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SMA Administration Group
The SMA
(Separately Managed Account) business at McDonnell includes
over $2.5 billion in assets managed in over 4,000 individual
accounts. With this volume, we recognize the ongoing need
for extreme efficiency and streamlined processes in our
daily operations. In addition to the Director of SMA Administration
and Operations, this key area encompasses a staff of three
experienced analysts: Elizabeth Nikchevich, Sarah Johnson and Lynn Horan (left
to right in photo). Each
is responsible for a variety of trading and back-office
operations for specific SMA platforms through which McDonnell
manages taxable and tax-exempt fixed income products. The
team's responsibilities include the execution and communication
of trades and positions between McDonnell and the sponsor
systems, as well as the maintenance of databases for all
SMA accounts internally and externally. The SMA analysts
are also responsible for the time-critical resolution of
trade issues and any other questions/issues that arise between
the portfolio managers, custodians and financial consultants.
In addition, the team prepares a number of reports for our
Portfolio Management and Client Accounting/Reporting Groups.
Ms. Horan, a Senior SMA Analyst, has been working in the
field of separate account administration for over twelve years,
and served in this capacity at Van Kampen Management Inc.
prior to joining McDonnell in 2001. Ms. Nikchevich, a Senior SMA Analyst, has been
with McDonnell for five years, and Ms. Johnson joined the group
in September of 2006.
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