Experience

AQMetrics

• Ireland
• Financial Services
• 1 - 100 Employee

• Team Lead - Regulatory Reporting

  • Jun 2023 - Present

• Graduate Team Lead - Regulatory Reporting

  • Jun 2022 - May 2023

• Regulatory Reporting Analyst

  • May 2021 - May 2022



Broadridge

• United States
• Financial Services
• 700 & Above Employee

• Senior Fund Analytics Associate

  • Oct 2019 - Apr 2021

• Fund Analytics Associate

  • Jul 2018 - Sep 2019

  - Providing data analytics for a range of regulatory reporting services provided to asset managers, pension providers, banking and insurance clients. - Performing weekly / monthly / annual reporting on calculations for the UCITS KIID (Key Investor Information Document) i.e. the Ongoing Charge (OGC), the synthetic risk and reward indicator (SRRI), Portfolio monitoring and Past performance. - Performing monthly reporting on PRIIPs and MiFID calculations i.e. Other ongoing charges… Show more - Providing data analytics for a range of regulatory reporting services provided to asset managers, pension providers, banking and insurance clients. - Performing weekly / monthly / annual reporting on calculations for the UCITS KIID (Key Investor Information Document) i.e. the Ongoing Charge (OGC), the synthetic risk and reward indicator (SRRI), Portfolio monitoring and Past performance. - Performing monthly reporting on PRIIPs and MiFID calculations i.e. Other ongoing charges (OOC), The Summary Risk Indicator (SRI), Performance Scenario, Performance fees and Transaction costs. - Engaging in team projects within FA team and the client reporting department including regulatory changes, client on-boarding, system testing, etc. - Ensuring all client deliverables are of the highest quality and satisfy regulatory guidelines. Responsible for weekly client conference calls and quarterly meetings



Oradeo

• Ireland
• Human Resources Services
• 1 - 100 Employee

• Finance Intern

  • May 2017 - Sep 2017

  Summer internship in the Finance department of Oradeo - Accounts payables: posting of invoices into company system (SAGE 50 accounts), preparing payment runs, dealing with supplier queries and resolution of accounts payables issues. - Accounts receivables: posting of invoices and receipts into company system, managing overdue accounts, preparing lodgments for all receivables and resolving customer queries. - Inputting credit card statements into company CRM… Show more Summer internship in the Finance department of Oradeo - Accounts payables: posting of invoices into company system (SAGE 50 accounts), preparing payment runs, dealing with supplier queries and resolution of accounts payables issues. - Accounts receivables: posting of invoices and receipts into company system, managing overdue accounts, preparing lodgments for all receivables and resolving customer queries. - Inputting credit card statements into company CRM systems. - Managing inter-company bank transfers - Bank and balance sheet reconciliations - Assisting with payrolls Show less Summer internship in the Finance department of Oradeo - Accounts payables: posting of invoices into company system (SAGE 50 accounts), preparing payment runs, dealing with supplier queries and resolution of accounts payables issues. - Accounts receivables: posting of invoices and receipts into company system, managing overdue accounts, preparing lodgments for all receivables and resolving customer queries. - Inputting credit card statements into company CRM… Show more Summer internship in the Finance department of Oradeo - Accounts payables: posting of invoices into company system (SAGE 50 accounts), preparing payment runs, dealing with supplier queries and resolution of accounts payables issues. - Accounts receivables: posting of invoices and receipts into company system, managing overdue accounts, preparing lodgments for all receivables and resolving customer queries. - Inputting credit card statements into company CRM systems. - Managing inter-company bank transfers - Bank and balance sheet reconciliations - Assisting with payrolls Show less



Freelancer

• Freelancer Architect

  • Jan 2014 - Dec 2016

  - Freelance jobs including development of residential and commercial projects; feasibility studies and project studies for construction projects. - Freelance jobs including development of residential and commercial projects; feasibility studies and project studies for construction projects.



MRV

• Brazil
• Civil Engineering
• 700 & Above Employee

• Property Development Trainee

  • Jan 2012 - Dec 2013

  Job rotation of 6 months in the different departments of the company before starting in the property development one. Commercial: Accompaniment and supporting the creation and implantation of sales strategies. Defining prices, market studies and accompanying the sales results of stakeholders and real estate agents. Engineering projects: Supporting the creation and approvals of engineering projects such as hydraulic, sanitary and electricity. Property Development: Site analysis, site… Show more Job rotation of 6 months in the different departments of the company before starting in the property development one. Commercial: Accompaniment and supporting the creation and implantation of sales strategies. Defining prices, market studies and accompanying the sales results of stakeholders and real estate agents. Engineering projects: Supporting the creation and approvals of engineering projects such as hydraulic, sanitary and electricity. Property Development: Site analysis, site acquisition, feasibility studies, project studies and plans approvals. Show less Job rotation of 6 months in the different departments of the company before starting in the property development one. Commercial: Accompaniment and supporting the creation and implantation of sales strategies. Defining prices, market studies and accompanying the sales results of stakeholders and real estate agents. Engineering projects: Supporting the creation and approvals of engineering projects such as hydraulic, sanitary and electricity. Property Development: Site analysis, site… Show more Job rotation of 6 months in the different departments of the company before starting in the property development one. Commercial: Accompaniment and supporting the creation and implantation of sales strategies. Defining prices, market studies and accompanying the sales results of stakeholders and real estate agents. Engineering projects: Supporting the creation and approvals of engineering projects such as hydraulic, sanitary and electricity. Property Development: Site analysis, site acquisition, feasibility studies, project studies and plans approvals. Show less



Rene Pedro Office

• Salvador e Região, Brasil

• Architect

  • Feb 2011 - Dec 2011

  Development of architectural projects of commercial and residential buildings. Studies of property laws and feasibility studies. Development of architectural projects of commercial and residential buildings. Studies of property laws and feasibility studies.



Cyrela

• Brazil
• Construction
• 700 & Above Employee

• Intern

  • Apr 2010 - Jan 2011

  Internship in the controlling department of a residential building construction. Site inspections and preparation of daily planning reports to the construction manager. Internship in the controlling department of a residential building construction. Site inspections and preparation of daily planning reports to the construction manager.