Experience

Marlborough

• United Kingdom
• Investment Management
• 100 - 200 Employee

• Senior Relationship Manager

  • Feb 2023 - Present

• Relationship and Reporting Manager

  • Oct 2018 - Mar 2023

  Working for Marlborough’s Fund Hosting business - IFSL, we deliver top class value add ACD and Administration services to sponsors clients and Investment Managers. Always working in partnership with our clients to identify opportunities whilst putting the investor at the heart of everything we do!Key Responsibilities includes:• Leading the relationship with a selection of Fund sponsors and investment managers.• Develop and maintain professional relationships with key and senior sponsor and investment manager contacts. Detailed understanding of their business, products, strategy, and requirements.• Industry/Regulatory – Present where relevant guidance on initiatives and developments and the potential impact on the sponsors and investment managers.• Hold regular service review meetings (including creation and coordination of agenda, presentations and minutes & actions etc)•Escalation point for sponsors and investment managers of any problems/issues. Facilitator of issue resolution/action plans.• Dealing and resolving operational queries and questions from the sponsors and investment managers and the business.• Provide ongoing project support for new and existing sponsor and investment manager projects.• Manage and support the Service Delivery Manager and subsequently, the Reporting Administrator.• Oversee the sponsor and investment manager reporting within the relationship management team. Show less



Yealand Fund Services Limited

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Project Coordinator & Business Services Leader

  • Jan 2016 - Oct 2018

  Key responsibilites include:- Carrying out the role of 'Project Coordinator' (outlined in previous role) and all associated tasks- Point of contact between the business and external parties such as Investment Managers, ACD, Typesetters, Printers, Depositary and Custodian- Building strong relationships with key stakeholders- Supporting senior managers- People and process development - Conducting staff 1-2-1's, appraisals and staff /HR matters - Ensuring Procedure and Training Manual documents are up to date and reviewed regularly- Ensuring all deadlines are met or exceeded; including daily deadlines and all project work.- Involvement in business RFI/RFP's and presentational material - Overseeing the work carried out by the Business Services department which includes, but is not limited to:* Maintenance of the internal Yealand intranet* Maintenance of external websites (Yealand own and ACD/Fund related sites)* Production and circulation of Timetables for various business outputs * Coordination and final production of the Fund Report and Accounts, KIIDs/NURS-KII's and Fund Factsheets* Production and distribution of KPI's* Breach/error reporting Show less

• Project Coordinator

  • Feb 2014 - Oct 2018

  Key responsibilites includes:- Delivering and developing projects of varying size and complexity.- Organising and controlling project activities. Ensuring that project deadlines are monitored and met, or escalated accordingly.- Preparing and maintaining project documentation, including project plans.- Communication with project stakeholders (Internal teams and external contacts such as ACD, Depositary, Custodian, Investment Managers and 3rd party suppliers etc)- Organising and chairing meetings, distributing meeting minutes- Supporting any system/process testing- Assist in process and procedure changes by each department Show less



BNP Paribas

• Peterborough, United Kingdom

• Business Process Manager (Transfer Agency, Pensions Administration and Client Services)

  • Nov 2009 - May 2013

  Responsible for overseeing 4 teams, which consist of the following; Pensions Team, Dealing & Box Management Team, Multi function processing and a Client Support/Telephone Responsibilities include the following:- * Ensuring all deadlines are met or exceeded; including daily deadlines and all project work. Bench marked against Service Level Agreements and Key Performance Indicators * Building strong relationships with key stakeholders * Meeting management (organising, agendas, minutes etc) * Supporting senior managers * Attending service reviews and due diligence meetings * Responsible for ensuring procedures are up to date and staff are adhering to the procedures and policies that are in place * Leading project work, including process improvement and innovation * Driving change and motivating staff to embrace change * Motivating staff to achieve and exceed quality and time targets * Carrying out staff 1-2-1's, appraisals and conduct/capability reviews * Face to face contact with key stakeholders, including the take on of new clients and products * Succession Planning and use of team skills matrix * Point of escalation for any problems and action log management * Involvement in client transitions and reviewer of Work in Progress (WIP) documents * Assisting with external auditors * Involvement in day to day administration e.g writing letters and reports, emails, telephone calls and use of excel Show less



BNP Parbas

• Team Leader

  • Jun 2006 - Nov 2009

  Responsible for running a processing team consisting of 8 team members. Ensuring daily deadlines were met and key performance indicators were met or exceeded. Staff motivation, 1-2-1's and appraisals. Point of escalation for queries and problem resolution. Responsible for running a processing team consisting of 8 team members. Ensuring daily deadlines were met and key performance indicators were met or exceeded. Staff motivation, 1-2-1's and appraisals. Point of escalation for queries and problem resolution.



BNP Paribas

• France
• Banking
• 700 & Above Employee

• Senior Administrator

  • Oct 2004 - May 2006

  Working towards daily deadlines to ensure that all work is completed within service level agreements. Day to day checking of administration, ensuring attention to detail. Problem resolution and supporting the Team Leader with team organisation. Working towards daily deadlines to ensure that all work is completed within service level agreements. Day to day checking of administration, ensuring attention to detail. Problem resolution and supporting the Team Leader with team organisation.