Operations Associate
Current
Aug 2021 - Present
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Daniel Whitehouse Email & Phone Number
Operations Associate
at
Benchmark Capital
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Operations Associate
Location
Haywards Heath, England, United Kingdom
Company size
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Daniel Whitehouse is listed as Operations Associate at Benchmark Capital, a company with 110 employees, based in Haywards Heath, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Daniel Whitehouse.
Daniel Whitehouse previously worked as Senior Operations Assistant, Dividends Team 2016 – 2021 5 yrs at Lloyds Banking Group and Senior Operations Assistant - Foreign Equity Trade Management 2007 – 2021 14 yrs at Lloyds Banking Group. Daniel Whitehouse studied at The College Of Richard Collyer.
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Benchmark Capital
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Profile bio
About Daniel Whitehouse
I have extensive experience in Private Banking Operations and established myself as a subject matter expert (SME) for Dividends and Foreign Equity Trade Management.My focus on the details and producing highly accurate work, operating to strict SLAs, has enabled me to deliver excellent business outcomes within Private Banking Operations.I have demonstrated an ability to improve business processes that have led to cost and time savings, improving the efficiency of the work and making things simpler.Over the course of my career, I have a shown an ability to adapt to change and work effectively using my own initiative and much of my knowledge has been acquired through self-learning and development on the job.Core Competencies ★ Instructing foreign equity trades★ Trade management: matching, timely settlement, failed trade resolution★ Stakeholders: liaising, communicating, collaborating★ Risk management: escalation and mitigation of operations risk ★ Reconciling and processing dividends ★ Compliance with CASS regulations★ Working to tight Service Level Agreements (SLAs)★ Collaboration with teams and management★ Settling sales and purchases for Funds★ Resolving queries ★ Improving and simplifying processes★ Providing detailed reports to Senior Managers to support business decisionsTechnical Skills:Microsoft Word, Excel & OutlookBBH Worldlview Global Custody Platform
Current workplace
Daniel Whitehouse's current company
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Benchmark Capital
7 roles
Daniel Whitehouse work experience
A career timeline built from the work history available for this profile.
Senior Operations Assistant, Dividends Team 2016 – 2021 5 Yrs
Applied dividends for 85k clients, adapted processes and resolved issues to ensure compliance with FCA CASS regulations. Demonstrated effective communication and collaboration with multiple teams, third parties, management and stakeholders. Worked closely with colleagues to effectively prioritise work to meet strict Service Level Agreements (SLAs).
May 2016 - Feb 2021
Senior Operations Assistant - Foreign Equity Trade Management 2007 – 2021 14 Yrs
Completed a migration of £160m of foreign equities, with effective trade management, including instruction and settlement of trades in multiple markets. Improved client driven purchase and trade entry processes, mitigated operational risk through effective escalation, and investigated and resolved failed trades, with close collaboration with Global.
Mar 2007 - Feb 2021
Senior Operations Assistant, Market Dealing & Settlement 2013 – 2016 3 Yrs
Streamlined Hedge Fund dealing process, reducing process time by 30%. Timely, accurate settlement and dealing of funds within the Private Bank portfolio offer. Prioritised work to meet stringent SLAs and effectively resolved cash and stock discrepancies. Played a key role in managing section risk by ensuring processes were accurately documented.
Jun 2013 - May 2016
Senior Operations Assistant, Corporate Actions 2008 - 2013 5 Yrs
Completed a comprehensive deep dive of share disclosure work to ensure compliance with foreign regulations. Identified, researched and executed different Corporate Action types, maintaining high standards of communication with teams and stakeholders across the business.
Nov 2008 - Jun 2013
Senior Operations Assistant
Worked on the PEP & ISA closing team and Insurance Bond Administration
Jan 2005 - Mar 2007
Jun 2004 - Jan 2005
Team & coworkers
Colleagues at Benchmark Capital
Other employees you can reach at benchmarkcapital.co.uk. View company contacts for 110 employees →
AS
Adam Shipton
Colleague at Benchmark Capital
Worthing, England, United Kingdom, United Kingdom
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SC
Stuart Clarke
Colleague at Benchmark Capital
Burgess Hill, England, United Kingdom, United Kingdom
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AW
Alison Wilcock
Colleague at Benchmark Capital
Greater Sheffield Area, United Kingdom
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DM
Dave Morrison
Colleague at Benchmark Capital
Horsham, England, United Kingdom, United Kingdom
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TW
Terry Wickens - Dippfs
Colleague at Benchmark Capital
Redhill, England, United Kingdom, United Kingdom
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JA
Juliette Allen
Colleague at Benchmark Capital
Seaford, England, United Kingdom, United Kingdom
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LJ
Lee J.
Colleague at Benchmark Capital
Redhill, England, United Kingdom, United Kingdom
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MA
Maria Alfredo
Colleague at Benchmark Capital
City Of Cape Town, Western Cape, South Africa, South Africa
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SB
Steve Bartlett
Colleague at Benchmark Capital
Horsham, England, United Kingdom, United Kingdom
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JT
Jamie Tucker
Colleague at Benchmark Capital
Henfield, England, United Kingdom, United Kingdom
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Adam Shipton
Colleague at Benchmark Capital
Worthing, England, United Kingdom, United Kingdom
View →
SC
Stuart Clarke
Colleague at Benchmark Capital
Burgess Hill, England, United Kingdom, United Kingdom
View →
AW
Alison Wilcock
Colleague at Benchmark Capital
Greater Sheffield Area, United Kingdom
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DM
Dave Morrison
Colleague at Benchmark Capital
Horsham, England, United Kingdom, United Kingdom
View →
TW
Terry Wickens - Dippfs
Colleague at Benchmark Capital
Redhill, England, United Kingdom, United Kingdom
View →
JA
Juliette Allen
Colleague at Benchmark Capital
Seaford, England, United Kingdom, United Kingdom
View →
LJ
Lee J.
Colleague at Benchmark Capital
Redhill, England, United Kingdom, United Kingdom
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MA
Maria Alfredo
Colleague at Benchmark Capital
City Of Cape Town, Western Cape, South Africa, South Africa
View →
SB
Steve Bartlett
Colleague at Benchmark Capital
Horsham, England, United Kingdom, United Kingdom
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JT
Jamie Tucker
Colleague at Benchmark Capital
Henfield, England, United Kingdom, United Kingdom
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2 education records
Daniel Whitehouse education
Education record
Education record
Tanbridge House Secondary School
FAQ
Frequently asked questions about Daniel Whitehouse
Quick answers generated from the profile data available on this page.
What company does Daniel Whitehouse work for?
Daniel Whitehouse works for Benchmark Capital.
What is Daniel Whitehouse's role at Benchmark Capital?
Daniel Whitehouse is listed as Operations Associate at Benchmark Capital.
Where is Daniel Whitehouse based?
Daniel Whitehouse is based in Haywards Heath, England, United Kingdom while working with Benchmark Capital.
What companies has Daniel Whitehouse worked for?
Daniel Whitehouse has worked for Benchmark Capital and Lloyds Banking Group.
Who are Daniel Whitehouse's colleagues at Benchmark Capital?
Daniel Whitehouse's colleagues at Benchmark Capital include Adam Shipton, Stuart Clarke, Alison Wilcock, Dave Morrison, and Terry Wickens - Dippfs.
How can I contact Daniel Whitehouse?
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What schools did Daniel Whitehouse attend?
Daniel Whitehouse studied at The College Of Richard Collyer.
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