Experience

Funds-Axis Limited

• United Kingdom
• Investment Management
• 1 - 100 Employee

• • May 2021 - Present

  Funds-Axis is a technology business. Our mission is to be leading trusted provider of global funds technology to the Investment management industry.Data Ops / Client Analyst:Leading client calls to discuss existing and onboarding new Schemes (Funds).Implementing new funds within the system while ensuring existing funds are within Compliance.Scheme Umbrella’s• A master-feeder structure allows multiple funds using the same investment strategy to pool their capital and be managed as part of a bigger investment pool.Organization Structure • allows groups to work together within their individual functions to manage tasks.Management Company• investment company that manages publicly issued fund shares.- Client Specific Mandate• Creating the list of exchanges the funds are allowed to invest in e.g., Non / EEA Eligible.Creating / Monitoring business regulatory rules retrieved within the prospectus. • UCITS.• NURS.• Prospectus.Carrying out rules testing to ensure each rule related to the funds are within Compliance. • UCITS and 1940 Act investment compliance.Conducting fund research when rules to a specific funds are breaching.Ensuring all funds (Listed and Unlisted) meets the Data Quality standards. Junior Project Management. Leading the implementation of a new client onboarding. (Initiating, Planning, & Executing)Ensuring all request and deliverables are met by leading a team of Analyst, Automations and Risk Liquidity. • Scheme Setup• Data Set up: Data Feed / Mapping• Portfolio Setup• Risk Setup• Automations: Clients FTP, Uploads automations• Data quality: Common Setup, Rules custom attributes & Highwire Platform Data quality• Rules Testing.Utilizing a waterfall model to track the progression (Milestone) of the projects.Constant communication with the client and development team to ensure all requirement are being carried out in a timely manner. BAU Processes for Funds / Rules validations. Show less

• • Feb 2020 - May 2021

  Data Management:•Provide data oversight and process support.•Ensure timely and accurate delivery of Admin files. •Continually strive to improve accuracy and efficiency.Data Operation:•Provide Oversight of all Data Quality checks.•Assurance over data - the foundation of Funds-Axis.•Provide oversight and training for data quality. Scheme Onboarding:•Provide scheme onboarding support for existing technology clients.•Client focussed and timely onboarding.•Full system support including reviews.Internal Support:•Provide ongoing support for system updates.•Accessible resources for complex clients queries.Timely system updates and changes, including rule amendment and user setups. Show less



BT Group

• United Kingdom
• Telecommunications
• 700 & Above Employee

• Support Analyst

  • Sep 2019 - Jan 2020



SportDirect

• County Dublin, Ireland

• Sales Assistant

  • Jul 2016 - Sep 2019



Mentor Pitch

• County Dublin, Ireland

• Software Engineer Intern

  • Jan 2016 - Mar 2016

  Working within the front-end and back-end of the company with programming languages such as Java, Python, PHP, HTML, CSS, JavaScript Working within the front-end and back-end of the company with programming languages such as Java, Python, PHP, HTML, CSS, JavaScript