🐉 James Girling
Managing Consultant at Shoreline- Claim this Profile
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Spanish (Instituto Cervantes) Limited working proficiency
Topline Score
Bio
Credentials
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Yoga Teacher
SlowLane YogaNov, 2022- Oct, 2024 -
Mental Health First Aider
Mental Health First Aid (MHFA) EnglandMay, 2018- Oct, 2024 -
PRINCE2® Practitioner
ILX GroupJan, 2010- Oct, 2024 -
Emergency First Responder
Emergency First ResponseJul, 2008- Oct, 2024 -
Adult and Pediatric First Aid/CPR/AED
St John's AmbulanceNov, 2022- Oct, 2024
Experience
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Shoreline
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United States
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Software Development
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1 - 100 Employee
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Managing Consultant
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Mar 2019 - Present
Shoreline is a management consulting firm providing advice and expertise to asset and wealth management clients across Asia Pacific. With offices in Sydney, Melbourne, Singapore and North America, Shoreline provides strategy and implementation services spanning the areas of Product, Operations, IT, and Project Delivery Shoreline is a management consulting firm providing advice and expertise to asset and wealth management clients across Asia Pacific. With offices in Sydney, Melbourne, Singapore and North America, Shoreline provides strategy and implementation services spanning the areas of Product, Operations, IT, and Project Delivery
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Charles Stanley & Co. Limited
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United Kingdom
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Investment Management
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700 & Above Employee
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Client Operations Specialist
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Apr 2017 - Dec 2018
Client Operations Specialist for the Asset Management Department - Lead BA for Bloomberg AIM implementation proof of concept for automating Front Office Pre and Post-Trade Compliance and Order Routing - Built Excel-based Reconciliation Tools for performing Daily Cash an Stock Reconciliations - SME for; Order Routing and Reporting, Performance Reporting & Benchmarking, Portfolio Reporting, Reconciliations & MI - Designed and implemented weekly and monthly MI and Portfolio Suitability Reporting - Tested and implemented firm-wide upgrades to; APX, Microsoft Office 2016 and Internet Explorer v11 Show less
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Legal & General Investment Management
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United Kingdom
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Financial Services
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700 & Above Employee
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Business Analyst
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Feb 2016 - Mar 2017
IT Business Analyst working as part of the Business Solutions team - Business Analyst for the Exchange Traded Derivatives Multi-Clearer Project - Designing and implementing a Clearer agnostic process for on-boarding new ETD Clearing Brokers - Created a “Golden-Source” data store for all ETD data - Requirements gathering from key stakeholders; Front Office, ETD Middle Office and Collateral teams - SME for all IT teams regarding the development and QA teams for; system, integration and UAT Show less
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Lehman Brothers (in Administration)
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United Kingdom
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Banking
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1 - 100 Employee
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Assistant Vice President
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Jan 2013 - Dec 2015
TP&C Simplification ProgrammeProject managed simplification projects as part of the Transaction Processing & Control Workstream Simplification Programme• Partitioned the Cash and Stock Client and Affiliate Returns system from the core Books and Records system • Decommissioned the automated Stock Client and Affiliate Returns processes• Built Excel-based solutions for close-out tasks post decommission of the Asset Management infrastructure • Created and presented Project MI to Departmental Leads Show less
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Senior Specialist / Specialist
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Nov 2011 - Dec 2015
Systems Architecture Lead. Documenting and enhancing the TP&C systems infrastructure• Documented the current and future states of the TP&C systems infrastructure • Lead Business Analyst for enhancements to the systems infrastructure; in particular the core Books and Records systemTP&C Lead Business Analyst and SME to develop and implement the IT infrastructure required to pay the; Unsecured, Client Money and Lehman Brothers International (LBI) Distributions. Lead Business Analyst for the design, testing and implementation of the cash payment process.Adapted the existing Cash Client Returns process to pay Distributions for the Administration • SME for TP&C for both individual system and end-to-end testing• SME support during the actual Distribution cycles Show less
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Specialist
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May 2011 - Nov 2011
Part of the project team to design and implement the automated capture of Income Events for the Administrations portfolio of assets. Fixed Income and Bloomberg SME and Business Analyst for; streaming, capturing and using Bloomberg Fixed Income Reference Data• Enhanced the existing corporate actions system to interface with Bloomberg for obtained Fixed Income Market Data• Provided SME support and training particularly with regards to; Bloomberg functionality, fixed income theory and quantitative analysis. Organised several Bloomberg training sessions as well providing in-house training Show less
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Specialist / Senior Business Analyst
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Nov 2008 - May 2011
