FCA regulated remittance Payment Services Provider & Money Transfer Operator in the $600 billion global remittance industry with group vols. of c.£1 billion. Privately-owned group operates in the UK, USA, EU and sub-Saharan Africa. YoY volumes increased by over 45% in each of the past 4 years. Customer-centricity is reflected in a sector-leading TrustPilot score of 4.5.

Connecting investment to investors across Africa.

- Developed and launched the Target Account Programme (TAP) to strategically rank and target accounts, aligning with the business strategy to promote growth and increase revenue.- Established the Account Development Programme (ADP) framework, integrating insights from key stakeholders to optimise resource allocation and target business opportunities effectively.- Led the development and implementation of data management systems in collaboration with sales support and IT, ensuring the accuracy and reliability of sales and churn data for high-quality reporting to senior management and private equity investors.- Designed advanced data analysis tools using CRM, Excel VBA, Access, and Python to support sales strategy initiatives such as forecasting and performance measurement and regularly presented detailed business analytics to senior management and private equity investors.

Responsible for the development and execution of the Sales, Product and Client Segment Strategy for the business, addressing the unique needs of Bank, Asset Management, Wealth Management and Digital/D2C clients. Led significant contributions to sales technology and compliance, including developing a business-wide CRM strategy

- Directed EFS sales and trading desks by maintaining critical relationships across support teams and stakeholders, advising on trade bookings and fee calculations, and leading new product and client onboarding processes, ensuring seamless execution of investments.- Enhanced internal operations through the development of VBA and SQL scripts to streamline trade validation and risk management processes, contributed to audit improvements, and leveraged advanced programming skills to produce analytics supporting trading activities.

- Maintenance of portfolio targeted, strategic and tactical weights. - Analysis of global securities, derivatives and/or currency markets & its related impact on funds & client portfolios. - Develop knowledge of market events and how they affect Russell Investment’s funds- Develop knowledge and understanding of financial instruments including global equities , bonds , currencies , derivatives- Ensure integrity of data and analytical tools, work with internal and external parties to investigate and rectify questionable data. - Assisting in the daily trade blotter management.

- Investment Research - performing quantitative and qualitative analysis on a range of investment opportunities and on their possible implementation within real and model portfolios- Software Development - writing code with VBA to further improve some proprietary tools being developed- Monitoring and reviewing of client portfolios, considering risk tolerance, tax, appropriateness of positions, missing opportunities etc.

- Reviewing and evaluating key and sensitive client material across multiple mediums of communication- Analysing Data to locate activities in conflict with strategy, risk management controls and compliance thus ensuring the client (financial institution) engaged with these items.

- Carried out Trading assistant (TA) and Clearing for fixed income and equity derivatives on the Eurex Market.- Aided the daily administrative tasks that related to Profit and Loss and risk reporting- Responded to ad hoc requests for help in resolving administrative problems and trade booking enquiries- Managed top-day trade allocations for full-service and clearing-only trades meeting the client Service Level Agreement