drummond tait

senior

About

Client Service Manager for Mutual and Investment Funds

Country

united kingdom

City

london

Industry

financial services

Skill

hedge funds, mutual funds, global custody, onboarding, transition management, derivatives, prime brokerage, private equity, fund of funds, offshore funds, alternative investments, fund administration, fund accounting, financial services, fixed income, equities, asset management, bonds, investments, risk management, investment management, financial markets, bloomberg, middle office, settlement, fx options, institutional investments, securities

Experience

senior

j.p. morgan asset management

2017-7 - Present · 9 yrs 3 mos

transitions

state street global advisors

2014-3 - Present · 12 yrs 7 mos

client services

kames capital

2011-3 - 2013-10 · 2 yrs 8 mos

client services manager

prime fund solutions

2004-11 - 2011-3 · 6 yrs 5 mos

Alternative Funds-Client Service Manager Responsible of a number of Hedge Fund, Fund of Fund and private equity clients with a mandate across the relationship management spectrum including legal documentation, leverage and bridge financing, custody, transfer agency and NAV calculation

client service officer

state street

2001-9 - 2004-5 · 2 yrs 9 mos

Controlling Global Custody accounts for pension and mutual funds, International Account opening, Settlement resolution.

unit trust dealer

bny mellon

2001-1 - 2001-9 · 9 mos

Box Management for Mutual Funds trade settlement, payment issuance, Anti Money Laundering checking, Client Liaison,

infantry soldier

british army

1991-9 - 1997-9 · 6 yrs 1 mo

Combat Infantry Section in Fire Support with a specialisation in Mortars and Surveillance, Working within a small team many times under challenging conditions