Guy Ferguson Email & Phone Number

50 Bridge Street, Sydney

Managing the implementation of end to end originations for financial products and services.

Sydney, Australia

Sydney, Australia

Career break

July 2008 to December 2010: Operations Unit Head (Vice President).Responsible for the oversight of day-to-day operational activities of a fund accounting unit with 86 staff, including strategy formation, oversight and business ownership of projects, implementing, maintaining and developing the various budgets and client fee schedules, meeting cost reduction and efficiency targets and, various client relationships.

Sydney, Australia

September 2006 to July 2008: Development & Project Manager (Vice President),Product Development.Responsible for assessing, developing and project managing the implementation of new products, both internal and external, into the business. Designed, developed and owned the project management and implementation of a new accounting application for the calculation of AAS25 financial accounts. Owned, developed and oversaw the implementation of the in-house hierarchical pricing system for fund-of-fund structures. Project managed the introduction of State Street’s online client reporting gateway, eHorizon, and their online audit system, NAVAlert.

Sydney, Australia

April 2002 to September 2006: Senior Business Analyst (Assistant Vice President),Business Consulting Services.Responsible for project managing the implementation of internally developed products into the business. Analysed the business needs of internal departments and implemented solutions using tools such as LEAN/Six Sigma to increase their efficiency. Project managed the streamlining of the in-house chart of accounts for the Asia Pacific.

Sydney, Australia

August 2000 to April 2002: Operations Manager (Assistant Vice President), AXA Client Division.Responsible for the on-boarding of a new client, AXA Australasia, including project management, portfolio transitions and restructures, client specific product development and client relationship.

Sydney, Australia

September 1999 to August 2000: Operations Manager (Assistant Vice President), MLC DivisionResponsible for the day-to-day operations of the MLC division, including 48 staff. The establishment and maintenance of strong client relationships, the project management and completion of all fund re-organisations and transitions. Successfully coordinated and implemented risk management disciplines within the division and maintained control of the divisional budget, including the client fee structure. Coordinated the roll out of any internal initiatives across the division and throughout State Street Australia. Ensured any legislative changes were successfully assimilated into the standard operating procedures, e.g. G.S.T. and Business Tax Reform.

Sydney, Australia

August 1996 to September 1999: Manager (Officer), MLC DivisionResponsible for managing the client relationship for the international and domestic investments of the MLC group of companies’ portfolios (Limited, Lifetime, Investments, Masterkey & Wrap). Ensured compliance with all portfolio specific procedures, company standard operating procedures, risk management and investment mandates.

Sydney, Australia

Client Accountant, MLC Division.Responsible for auditing the daily and monthly reporting packages, analysing & valuing client portfolios, for the purposes of unit pricing on a daily basis. Liaising with clients, fund managers and external parties to ensure portfolios were correctly administered.

Finsbury Square, London

Responsible for liaising with investment managers and brokers to ensure the timely settlement of trades and the administration and settlement of any claims arising from non-settlement.

The Strand, London

Alpha Finance Corporation (Citibank),The Strand, London.Dealers AssistantWorking with the equity and debt dealers, researching and analysing various investment strategies. Maintenance of yield/modified duration spreadsheets etc. Completing Swap analysis and derivative exposure and administrating the cashbook and backstop lending arrangements.

Old Broad Street, London

International Securities Control Centre, Barclays Bank, Old Broad Street, London.Security Settlements Supervisor, Corporate Actions Supervisor, Income Collection Clerk. Reconciliation and administration of most aspects of security settlements, corporate actions and income collection.