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Andy Coles

Head of Operations at Mobius Life Limited
Intro Book
Seasoned finance professional with 20+ years of experience in asset management, equities, and portfolio management.
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Location
London, England, United Kingdom, GB
Skills
  • Financial Services
  • Asset Management
  • Equities
  • Management
  • Mutual Funds
  • Show all
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Bio

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Andy Coles is a seasoned finance professional with over 20 years of experience in asset management, equities, and portfolio management. He has held senior roles at various financial institutions, including Mobius Life Limited, Capita Financial, and State Street. Andy has a strong background in financial services, mutual funds, and investments. He has worked in various capacities, including Head of Operations, Head of Transitions and Change, Senior Manager/Head of Pricing and Valuations, and Client Services/Project Manager. Andy has also worked with global asset managers, servicing global funds and providing fund accounting services. Andy holds a degree from Forest Lodge.

Experience

  • Mobius Life Limited
    • The Royal Exchange London EC3V 3LN
    • Head of Operations
      • May 2014 - Present
      • The Royal Exchange London EC3V 3LN

  • Capita Financial
    • Head of Transitions and Change
      • May 2012 - May 2014

  • Investec Asset Management
    • London, United Kingdom
    • Senior Manager/ Head of Pricing and Valuations
      • Dec 2008 - Mar 2012
      • London, United Kingdom

      Working in London office for IAM in Fund Accounting. Servicing Global Asset Managers on an assortment Global Funds UK and Non UK funds.

  • northern trust
    • Client Services/Project Manager
      • Jan 2007 - Nov 2008

      Working in Custody Services on out sourcing projects and BCP/DR for Global custodian

  • Otkritie Securities Ltd
    • Operations
      • 2008 - 2008

  • State Street
    • Client Services Senior Manager
      • 2001 - 2006

      Transition managing HNW client accounts in fund pricing and accounting. Managing 50+ staff on various aspects of NAV caluations 3rd party pricing and new client set ups.

  • AXA Investment Managers
    • Pricing & Valuation Manager
      • 1997 - 2000

  • Commercial Union, Croydon
    • Pricing and Valuation Manager
      • 1996 - 1996

  • Commercial Union
    • Pricing and valuation manager
      • 1996 - 1996

  • Maybank Press / Circle Sports Promotions
    • Essex.
    • Sales Manager worked for the late Eddie Buckley
      • 1987 - 1989
      • Essex.

  • Barclays
    • supervisor
      • 1980 - 1986

Education

  • 1975 - 1980
    Forest Lodge

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