David Morris
Director Of Operations at invocap- Claim this Profile
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Bio
Credentials
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Investment Operations Cerificate
Chartered Institute for Securities & Investment (CISI)Dec, 2013- Sep, 2024
Experience
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invocap
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United Kingdom
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Financial Services
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1 - 100 Employee
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Director Of Operations
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Feb 2018 - Present
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Business Operations and Corporate Development Manager
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Feb 2017 - Feb 2018
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FXCM
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United Kingdom
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Financial Services
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700 & Above Employee
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Account Manager
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Mar 2016 - Feb 2017
Managed client relationships providing support to clients. Increased client engagement with FXCM's services by providing in house educational tools to increase knowledge of the markets and trading techniques. Managed client relationships providing support to clients. Increased client engagement with FXCM's services by providing in house educational tools to increase knowledge of the markets and trading techniques.
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Barclays Capital
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United Kingdom
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1 - 100 Employee
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Fixed Income Middle Office
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Jun 2011 - Jul 2015
Provided support for repo trading and sales desks covering government, corporate and emerging market bonds. Managed a number of projects to increase efficiency, operational control and revenue. Trained a new team member in India ensuring the consistency of tasks migrated as well as training several new team members in London. Provided support for repo trading and sales desks covering government, corporate and emerging market bonds. Managed a number of projects to increase efficiency, operational control and revenue. Trained a new team member in India ensuring the consistency of tasks migrated as well as training several new team members in London.
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Investec
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United Kingdom
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Financial Services
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700 & Above Employee
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Operations Analyst
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Sep 2010 - Mar 2011
Worked on regulatory reporting projects with the settlements and risk teams, recording company assets and value on a daily basis. Validated all client data in preparation for a CRM system changeover. Worked on regulatory reporting projects with the settlements and risk teams, recording company assets and value on a daily basis. Validated all client data in preparation for a CRM system changeover.
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Deutsche Bank
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Germany
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Financial Services
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700 & Above Employee
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Internship - Foreign Exchange Trading
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Dec 2008 - Jan 2009
Worked on a global credit control project analyzing and categorizing vast amounts of client data used by senior traders when assessing a clients’ credit worthiness before trading. Shadowed foreign exchange option traders and obtaining an insight into the products they trade and various strategies they use. Worked on a global credit control project analyzing and categorizing vast amounts of client data used by senior traders when assessing a clients’ credit worthiness before trading. Shadowed foreign exchange option traders and obtaining an insight into the products they trade and various strategies they use.
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Credit Suisse
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Switzerland
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Banking
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700 & Above Employee
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Internship - Fixed Income Trading
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Dec 2006 - Dec 2006
Analysed previous auction participation over a five year period. Shadowed traders gaining an understanding of European government bonds. Analysed previous auction participation over a five year period. Shadowed traders gaining an understanding of European government bonds.
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Education
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The London School of Economics and Political Science (LSE)
BSc, Management Sciences -
JFS