Experience

Proxymity

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Senior Associate - FinTech

  • Aug 2023 - Present

  Approval of daily workflow tasks, ensuring the team maintain the highest standardsProvide coaching and feedback to less experienced members of the teamActing as subject matter expert on UK/IE/ES/PT markets end to end from ballot creation to market execution and point of contact for internal queriesOversight of vote execution to market from the Proxymity platformIdentification of operational and implementation process improvement opportunities and working with Dev-Ops/Tech Creation and maintenance of all operational procedures according to company policy and market specific regulatory compliance Identification, investigation and implementation of potential Proxymity platform improvements, including those raised by clients.Understanding/use of Cross - API Automation, Low-Code, Python, Pega, Advanced Excel & Data Analysis/Extraction Show less

• Operations Associate - FinTech

  • Nov 2021 - Aug 2023

  Overseeing vote execution to market via various voting channels from the Proxymity platform - CREST, P2P, CUSTODIAN, SWIFT 15022/20022 as well as outbound SWIFT (seev.004/006)Identifying operational and implementation process improvement opportunities, maintaining operational procedures and working with an understanding of risk and regulationUnderstanding and practical knowledge/experience of Corporate Actions within Global/Market specific Assets & Securities servicing (Proxy Voting) Identifying and submitting potential Proxymity platform improvements, including those raised by clients as well as JIRA's & working alongside Dev-Ops & TechActing as first point of contact for operational issues (inc client ops queries/urgent position adjustments etc), ensuring prompt escalation in the event of material impact to clients/underlying holdersDemonstrating the Proxymity platform to new and existing users as and when required alongside ensuring its global development Working as a key contributor to the launch phase of Proxymity, supporting a variety of pivotal activities including testing, automation, risk/control & connectivity in the custody chain Gained experience working through the peak proxy voting seasons on both the UK & EU (direct market solutions) teams and currently cross training across various teams Taking ownership of end to end training of new starters, creating how-to guides for many processes, distribution of daily work in the team and consistently looking at ways to automate and increase over-all efficiency Show less



BDO UK LLP

• United Kingdom
• Accounting
• 700 & Above Employee

• Financial Auditor - IFRS/UK GAAP

  • Nov 2019 - Nov 2021

  Conducting audits from planning to final reporting, using experience and judgement to apply BDO’s internal audit methodology, seeking guidance from managers as required. Executing a wide variety of audit tests / procedures and accurately interpret results, whilst ensuring the work is competently and efficiently performed in accordance with professional standards. Understanding the financial, operational, and compliance risks which effect activities. Effectively evaluate audit results, weighing the relevancy, accuracy, and perspective of conclusions against the accumulated audit evidence. Demonstrate effective time management skills by completing assignments within time budgets and calendar schedules while handling multiple tasks. Dealing with Financials of Large companies with complex structures through P&L & BS analysis and recommendations. Working from and travelling to client sites for weeks at a time all over the UK to conduct audits & obtain necessary financial information. Show less



DWF

• United Kingdom
• Law Practice
• 700 & Above Employee

• Finance Litigation - CCA/FCA

  • Apr 2018 - Jun 2019

  Dealing with volume litigated finance and asset recovery matters on behalf of major clients such as Santander and Barclays on both a commercial/personal basis Actioning court orders for return of goods hearings when all of other options were exhausted before passing on to the enforcement team as and when required Liasing with Insolvency practitioners when a customer was going through proceedings and advising our clients of alternative options to pursue, if possible Liasing with Barristers & LPC agents instructed to attend court hearings to obtain section 92 CCA orders Speaking directly with customers to come to payment arrangements and possibly looking to obtain a suspended return of goods order Knowledge of the Liberate case management system Referring to the CPR rules & CCA to ensure my work/advice was always accurate and reflected the best interests of my client Show less



AXA

• France
• Insurance
• 700 & Above Employee

• Commercial Underwriter - P&C

  • Aug 2017 - Apr 2018

  Dealing with broker queries regarding commercial insurance policies Advising on endorsements/conditions/exclusions to apply to certain policies depending on the risk. Referring to senior underwriters in relation to queries outside my authorisation such as bankruptcies/insolvencies, multimillion £ value building unoccupancies, listed buildings and criminal convictions Processing Mid-Term adjustments when clients have changes in their business such as acquiring a new business premises, business equipment etc Using sales techniques for deal brokers in order to try and win new books of business Liaising with specialists to help judge the risk assessment such as the claims departments and loss adjusters when there are high value claim reserves outstanding and surveyors in relation to unoccupied properties. Negotiating custom terms for brokers whilst following the policy wording and underwriting controls set by the senior underwriters. Confident using Acturis Software & a understanding of basic underwriting principles Always behaving in a risk aware manner, and keeping up. to date with relevant insurance market changes (Ogden Rates Etc) Show less