Marc Wood's Email Addresses & Phone Numbers

A Collective Investment and Investment Operations professional with over 11 years of experience from both an Investment and Investor perspective. In-depth relationship management and operations delivery skills with extensive Custody, Broker, Investment Bank, Transfer Agency, Pricing, Client Contact and Product Development experience. Product knowledge includes Segregated Manadates, LDI, QIF’s, Liquidity Funds, OEICs, Unit Trusts, Investments Trusts and...

A Collective Investment and Investment Operations professional with over 11 years of experience from both an Investment and Investor perspective. In-depth relationship management and operations delivery skills with extensive Custody, Broker, Investment Bank, Transfer Agency, Pricing, Client Contact and Product Development experience. Product knowledge includes Segregated Manadates, LDI, QIF’s, Liquidity Funds, OEICs, Unit Trusts, Investments Trusts and SICAVs. Legal & General Investment Management, Business Relationship Team Manager. Key investment operations and senior relationship management contact for LGIM’s £440bn investments. Skills include: • Highly personable with excellent man management & relationship management skills • Track record of working at tactical and strategic levels with third party relationships • Able to demonstrate a strong performance focus & actively seek ways to address issues • An in-depth understanding of Investment Operations with particular experience of Collective investment Schemes & investment regulations • Product development and process analysis experience.Assistant Director - Client Relationships & Business Development @ From 2014 to Present (1 year) BishopsgateBusiness Relationship Manager @ Responsible for managing and developing around 80 global business relationships with Custodians, Brokers, Investment Banks, Third Party Administrators and external vendors. This encompasses all LGIM products and services with AUM of £440bn. I also manage the Business Relationship Team and oversee its service delivery to internal clients and stakeholders to ensure that the Investment Operations team and LGIM requirements are met. This involves managing the following activities: Monthly, quarterly and biannual supplier service reviews Review and implementation of Service Level Agreements (SLA) Benching marking of suppliers to continually raise service delivery standards Distribution of market development information Support operational issues and manage escalation & resolution Initiating projects Operational Process Improvements Management of Request for Proposal’s (RFP’s) Strategic planning Fee negotiations Key communications with suppliers Coordination and production of KPIs Production of ad hoc MI Procedures As part of the role I actively communicate LGIM's strategic goals to influence supplier and market development for new initiatives including: Swift GETC OTC Central Clearing CTM T2S Dodd Frank EMIR From April 2012 to September 2014 (2 years 6 months) London, United KingdomSenior Relationship Manager @ Responsible for managing the relationship with our Third Party Administrator (IFDS) including operational oversight and ensuring service delivery in accordance with the SLA and within KPI measures via monthly and quarterly service reviews. This encompassed all F&C OEIC and Unit Trust business totalling over £8bn with more than 144,000 clients. My role ensured that all services operated in adherence to best practice, regulatory requirements, internal processes & procedures. Where necessary identifying, implementing & managing process changes to either improve operational effectiveness to increase productivity & quality or to meet regulatory, industry or business led change requirements. The role also involved managing the following outsourced activities: Client Statement Mailings Renewal Commission Payments of £2.2m AMC Rebate Payments in excess of £10m KYC/Beneficial Owner/Anti Money Laundering TCF Standing Data Root Cause Analysis Also responsible for the Retail Operations service delivery to internal clients and stakeholders to ensure service levels were successfully met. This element of the role was extremely varied with wide ranging responsibilities such as: Project management support including corporate actions, fund launches, closures and mergers. New business transition and client on-boarding. Operational sign off for distribution agreements, marketing material and literature. Creditor & Debtor management. Product development & implementation. Strategic planning. Enquiry escalation and resolution. Interaction with fund accountants, auditors, FSA, HMRC, Platforms, Brokers, Clients and any external parties where necessary including the completion of RFP’s. Benchmarking. Regulatory mailings. Thematic Reviews. Budgeting. Invoicing. Procedures and processes including operating procedures and manuals. Involved in the following industry initiatives: RDR UCITS IV KIIDs CMAR reporting CFC/FATCA From January 2009 to March 2012 (3 years 3 months) Relationship Manager @ From March 2005 to January 2009 (3 years 11 months) Senior Customer Relationship Executive @ From February 2002 to March 2005 (3 years 2 months) Croydon College From 1992 to 1994 Stanley Technical High School From 1987 to 1992 Marc Wood is skilled in: Relationship Management, Mutual Funds, Investments, Financial Services, Fund Administration, Asset Management, Outsourcing, Fund Accounting, Corporate Actions, Transfer Agency, Fund Of Funds, Global Custody, Derivatives, Management, Budgeting, SLA, supplier, AML, Supplier Management, Investor Relations, Investment Products, Client Service, Vendor Management, Brokers, Pensions, Collateral, supplier relationship...