Experience

Gresham House, Ireland

• Ireland
• Investment Management
• 1 - 100 Employee

• Fund Operations Supervisor

  • May 2021 - Present



Societe Generale Securities Services - SGSS

• France
• Financial Services
• 700 & Above Employee

• Senior Transfer Agent

  • Dec 2017 - May 2021

  I worked as part of the transfer agency team for one of Europe's largest banks. Along with the general day to day activities of the transfer agency process, I looked after the on-boarding of new clients and new funds for the team. My role involved a lot of contact with clients and investors, liaising with offshore teams in Luxembourg as well as our own in house teams so everything runs smoothly, and that the client and investor are happy. I worked as part of the transfer agency team for one of Europe's largest banks. Along with the general day to day activities of the transfer agency process, I looked after the on-boarding of new clients and new funds for the team. My role involved a lot of contact with clients and investors, liaising with offshore teams in Luxembourg as well as our own in house teams so everything runs smoothly, and that the client and investor are happy.



Link Group (LNK)

• Australia
• Financial Services
• 700 & Above Employee

• Transfer Agency Administrator

  • Jan 2016 - Nov 2017

  As part of the Transfer Agency team I book trades which come in through fax and stp. We then send out the dealing schedule once each cut off point is met and all trades have been placed. Once the fund is priced we issue the investors with contracts notes, Cash must be moved for all subscription and redemption trades, hence we move the money to the TA account and then to the investor for redemptions. For subscriptions we move the money from the TA account to the fund once the money has been received. We also deal with investor queries and reconciliations.



International Financial Data Services (IFDS)

• United States
• Information Technology & Services
• 500 - 600 Employee

• Transfer Agency Associate

  • Jul 2014 - Jan 2016

  As part of the capstock team I make and check capstocks on numerous fund environments. I make payments to and from funds in various currencies including USD, GBP, EUR, JPY, NOK, SEK, NOK etc. Identification and investigation of TA unit reconciliation breaks. Liaising with different teams to smoothen the TA process and clear breaks such as Investor Services, Dealing and Reconciliations. Dealing with queries from Custody regarding to payments, breaks, exchange rates etc. As part of the capstock team I make and check capstocks on numerous fund environments. I make payments to and from funds in various currencies including USD, GBP, EUR, JPY, NOK, SEK, NOK etc. Identification and investigation of TA unit reconciliation breaks. Liaising with different teams to smoothen the TA process and clear breaks such as Investor Services, Dealing and Reconciliations. Dealing with queries from Custody regarding to payments, breaks, exchange rates etc.



Kilcannon Industries Ltd.

• Enniscorthy

• Sales Assistant

  • Nov 2009 - Jun 2014

  Here I provide assistance to customers, help with product upkeep and shop maintenance, sales, and the daily cash up. Here I provide assistance to customers, help with product upkeep and shop maintenance, sales, and the daily cash up.



Acquired Brain Injury Ireland

• Ireland
• Non-profit Organization Management
• 100 - 200 Employee

• Rehabilitation Assistant

  • Oct 2011 - Aug 2012

  All aspects of direct care including feeding, dressing, changing and bathing. General house running activities and facilitated service users in recreational activities. Worked with service users who had physical, intellectual and behavioural issues. Assist in looking after house and client finances. All aspects of direct care including feeding, dressing, changing and bathing. General house running activities and facilitated service users in recreational activities. Worked with service users who had physical, intellectual and behavioural issues. Assist in looking after house and client finances.



Astro Active Centre

• Bellefield, Enniscorthy, Co. Wexford

• Special Needs Coach and Administrator

  • Jan 2008 - May 2011

  I was involved in the sales and bookings of the pitch, meeting rooms, indoor hall and fitness classes. General administrative duties were also included such as looking after the reception and liaison with staff. I also undertook the fitness classes as well as doing children's birthday parties in the facility. Administrative duties were also a large part of the job. I was involved in the sales and bookings of the pitch, meeting rooms, indoor hall and fitness classes. General administrative duties were also included such as looking after the reception and liaison with staff. I also undertook the fitness classes as well as doing children's birthday parties in the facility. Administrative duties were also a large part of the job.



Amber Springs Hotel & Health Spa

• Ireland
• Hospitality
• 1 - 100 Employee

• Leisure Centre Attendant

  • Mar 2007 - May 2009

  I took care of reception duties, provided potential customers with facility tours and sold memberships. I also looked after the gym and pool areas. I took care of reception duties, provided potential customers with facility tours and sold memberships. I also looked after the gym and pool areas.