- Play a crucial role in management and analysis of approximately 200 multinational funds,enhancing portfolio strategies.- First point of contact for client funds, manage the teams NAV calculations, fund reconciliations, collateral movements, and client reporting, significantly reducing exposure risks.- Forecast daily financial outcomes, providing strategic feedback to Portfolio Managers (PMs) to aid in decision-making processes.- Resolve complex queries from PMs and coordinate with internal/external teams to ensure swift, effective resolutions, improving team efficiency. - Organise and chair monthly calls with the PM team, setting agendas and representing the department in inter-departmental discussions.- Additional responsibilities include analysing fund flows, managing variation margins, ensuring compliance with exposure limits, and facilitating overdraft clearances.

- Initially served in Investor Services, later transitioning to the Pensions Administration team to spearhead a new product initiative.- Managed incoming pension transfers, accelerating fund availability and compliance with CASS regulations through meticulous policy management.- Cultivated expertise in pension products, becoming a go-to resource for colleagues and aiding in minimising operational risks.- Developed and maintained strategic relationships with platform experts and Subject Matter Experts (SMEs), crucial for addressing post-launch issues.- Conducted AML checks and executed time-sensitive trading orders, demonstrating exceptional attention to detail and operational agility.

-Evaluated and verified commercial applicants for a renewable heat incentive scheme, ensuring adherence to program standards.- Managed documentation reviews and participant communications to facilitate timely account transfers and funding.- Played a key role in achieving departmental KPIs through effective case management and prioritization of tasks.- Maintained constant communication with team members and superiors to monitor case progress and escalate issues as necessary.