Operations Manager

• Mar 2022 - Present

Middle Office Manager

• Oct 2017 - Feb 2022

- Equity, Fixed Interest and FX product types- Demonstrated leadership behaviours to work through the hurdles of inefficient operational processes and people challenges and was pivotal to the success the team enjoyed. - Key contributor to the development and implementation of the Middle Office Training program, including travelling to the offshore office to deliver training. - Developed and maintained very strong stakeholder relationships and played key roles in improving said relationships for the organisation.

Corporate Action Analyst

• Jan 2017 - Oct 2017

- Corporate Action and Income oversight function where I drove performance improvement within the offshore team.

Client Service Representative

• Nov 2015 - Jan 2017

- Client facing role; ensuring all queries were answered across the entirety of the operations service offering.

Corporate Action & Income Analyst

• Feb 2010 - Aug 2015

- Managed a diary of Entitlement events; which included scrubbing the market data, sending out client notifications, sending instructions to custodians and processing the book cost/position changes on to the accounting and custody platforms. - As a newly created oversight function after the role was moved offshore, worked with the team to set KPI’s and create SLA’s

Fund Accountant

• Mar 2009 - Jan 2010

- Responsible for the production of accurate NAV’s for allocated fund range.

Data Management Analyst

• Mar 2007 - Feb 2009

- Effectively managed and maintained all static data in the custody system- Successfully migrated one of the company’s first teams to the newly established offshore centre. Spent four weeks on location hiring, training and then supporting the team.