Senior Consultant

• Oct 2023 - Present

Liqueo – Clear, Transparent, Evident Established to offer a fresh and exciting approach to Management Consulting within Asset and Wealth Management. The name Liqueo was chosen as it translates from Latin to mean Clear, Transparent & Evident Our Mission Creating a business known for how nice our people are to work with and the quality of the work we deliver Our Vision To be the global change and transformation partner of choice within asset and wealth… Show more Liqueo – Clear, Transparent, Evident Established to offer a fresh and exciting approach to Management Consulting within Asset and Wealth Management. The name Liqueo was chosen as it translates from Latin to mean Clear, Transparent & Evident Our Mission Creating a business known for how nice our people are to work with and the quality of the work we deliver Our Vision To be the global change and transformation partner of choice within asset and wealth management. Create a magnetic, thriving culture of excellence where great people fulfil their ambition Our Approach We provide organisations with the skills they need to implement programmes successfully through our flexible workforce model, tailoring solutions to meet our client's strategic goals. We deliver an exceptional, bespoke service to every client via a dynamic and agile framework. Client Focused Mission Our team is experienced and well-known to the principal vendors; we are trusted to manage a well-run programme, in partnership with both the client and the vendor, and we deliver the long-term strategic platform whilst targeting the desired operating model changes. We believe that by working with Liqueo, our independent team will reduce programme costs and timeframes. By working together, our experienced team will understand the nuances of each individual client and ensure a successful implementation, whilst maintaining the integrity of the vendor deliverable. Our Practices – Accomplished & Experienced We have practices in the key areas of Asset and Wealth Management and the ability to adapt easily to our clients needs: Advisory Ways of Working Front Office Data Integration & Change Management Compliance & Regulation Risk Show less Liqueo – Clear, Transparent, Evident Established to offer a fresh and exciting approach to Management Consulting within Asset and Wealth Management. The name Liqueo was chosen as it translates from Latin to mean Clear, Transparent & Evident Our Mission Creating a business known for how nice our people are to work with and the quality of the work we deliver Our Vision To be the global change and transformation partner of choice within asset and wealth… Show more Liqueo – Clear, Transparent, Evident Established to offer a fresh and exciting approach to Management Consulting within Asset and Wealth Management. The name Liqueo was chosen as it translates from Latin to mean Clear, Transparent & Evident Our Mission Creating a business known for how nice our people are to work with and the quality of the work we deliver Our Vision To be the global change and transformation partner of choice within asset and wealth management. Create a magnetic, thriving culture of excellence where great people fulfil their ambition Our Approach We provide organisations with the skills they need to implement programmes successfully through our flexible workforce model, tailoring solutions to meet our client's strategic goals. We deliver an exceptional, bespoke service to every client via a dynamic and agile framework. Client Focused Mission Our team is experienced and well-known to the principal vendors; we are trusted to manage a well-run programme, in partnership with both the client and the vendor, and we deliver the long-term strategic platform whilst targeting the desired operating model changes. We believe that by working with Liqueo, our independent team will reduce programme costs and timeframes. By working together, our experienced team will understand the nuances of each individual client and ensure a successful implementation, whilst maintaining the integrity of the vendor deliverable. Our Practices – Accomplished & Experienced We have practices in the key areas of Asset and Wealth Management and the ability to adapt easily to our clients needs: Advisory Ways of Working Front Office Data Integration & Change Management Compliance & Regulation Risk Show less

Principal Business Analyst

• Feb 2020 - Oct 2023

Senior Business Analyst

• Mar 2018 - Jan 2020

CRD Business Analyst

• Apr 2016 - Feb 2018

Consultant for Unicorn Testing Ltd - a provider of expert consultancy for all SDLC and Agile solutions. Currently working on the framework of our Charles River IMS service model to engage with Investment Management / Asset Management firms in order to assist their technology teams to service all the stakeholders involved. Consultant for Unicorn Testing Ltd - a provider of expert consultancy for all SDLC and Agile solutions. Currently working on the framework of our Charles River IMS service model to engage with Investment Management / Asset Management firms in order to assist their technology teams to service all the stakeholders involved.

Business Analyst (AVP)

• Nov 2014 - Apr 2016

Managed front office requirements through to implementation on Charles River Investment Management System (CRD V9.1.4.3.3) covering multiple business units within UK working as part of an agile delivery team. The implementation enabled the demise of previous front office systems and also consolidate portfolios onto a strategic backoffice accounting system. Managed front office requirements through to implementation on Charles River Investment Management System (CRD V9.1.4.3.3) covering multiple business units within UK working as part of an agile delivery team. The implementation enabled the demise of previous front office systems and also consolidate portfolios onto a strategic backoffice accounting system.

Senior Business Analyst (Front Office)

• Jan 2009 - Oct 2014

Worked as Front Office Business Analyst on the Global Front Office project to implement Charles River Investment Management System (CRD V8.2.2.2) in Europe, Asia and Americas to demise the existing Front Office systems resulting in operational efficiencies and enhanced control of the investment process.

Senior Business Analyst

• May 2006 - Oct 2014

Associate Business Analyst

• May 2006 - Oct 2006

Worked as Business Analyst for HSBC Private Bank (Switzerland) to analyse requirements and test system enhancements for the backoffice accounting platform.