Experience

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  Fundment

  • London, England, United Kingdom

  • Senior Transfers & Operations Manager

    • Mar 2022 - Present
    • London, England, United Kingdom

    Working in a small, fast paced team focussing on onboarding clients and their assets as efficiently as possible, maintaining a high standard of service for which Fundment has won awards. Further to my responsibilities on the operations team, I assist the investments team with equity and fund onboarding via sub custodians, trades (checking, generating, sending to broker/sub custodian, resolving errors/rejections), dealing with adviser and DFM queries.

• 

  Transact

  • London, United Kingdom

  • Client Money and Asset Administrator

    • Oct 2017 - Feb 2022
    • London, United Kingdom

    As a member of the Asset Transfers team, the role includes extensive use of CREST (STD, DEL, XDL), Origo Options, and Transact's integrated electronic transfer system (supplied by Calastone). Other responsibilities include procedure writing for electronic pension transfers out, investigating reconciliation discrepancies, reflecting asset transfers in and out of client accounts, compiling MI for senior management, and liaising with counterparties regarding client transfers.

• 

  The White Hart Inn

  • Pembrokeshire

  • Bartender

    • Jul 2015 - Aug 2015
    • Pembrokeshire

• 

  adam&eveDDB

  • London, United Kingdom

  • Work Experience

    • Aug 2013 - Sep 2013
    • London, United Kingdom

    I was able to get a rare insight into how a major advertising agency operates. During my time at the company, I was given a number of tasks. I was invited to the Williams F1 HQ in Didcot, where the team were examining car parts for a still-image shoot for Dom Riley. I also attended a photo shoot for John Lewis.All of the above helped me expand my knowledge on Marketing and Advertising. I was lucky enough to be able to apply this knowledge to my Marketing module in my first year at university.

• 

  Selex Galileo

  • Basildon

  • Work Experience

    • May 2011 - May 2011
    • Basildon