Senior Consultant

• Mar 2022 - Present

Senior Consultant, Front Office. Playing an instrumental role in assisting the delivery of different stages on an Aladdin implementation lifecycle; working with clients to deliver requirements within agreed timelines. Responsibilities include; Documenting and agreeing business requirements, target operating models and workflows Facilitating design workshops Drafting UAT test scripts and facilitating testing Raising and tracking software defects, working with the business to determine prioritisation Providing regular communication and management information to key stakeholders Assisted Project Manager in creation of project plans & sprint planning Prepared user guides and assisted with training the end user Gained SCRUM Master qualification in June 2022. Show less

Foreign Exchange Cash and Exposure Management

• Nov 2018 - Mar 2022

Joined as part of a team of four with remit to sign off FX trades and money market orders, and manage cash and currency exposure via swaps and forwards. Responsible for both developed and emerging market countries, including India, Taiwan, Vietnam, Kuwait, Brazil and Korea. Achievement of very low error rates and more efficient processing allowed for rise in overall levels of business, without corresponding growth in team size. Calculated and authorised FX and money market trades as well as NDFs to manage cash and currency positions within acceptable limits. Identified and implemented significant process improvements and cost savings. Show less

Associate Director, Foreign Exchange

• Jul 2014 - Jun 2018

Moved to UBS as part of a team of 11 responsible for creating and authorising spot, forward FX and NDF trades for more than 1,000 equity and fixed income portfolios. Having left to take a planned career break in 2017 to study for a diploma in Trading and Financial Market Analysis, I was invited to return to former role due to considerable staff turnover. Achieved significant increase in accounts managed through delivering high levels of accuracy and low error count, with only two added to headcount. Drove seamless onboarding of new counterparties and ongoing account management; set up new accounts and maintained counterparty database to minimise failed trades. Reviewed and confirmed trading lines and ISDA documentation and Spot Exemption Letters. Took desk lead in training, coaching and mentoring colleagues, and enhanced overall abilities within the team. Contributed to implementation of order generation and trading systems; senior member of team responsible for UAT and parallel running of innovative IT and other processes. I assisted with the training of new team members and alleviated pressure from senior managers by fulfilling the responsibilities of my previous role Show less

Equity and Foreign Exchange Middle Office Associate

• Mar 2011 - Jul 2014

Headhunted following direct recommendation from a member of the sales / trading team at BBH. Remit to work closely with clients and front office team to ensure free flow of market information and error-free trade processing. Improved client experience and saved time for traders and sales team; interacted daily with BBH counterparties, allowing front office to focus on revenue generation. Ensured accurate and timely communication of market colour, including trading halts, global locks and delisted securities. Set up new brokerage accounts and commission schedules internally and with brokers. Booked manual equity and fixed income trades, and updated and reconciled all trade blotters. Performed proactive best execution checks. Booked all FX transactions and reconciled with traders’ books. Verified that New York traders’ positions were correctly updated. Reported all manual trades to the relevant regulatory authorities, facilitating adherence to required compliance rules. Delivered training in restricted FX processes; selected by senior management to spend time on secondment in New York, learning new practices first-hand before rolling out to London colleagues Show less

Operations Assistant

• Feb 2010 - Jan 2011

Money Market order execution FX settlements Payments processing Manual cash reconciliations Money Market order execution FX settlements Payments processing Manual cash reconciliations

Foreign Exchange Dealer

• Aug 2004 - Jul 2009

FX Dealer- 2006-2009 Executed up to 1500 spot and forward FX trade per day. Managed FX exposure on behalf of fund managers. Maintained counterparty relationships Assisted with client onboarding Reconciliations Officer 2004-2006 Daily cash reconciliations across 450 equity accounts. Resolving rec breaks FX Dealer- 2006-2009 Executed up to 1500 spot and forward FX trade per day. Managed FX exposure on behalf of fund managers. Maintained counterparty relationships Assisted with client onboarding Reconciliations Officer 2004-2006 Daily cash reconciliations across 450 equity accounts. Resolving rec breaks

Administration Assistant

• Jan 2004 - Jul 2004

Intern

• Jun 2001 - Aug 2001

Intern

• Jun 1999 - Sep 1999