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Jimmy Lam

Transfers and Operations Manager at Fundment
Intro Book
Jimmy Lam, a seasoned financial professional with 3 years of experience in London, boasting expertise in investments, financial services, and business analysis, backed by a Bachelor of Arts degree from the University of Reading.
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Location
London, England, United Kingdom, GB
Skills
  • Investments
  • Financial Services
  • Business Analysis
  • Business Process Improvement
  • Teamwork
  • Show all
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Bio

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Jimmy Lam is a seasoned professional with extensive experience in financial services, business analysis, and process improvement. He has worked with various companies, including Fundment, Embark Platform, Aegon, Cofunds, Suffolk Life, Ikon Enterprise Ltd, O2 UK, Complete Merchandise Ltd, and Telefónica UK. Lam's expertise spans multiple roles, including Transfers and Operations Manager, Platform Consultant, Platform Administrator, Senior Transfers Associate, Assistant Administrator, Transport & Warehouse Assistant Manager, Enterprise Marketing Intern, Product and Marketing Assistant, and Sales & Marketing Assistant. He has demonstrated his ability to adapt to new environments and develop effective relationships with clients and stakeholders. Lam holds a Bachelor of Arts (BA) degree in Management and Business Administration from The University of Reading. He is proficient in multiple languages, including English, and has a strong analytical and problem-solving skillset.

Experience

  • Fundment
    • Transfers and Operations Manager
      • Oct 2020 - Present

  • Embark Platform
    • London, United Kingdom
    • Platform Consultant
      • May 2019 - Oct 2020
      • London, United Kingdom

      Worked with financial advisers to manage technical queries and resolve platform queries to build their knowledge and effective relationships with them.

  • Aegon
    • Witham
    • Platform Administrator
      • May 2018 - May 2019
      • Witham

      Working as part of the Claims Transfers Team where I tested and developed the new automated transfers process which was being delivered to Cofunds as part of the migration to the Aegon platform.

  • Cofunds
    • Senior Transfers Associate
      • Aug 2016 - May 2018

      Trained and assisted members of staff within the transfers department and assisted in the resolution of transfer enquiries and complaints. I updated procedures to reduce risk of CASS errors and reconciled asset breaks in client’s accounts and calculated any shortfall of assets.

    • Transfers Associate
      • Jan 2014 - Aug 2016

      Processed and controlled the initiation and completion of in-specie investment fund transfers off the Cofunds platform which includes sending instructions to fund managers, and communicated effectively with fund managers and intermediaries to obtain outstanding information regarding transfer applications.

  • Suffolk Life
    • Ipswich, United Kingdom
    • Assistant Administrator
      • Apr 2013 - Dec 2013
      • Ipswich, United Kingdom

      Worked as an administrator for the Cash Movements Team processing contributions and receipt of cash transfers into Suffolk Life plans. Acted upon instructions to move funds from Suffolk Life plans to investment managers and carried out bank reconciliation ensuring customer accounts were accurate and up to date.

  • Ikon Enterprise Ltd
    • Bordon, United Kingdom
    • Transport & Warehouse Assistant Manager
      • Jul 2012 - Aug 2012
      • Bordon, United Kingdom

  • O2 UK
    • Slough, United Kingdom
    • Enterprise Marketing Intern
      • Jul 2011 - Sep 2011
      • Slough, United Kingdom

  • Complete Merchandise Ltd | Promotional Merchandise Supplier
    • Bordon, United Kingdom
    • Product and Marketing Assistant
      • Mar 2011 - Apr 2011
      • Bordon, United Kingdom

  • Ikon Enterprise Ltd
    • Bordon, United Kingdom
    • Sales & Marketing Assistant
      • May 2010 - Jun 2010
      • Bordon, United Kingdom

Education

  • 2009 - 2012
    The University of Reading
    Bachelor of Arts (BA), Management and Business Administration

Suggested Services

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Industry Focus. “Investment Management”

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