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Sam Bays

Sam Bays

Intern: marketing, accounting, & operations

Followers of Sam Bays418 followers
location of Sam BaysUnited States

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  • Timeline

  • About me

    Shareholder Services Administrator at Baillie Gifford

  • Education

    • George Mason University

      -
      Bachelor of Science (B.S.) Finance

    • University of Reading

      -
      Certification of Higher Education Economics

  • Experience

    • EJF Capital

      Sept 2013 - Aug 2014
      Intern: marketing, accounting, & operations

    • Moody's Investors Service

      Sept 2014 - Nov 2014
      Financial Data Associate

    • The Richman Group

      Feb 2015 - Sept 2015

      • Fund Management Analyst

        Jun 2015 - Sept 2015

      • Junior Analyst (Contractor)

        Feb 2015 - Jun 2015

    • PIMCO

      Oct 2015 - Jan 2021

      Transfer Agency Oversight, Funds Development, Vendor Oversight & Due Diligence. Transfer Agency Oversight, Dealer & Shareholder Services, Funds Development, Regulatory Document Updates/Corporate Actions. ● Analysis and validations of monthly and quarterly management fees made to third party distributors● Monthly Accruals & Reconciliations, and distribute Intermediary Sales & AUM reports to Senior Management● Responsible for fielding ad hoc and ongoing special projects relating to share class analytics, change management, and Fund launches, liquidations, and mergers.● Project Manager for process improvement and procedure development for firm wide share point dispersion

      • Senior Associate

        Jan 2021 - Jan 2021

      • Associate, Fund Operations

        Dec 2017 - Dec 2020

      • Fund Finance Associate Consultant

        Oct 2015 - Dec 2017

    • Baillie Gifford

      Jan 2021 - now
      Shareholder Services Administrator

  • Licenses & Certifications

    • General Securities Representative - Series 7

      FINRA (Financial Industry Regulatory Authority)
      Sept 2018

    • Series 63

      NASAA
      Feb 2019

    • Securities Industry Essentials (SIE)

      FINRA
      Jan 2019

  • Volunteer Experience

    • PIMCO IDC - PIMCO Pride Steering Committee Member

      Issued by PIMCO
      PIMCOAssociated with Sam Bays

    • PIMCO IDC - PIMCO Pride Volunteer

      Issued by PIMCO on Oct 2015
      PIMCOAssociated with Sam Bays

    • Reading Tutor

      Issued by TutorMate on Aug 2016
      TutorMateAssociated with Sam Bays

    • Co-Chair Speaker Series

      Issued by Open Finance on Jan 2020
      Open FinanceAssociated with Sam Bays