customer Acquisition, Retention, and or Re-Activation, implementing Creative ways to improve customer relationship;
 Prospecting and Lead Qualification: profiled prospective clients and identifyed key decision-makers within the organization;
 Initiated and led an outreach effort to visit Santander's major clients (some with thousands of
employees) enrolled in direct-deposit, resulting in other services sold (investments, car and home
loans, life insurance policies, etc.), each surpassing their respective targets;
 Initiated and developed sales team “clinics” or workshops where various objectives were presented to the team (ie. improving employee client relations, selling new products, etc.);
 Prepared and processed, with critical and detailed analysis, commercial loan and financing packages from application to closing;

Relationship Manager - Retail Bank

Motivated and enthusiastic client advocate, for over ten years, making great partnerships with clients of the financial and capital markets.
Continually updating knowledge and skills by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

Taplio

Ivo Teixeira's Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Taplio

.css-1jgreyo{background-image:linear-gradient(284deg, rgba(39,43,72,1) 0%, rgba(33,47,183,1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Ivo Teixeira's Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Ivo Teixeira's Linkedin Analytics