Ivan S. Email & Phone Number

Bristol, Gb

Bristol, England, United Kingdom

• Managing Investment Portfolio Transfer Requests• Managing ISA Subscription Requests• Check and Raise Feedbacks for Accreditation• Setting up and Closing of Standing Orders for InvestmentArchitect of the ensuing Management Information:• Developed a comprehensive Invest ISA Product Metrics Report which inform strategic decision-making, identify trends, and provide actionable insights for optimizing operations performance and client centric solutions. Engineered an automated MI reporting system, saving 2 hours daily. Compiled a report summarizing the team’s activities for performance management.• Engineered a Health-checking system across diverse processes• Collaborated with the Client Journey Manager to establish Monthly Dashboards, featuring a diverse array of visualizations from various department.• Fostered strong relationships with Senior Management providing advice on diverse Operational scenarios.Steward of Automation:• Spearheaded the proposal and execution of ISA Transfer History Form automation across all brands and ISA types, conducting thorough user testing using JIRA.• Acted as a key intermediary between JIRA developers and end users during Automation Testing.• Collaborated seamlessly with JIRA developers to construct a specialized report, elevating the quality and efficiency of our Management Information (MI).

Bristol, United Kingdom

• Produced precise credit documentation for Investment Backed and unsecured lending, ensuring compliance with regulations in a timely manner. • Collaborated with Private Bankers, Credit Risk, Charged Securities, and Lending Risk Management to ensure accurate and punctual delivery of lending agreements. • Conducted investigations related to complaints and errors, contributing to resolution strategies. • Delivered training to new team members and provided feedback on first-time yield to enhance operational efficiency. • Formulated Standard Operating Procedures for streamlined processes and adherence to industry standards. • Ensured accuracy in lending agreements through meticulous checks before disbursing funds to clients. • Successfully set up Libor Fixtures on various loan facilities. Supported Private Bankers in delivering lending solutions promptly to meet client needs. • Subject Matter Expert (SME) in setting up overdrafts, personal loans, investment bank lending, and mortgage facilities on Avaloq for client utilization.Additional:• Member of the Young Banker Association• Member of the Young Leaders Forum

Bristol, United Kingdom

• Spearheaded the timely creation of purchase order requisitions (POR) in strict adherence to a 24-hour Service Level Agreement (SLA)• Advise and ensure POR’s are raised in line with procedure and in the correct format • Proactively managed a PO Helpdesk, effectively addressing and resolving operational queries. Took on supplementary responsibilities as needed

Bristol, United Kingdom

• Reconciled accounts to statements, identifying and resolving discrepancies. • Managed Aged Creditors, maintaining organized records of outstanding payments. • Generated Cashflow, Profit and Loss statements for insightful financial analysis. • Processed payroll with attention to detail and adherence to timelines.

Bristol, United Kingdom

•Updated and Raised Sales Invoice •Updated the Budget Sheet against Sales Invoice •Other duties as required