Experience

Baillie Gifford

• United Kingdom
• Financial Services
• 700 & Above Employee

• Client Accounting Associate

  • Dec 2011 - Present

  Edinburgh, Scotland, United Kingdom My experience spans responsibility for the day-to-day management and support of approximately fifty institutional and high-net-worth clients who choose to invest with Baillie Gifford. This is an end-to-end service, from ascertaining requirements, to ensuring strict legal agreement adherence, onboarding and transitional support, accounting and reporting, billing and remuneration, all whilst focussing on building genuine stakeholder relationships. My specialism more laterally has been… Show more My experience spans responsibility for the day-to-day management and support of approximately fifty institutional and high-net-worth clients who choose to invest with Baillie Gifford. This is an end-to-end service, from ascertaining requirements, to ensuring strict legal agreement adherence, onboarding and transitional support, accounting and reporting, billing and remuneration, all whilst focussing on building genuine stakeholder relationships. My specialism more laterally has been in our North American region, helping to support and build out our expanding Canadian business in particular. Project work forms a significant part of my current role and delivering continuous improvement and efficiency is something I am passionate about. I very much enjoy working collaboratively across the business to either manage and deliver projects, or to provide input as a technical SME within sectional, departmental or strategic projects. Alongside my core role, I spent several years overseeing the client reporting process at a strategic level. This had a broad span of responsibility all the way from maintaining over-sight of the full process and coordinating all operational departments involved, to ensuring over one thousand client deliverables were met each reporting cycle. I provided SME support as needed, worked with senior stakeholders within the business to achieve desired outcomes, worked to ensure appropriate business continuity planning was in place and directed a team with responsibility for all BAU queries and process improvements. Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Fund Administrator

  • Sep 2010 - Dec 2011

  Edinburgh, Scotland, United Kingdom •Responsibility for managing a group of internal and external client projects simultaneously and provision of additional resource and support as required for other projects. •On-boarding of new business from other providers; re-organisation and fund restructures for existing clients; new fund launches for existing clients; internal projects or reviews as directed. •To ensure any projects for which I had responsibility were delivered within required timescales and to budget whilst… Show more •Responsibility for managing a group of internal and external client projects simultaneously and provision of additional resource and support as required for other projects. •On-boarding of new business from other providers; re-organisation and fund restructures for existing clients; new fund launches for existing clients; internal projects or reviews as directed. •To ensure any projects for which I had responsibility were delivered within required timescales and to budget whilst highlighting and resolving any project issues. •Continuous management of actions & issues as items and concerns developed. Allocation of issues for resolution and determination of level of escalation appropriate within project structure. •Implementing appropriate project governance structure for each project. Determining the level of governance required and producing the required governance documentation. Establishing any necessary working parties & steering committees. •Carrying out in depth business analysis, process analysis and development, and re-engineering. Provision of administrative and technical processing support as required. •Day-to-day management of a team of six administrative staff, including oversight of any projects allocated to ensure issues dealt with, training provided and all projects delivered within timescales and to a high standard. Show less



Police Scotland

• United Kingdom
• Law Enforcement
• 700 & Above Employee

• Police Constable

  • Apr 2008 - Aug 2010

  •Acting as the primary point of contact for incidents requiring an Emergency Service. •Risk assessment and decision making under high levels or pressure. •Training, mentorship and support of probationary Police Constables. •Close collaboration and muti-agency working.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Fund Administrator

  • Aug 2006 - Apr 2008