Ed Champion De Crespigny Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Main responsibilities include: - Writing product specification for the Digital Investment Infrastructure project - Participating in workshops for the design and development of a new platform - Management of project to ensure compliance with US withholding tax regulations - Working with external consultants to step towards becoming a Qualified Intermediary (QI) - Management of remediation project to ensure compliance with FATCA and CRS - Monthly performance reporting of… Show more Main responsibilities include: - Writing product specification for the Digital Investment Infrastructure project - Participating in workshops for the design and development of a new platform - Management of project to ensure compliance with US withholding tax regulations - Working with external consultants to step towards becoming a Qualified Intermediary (QI) - Management of remediation project to ensure compliance with FATCA and CRS - Monthly performance reporting of equity and managed fund model portfolios - Annual review of TMDs - Product governance - Incident reporting and investigation - Review of existing brokers and custodiansMain achievements include: - Selected as a key person responsible manager on OneVue AFSL - Conducted RFP for domestic broker - Migration of domestic broker resulting in significant savings and improved trade execution - Overhaul of model portfolio performance reporting to improve accuracy and efficiency of process Show less

Melbourne, Victoria, Australia

Australia

Main responsibilities included managing a team with the following core functions: - Execution services for domestic and international equities and foreign exchange - International Separately Managed Account (SMA) administration - On-platform margin lending - International trade bookings, fees, and commissions - FX settlements and international payments - Trade reconciliation - Managing all adviser trade-related queries Other key responsibilities: -… Show more Main responsibilities included managing a team with the following core functions: - Execution services for domestic and international equities and foreign exchange - International Separately Managed Account (SMA) administration - On-platform margin lending - International trade bookings, fees, and commissions - FX settlements and international payments - Trade reconciliation - Managing all adviser trade-related queries Other key responsibilities: - Managing supplier and key client relationships - Product development - Providing subject matter expertise in merger/migration activities - Participating in weekly Executive Management strategy meetings - Providing training for Iress trading (IOS) and portfolio system (IPS) administrationMain achievements include: - Development and launch of on-platform lending product - Development of fixed income MDA product for key client - Management of RFP for domestic broker - Successful migration of domestic broker - Promoted to Powerwap Executive Leadership team - Selected as Responsible Manager for Powerwrap AFSL - Lead integration project of Refinitiv Eikon to enable international direct market access Show less

Melbourne, Australia

Main responsibilities included managing a team with the following core functions: - Execution services - domestic / international equities and FX - Domestic and international model portfolio administration - Custody operations - International and fixed income trade settlements - Reconciliation - Corporate actions - Managed funds and term deposit applications - International payments - Managing supplier relationshipsMain achievements include: -… Show more Main responsibilities included managing a team with the following core functions: - Execution services - domestic / international equities and FX - Domestic and international model portfolio administration - Custody operations - International and fixed income trade settlements - Reconciliation - Corporate actions - Managed funds and term deposit applications - International payments - Managing supplier relationshipsMain achievements include: - Development of the FX product from scratch to include a panel of banks resulting in better rates for clients - Managing migration project for a change of custodian - Establishment of fixed income product for key client - Development of new sub-registry system for custody assets Show less

Responsibilities include: - Key Account Reconciliation - Account Manager for key client - Portfolio Administration - Asset Transfers - Order Execution - FX Process - Custody Operations - International SMA - Margin Lending Operations - Monthly Board Papers on the progress of all IT ProjectsMain achievements: - Onboarding of over $1bn of FUA in first-year post-merger of MWH Capital and Powerwrap within a very small Operations Team -… Show more Responsibilities include: - Key Account Reconciliation - Account Manager for key client - Portfolio Administration - Asset Transfers - Order Execution - FX Process - Custody Operations - International SMA - Margin Lending Operations - Monthly Board Papers on the progress of all IT ProjectsMain achievements: - Onboarding of over $1bn of FUA in first-year post-merger of MWH Capital and Powerwrap within a very small Operations Team - Development of one of the first platform international model portfolios in Australia, which has grown to over $550m in FUA - Establishment of an international custodian and international equity trading - Establishment of margin lending and FX products - Winner of Powerwrap Rising Star Award Show less

St Kilda Road

Melbourne Area, Australia

Melbourne, Australia

Melbourne Area, Australia

Melbourne Area, Australia

London, Uk

Tier 1 Foreign Exchange - General Advice

Accredited Derivatives Adviser Level 1

Diploma, Financial Planning

Ba, History