Assistant Portfolio Manager

• Jul 2023 - Present

Investment Analyst

• Apr 2021 - Jul 2023

I am an Investment Analyst within the Multi Asset team, and provide support to the Fund Managers of our Fund of Fund and MPS offerings. My main areas of focus are Asian and Emerging Market equities, and Global and Strategic fixed income, however I provide assistance for other regions and asset classes.I provide macro thoughts and insights to shape our tactical asset allocation views, and conduct research on new funds to include in our offerings.

Head of Investor Support

• Oct 2016 - Apr 2021

The Investor Support team is split into 3 sub teams:- Client facing - these are the first point of call for Investors, IFAs and Brokers covering a range of queries and requests.- Business Support - this team assists internal and external clients including incoming and outgoing post, producing and sending statements, and scanning / indexing documents to internal systems.- Distributions - the team is responsible for the timely processing of interest and dividend payments to unit/shareholders.Within this I conduct 1-2-1's, appraisals and team meetings for all staff. I review KPI information and look at ways to improve the performance of the team, simplify tasks and streamline processes whilst ensuring all regulatory requirements are still met. This involves working with other areas of the business and external companies also.More recently I have spent time with our Investment Management teams and started to complete some additional tasks. This is alongside my day to day role and will continue over the coming months. A recent task was to create a blended ESG ratio for a fund administered by The Marlborough Group. Show less

Supervisor - Middle Office Settlements

• Jun 2015 - Oct 2016

I was promoted to Supervisor of the Middle Office Settlements Team in Manchester. Tasks included: Staff 1-2-1's and annual appraisals; attending client service review and BAU issue log calls; monthly management meetings; producing and validating KPI data for the team; monthly performance review of offshore teams; monitoring the output of the Settlements team in Poland; and end of day sign off of the team checklists

Team Lead, Associate - Middle Office Settlements

• Aug 2013 - Jun 2015

As part of the team I service 10 Investment Managers, who utilise over 20 custodians, and I am responsible for the timely settlement of their transactions, including equities, government and corporate bonds, certificates of deposit, commercial paper, exchange traded funds, unit trusts and OEICs. I also confirm and process money market transactions, including time deposits and call account subscriptions / redemptions.As Team Lead I am the first point of escalation for both internal teams and our external clients. I am a bank signatory and authorise the team’s cash payments / pre-advices and any trade amendments. When the group manager is out of the office I am the escalation point for the Manchester team and sign off the team checklist at the end of the day. Show less

Associate - Client Service Representative

• Jun 2009 - Aug 2013

Operational contact for a number of Third Party Fund Manager clients who have offices and staff across the globe; including Chicago, Florida, London, Switzerland, Poland, Singapore and Japan. Day-to-day exposure is securities and cash settlement, corporate actions, income and tax, audit, market openings and risk management. I do all of this whilst completing reporting, presenting to clients and attending service reviews and global conference calls.

Authentication Clerk

• Sep 2007 - Jun 2009

Authenticated incoming fax instructions by checking signatures, signer levels, signal numbers and performing call backs. It was then my responsibility to distribute these instructions to over 50 internal teams. Tasks also included monitoring SWIFT messaging queues and updating departmental procedures.