Available to hire
Energetic and highly organised professional with extensive experience building and maintaining relationships across investment teams, clients, brokers, custodians and internal stakeholders. Known for being approachable, responsive and calm in fast-paced environments, with strong communication, problem-solving and coordination skills.
After a successful career in financial services, now looking to bring these transferable skills into community management, member engagement, client experience or relationship-focused roles.
Experience Level
Language
English
Advanced
Work Experience
Middle Office Analyst at Cape Capital AG
May 1, 2017 - March 1, 2021Supported portfolio managers and the investment team in a fast-moving, deadline-driven environment. Managed daily communication and coordination between middle office, custodians, investment, risk and compliance teams. Built and maintained relationships with fund distributors and key internal stakeholders. Produced regular reports, statistics and presentations for the investment team and management. Worked collaboratively on projects to improve systems, workflow and infrastructure. Managed subscriptions and redemptions and coordinated related processes with multiple stakeholders. Contributed to ESG projects, including company analysis and defining ESG policies for funds.
Trade Support / Middle Office at Jabre Capital Partners
September 1, 2009 - July 1, 2016Worked closely with portfolio managers, traders, brokers and prime brokers, acting as a key link between different teams. Built and maintained relationships with sell-side brokers and communicated market and broker information to the trading desk. Investigated and resolved trade, settlement, P&L and operational issues, often under tight deadlines. Produced daily and weekly reports and analysis to support decision-making and overnight trading. Coordinated trade allocations, fund rebalancing and other time-sensitive operational processes. Managed margin agreements and counterparty exposure processes, requiring strong judgement, organisation and attention to detail. Worked alongside EMEA fund traders and collated broker research, highlighting relevant upgrades and downgrades.
Industrial Placement at CQS
September 1, 2006 - September 1, 2007Coordinated with traders, counterparties and prime brokers to resolve discrepancies and keep processes moving. Managed trade matching, booking and reconciliation using Omgeo. Presented weekly statistics at departmental meetings. Supported colleagues during busy periods and followed up with counterparties for missing or incorrect documentation.
Education
MSc Banking and International Finance (Merit) at Cass Business School
January 1, 2008 - January 1, 2009BSc (Hons) Business Management with Financial Management (First Class) at Salford University
January 1, 2004 - January 1, 2008Qualifications
MSc Banking and International Finance (Merit), Cass Business School
January 1, 2008 - January 1, 2009BSc (Hons) Business Management with Financial Management (First Class), Salford University
January 1, 2004 - January 1, 2008Industry Experience
Financial Services
Experience Level
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