Kieran Joyce, CAIA
Toronto,Canada
Summary
Persistent leader eager to lead and grow organizations. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with relentless work ethic. 9 Years experience in Investment Operations which include 5 promotions in that period working in both Europe and North America.
Overview
9
9
years of professional experience
Work History
Senior Vice President: Equity Indexing
Solactive Americas
11.2018 - Current
- Key Responsibilities include Projecting upcoming index changes across a vast number of benchmarks used by portfolio managers to model trades
- Actively ensuring pricing of stocks and FX used in the indices are correct through multiple vendor/exchange comparison and analysis
- Monitoring deals relating to M&A events upon announcement and making suggested treatments for implementation to the Indices impacted
- Analyzing and Researching all Corporate Action events that the Index Shares will have and applying these events as per the terms
- Regular contact with clients regarding any imminent adjustment to the indices
- Studying index methodology guidelines to correctly perform adjustments on the indices
- Performing selection and rebalancing of the indices daily
- Ownership of individual projects to improve the workflow globally
- Frankfurt>Toronto>Hong Kong
- Enhancing and streamlining index projection process by participating in technology developments
- Leading a team of Analysts, Associates, Senior Associates, and VPs
- All Senior Responsibilities performed, Interviewing and hiring, Training, Client point of Contact in North America for Equity processes, onboarding and calculations.
Senior Analyst- Benchmark Data Management
Amundi
10.2017 - 09.2018
- Leading Person in the successful Migration of a Benchmarks team from Paris to Dublin having been selected independently to spend Two weeks Training in the Paris head office in this area
- Constructing Benchmarks and Indices on request from Management, Risk and Performance
- Ensuring Benchmarks are correctly reconstituted and weight-adjusted correctly on request (Typically end of month)
- Investigating and resolving reasons for out of line invalidated returns from the Pioneer system (EAGLE) and the Amundi system (PAMS) with the Performance and Risk Teams
- Training, Supervising and managing my Dublin Colleagues in the processes of the role and checking their work to ensure all business deliverables are met as per the timely objectives of the migration
- Leading the evaluation of each extremely large Migration request book and flagging the potential issues
- Organizing conference calls on the potential issues that arise on each migration such as creating the fund setups that do not exist on the new system or reaching out to see if we have contracts for the setup of new indices required
- Successfully Accomplished the Migration of the Pioneer Benchmarks from the Hubs of Munich, Dublin, London, and Milan onto the Amundi Platform with all deadlines met
- 224 billion Euro of assets migrated from Pioneer to Europe’s biggest asset manager AMUNDI.
Market Data and Pricing Analyst: Market Data Management
Amundi
09.2015 - 10.2017
- Daily collection of all prices for all assets in portfolio and models, both historically and intraday to evaluate in a timely manner the front office position & Timely reporting and addressing of discrepancies to other functions (Recs, NAV Impact reports)
- Dealing with external Fund Administrators to resolve differences between their prices and our data (automatic feeds/calculations)
- Liaising with Front office traders and Portfolio managers and communicating efficiently for the pricing of trades to ensure compliance adherence over pricing of securities through phone calls and e-mails
- Conducting Security/Index price analysis through Vendors, Bloomberg, Thomson Reuters, Markit and FactSet to relay pertinent information to our Performance & Risk teams daily and resolving any queries of unlisted, suspended, fair valued, cost priced or pricing using alternative sources/methods
- Solving Fixed Income and Dividend Queries using Bloomberg & Aladdin Paycheck and relaying this information to our Cash and Trade support team to reconcile cash expected and cash received
- Processing of called bonds and the actioning of adjusted pricing for events involving Stock Split Events to help the corporate actions team in busy periods.
Education
Charter - Alternative Investments Charter
CAIA Association
11.2021
Bachelor of Arts - Economics And Sociology
The University of Limerick
Limerick, Ireland09.2015
Post-Degree Certificate - Complex Financial Instruments
National College of Ireland
Dublin, Ireland09.2018
Certificate - The Bloomberg Essentials On Line Training Program
Bloomberg
10.2015
Skills
- Strategic leadership
- Policies and Procedures
- Operational Excellence
- Staff Development
- Recruiting and Hiring
- Mergers and Acquisitions
- Project Management
- Client Relationship Building
- Industry Expertise
Languages
English
Native or Bilingual
Turkish
Professional Working
Timeline
Senior Vice President: Equity Indexing
Solactive Americas
11.2018 - Current
Senior Analyst- Benchmark Data Management
Amundi
10.2017 - 09.2018
Market Data and Pricing Analyst: Market Data Management
Amundi
09.2015 - 10.2017
Charter - Alternative Investments Charter
CAIA Association
Bachelor of Arts - Economics And Sociology
The University of Limerick
Post-Degree Certificate - Complex Financial Instruments
National College of Ireland
Certificate - The Bloomberg Essentials On Line Training Program
Bloomberg
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