Role responsibilities:• Responsible for the day to day running of a team of 8 staff members, overseeing workload, planning monthly allocations, escalating urgent issues, and managing resources efficiently.• Managing the process of on-boarding new clients within reporting, overseeing the setting up of mandates/accounts and reports on internal systems and the testing prior to first live run.• Acting as a first point of contact for regulatory reporting for Central and Southern Europe: COVIP and Conflict of Interest (Italy), Gromikv and VAG (Germany).• Arranging regular meetings with Client Services, Portfolio Administration and Performance teams to discuss both existing and new reporting requirements.• Working successfully with other teams and individuals throughout the company to identify and resolve issues, streamline processes, and improve operational performance.Achievements:• Got promoted to AVP, EMEA Reporting Manager only after 8 months of joining SSGA, after having improved and streamlined various internal processes – resulting in cost reductions, built strong relationships and good reputation across the company, and proved my managerial skills.• Successfully completed complex regulatory projects, receiving fantastic feedback from senior managers.• Improved reporting capabilities by liaising with IT and Interactive teams based in India and US enabling the team to include more relevant data into all SSGA client reports.• Successfully developed financial and technical skills of my team members. As a result, talented members of my team have been promoted or moved into more senior roles within the team or company.

Role responsibilities:▪ Producing a diverse range of institutional reports for EMEA based clients, covering the full range of the firm's investment strategies (equity, fixed income, currency, real estate and absolute return), in accordance with the reporting timetable and SLAs.▪ Working closely with internal stakeholders, notably Relationship Managers, Client Service Managers, Portfolio Managers, Operations and Product Specialists, to continually review, assess and upgrade report contents, in response to growing requirements.▪ Supporting project works with the aim to improve and streamline reporting processes.▪ Taking responsibility for identifying and recommending automation of data reporting, through the implementation of macros (VBA) in order to improve processes and reduce the amount of manual intervention and risk.Achievements:▪ Improved the reporting production process, by updating the MIS and adding key information regarding data availability, which allowed Team members to better manage the allocation, work ahead and complete 95% of the monthly reports by BD16.▪ Improved and streamlined the reports' production process for 10 of the most important SSGA clients, by implementing macros in Excel (VBA) and reviewing existing templates.▪ Created a macro in Excel (VBA) for a straightforward, but time consuming task for SSGA Paris, which reduced the production time from 120 mins to 10 mins.▪ Created and updated more than 300 reporting procedures, which resulted in risk and time reduction when preparing reports.• Created real-time metrics for both Factsheet and Institutional Reports through very complex Excel formulas, which allow the team to flag the ‘issues causing delays’ for all the reports sent late and to use the data to investigate and resolve re-occurring problems.

Role responsibilities:▪ Analysing data for relevant context and providing significant information to internal and external clients (e.g. valuations, performance, asset allocations, country and sector breakdowns, currency exposure, PPFs, employer-related investments (ERI), total expense ratio (TER), and annual management charges).▪ Producing reports for all LGIM clients across a variety of products and mandates (Pooled, Segregated, Unit Trust, and LDI Funds).▪ Reviewing new or existing report content for relevance and quality, ensuring regulatory requirements are met.▪ Taking accountability of the audit requests and being the first 'port of call' for any auditor queries.▪ Developing automated functions through VBA to streamline the reporting processes.▪ Continuing to develop IT and system knowledge for the reporting database solution and core systems linked to performance data and charts: DataStream, Bloomberg, Lipper, etc.▪ Working closely with the members of the Relationship Management, Fund Management, Back Office Operations and Product Specialist team.▪ Attending conferences regarding Financial Markets updates and new products.Achievements:▪ Streamlined reporting processes (e.g. reports' production) for three of the most important LGIM clients, by implementing macros in Excel (VBA) and reviewing existing templates.▪ Responded to over 45 client queries daily, two times greater than the team's average.▪ Improved the training programme for new joiners, by preparing new procedures and guidelines on how to use core systems.▪ Delivered training sessions to 6 team members in order to improve their ability to respond to more complicated client queries.

Unifortune Ltd is an investment management company, regulated by the FCA, specialised in funds of funds. It also provides advisory services to global institutional and private clients of European origin.Role responsibilities:▪ Assisting the Fund Manager in the administration of current Funds' portfolios, by providing operational support.▪ Controlling the cash and Fund positions on a daily basis, investigating any discrepancy.▪ Maintaining accurately data on internal systems.▪ Administering purchases, redemptions, transfers and reinvestments of Fund units, and switches between Funds.▪ Inputting trades and validation of all investment transactions.▪ Calculating the daily, weekly and monthly Net Asset Value of the Funds' portfolios.▪ Preparing timely and meaningful financial analysis and performance measurement reports of the Funds' portfolios in order to support the Managing Director.▪ Calculating clients' management fees and other administrative costs, ensuring to submit these to the chartered accountant.▪ Attending some Capital Introduction events (e.g. UBS, J.P. Morgan, HSBC, Bank of America Merrill Lynch), in order to gather information about new investment opportunities, meet and discuss with Fund Managers, and pick up marketing collateral.▪ Maintaining constant contact with counterparties.