• Power BI dashboard design required by Senior Leadership Team and Trust Board• SIMS database management• Submission of census data to the Department for Education• Analyzing data evaluations against national benchmarks• Delivering tailored solutions to team leaders on request using Excel/Power Query• Ensuring GDPR compliance

Monitoring attendance on SIMS

• Coordinating the process by which due diligence and tax and legal advice were sought before clients entered contracts. Serving as a liaison between external lawyers and fund managers• Drafting tax and regulatory documentation on behalf of clients, communicating effectively to clients their responsibilities to global tax authorities and providing clear instructions on requirements from clients to execute documentation. • Checking fund manager invoices for accuracy fee breakdowns and custodian valuation reports to ensure final figures are within tolerance.

• Online banking database management - maintaining a network of complex systems in a high-risk environment due to risk of client confidentiality breaches.• Built and rolled out Global Portal SharePoint site. • Initiated and headed up several client data clean-up projects and process improvement projects.

• Beneficial Owner and Investment Advisor data management, ensuring the bank met MiFID Client Money regulations.• Producing weekly report distributed to Vice Presidents and Managing Directors within the department. • Maintaining organizational chart of front office sales teams, reporting lines and desk structures and ensuring systems correctly reflected client coverage, product lines and budgets.

Setup and maintenance of core customer reference data on the Barclays Capital’s central Customer Master (SDS)