Benjamin Callahan
Vancouver,WA
Summary
Determined financial professional with 7+ years of experience that has shown success boosting productivity and streamlining procedures for organizations. Focused on smoothly overseeing financial, personnel and operational facets. Expertly balanced targets with resources and optimized long-term success.
Overview
5
5
years of professional experience
Work History
Portfolio Operations Associate Manager
Fisher Investments
Camas, WA
10.2021 - Current
- Managed a team of 27 associates across three time zones to effectively coordinate task assignments and workflow
- Coordinated with upper management and firm executives to meet and sustain human capital goals
- Provided coaching and constructive feedback for each individual on the team to promote growth and future success
- Worked cross functionally with many different teams in the firm to improve efficiency, communication, and relationships with our internal clients
Portfolio Operations Analyst
Fisher Investments
Camas, WA
10.2019 - 10.2021
- Assisted in large scale portfolio rebalances turning over $50- $150 billion at a time
- Primary point of contact to facilitate the trading and handling of complex and manual client requests and mandates
- Primary analyst in servicing our UK clients and providing insight and assistance into unique scenarios
- Mentored the associate team to provide knowledge and support to help improve collaboration across the team
Portfolio Operations Associate
Fisher Investments
Camas, WA
09.2017 - 09.2019
- Developed training documents for UK Trading to be utilized by future associates
- Generated daily account maintenance trades by investing cash additions and raising cash for withdrawals
- Worked on unique client trade requests and mandates and ensured proper allocation of their assets to meet their investment objectives
- Served as the primary point of contact for Investment Counselor teams to provide trade rationale and recommendations for unique client requests
Education
Bachelor of Business Administration - Finance, Economics
University of Massachusetts, M. Isenberg School of Management
Amherst, MA05.2015
Skills
- Management Training
- Focus and Follow-Through
- Hiring and Onboarding
- Performance Monitoring and Evaluation
- Operational Excellence
- Microsoft Office (Word, Excel, PowerPoint, Access), Minitab, Visio
Timeline
Portfolio Operations Associate Manager
Fisher Investments
10.2021 - Current
Portfolio Operations Analyst
Fisher Investments
10.2019 - 10.2021
Portfolio Operations Associate
Fisher Investments
09.2017 - 09.2019
Bachelor of Business Administration - Finance, Economics
University of Massachusetts, M. Isenberg School of Management
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