Experience

H2O AM LLP

• Risk Analyst

  • Jan 2017 - Present

• Head of Reconciliation and Reporting Operations

  • Oct 2015 - Jan 2017

• Middle Office

  • Feb 2015 - Oct 2015



Schroders

• United Kingdom
• Financial Services
• 700 & Above Employee

• Team Leader Reconciliations - Portfolio Services

  • Nov 2013 - Feb 2015

  - Responsible for the resolution of reconciliation issues to support the maintenance and validation of investment records provided to Portfolio Managers. - Focused on key operational controls, break theme analysis and future prevention. - Proactively supervise the Reconciliations Team. - Manage the accuracy and continuity of data within the supported systems. - Continuously examine and evaluate departmental processes and procedures to ensure client service is maintained - Proactively identify process improvements, service and risks to ensure client service is robust to meet capacity and stakeholder requirements - Manage and direct the resolution of day to day operational issues and resolve anomalies to ensure high-level of customer service and accurate transactions - Continuous review of team procedures, policies and systems. - Produce management information to management highlighting trends, analysis and errors - Ensuring team effectiveness through active performance management. Identify training and development needs of staff and team to support department objectives. - Oversee account transitions to ensure accurate reconciliation data is maintained for new/lost clients or custody changes and any exceptions pre/post transition event are addressed.


BNY Mellon
• United States
• Financial Services
• 700 & Above Employee
• Assistant Manager Fund Accounting Support

  • Mar 2007 - Nov 2013

Goldman Sachs
• United States
• Financial Services
• 700 & Above Employee
• Summer placement

  • Jul 2005 - Aug 2005