The Operational Planning department is responsible for driving the strategic direction of operational system and process change management across the SMT Fund Services group in all locations, including analysis, oversight and control over process and/or system enhancements due to client, regulatory or system requirements. All aspects of change management are performed by the Operational Planning group, from analysis of the requirement, design of the solution, testing of the system and/or… Show more The Operational Planning department is responsible for driving the strategic direction of operational system and process change management across the SMT Fund Services group in all locations, including analysis, oversight and control over process and/or system enhancements due to client, regulatory or system requirements. All aspects of change management are performed by the Operational Planning group, from analysis of the requirement, design of the solution, testing of the system and/or process enhancement, and migration to the operations teams, with all associated controls. Show less

As Head of Fund Services, responsibilities include all servicing deliveries for all clients, including transfer agency with all manner of incentive fee types, fund accounting including class allocations and master-feeder structures, trades pricing & corporate actions processing. Active engagement with client base of over 50 clients to ensure client satisfaction is maintained. SME participant on high potential pre-sales activities. Active member of company wide Operation Risk Committee, New… Show more As Head of Fund Services, responsibilities include all servicing deliveries for all clients, including transfer agency with all manner of incentive fee types, fund accounting including class allocations and master-feeder structures, trades pricing & corporate actions processing. Active engagement with client base of over 50 clients to ensure client satisfaction is maintained. SME participant on high potential pre-sales activities. Active member of company wide Operation Risk Committee, New Business Planning and Operational Development groups. Over 150 funds of various types, including alternative, vanilla, money market, fixed income, structured products & private equity, using varied legal structures and domiciles. Show less

Managing a team of SME's, responsibility included the project management of all new business onboarding, including take-ons, from documentation review to operational readiness preparation. Also responsible for the continous development of operational functionality, catering for new business or regulatory requirements or efficiency or risk reduction led development initiatives. Project managed the introduction of a new automated client reporting system, including web based delivery functionality. Show more Managing a team of SME's, responsibility included the project management of all new business onboarding, including take-ons, from documentation review to operational readiness preparation. Also responsible for the continous development of operational functionality, catering for new business or regulatory requirements or efficiency or risk reduction led development initiatives. Project managed the introduction of a new automated client reporting system, including web based delivery functionality. Show less

Team lead for Fund Accounting group, responsible for overseeing the production of financial statements, liaison and co-ordination with audit firms. Established new Regulatory Reporting team with responsibility for all regulatory reporting to national authorities.

Temporary placement in Fund Administration team in JP Morgan in Sydney.

Fund Administrator, Senior Fund Administrator, Supervisor in Fund Accounting. Reponsible for various efficiency initiatives including automation and risk reduction projects.