DAVID POPEK
Luxembourg
Summary
Results-oriented Vice President with expertise in project management and client relationship management. Proven success in launching and managing complex projects that drive significant business growth and enhance regulatory compliance.
Overview
29
29
years of professional experience
Work History
Vice President - International ETF Platform
J.P. Morgan Asset Management (Europe)
Senningerberg
07.2018 - Current
- Joined the JPMAM UCITS ETF business shortly after the initial launch in November 2017, to develop and build out the operating platform (from $200m AUM to current $48bn).
- Coordination of the launch and stock exchange listing process with internal and external partners.
- Incorporated the ETF business into the Management Company Oversight and Governance model.
- Manage various projects to support business development, regulatory change, and increase efficiency and scalability.
Vice President - Head of Global Liquidity Client Services Asia Pacific (Expat assignment)
JPMorgan Funds (Asia) Limited
Hong Kong
08.2016 - 07.2018
- Lead the service team supporting the Global Liquidity business in the Asia Pacific region, with local reporting into the APAC CAO
- Managed personnel across Hong Kong, Singapore and Shanghai, servicing institutional clients in the Luxembourg, Hong Kong and onshore Chinese money market funds.
- Oversight of key service provider relationships
- Collaboration with sales teams and internal partners on key strategic initiatives
Vice President - Head of Global Liquidity Client Services EMEA
J.P. Morgan Asset Management (Europe)
Senningerberg
01.2015 - 07.2016
- Head of the Global Liquidity Client Services & Operations EMEA, supporting large institutional clients investing in Luxembourg domiciled Liquidity Funds.
- Team responsible for new client onboarding, daily transaction processing and same day settlement, incoming client queries and proactive communication, account maintenance, online trading portal setup and support.
- Managed relationship with transfer agent service provider
- Coordination of global service model with counterparts in APAC and USA
- Management of key strategic initiatives and regulatory change
Vice President – Global Liquidity Project Management and Service Delivery Manager EMEA
J.P. Morgan Asset Management (Europe)
Senningerberg
01.2014 - 12.2014
- Responsible for the management of the services provided by key service providers.
- Managed strategic project work related to the Luxembourg domiciled money market funds.
Vice President - Head of Global Liquidity Operations EMEA (Expat assignment until November 2011)
J.P. Morgan Asset Management (Europe)
Senningerberg
09.2008 - 12.2013
- Responsible for the management of the Global Liquidity Operations team
- Appointed to the role of direct management of the Operations team and co-Head of the Luxembourg team during the high volume of activity experienced during the financial crisis to stabilize the team
- Oversight of the services provided by key service providers and strategic project work related to the Luxembourg and Irish domiciled money market funds.
Vice President - Infrastructure and Development Ma
J.P. Morgan Asset Management (Europe)
Senningerberg, Luxembourg
10.2006 - 09.2008
- Led strategic projects for the EMEA Global Liquidity and Alternative Assets business
- Collaboration with the global technology and business management teams to enhance the client online trading platform to enable additional products and services
- Managed projects with key service providers to enhance operational efficiency
Vice President - Global Liquidity Operations Manager
JPMorgan Asset Management
Newark
02.2006 - 09.2006
- Responsible for management of the Global Liquidity US Operations team, supporting funds domiciled in the US, Luxembourg and Ireland.
Associate - Global Liquidity Operations Manager
JPMorgan Fleming Asset Management
Newark
10.2003 - 01.2006
- Responsible for managing the US Global Liquidity Operations team, supporting funds domiciled in US, Luxembourg and Ireland.
Associate - Transfer Agent Oversight
JPMorgan Fleming Asset Management
Newark
02.2003 - 09.2003
- Responsible for the day to day oversight of transfer agent activities performed by DST Systems, Inc. for US domiciled mutual funds. Served as an operational liaison between the transfer agent and other internal lines of business within JPMC that distributed JPMorgan mutual funds.
Transfer Agent Oversight
JPMorgan Fleming Asset Management
Newark
12.2001 - 01.2003
- Responsible for the day to day oversight of transfer agent activities performed by DST Systems, Inc. for US domiciled mutual funds. Served as an operational liaison between the transfer agent and other internal lines of business within JPMC that distributed JPMorgan mutual funds.
US Funds Transfer Agency Control Specialist
Morgan Guaranty Trust Co. NY
Newark
12.1997 - 11.2001
- Responsible for daily cash flow reporting, reconciliation and manual payments for JPMorgan US domiciled mutual funds.
Communication Associate, Investor Information
The Vanguard Group of Investment Companies
Valley Forge
12.1996 - 11.1997
- Responsible for providing information to both prospective and existing clients on over 90 Vanguard mutual funds.
Registered Representative
Fortis Investors, Inc.
Wayne
06.1996 - 07.1997
- NASD Series 6 & 63 licensed, completed training of investment products offered, scheduled appointments, consulted with clients concerning their financial situation and recommended an investment plan.
Education
Bachelor of Arts - General Arts, Social Sciences Concentration, P
Villanova University
Villanova, PA, USA05.1996
Skills
- ETF management
- Regulatory compliance
- Financial analysis
- Investment strategies
- Project management
- Client relationship management
Timeline
Vice President - International ETF Platform
J.P. Morgan Asset Management (Europe)
07.2018 - Current
Vice President - Head of Global Liquidity Client Services Asia Pacific (Expat assignment)
JPMorgan Funds (Asia) Limited
08.2016 - 07.2018
Vice President - Head of Global Liquidity Client Services EMEA
J.P. Morgan Asset Management (Europe)
01.2015 - 07.2016
Vice President – Global Liquidity Project Management and Service Delivery Manager EMEA
J.P. Morgan Asset Management (Europe)
01.2014 - 12.2014
Vice President - Head of Global Liquidity Operations EMEA (Expat assignment until November 2011)
J.P. Morgan Asset Management (Europe)
09.2008 - 12.2013
Vice President - Infrastructure and Development Ma
J.P. Morgan Asset Management (Europe)
10.2006 - 09.2008
Vice President - Global Liquidity Operations Manager
JPMorgan Asset Management
02.2006 - 09.2006
Associate - Global Liquidity Operations Manager
JPMorgan Fleming Asset Management
10.2003 - 01.2006
Associate - Transfer Agent Oversight
JPMorgan Fleming Asset Management
02.2003 - 09.2003
Transfer Agent Oversight
JPMorgan Fleming Asset Management
12.2001 - 01.2003
US Funds Transfer Agency Control Specialist
Morgan Guaranty Trust Co. NY
12.1997 - 11.2001
Communication Associate, Investor Information
The Vanguard Group of Investment Companies
12.1996 - 11.1997
Registered Representative
Fortis Investors, Inc.
06.1996 - 07.1997
Bachelor of Arts - General Arts, Social Sciences Concentration, P
Villanova University
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