Danielle De Brouwer Email & Phone Number

London, United Kingdom

• Operational and investment due diligence on managed funds made available for UK pension schemes. Conducting annual meetings and quarterly reporting to the Investment Policy Committee• Manage relationships with external fund providers to ensure accurate and timely information is available for investors• Oversight of quarterly fund factsheets process to provide timely delivery and data accuracy• Monitoring of fund performance on an absolute and relative basis• Completed the process reengineering project of quarterly factsheets to reduce time taken to create and distribute fund data. Project included investigation of possible external providers, investigation of internal processes in global teams, consolidation of multiple data sources and regular reporting to stakeholders.• Automation of regular tasks using Excel VBA

London, United Kingdom

• Management Information Reporting for the Recruitment Team on a quarterly basis and monthly newsletter production and distribution.• Channel optimisation and cost saving analysis on a weekly basis• Monthly billing reporting to allow for accurate payment and bonus calculations• Wrote and collated satisfaction surveys of candidates and managers of the recruitment process and implemented improvements• Completed regular audits on the recruitment teams’ documentation to ensure regulatory compliance.• Audited all members of the preferred supplier list to confirm compliance and insurance levels were accurate.• Created processes and systems that allow for regular reporting.• Built spreadsheets checks to confirm billing accuracy.

Sydney, Australia

• Telephone based training for financial advisers on software functionality, including modeling calculators, transacting online, managed fund and share research, generating Statements of Advice, reports and database queries• Business analysis of software functionality, data downloads and online transaction to thoroughly report issues to the IT team or enhancement requests to the product team.• Relationship management with advisers, data providers, integrated website providers and internal Asgard teams.• Analysis of data received from different sources including writing and running SQL queries.

London, United Kingdom

• Assisting Implementation Managers with the process of transferring pensions schemes from the initial presentation to the final funds transfer.• Reconciliations, logging deals and paying away exits.• Update spreadsheets for fund fact sheet generation (performance, asset allocation, fund size, top ten holdings)• Assist with transfer of dealing team from the London to the Peterborough office.

Sydney, Australia

• Creating input for Dealer Data Updates including building Statement of Advice templates, creating recommended portfolios within the software and adjusting risk profiles.• Liaising with Standard and Poor’s, Morningstar and Bourse Data for client product requests and to resolve issues• Testing financial calculators and data for monthly data releases. • Writing Supporting documentation for ASSIRT Software releases.• Updating Assirt Software Website with any articles or reports released from Standard and Poor’s Research.

Sydney, Australia

• Compiling research for traders• Occasional duties using Microsoft Excel including commission tracking

Prince2, Project Management, Practitioner

Business, Banking And Finance