Investor Relations manager for PERE clients.

As TA Manager, I have had exposure to Hedge, Private Equity and Mutual funds performing full A to Z of Transfer Agency services over my almost four years with the company. In addition to overall team management, I coordinate launch and integration of new fund business to the team from new client take-on stage, am actively involved in project work to streamline efficiencies within the team as well as rolling out training both on the job and via training sessions.Regarding new fund take-ons, I liaise with clients pre-launch date to agree on requirements, turnarounds, reporting needs, SLA's, deliverables etc. and then integrate same to the team via bespoke/client specific requirements or standardised outputs. For tentative/potential new clients, I have walked through processes, systems and team overview for the TA team, partaking in board meetings, client calls etc.Having completed the Train the Trainer course, I frequently am responsible for the creation of training material and roll out of scheduled training sessions via PowerPoint on the topic in hand.Focusing on inter system automated solutions, I am responsible for investigation and implementation of same with a view to minimise manual intervention, mitigate risk and maximise efficiency.

I begun as Senior Administrator on the Registration/AML team for 1 year before being promoted to Supervisor on the Dealing Team for 3 years. Day to Day: Daily dealing volumes of 300 trades approx. per day constituting a focus on automation of processes. I was involved in client service and internal operational calls; responsible for equitable distribution of workload among administrators, ensuring sufficient cover on team, approving overtime & annual leave, organising system access, rolling out performance appraisals and goal setting, organising training schedules and cross training of functions, holding regular team meetings etc. TA Investor Dealing systems utilised: AllFunds, SWIFT, FundSettle, FundServ, Vestima, Clearstream, Euroclear, fax, NSCC, NTAS and Calastone.I was solely responsible for a team Procedure Review, i.e. creating and updating all procedures and checklists to a standardised format to capture all processes and functions carried out by the team as a whole.Project Work: I implemented efficiency improvements in Euroclear and Clearstream controls and balance reconciliation, leading an upgrade of the Creation Online system following testing etc.I launched an Investor Automation project that involved approaching investors to encourage migration of investor dealing from fax to SWIFT, engaging in testing prior to go live date. This constituted an approximate decrease of 20% of fax trading faxes in favour of SWIFT.

I began as settlements officer for CREST eligible trades, before being promoted onto the physical settlements desk. I dealt with Irish and UK equities, collective investment schemes and Irish government bonds for foreign clients, while on the physical settlement desk for unit trusts and hedge funds, my responsibilities encompassed liaising with clients, TA’s and counterparties etc. After BOISS, I went travelling for a year or so. While in Australia, I worked in Credit Union of Australia Head Office and Commonwealth Bank, both in Sydney.

Based on my Degree results, I was selected as tutor for 3rd year Finance students in the computer package SPSS; computer laboratory based tutorials of approximately 20 students.