Investment Services
Southampton, United Kingdom
Old Mutual Wealth provides advice-driven investment solutions to investors and it is part of global dynamic company, Old Mutual Group, which has almost £300bn assets under management. I was operating within the Investment Services team which was responsible of managing more than 2500 investment funds, providing extensive technical support and validating fund prices, confirming unit-linked prices, analysing and remediating price errors. Responsibilities include:• Resolve any various queries regarding NAV through collaboration with both, internal and external (Fund Groups and TPA) stakeholders,• Being part of the a project team and acting as ambassador and defending the interest of the company when communicating with External Fund Managers while being first point of contact for Fund Managers with regards any pricing queries• Identified several process improvements and efficiency opportunities that saved a company and our clients from additional costs and achieved reduction in FCA regulatory breaches (CASS).