Mike Evans
Associate Director - Mutual Fund Administration at Diamond Hill Capital Management, Inc.
- Role
- Associate Director - Mutual Fund Administration at Diamond Hill
- Location
- Sunbury, OH, US
- LinkedIn followers
- 500 followers
About Mike Evans
Experienced financial services professional with a focus on accuracy, efficiency and…
Experience
Associate Director - Mutual Fund Administration
Jun 2013 — Present · Columbus, OH, US
1) Fund Administration - Coordinate with transfer agent on all aspects of the administration of the funds including custody, pricing and Blue Sky. Monitor quarterly trends in fund flows and assets. Assist with 15c peer group preparation and analysis.2) Intermediary Firm Monitoring - Continued development of firm monitoring program with emphasis on invoice review, shareholder account review, distribution firm agreement review and maintaining firm minimum exception list.3) Sales and Marketing support - Assist with sales reporting and CRM maintenance. Review marketing materials and RFP\'s as well as fund prospectuses and annual reports.
Education
OPOTA
Police Officer Certification, Law Enforcement
1999 — 1999
The Ohio State University
B.A, Criminology
1992 — 1997
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