Working as part of the Custodians Workstream• Lead Business Analyst for; designing, testing and implementing an automated trade instruction process into BNYM INFORM• Lead Business Analyst for; designing, testing and implementing an automated processes for bulk instructing trades and journals into the core Books and Records system • Developed automated Excel-based solutions to assist the Workstream. Particularly for the production of MI for Department LeadsCreation of a Reference Data team within the Workstream• Transitioned the current Reference Data process from Singapore to London • Reviewed CV’s and suggested potential candidates to senior management • Provided training to the new Reference Data team • Automated the collation of weekly MI for Department LeadsWorked as part of the project team for the design and implementation of an internal Books and Records system. Responsible for designing and testing the automation for the bulk loading of trades and journals into the system• Contributed, reviewed and signed-off Business Requirements and Technical Specification documents • Wrote test scripts and conducted; system, integration and full user acceptance testing • Worked on all subsequent upgrades and enhancementsPart of the project team for the automation of the End-to-End Client Returns process• Automated the physical return of Cash and Stock to clients • Enhanced the system to accommodate Cash and Stock returns to LBIE’s Affiliates and automate payments to the Administrations Vendors Ran several; Excel, Bloomberg and internal applications training courses for the Workstream. Trained over 120 people within the Administration on Advanced Microsoft Excel• Writing training documents and planning training sessions • Organising and provided Excel training sessions using my own training material • Organised external trainers to run Bloomberg training Show less
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Senior Business Analyst
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Jan 2008 - Nov 2008
Business Analyst for the Business Process and Analysis team in the Investment Management Operations division • Reviewed process and procedures and identified efficiency improvements and core business gaps • Documented improvement recommendations for Department Leads • Lead Business Analyst and SME for testing of; system improvements and upgrades and newly traded security types • Wrote test scripts and managed Quality Assurance between different areas of the division • Produced testing MI for Department Leads • SME product knowledge – especially with regards to ETD, OTC instruments and fixed income products to assist the department with day-to-day queries. Researched new traded products and provided guidance on correctly reflecting these securities on the books and records system Show less
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Bank of New York Mellon
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India
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Banking
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Technical Accountant
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Jul 2007 - Jan 2008
Worked for the Strategic Global Accounting team providing audited investment accounting reporting for over 450 accounts on a monthly basis• Financial products SME providing detailed securities, derivatives and corporate actions knowledge to the team to ensure accurate trade booking and reporting for daily unaudited and monthly audited accounts • Reviewed and signed-off daily pricing and month-end reports
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Business Analyst
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Apr 2007 - Jul 2007
Projects team Business Analyst• Worked with the IT team on system enhancements; particularly with regards to implementing new accounting regulations (in particular IAS39 Regulatory Reporting)• Wrote and reviewed Business Requirements documents • Wrote test scripts, performed testing and signed off system enhancements
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Unit Coordinator
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Nov 2006 - Jul 2007
Unit Coordinator managing a team of 7 people• Reviewed and signed-off team members work before being submitted to the client • Created and amended existing FRED files and BATCH jobs to meet client requirements • Investigated and resolved reporting and system issues
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Senior Investment Accountant
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Nov 2005 - Nov 2006
Part of the department relocation to Manchester• Ensured a seamless transition of departmental responsibilities from London to Manchester. Produced training documentation and gave classroom training to new starters
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Investment Accountant
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Nov 2004 - Nov 2005
Produced audited monthly reports UK Pension Funds, Overseas Investors and Central Banks – primarily from the Middle East and Africa, using the FMC PACER system• Ran and reviewed valuation reports including; test valuations, reports and SORPS• Answered client queries and performed ad-hoc accounting tasks
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NHS
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Hospitals and Health Care
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700 & Above Employee
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Medial Records Clerk
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Jun 1999 - Nov 2004
Medical Records Clerk for the Bromley Hospitals NHS Trust • Locating and preparing patient medical casenotes for the daily clinics Medical Records Clerk for the Bromley Hospitals NHS Trust • Locating and preparing patient medical casenotes for the daily clinics
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JPMorgan Chase
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United States
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Investment Management
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Economic Research Assistant
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Sep 2001 - Sep 2002
Worked for the European Economic Research Department in the Emerging Markets team Collected and analysed economic data for the Eastern European Economists Worked for the European Economic Research Department in the Emerging Markets team Collected and analysed economic data for the Eastern European Economists
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Education
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2003 - 2004
University of Warwick
Master of Science (MSc) Economics, Economics -
2014 - 2015
Instituto Cervantes
Intermedio 4 (B4) Proficiency, Spanish -
1999 - 2003
University of Surrey
Batchelors Business Economics with Computing, Business Economics
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