Experience

Baillie Gifford

• United Kingdom
• Financial Services
• 700 & Above Employee

• Mandate Compliance Analyst

  • Jul 2018 - Present

  Edinburgh



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Compliance Reporting Associate

  • Oct 2016 - Jun 2018

  Edinburgh Primarily responsible for managing client relationships covering various aspects of Investment Restriction Reporting including reviews and client service delivery.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Assistant Manager (Maternity Cover)

  • Aug 2015 - Oct 2016

  Edinburgh, United Kingdom Key Clients: Royal London Asset Management, Marlborough Fund Managers, Friends Life Funds Limited, State Street Fund Managers, CCLA Investment Management Limited Predominantly responsible for overseeing, managing and running the Operations Team of 5 people, ensuring that all SLA deadlines are met within the agreed timescales. Conducting 1-2-1 sessions with individual team members on a monthly basis, including constructing personal training and development plans and preparing and… Show more Key Clients: Royal London Asset Management, Marlborough Fund Managers, Friends Life Funds Limited, State Street Fund Managers, CCLA Investment Management Limited Predominantly responsible for overseeing, managing and running the Operations Team of 5 people, ensuring that all SLA deadlines are met within the agreed timescales. Conducting 1-2-1 sessions with individual team members on a monthly basis, including constructing personal training and development plans and preparing and delivering half yearly and year end appraisals. Prepared and led monthly calls with Client Relationship Managers in London, who provided regular updates on Client Activity. Responsible for attending Assistant Managers Meetings on a weekly basis to discussed workload volumes across the department and provide assistance where required. Main contact in the completion of Client Projects (including Fund Launches, Exits, Mergers, Name Changes), attending conference calls with clients, completion of Project Checklists, capturing all tasks involved with the associated transition and ensuring the process runs smoothly on the lead up and during the transition process.

• Senior Trustee Administrator

  • Aug 2013 - Aug 2015

  Edinburgh Park My current role as Senior involves supervising and checking Trustee Administrators work before it is issued to the client, providing training within the team, dealing with complex enquiries and issues, support the Team Manager and step into cover their role in absence which includes delegating work within the team, attending Assistant Managers meeting and ensuring all work is completed in a timely manner and deadlines achieved. I have taken a proactive approach in reviewing procedures… Show more My current role as Senior involves supervising and checking Trustee Administrators work before it is issued to the client, providing training within the team, dealing with complex enquiries and issues, support the Team Manager and step into cover their role in absence which includes delegating work within the team, attending Assistant Managers meeting and ensuring all work is completed in a timely manner and deadlines achieved. I have taken a proactive approach in reviewing procedures and enhancing processes whilst working within TDS to ensure checks are completed accurately and effectively. More senior tasks that I have undertaken whilst working within in TDS is participation in client projects e.g Fund Launches and Closures, Mergers, Name Change and Inspecies.

• Trustee Administrator

  • Jul 2011 - Aug 2013

  Edinburgh, United Kingdom Initially started in HSBC as Assistant Trustee Administrator and then was successful in my application for the Trustee Administrator position in August 2012. Responsible for prioritising and undertaking a number of trustee checks to ensure the clients adhere to compliance policies and procedures, whilst maintaining a professional relationship at all times. Trustee checks include Monthly/ quarterly/ Half Year and Year End Reconciliations, Investment & Borrowing Checks, Overdraft… Show more Initially started in HSBC as Assistant Trustee Administrator and then was successful in my application for the Trustee Administrator position in August 2012. Responsible for prioritising and undertaking a number of trustee checks to ensure the clients adhere to compliance policies and procedures, whilst maintaining a professional relationship at all times. Trustee checks include Monthly/ quarterly/ Half Year and Year End Reconciliations, Investment & Borrowing Checks, Overdraft Monitoring, Creations & Cancellations (including inspecies), authorising fee payments, MI Reporting, Derivative Monitoring, Cashflow Monitoring, Stock Price Checks, Breach Monitoring I have gained exposure to programmes including MIG21, Datascope, Bloomberg and Reuters Terminal. I was then promoted to Senior Trustee Administrator in August 2013



Oasis Fashion

• United Kingdom
• Retail Apparel and Fashion
• 100 - 200 Employee

• Sales Assistant

  • Oct 2005 - Jun 2011

  Edinburgh Worked as a Sales Assistant for a contemporary clothing brand, Oasis, in Edinburgh. Responsible for helping and advising customers in order to satisfy theirs needs and increase sales.Tasks included daily replenishment and stock control, visual merchandising (installing window schemes, changing mannequins) and cash handling. Whilst working at Oasis, I acted as Part Time Supervisor to assist with the overall running of the store. Responsibilities include opening and closing the store… Show more Worked as a Sales Assistant for a contemporary clothing brand, Oasis, in Edinburgh. Responsible for helping and advising customers in order to satisfy theirs needs and increase sales.Tasks included daily replenishment and stock control, visual merchandising (installing window schemes, changing mannequins) and cash handling. Whilst working at Oasis, I acted as Part Time Supervisor to assist with the overall running of the store. Responsibilities include opening and closing the store, managing a small team, meeting sales and store account card targets, providing feedback to Area Manager about store productivity and performance. Show less



CT: Accountants Advisers I Formerly Chiene + Tait

• United Kingdom
• Accounting
• 1 - 100 Employee

• Accounts Assistant

  • May 2010 - Jul 2010

  Edinburgh, United Kingdom Worked as an Accounts Assistant as part of a Summer Placement for an established Accountancy firm, Chiene & Tait. Primarily responsible for preparing the cash accounts for over 50 clients within a limited time frame. Other duties included printing nominal ledgers and trial balance reports amongst others, photocopying, filing and processing new data.