David Brown Email & Phone Number

London, England, United Kingdom

• Played a major part in transforming Insight Investment’s invoicing function for billing management and performance fees to clients, significantly improving performance and client service.
• Provide management cover: manage and develop team members, lead management meetings, be fully accountable for performance.
• Oversee and manage outsourced service provider for invoicing fees to clients, and apply organisational skills to prioritise and maintain performance targets.
• Interview potential candidates and train new team members.
• Use written and oral communication skills to articulate complex problems and influence behaviour to minimise risk.
• Work closely with client-facing teams and provide excellent service through collaboration and building relationships.

London, England, United Kingdom

Reason for leaving: Promoted to Finance Operations Analyst.

London, England, United Kingdom

Reason for leaving: Promoted to Invoicing Operations Analyst.

London, England, United Kingdom

• Reason for leaving: End of fixed-term contract to cover maternity leave.
• Acted as key liaison throughout ISAE 3402 (internal controls) audit period for all Newton business areas and coordinated finalisation of report.
• Performed as Deputy Secretary for the Anti-Financial Crime Oversight Group, whose members included the Chief Operating Officer (COO), as well as the heads of Client Services, Compliance, and Operations.
• Used problem-solving skills to propose solutions to items raised.
• Prepared information and reports for senior management.
• Updated and improved procedure documents.

London, England, United Kingdom

• Reason for leaving: Promoted to role with more responsibilities, to cover maternity leave.
• Provided cash flow analysis and management services.
• Undertook daily posting process to investment accounting system across the Newton client base.
• Updated procedure checklists.
• Provided support to Business Operations Supervisor.
• Created and used Microsoft Excel analysis formulas, including IF and VLOOKUP.

Glasgow, United Kingdom

• (Department transferred from Ignis Asset Management in May 2012)Reason for leaving: Resigned – had proved myself in senior role, achieved all goals, and wanted to see the world and continue my career in London.
• Authorised, controlled and supervised treasury transactions for settlement of FX trades and MM deposits, including daily high-risk cash payments totalling over a billion pounds.
• Ensured multiple strict deadlines were met while under pressure.
• Monitored and reconciled high volumes of trades and confirmations.
• Investigated failed movements and achieved swift resolutions using problem-solving skills.
• Acted as front-line point of contact for treasury-related enquiries, using communication skills to establish excellent relationships with banks, brokers and front office dealers.

Glasgow, United Kingdom

(Department transferred to HSBC in May 2012)

Glasgow, United Kingdom

• Reason for leaving: Promoted to senior role in Treasury Operations team.
• Processed and monitored receipt of stock and revenue from corporate events.
• Updated investment accounting system, ensuring pricing deadlines were met.
• Used problem-solving skills and timely decision-making to avoid any financial loss to the company, under high degree of risk and exposure.

Glasgow, United Kingdom

• Reason for leaving: Head of department wanted me to cover crucial role in Corporate Actions team and gain wider experience.
• Confirmed FX trades and MM deposits using Misys Confirmation Matching Service.
• Processed large quantities of high-risk cash payments and receipts on numerous banking platforms and systems, while working to multiple strict deadlines.
• Updated investment accounting system to provide dealers with accurate cash positions.
• Investigated and resolved failed cash movements.
• Analysed and implemented improvements to procedures.

Glasgow, United Kingdom

• Reason for leaving: Promoted to permanent position in Treasury Operations team.
• Liaised with fund managers and completed voting documentation timely and accurately.

Bacc Degree - Accountancy With Finance

Highers (Scottish System) - Maths, Computing, French, English, Chemistry

Activities and Societies: Member of the basketball team.