Adam Brown

Experience

• 

  M&G Investments

  Mar 1996 - Jan 2003

  Customer Administrator

  Unit Trust dealer responsible for portfolio of 40 funds, completing day to day dealing activities across multiple dealing and settlement platforms.

• 

  International Financial Data Services (IFDS)

  Jan 2003 - Mar 2006

  Senior Dealer

  Responsible for specialist dealing on Charity Funds and Box Management reporting.

• 

  BNY Mellon

  Mar 2006 - Apr 2018

  Responsible for oversight of key service providers and first point of contact for UK fund range for Transfer Agent, Fund Accounting, Depositary/Trustee & Custodian. Responsible for ensuring service level is achieved for high profile, high net worth fund management companies, through the monitoring and delivery of agreed key performance indicators. Responsible for leadership and oversight of the Pooled Pension Operations Team

  • Operations Executive

    Jan 2017 - Apr 2018

  • Service Delivery Manager

    Jul 2009 - Dec 2017

  • Manager, Pooled Fund Operations

    Jan 2008 - Jun 2009

  • Team Leader, Pooled Fund Client Operations

    Mar 2006 - Dec 2007
• 

  AXA Investment Managers

  May 2018 - now

  Third Party Relationship Manager