Investment Support Analyst, Front Office

• Nov 2022 - Present

Non-compete

• Jul 2022 - Nov 2022

Operations Analyst

• Apr 2022 - Jul 2022

Middle Office Specialist

• Aug 2019 - Apr 2022

-Provide accurate and timely set-up and maintenance of security data across core systems (fixed income and equities, derivatives) – Charles River system, Bloomberg terminal -Act as initial point of contact for incoming enquiries from the trading desk, internal teams and outsource provider - Creation, validation and transmission of instructions to custodians - Oversight of third party service providers - custodians, brokers - Review and sign off cash and position breaks -Provide accurate and timely set-up and maintenance of security data across core systems (fixed income and equities, derivatives) – Charles River system, Bloomberg terminal -Act as initial point of contact for incoming enquiries from the trading desk, internal teams and outsource provider - Creation, validation and transmission of instructions to custodians - Oversight of third party service providers - custodians, brokers - Review and sign off cash and position breaks

Senior Associate, Asset Manager Services, Operations

• Dec 2017 - Aug 2019

• Resolution of trade settlement issues in global markets for both fixed income and equities • Ensure all booked trades are matched and are instructed to custody via SWIFT or alternative delivery methods • Working alongside front, middle, back office, fund managers, trading desks, technology group • Solid understanding of buy side work flows in addition to a variety of product types equities, FX, fixed income • Ensure any unmatched or mismatched CLS, 3rd party FX deals are resolved • Active management and resolution of cash/stock breaks • Independently manage a book of clients from on-boarding stage • Perform root cause analysis to increase STP and reduce client inquiries • Partner with technology strategy team to help identify internal and external technology improvement opportunities • Maintain a high level understanding of all State Street products and services, • Ensure regular reviews of service quality take place between Asset Managers and State Street

Team leader, Dealing team at IFDS/State Street Luxembourg

• May 2017 - Dec 2017

• Manage creations/subscriptions, redemptions requests for Exchange Traded Funds and Hedge Funds • Liaise with outsourced service centres to perform oversight on placing trading orders and query resolution • Assist in the launch of new funds and fund liquidations • Liaise with authorized participants and management companies to resolve daily inquiries • Perform oversight on NAV upload to internal system • Manage creations/subscriptions, redemptions requests for Exchange Traded Funds and Hedge Funds • Liaise with outsourced service centres to perform oversight on placing trading orders and query resolution • Assist in the launch of new funds and fund liquidations • Liaise with authorized participants and management companies to resolve daily inquiries • Perform oversight on NAV upload to internal system

Consultant, Global Financial Services, Luxembourg

• Jan 2017 - May 2017

• Lead network management project at Clearstream in Luxembourg • Develop relationships with clients and build network within the industry • Lead network management project at Clearstream in Luxembourg • Develop relationships with clients and build network within the industry

Cash Processing Specialist, Global Cash Reporting, Operations Department

• May 2014 - Sep 2014

Balance reconciliation – provide clients with a comparison of projected to actual cash activity and balancesEnsure all clients deliverables, deadlines and expectations are performed timely and accuratelyBuild overall credibility and foster trust with clients and internal departments Review and streamline functional tasks for maximum efficiency Act as the primary point of contact for all clients queries through email and phoneRecord client payments and ensuring that payments are accurateInvolvement in departmental ad-hoc projectsPrepare various daily, weekly and monthly cash reports

Client Service Representative, Custody Reporting, Client Service Group

• Jun 2013 - May 2014

Research and gather required data to produce stock daily and monthly reports for clientsContinuously review and revise guidelines and current operational processes to enhance team effectivenessMaintain strong working relationships with internal and external partiesWork closely with internal and external parties to stay abreast of client goals and identify opportunities to expand client relationshipOwnership of trade breaks resolution and daily cash reconciliation processPrepare audit requests and respond to auditors’/consultants’ queriesProduce daily, monthly and quarterly management client reportsComplete account opening requests and requests for access to BBH proprietary system

Mutual Fund Specialist Settlements&Clearance Department

• Feb 2013 - Jun 2013

Respond promptly to client inquiries and proactively anticipate clients’ needs.Provide an exceptional client experience when receiving or initiating calls to clients Maintain over 100 transfer instructions a day before the deadlineContribute to the improvement, efficiency and productivity of the transfer processSuccessfully completed a mentoring programme for interns, where I accomplished the goals of developing knowledge about the industry and establishing networksPromoting the company's brand on job fairs at Jagiellonian University in Krakow