Lewis Fernandes
Static Data & Pricing Analyst at Alliance Trust Savings- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Native or bilingual proficiency
-
Portuguese Native or bilingual proficiency
-
Spanish Professional working proficiency
-
French Professional working proficiency
Topline Score
Bio
Credentials
-
ACSI
CISI
Experience
-
Alliance Trust Savings
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Static Data & Pricing Analyst
-
Sep 2015 - Present
Supervise a project team overseeing several client migrations. Maintains the trading, settlement and pricing details for all investments on the platform Supervise a project team overseeing several client migrations. Maintains the trading, settlement and pricing details for all investments on the platform
-
-
-
Alliance Trust
-
Financial Services
-
1 - 100 Employee
-
Operations Administrator
-
Jan 2014 - Present
Part of various projects across departments including the project to comply with RDR regulation. Processed Corporate Actions Part of various projects across departments including the project to comply with RDR regulation. Processed Corporate Actions
-
-
-
Tesco
-
United Kingdom
-
Retail
-
700 & Above Employee
-
Customer Service Manager
-
Nov 2013 - Dec 2013
As a Service Manager, I was often complimented by customers on how quickly and easily their problems had been dealt with. As a Service Manager, I was often complimented by customers on how quickly and easily their problems had been dealt with.
-
-
-
BT Group
-
United Kingdom
-
Telecommunications
-
700 & Above Employee
-
Sales Adviser
-
Jun 2013 - Jun 2013
As a Sales Adviser, I was consistently ranked among the top quintile for the whole of the country by sales numbers. As a Sales Adviser, I was consistently ranked among the top quintile for the whole of the country by sales numbers.
-
-
-
Extend Lettings
-
Dundee, United Kingdom
-
Administrator
-
Sep 2012 - Jun 2013
As an Administrator for a newly set up company, I designed the processes and controls to ensure adequate record keeping and reporting. As an Administrator for a newly set up company, I designed the processes and controls to ensure adequate record keeping and reporting.
-
-
-
Newton Investment Management Group
-
United Kingdom
-
Investment Management
-
400 - 500 Employee
-
Data Analyst
-
May 2011 - Sep 2012
As a Data Analyst I maintained various databases and forms, supported several strategic improvement projects, and provided ad-hoc reporting for management needs As a Data Analyst I maintained various databases and forms, supported several strategic improvement projects, and provided ad-hoc reporting for management needs
-
-
-
Alliance Trust
-
Financial Services
-
1 - 100 Employee
-
SIPP Administrator
-
Mar 2011 - Apr 2011
Hired on a temporary contract as part of the end of tax year valuation. Hired on a temporary contract as part of the end of tax year valuation.
-
-
-
BNP Paribas
-
France
-
Banking
-
700 & Above Employee
-
Investment Accountant
-
Jun 2010 - Nov 2010
Duties included: - Resolving all day-to-day client queries - Prepare monthly, weekly and daily reports for various funds - Write Excel Macros to improve business processes - Research corporate actions on Bloomberg and Reuters Duties included: - Resolving all day-to-day client queries - Prepare monthly, weekly and daily reports for various funds - Write Excel Macros to improve business processes - Research corporate actions on Bloomberg and Reuters
-
-
Education
-
2006 - 2010
The University of Dundee
BAcc (2:1), Accountancy and Finance
Community
