Responsible for the initiation, construction, development and running of the SS&C GlobeOp institutional outsourcing service provided to asset managers, insurance companies, banks and wealth managers. The service includes specialist capabilities and expertise in OTC derivative post trade life cycle management including EMIR reporting, independent valuations, cleared OTC, ETD and bilateral collateral management. Clients also trade equities, bonds, repos, securities lending and loans. Some… Show more Responsible for the initiation, construction, development and running of the SS&C GlobeOp institutional outsourcing service provided to asset managers, insurance companies, banks and wealth managers. The service includes specialist capabilities and expertise in OTC derivative post trade life cycle management including EMIR reporting, independent valuations, cleared OTC, ETD and bilateral collateral management. Clients also trade equities, bonds, repos, securities lending and loans. Some accounting functions are also provided and extensive data delivery is used for clients’ own purposes.Responsibilities include• Strategy - setting strategic direction for the group, measuring performance, identifying new capability requirements from changes in the market or client requests.• Business development – setting strategic sales policy, designing presentations and demonstrations, attending sales meetings, negotiating fees, service models, contracts, service schedules, KPIs and SLAs, overseeing complex implementations and driving the completion of consequential IT development to the delivery of the live environment.• Profitability – fee setting to achieve profitability, efficiency management, cost control, revenue projections and analysis of financials for the group.• Service Quality – ensuring service quality is maintained at a high level, promoting improvements to the product, attending client service, strategic and governance meetings, ensuring account manager performance, dealing with complaints, service failures and successes. • Account Manager team management - Recruitment, training and management of account manager team members located in London and New York (together 14). Operations – ensuring effective relations with the India team (circa 60), setting strategy, driving efficiencies, ensuring service quality, process and risk control, headcount management, developing new processes and safeguards. Show less

• Responsible for the Collateral Management of OTC Derivatives product for Investor Services, Northern Europe, the Middle East and Africa (“IS NEMEA”) including setting strategy and progressing product development, sales and relationship management, costs and fees, legal and risk, transitions of new business and operational improvements. • Responsible for the introduction of new products from conception, through risk and operational analysis to implementation and the transitioning of new… Show more • Responsible for the Collateral Management of OTC Derivatives product for Investor Services, Northern Europe, the Middle East and Africa (“IS NEMEA”) including setting strategy and progressing product development, sales and relationship management, costs and fees, legal and risk, transitions of new business and operational improvements. • Responsible for the introduction of new products from conception, through risk and operational analysis to implementation and the transitioning of new business. With emphasis currently on money market funds, investment trusts and counterparty credit monitoring. • Involved in sales, proposals, due diligence and transitions of new business for derivatives and other products provided by Investment Services.Other positions• Leader and later technical adviser to the Investor Services UK MiFID working team and a member of State Street pan-European MiFID group. Acting as an expert in MiFID with a focus on educating and supporting clients, prospects and staff with their MiFID projects. • Product, Project and Technical Manager for State Street Trustees Limited, helping the business deal with new changes in regulation, client requirements and the restructure and implementation of its new business model.• Creator and leader of the “yourway” project covering Investor Services NEMEA and The WM Company. The project objective was to improve the satisfaction levels of employees and customers. The project team comprised 15 individuals including Vice Presidents and Assistant Vice Presidents taken from all disciplines and all geographical offices. • Created, led and managed the sales and relationship support team with responsibilities for marketing, public relations, events, research and requests for proposals (“RFPs”) for IS NEMEA and The WM Company. • Originally joined State Street to start up and lead a new European office of the global Corporate Trust business. Show less

• Read and negotiated deals as a Debt and Security Trustee and Cash Manager for all types of debt issuance such as securitisations, project bonds (including PFI), structured loans, collateralised debt obligations, catastrophe/reinsurance bonds, MTNs, convertible and exchangeable bonds and escrows.• Dealt with post completion matters such as amendments, manifest errors, restructurings, business issues (e.g. on whole business securitisations) defaults and insolvency related defaults… Show more • Read and negotiated deals as a Debt and Security Trustee and Cash Manager for all types of debt issuance such as securitisations, project bonds (including PFI), structured loans, collateralised debt obligations, catastrophe/reinsurance bonds, MTNs, convertible and exchangeable bonds and escrows.• Dealt with post completion matters such as amendments, manifest errors, restructurings, business issues (e.g. on whole business securitisations) defaults and insolvency related defaults, bondholder enquiries and requests. Worked closely with the cash managers to make sure their models matched the documents. Arranged and chaired bondholder meetings.• Provided a consultancy and training function for junior members of the team and the bid desk. Produced standardised documentation schedules for use by all team members. Represented the document management team on an internal client service group. Show less

Read and negotiated secondary market documentation such as “Give-up” agreements, stock lending agreements, terms and conditions of business and other general business agreements. Advised on company secretary matters including attending board meetings and keeping the minutes and other statutory books / registers in order.

During training: Litigation, medical negligence, personal injury, commercial property, general corporate business, some mergers and acquisitions, company secretary matters and intellectual property.Following qualification: General corporate matters for small and medium sized companies.