Experience

BSN Capital LLP

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Vice President - Trading & Operations

  • Jan 2021 - Present

  Short Term Cash Management Repo Financing TRS Financing FX Hedging GMRA / ISDA NegotiationCompliance

• Analyst

  • Nov 2014 - Jan 2021

  Short Term Cash Management Repo Financing TRS Financing FX Hedging GMRA / ISDA NegotiationCF30



Fidelity Worldwide Investment

• Propositions Associate

  • Mar 2014 - Nov 2014

  • Quarterly investment reports • Fund launches • Monthly performance tracking and reporting • Calculating Risk ratings • Liaising with clients on fund launches • Reviewing fund investment objectives • NAV Calculations • Corporate actions – Benchmark changes and fund manager changes • Preparing investment performance presentations • Portfolio Management tracking • Quarterly asset manager reviews • Quarterly investment reports • Fund launches • Monthly performance tracking and reporting • Calculating Risk ratings • Liaising with clients on fund launches • Reviewing fund investment objectives • NAV Calculations • Corporate actions – Benchmark changes and fund manager changes • Preparing investment performance presentations • Portfolio Management tracking • Quarterly asset manager reviews



Saul Trustee Company

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Analyst

  • Jul 2012 - Mar 2014

  • Monthly and Weekly client reporting • Producing client documentation • Calculating Nav returns / Money/time weighted returns • Provided client support for a large range of clients • Played a key role analysing, reconciling and identifying discrepanciesin financial statements and fund reports - highlighted trends in discrepancies and identified solutions. • Called upon strong planning and time management skills to effectively manage time critical projects. • Provided project support for several key projects • Utilised a consultative approach with clients to analyse and delineate data and project requirements. • Harnessed Excel models to highlight financial data. • Data Analysis and Record keeping • Visited clients to provide training and support. Show less