Authorisation Officer

• Sep 2021 - Present

Contract Funds Compliance

• Sep 2020 - Sep 2021

Private Currency Trader

• Jan 2018 - Sep 2021

Short term trader of all major currency pairs. Experienced in strategy analysis, risk management and money management. Short term trader of all major currency pairs. Experienced in strategy analysis, risk management and money management.

Deputy Fiduciary & Funds SME

• Feb 2019 - Aug 2019

Support the Fiduciary and Funds business in the Channel Islands in remaining compliant with all relevant laws, regulations and best practice. Co-chairperson of the Wellbeing Committee. Support the Fiduciary and Funds business in the Channel Islands in remaining compliant with all relevant laws, regulations and best practice. Co-chairperson of the Wellbeing Committee.

Contract Compliance Manager

• Sep 2018 - Dec 2018

Assisting with the establishment of the CMP, policies & procedures, and operational checklists for Funds. Assisting with the establishment of the CMP, policies & procedures, and operational checklists for Funds.

Student

• Sep 2016 - Dec 2017

Multimedia currency trading course, covering in detail all aspects of short-term currency trading. Topics covered included strategies, money management, capital protection and psychology etc. Multimedia currency trading course, covering in detail all aspects of short-term currency trading. Topics covered included strategies, money management, capital protection and psychology etc.

Patient

• May 2016 - Sep 2016

Funds Manager

• Oct 2015 - May 2016

Overall responsibility for the administration of a portfolio of funds administered by a team of administrators. Also responsible for the development of the fund portfolio. Overall responsibility for the administration of a portfolio of funds administered by a team of administrators. Also responsible for the development of the fund portfolio.

Funds Authorisation Manager

• Oct 2009 - Oct 2015

Responsible for the examination of fund applications/changes to existing fund schemes, and applications from entities to conduct fund services business in Jersey; ensuring compliance with applicable Jersey fund legislation and regulations. Negotiation of matters of non-compliance with applicants and/or their professional advisers. Typically, the types of structures supervised include Jersey expert funds, listed funds, COBO funds, non-domiciled funds and special purpose vehicles. Mentor to junior members of the team. Show less

Product Manager

• Jun 2006 - Jun 2009

Product management of a range of retail equity and bond funds, and private client portfolios. The role included acting as a consultant to senior management, sales and marketing teams, and other internal/external stakeholders with reference to fund performance, technical information, fund launches, profitability etc. Also co-coordinated the production of monthly and quarterly fund factsheets, generated fund maturity presentations, produced regulatory documents and marketing literature, and provided cover to product manage structured products. Member of Risk and Investment Performance Committee. Show less