Experience

Liqueo

• United Kingdom
• IT Services and IT Consulting
• 100 - 200 Employee

• Senior Consultant

  • Mar 2021 - Present

  Senior Consultant for Liqueo who offers a fresh and exciting approach to Management Consulting within Asset and Wealth Management. Delivering an exceptional, bespoke service to every client via a dynamic and agile framework. I specialise in the implementation of the Charles River IMS. I have extensive experience in implementing, upgrading and integrating the complete solution either within existing business landscapes or as greenfield implementations. Senior Consultant for Liqueo who offers a fresh and exciting approach to Management Consulting within Asset and Wealth Management. Delivering an exceptional, bespoke service to every client via a dynamic and agile framework. I specialise in the implementation of the Charles River IMS. I have extensive experience in implementing, upgrading and integrating the complete solution either within existing business landscapes or as greenfield implementations.



SNB Capital

• Investment Banking
• 1 - 100 Employee

• Senior Consultant, Asset Management Front Office

  • Mar 2013 - Apr 2022

  SNB Capital is the GCC's leading wealth manager and the Kingdom's largest asset manager, with over one million clients and SR200 billion ($53 billion) of assets under management. Areas of responsibility: Subject matter expert for Asset Management Front Office systems Tasks: - Design and development of solutions for users’ requirements - Application integration including data providers on an ongoing basis - Problem troubleshooting, support and resolution, including upgrades and software patches - Producing development/testing plans and implementing timetables against schedule - Compliance software rule writing/testing, report writing and exception management Results: - Implemented CR IMS for the biggest pension provider in the region - CR IMS upgrade from 9.1.4.5.5 to 17R1 and FIX integration - Implemented CR IMS for Compliance/Risk, Equity, Money Market, Fixed Income and Multi-Strategy - CR IMS integration with Northern Trust as an external Fund Admin and Custodian - IMS integration with PORTIA, GENEVA, TRADEX and external data providers (S&P, MSCI, TR & Bloomberg) - Migrated and onboarded SAMBA Capital funds after the biggest MA transaction in the history of Saudi financial sector. Show less



Advent Software

• Consultant, Custom Engineering Services

  • Jul 2011 - Jan 2013

  Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services to the global investment management industry with $358.8 million annual revenues in 2012. Areas of responsibility: Providing EMEA clients with services that cover modifications and software developments Tasks: - Developing reports fashioned from customized workflows that best fit the client’s business - Creating technical documentation for custom engineering items - Assisting in quality assurance (QA), trouble-shooting, and problem-solving of key reports Results: - Certified in ADVENT SOFTWARE solutions suit - Delivery of custom items according to time schedule - Increased support to Middle East clients by 50% - Reduced cost to the department by 50% by utilizing outsourcing resources - Introduced a potential client to the sales team, which has signed after I left the company Show less


HSBC
• United Kingdom
• Financial Services
• 700 & Above Employee
• Implementation Officer, Payment and Cash Management

  • Aug 2006 - Jul 2010

Citi
• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee
• Support Executive, Global Consumer Banking

  • Jan 2006 - Jun 2006

Capital Institute
• United States
• Think Tanks
• 1 - 100 Employee
• Computer Instructor (Part-Time)

  • Jun 2004 - Jan 2006