Experience

AMX by Carne

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Associate Director

  • Nov 2021 - Present

  Governance and Operational Due Diligence Governance and Operational Due Diligence



Broadridge

• United States
• Financial Services
• 700 & Above Employee

• Fund Reporting Team Leader

  • May 2014 - Oct 2021

  • Responsible for leading a number of teams in the production of annual and semi-annual financial reports for the fund industry including typesetting, proofreading and filing of these reports. • Expert in Project management in team environment from report template completion to end of cycle regulatory filing, including the top tier level clients within FundAssist. • Extremely competent in typesetting and proofreading of translated financial reports through the use of checklists, procedures and SLAs. • Responsible for the approval of quotes and invoices for financial reports and ad hoc projects on a monthly basis. • Excellent in communicating with clients and administrators in order to maintain strong relationships and create opportunities for potential new business. • Responsible for the continuous training of all team members, monthly one to one evaluations and continuous feedback for development purposes. • Responsible for progress reporting to various stakeholders within the Company. Show less



Lloyds Banking Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• Operations Officer

  • Sep 2010 - Dec 2013

  • Responsible for interpreting and fulfilling legal orders from Law Enforcement Agencies through the in-depth knowledge of AML and financial crime legislation as well as compliance and using attention to detail to ensure these are completed accurately and efficiently. • Expert in Liaising and negotiating requests with Law Enforcement Agencies by telephone, email and in writing. • Competent in monitoring and reviewing legal orders received and assessing the requirements for processing. • Ensuring Orders are processed within required SLA's and preparing the output for the Orders using my proficiency in numerous banking systems in a competent and professional manner. • Relied upon regularly by management as the teams SME for the planning of daily work flows and targets, training of new entrants as well as providing coaching and feedback for development purposes • Strong track record of exceeding monthly delivery of performance targets. Show less



AIB

• Italy
• Consumer Electronics

• Credit Controller

  • Jan 2009 - Aug 2009

  • Responsible for telephone and written communication with customers and legal representatives in line with company process and procedure. • Expert in the use of analytical and problem solving techniques in the negotiation of repayment plans to combat arrears and resolve customer issues quickly and effectively. • Consistent achievement of targets through high repayment figure acknowledgements. Always self motivated to achieve these targets. • Relied upon by team leader for escalating customer accounts to our legal / debt collection counterparts. Self motivation to meet targets through Show less