Experience

• 

  JBWere

  • Australia
  • Financial Services
  • 500 - 600 Employee

  • Senior Trade Operator

    • Jun 2022 - Present

  • Trade Operator

    • Jul 2021 - Jun 2022

    Manage client orders and ensure they are executed to achieve the best result for the client in both local and international markets. Keep clear communication on the Trade Desk regarding allocation of tasks. Keep in contact with advisors regarding open orders and market movements. Be up to date on all market sensitive news and corresponding market views, and distribute news and views to internal client base

  • Trade Settlements Analyst

    • Apr 2018 - Jul 2021

    Dealing with local NZ, Australian and International settlements across several brokers and business systems. Focused on ensuring all of our clients buy and sell trades settle on the date intended. Dealing with bespoke manual trades and basket requests as well as third party requests. Ensuring that we can fund all of our settlements for each day. Championed the Managed Fund application and redemption process from start to finish.

  • Cash Management Specialist

    • Jan 2017 - Apr 2018

    Managing our transactional clients cash accounts across thirteen currencies. Ensuring that all payment requests were made in a timing manner. Ensuring that all accounts were funded correctly and monies that needed to be trusted, done so. Ensuring that we had a solid relationship with a number of banks Championed that management of Term Deposits. Dealt with processing new requests and maturing deposits on a daily basis.

• 

  SuMi Trust Global Asset Services

  • Ireland
  • Financial Services
  • 100 - 200 Employee

  • Senior Fund Administrator

    • Apr 2016 - Dec 2016

  • Fund Administrator

    • Aug 2014 - Mar 2016

• 

  Clancourt Group

  • Security/Maintenance

    • Jun 2011 - Jul 2014