Mark Boyle

Job: Asset Valuation Senior Analyst – Fidelity International (5years +) Current Role

Providing administration & the completion of pricing tasks to accurately value all assets held in our funds & accumulate nav prices at both 12:00 & 17:00 valuation points.
Daily checking, investigating & correcting of various security prices using vendors such as Bloomberg & Reuters. Asset Valuations are responsible for the daily pricing of all securities ranging from all types of asset classes such as equity, fixed income & derivative instruments.
Sign off on securities prices which have exceeded tolerances.
Deliver sign off on swing pricing on a weekly basis with approval from swing oversight committee deputies.
Ensure that the department meets external daily, weekly & ad hoc internal/external deadlines.
Sign off on price documentation which will be published to other internal / external departments.
Input Data into our pricing system & verify output.
Prepares weekly & monthly financial metric reports to stakeholders.
Oversight into Fair Value decisions on pricing methodologies discussed with committee board.

Skills & Behaviour:

Works steadily & has built up meticulous care for detail in analysing, pricing & reporting on securities effectively throughout the day maintaining good levels of concentration even when unsupervised.
Pro-active in addressing tasks at hand & a candidate who truly excels engagement with stakeholders across business, my best attribute with honesty. Communicate with impact & for purpose consolidating effectiveness & clarity.
High level knowledge with using Bloomberg Terminal, Morningstar & Thomas Reuters platforms & other market products.
Experience in negotiation with vendors on value, cost reduction & justification of pricing, overall, a good team player.
Working in high pressured environments with market volatility to ensure sign offs are met on time daily.

Job: Personal Investing Associate at Fidelity International

From: September 2018 to 2019 (1 Year).

Handle Investment Financial Advisor (IFA’s) interaction through a range of channels primarily phone and email and letter, understanding their needs to provide the right solution to them.
Take ownership of every customer interaction to ensure issues and enquiries are resolved to the satisfaction of the customer and the business.
Quickly and efficiently escalate risk, potential fraud or vulnerable customers ensuring escalation to the appropriate person.
Adhere to carrying out transactions for clients, helping with platform queries & any concerns or issues at present. This can range from explaining how funds work, transaction fees, how to set up an online account, products & transferring from accounts etc.

Skills & Behaviour:

Strong verbal communication skills
High level understanding of fund ranges across different markets.
Active Listener
Works well in high pressured paced environment with averaging 30+ calls from financial advisors daily within the 1 year as an associate. Pressure amounts with tax year end averaging 40+ calls a day.
Passionate about delivering positive solutions to customers.

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