Experience

Liqueo
• United Kingdom
• IT Services and IT Consulting
• 100 - 200 Employee
• Senior Consultant

  • Feb 2023 - Present


Jupiter Asset Management

• United Kingdom
• Investment Management
• 700 & Above Employee

• Business Change Lead

  • Jan 2022 - Oct 2022

  • Delivery of changes required to comply with SFDR RTS2 for Jupiter’s Article 8/9 funds, including enhancements to funds’ ESG credentials, updates to fund prospectuses and other pre-contractual documents, creation of the new European ESG Template (EET), and SFDR required enhancements to the Fund Annual Reports. • Migration of factsheets and Quarterly Investment Reports onto Kurtosys and Factbook platforms. • Delivery of changes required to comply with SFDR RTS2 for Jupiter’s Article 8/9 funds, including enhancements to funds’ ESG credentials, updates to fund prospectuses and other pre-contractual documents, creation of the new European ESG Template (EET), and SFDR required enhancements to the Fund Annual Reports. • Migration of factsheets and Quarterly Investment Reports onto Kurtosys and Factbook platforms.



GAM UK Ltd

• Head of Performance Analysis / SimCorp Performance Workstream Lead

  • Apr 2018 - Jan 2022

  • Managing a team of seven analysts providing performance measurement, equity and fixed income attribution across all GAM funds and mandates. • Managing the performance workstream of the global roll-out of SimCorp Dimension. • Design and build of custom SQL stored procedures to calculate and report cumulative contribution and attribution at class and security level for periods that spanned the migration onto the new platform. • Managing a team of seven analysts providing performance measurement, equity and fixed income attribution across all GAM funds and mandates. • Managing the performance workstream of the global roll-out of SimCorp Dimension. • Design and build of custom SQL stored procedures to calculate and report cumulative contribution and attribution at class and security level for periods that spanned the migration onto the new platform.



Investec Asset Management

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Project Manager / Senior Business Analyst - Benchmark Aggregation Project

  • Aug 2017 - Feb 2018

  • Implementation of an aggregated feed of benchmark data from Factset covering a consolidated list of all benchmarks used globally across IAM. Project included identification and sourcing of all benchmarks, loading data to core platform, migration of feeds to all downstream systems, and Operating Models for daily support and benchmark changes. • Implementation of an aggregated feed of benchmark data from Factset covering a consolidated list of all benchmarks used globally across IAM. Project included identification and sourcing of all benchmarks, loading data to core platform, migration of feeds to all downstream systems, and Operating Models for daily support and benchmark changes.



Schroders Asset Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Principal Business Analyst - Investment Analytics Team

  • May 2016 - Aug 2017

  • Definition of strategic integrated investment risk, attribution and analytics platform for front office, product & distribution users with the objective of replacing risk analysis from Style Research, Barra, Risk Metrics and Barclays POINT, fixed income attribution from Barclays POINT and B-One, equity attribution from Factset, and fixed income analytics from a legacy in-house system. • Optimisation of SQL queries to improve responsiveness of business developed Tableau reports. • Participation in the launch of an Agile Release train across 11 IT development teams in Schroders, which included training and certification on the SAFe Scaled Agile Framework®



Henderson Global Investors

• Project Manager / Senior Business Analyst

  • Jun 2010 - Apr 2016

  Delivered numerous projects at Henderson : • Improving the Front Office control environment in readiness for Senior Managers Regime. The Working Group consisted of a sub-committee of ExCo with Steering Meetings held at Board level. • Enhancements Side by Side and Trade Surveillance MI reporting for First Line Governance Committees. • Enhancements to CRD trade allocation process for fixed income partial fills to improve TCF outcomes for small clients. • Implementation of Factset’s Fixed Income Attribution system for c.100 credit and rates funds. • Design and implementation of the central performance data store covering returns and ex-post risk for all Henderson funds, together with enquiry tools and QlikView dashboards to distribute results. • Outsourcing Performance Measurement & Equity Attribution to Henderson’s TPA. • The creation of a Reporting Book of Record database supporting Client Reporting, Fact Sheet production and QlikView dashboards. The solution included workflow monitor screens, integrated data quality management checks with issue management using Curium, and automated client report generation upon successful data validation. • Gartmore Integration – managing multiple work streams to on-board the Gartmore Performance team processes, GIPS compliant track record and data history onto the Henderson platform. • Implementation of Long-Short Attribution capability for Hedge Funds. • Provision of bespoke data feeds to satisfy a key client’s in-house Solvency II solution. • Various automation and quality enhancements to Henderson’s Factset implementation.


HSBC Global Asset Management
• Project Manager - Global Performance Measurement & Attribution Project

  • Oct 2007 - Jun 2010

Barclays Global Investors
• United Kingdom
• Insurance
• Project Manager and Senior Business Analyst

  • May 2004 - Oct 2007

Abu Dhabi Investment Authority
• United Arab Emirates
• Financial Services
• 700 & Above Employee
• Project Manager - HiInvest Performance & Attribution Project

  • Aug 2001 - Aug 2003

AXA Investment Managers
• France
• Financial Services
• 700 & Above Employee
• Head of Performance

  • Feb 2000 - Jul 2001

Financial Models Company
• Sylvan Product Manager

  • Nov 1995 - Feb 2000

Bankers Trust
• United States
• Financial Services
• 400 - 500 Employee
• AVP, Fund Administration

  • Jul 1987 - May 1994