Experience

Gladstone Regional Council

• Australia
• Government Administration
• 100 - 200 Employee

• • Jan 2019 - Present

• • Jan 2019 - Feb 2022



Goal Group of Companies

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior Operations Analyst

  • Jun 2015 - Oct 2018

  Goal Group is the global leader in withholding tax reclamation and securities class action recovery services. We deliver end-to-end claims, recovery and reporting solutions that combine legal and procedural expertise with proprietary, market-proven software. Headquartered in London, we deliver our services globally through a network of offices in San Francisco, Philadelphia, Melbourne, New York and Hong Kong, and through strategic partnerships. Our clients includes five of the top ten global custodians and six of the top ten global fund managers, alongside hundreds of asset managers, private banks, pension funds, hedge funds, high net-worth individuals, investment banks and prime brokers. Show less



SS&C HiPortfolio & Anova

• • Oct 1993 - Feb 2015

  • Understands general business concepts and ability to advocate for the business. • Excellent industry and market related knowledge.• Excellent knowledge of the HiPortfolio & HiTrust systems.• Flexibility - ability to work on both the HiPortfolio & HiTrust systems in the role of Business Analyst, Professional Services Consultant, Tester, Trainer or Support Consultant.• A good communicator - Excellent verbal and written communication skills• Enjoys very detailed research and documentation. • Focuses on turning business needs into business solutions.• Ability to think strategically, while providing a tactical solution to achieve a goal if required.• Ability to work with stakeholders at all levels in both business and technical teams.• Skilled at organising and managing large amounts of information in various formats.• Ability to obtain and analyse requirements.• A systematic, disciplined and analytical approach to problem solving while paying attention to detail to determine the root cause of a problem.• An general understanding of IT and the ability to understand the technical terms used by IT specialists.• Good knowledge of the systems development life cycle (SDLC), both Waterfall and Agile software development processes• Ability to document use cases and test scenarios based on the business requirements.Business Consultant - DST Global SolutionsClient-facing role, establishing unique business requirements of prospective and existing clients, providing documentation required to configure the system, demonstrating products, prioritising and scheduling implementation and providing training. Ensuring compliance of the client’s business and trading processes in line with established regulatory requirements.Over 15 years, operating at client sites in a number of African countries including Malawi, Botswana, Nigeria, South Africa, and Kenya. Seconded to London office for 16 months to work as a consultant on Norwich Union high net worth wrap product. Show less

• • Jan 2009 - 2015

• • Nov 2008 - Jan 2009

• • Apr 2007 - Nov 2008

• • Oct 1993 - Mar 2007

  Provide advisory and consulting services to clients in Africa on behalf of DST for their Asset Management Solution, HiPortfolio:• Manage and Conduct Client site reviews, including the preparation of review reports, analysis of issues and provision of potential recommendations for the client • Prepare and deliver customised client training, which includes both product and operational process content. • Prepare and delivery of Client Specific Module demonstrations, which includes database set up, documentation of functionality and process as well as power-point presentation (Presentations also deliver via web-ex video conferencing) • Analyse and resolve client specific product and/or operational issues, which includes end to end documentation of the issue and resolution • Co-ordinate and prepare Client RFI’s (Request for Information) Established the requirements, configured and implemented the Impart/2 and HiPortfolio systems including performing user acceptance testing (UAT) and training for staff on all the installed modules, for clients throughout Africa. (Specialising in emerging markets)Established the requirements, implemented and reconciled the HiTrust system (Unit trust registry system) and trained staff for clients in Africa.Implementation and configuration of the OpenMessanger system, (SWIFT based straight through processing for trades and settlements) and provided training for staff.Established the requirements and implemented the OpenCGT system for clients when Capital Gains Tax was introduced in South Africa. Show less



Robert Cowen Investments (Pty) Ltd

• Senior Administration Assistant Investments

  • Mar 1988 - Oct 1993

  In this role I was responsible for: - all back office duties and processing as defined for a fund manager - the accurate and timely production of valuations ensuring the correctness of each portfolio in respect of shares, market value, dividends, performance measurement etc. In this role I was responsible for: - all back office duties and processing as defined for a fund manager - the accurate and timely production of valuations ensuring the correctness of each portfolio in respect of shares, market value, dividends, performance measurement etc.



Charter Consolidated PLC

• Investment Administration Officer

  • Sep 1986 - Feb 1988

  In this role I was responsible for: - all back office duties and processing as defined for a fund manager \ financial institution. - being the liaison officer with Bank of Scotland, the nominee and custodian for all securities. - the accurate and timely production of valuations ensuring the correctness of each portfolio in respect of shares, market value, dividends etc. In this role I was responsible for: - all back office duties and processing as defined for a fund manager \ financial institution. - being the liaison officer with Bank of Scotland, the nominee and custodian for all securities. - the accurate and timely production of valuations ensuring the correctness of each portfolio in respect of shares, market value, dividends etc.