Experience

• 

  Martin Currie

  • United Kingdom
  • Investment Management
  • 100 - 200 Employee

  • Transition Manager

    • Aug 1995 - Jul 2023

    Managing the onboarding of Clients and cooridinating the transfer of clients assets between custodians and tranferring out. Key player in company projects and specialist in the China Market

  • Middle Office Executive

    • Oct 2006 - Jan 2010

    Senior team member organising and documenting processes ensuring appropriate action taken in "Off Market" activity in relation to client assets and ensuring the outsource provider performed their duties to the appropriate standards.

  • Senior Operations Manager

    • Aug 2005 - Oct 2006

    Overseeing the Settlements, Reconciliations and market data teams as weel as providing a transitions service to the company bringing clients on board and managing their assets transfers as required. Heavily involved in the Out source project providing input ensuring all processes were appropriately mapped to the providers platform.Heavy involvement in the investigation of new markets for investment including the application for China A Sgare registration and the implementation of the operational aspects of ensuring the company could support all the operational aspects of investing in these markets.

  • Deputy Head Settlements

    • Nov 1995 - Aug 2005

    Supervision of the settlements and corporate actions team. Investigation of "New Markets" for investment ensuring appropriate risk mitigation where necessary and full understanding of emerging markets. Performing the transition management role for the business on boarding new business and cio-ordinating the transfer of clients assets where necessary.

• 

  Marting Currie

  • Edinburgh

  • Settlements Administrator

    • Sep 1995 - Nov 1995
    • Edinburgh

    Ensuring the settlemenmts of clients international equity transactions, Fx Transactions, deposits and corporate events.

• 

  Royal Bank of Scotland

  • Securities Services

    • Aug 1984 - Sep 1995

    Supervisor in Settlements team