Implementation Consultant Director, thinkFolio

• Mar 2021 - Present

Implementation and Client support of portfolio management and order management solution ThinkFolio. Including integration with Markit EDM, Middle/Back Office and Trading venues (via FIX/FixML/XML/CSV)Responsibilities include: understanding business workflows for Front Office, Trading, Investment operations and support teams across a range of asset types; implementing appropriate solutions from both a business, support and technical perspective; Liaising between clients, third parties and internal stakeholders including: product, development, support, infrastructure services.

Implementing Consultant Associate Director, thinkFolio

• Jul 2018 - Mar 2021

Business Analyst, Investment Change & Technology

• Feb 2016 - Jun 2018

Seconded to a Scaled Agile transformation programme, gaining SAFe certification, implementing agile across Schroders Investment Technology (Feb 2016 - Sept 2016). Producing strategic analysis on initiatives including Environment Social Governance (ESG), Barcap POINT and Schroders' internal Fixed Income Analytics platform. Seconded back to Agile implementation to design interactions, process and role of newly formed Group Change division with Technology (Jan 2017 - Mar 2017). Began work on MiFID II regulations, specifically related to research inducements (Apr 2017 - present).

Business Analyst, Fixed Income Technology

• Sep 2014 - Feb 2016

Graduate Trainee

• Aug 2013 - Aug 2014

Account Manager

• Apr 2013 - Jul 2013

Responsible for liaising with Clients to ensure a good relationship is maintained. As well as using financial industry knowledge to understand upcoming issues, and how to use this to grow client accounts. Another role was to negotiate between the Technical team and the Clients to ensure issues are dealt with in a way that is amenable and executable to both parties.

Associate Consultant

• Oct 2011 - Oct 2012

Employed within the Professional Services department. The role involved many facets, including full client liaison, design, implementation, configuration and troubleshooting of the Warehouse Management Software. Commuted to Helsinki, Finland for 9 months, working directly with Finnish Logistics Company as main consultant. Responsibilities included the collation and approval of the design documents; the designing and testing of modifications; the collection and analysis of data; the configuration and testing of the Computer Resource Prototype