MIGUEL EGUIA
HIGHLANDS
Summary
High-impact financial services professional with over 15 years of experience specializing in Alternative Investments and Corporate Actions. Proven track record of managing high-stakes institutional relationships maintaining a 98% retention rate through strategic investment relationship management and executive-level advisory.
Overview
16
16
years of professional experience
Work History
Relationship Manager – Alternative Investments
Computershare
08.2021 - Current
- Portfolio Management: Directly manage a high-value portfolio of alternative investment accounts generating $5M in annual revenue, maintaining a 98% client retention rate through proactive advisory and strategic solution delivery for private equity and hedge fund clients
- Strategic Advisory: Serve as a trusted expert for institutional and intermediary clients, managing and scaling relationships across private equity, private credit, and hedge fund strategies
- Revenue Growth: Identify cross-selling opportunities by partnering with Product Specialists to structure complex financial solutions and high-quality service models
- Leadership: Drive a culture of strategic thinking to achieve client goals while independently managing high-level escalations and complex market trend communications
- Operational Efficiency: Collaborate with custodians, financial advisors, and transfer agents to facilitate accurate, timely processing of investment strategies
Senior Corporate Actions Account Manager
Computershare
03.2014 - 08.2021
- Event Orchestration: Managed the full lifecycle of voluntary and mandatory corporate actions (mergers, dividends, rights issues), ensuring 100% regulatory compliance and timely notification
- Risk Mitigation: Validated event data and reconciled complex client holdings with custodian records to eliminate discrepancies and financial exposure
- Stakeholder Management: Acted as the primary liaison for legal counsel, partners, and vendors to streamline communication and resolve high-priority inquiries
Reconciliation Manager
Bank of New York Mellon
01.2010 - 03.2014
- Team Leadership: Supervised and mentored a team of 5–6 staff members, managing daily performance in high-pressure environments
- Financial Integrity: Directed daily/monthly reconciliations for Corporate Actions and Dividend Funding departments, investigating and resolving outages until closure
- Fund Management: Facilitated fund trust calls and outreach campaigns while ensuring accurate allocation of client funds and complex wire processing
Education
Bachelor's Degree - Computer Engineering
Rutgers State University
Skills
- Financial: Private Equity/Credit, Hedge Funds, Corporate Actions, Risk Mitigation, Audit Compliance, Fund Allocation
- Strategic: Revenue Retention & Growth, Client Lifetime Value (CLV) Optimization, Strategic Consulting, Stakeholder Relations
- Leadership: Team Mentoring, Project Orchestration, Executive Presentation, Problem Resolution
- Technical: Programming (Code Analysis), Advanced MS Excel (VLOOKUPs, Pivot Tables), MS Access, CRM Systems
Timeline
Relationship Manager – Alternative Investments
Computershare
08.2021 - Current
Senior Corporate Actions Account Manager
Computershare
03.2014 - 08.2021
Reconciliation Manager
Bank of New York Mellon
01.2010 - 03.2014
Bachelor's Degree - Computer Engineering
Rutgers State University