Experience

Altana Wealth

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Head Of Operations

  • May 2020 - Present

• Senior Operations Analyst

  • Dec 2015 - May 2020

  Currently involved in supporting 5 funds within the business, covering corporate and sovereign bonds, CDS, equity and cfd's , FX, commodities, futures, and crypto currencies Dealing with the daily cash management and liquidity across all funds and working with administrators to resolve any issues Responsible for entire settlement and valuation cycle, from processing of underlying trades by the Fund, to full valuation and position reconciliation Responsible for booking trades, new product set up, resolving any pricing issues and investigating any pnl discrepancies. On hand to answer questions from PM’s and trading relating to positions on the book. Calculation, reconciliation and invoicing of fees and expenses. Monitoring of corporate actions on positions held in the fund. Working with PBs, Administrators to ensure these are processed correctly. Manage & calculate Fund’s FX asset exposure and adjusting the hedges accordingly, including monthly share class hedging Involved in the role out of Bloomberg AIM helping on board all the funds positions and training the PMs on how to use the system.



Fortress Investment Group

• United States
• Financial Services
• 700 & Above Employee

• Operations Analyst

  • Nov 2014 - Oct 2015

  Working on a busy trading desk with time split between the Fortress macro fund and the Centaurus event driven fund. Main duties include trade bookings, book reconciling, corporate action forecasting / booking, stock loan borrows, monitoring option expiry. Products covered include equities, options, futures, index swaps, FX forwards , FX options, bonds and repos. Working on a busy trading desk with time split between the Fortress macro fund and the Centaurus event driven fund. Main duties include trade bookings, book reconciling, corporate action forecasting / booking, stock loan borrows, monitoring option expiry. Products covered include equities, options, futures, index swaps, FX forwards , FX options, bonds and repos.



BlueCrest Capital Management, LLP

• United Kingdom

• Operations Analyst

  • May 2013 - Nov 2014

  Worked within a product aligned team, supporting the credit, equity and emerging market funds. Products covered included bonds, repo’s and equities. Was responsible for identifying and managing the corporate action process front to back across all funds. Worked within a product aligned team, supporting the credit, equity and emerging market funds. Products covered included bonds, repo’s and equities. Was responsible for identifying and managing the corporate action process front to back across all funds.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Trade Support Associate, Vanilla Derivatives / Convertible Bonds

  • Nov 2010 - May 2013

  Supported 3 different trading desks within MS, including the single Names and Options desk, the Euro Index desk, and the convertible bonds desk. Gained experience of various products including vanilla OTC & listed options and futures, variance swaps, equity swaps, dispersions, dividend swaps, and convertible bonds.

• Trade Support Associate, Dividend Arbitrage Desk

  • May 2007 - Nov 2010

  Supported the Yield enhancement, single stock futures, and GCM desks. Covered a range of equity products including single stocks, futures & options, equity swaps and certificates.



Bluecare Recruitment

• United Kingdom
• Staffing and Recruiting

• Recruitment Consultant

  • Feb 2007 - May 2007

  Responsible for sourcing temp vacancies and generating candidates to place into employment, negotiating charge rates, invoicing clients and handling all queries associated with the role Responsible for sourcing temp vacancies and generating candidates to place into employment, negotiating charge rates, invoicing clients and handling all queries associated with the role


Foxtons Ltd
• United Kingdom
• 1 - 100 Employee
• Sales Negotiator

  • Oct 2005 - Feb 2007