Joe Coster Email & Phone Number

London, England, United Kingdom

London, England, United Kingdom

Main Responsibilities:➢ Monitored client strategies and performance over multiple platforms, making necessary book adjustments or hedging within the businesses risk/exposure tolerance➢ Executed complex trade orders, employed through thorough market and news analysis, leveraging these insights with our investment strategies and portfolio objectives➢ Performed detailed risk analysis on clients by studying their portfolio VaR sensitivities over different market conditions, presenting findings of P&L stress testing to senior management and help business decisions➢ Fundamental & Technical analysis of markets in order to determine best execution price for increasing/decreasing desk risk across different products.➢ Helping further enhance and streamline risk management functionality.➢ Liaising with management and sales to develop risk management solutions to meet client objectives.Products covered: FX, Metals, Energies and CFD’s (Indices and Crypto)Primary Programmes used: MetaTrader5/4, TraderTools, Fortex and Fairxchange Horizon

Westminster, England, United Kingdom

Main Responsibilities: ➢ Overseeing all equity and fixed income trades through whole trade lifecycle, resolving any discrepancies or fails within market, FX and Custodian deadlines➢ Responsible for the day-to-day operational relationship with Brokers; monitoring, resolving and logging issues➢ Processing of all Unit Trust conversions and funds switches ➢ Processing and resolving FX trading mismatches, and processing cash transfers between FX counterparts➢ Failed trade management and monitoring➢ Coordinate new market openings Primary programmes used: Iress OMS system, DTCC trade suite (CTM, DXM & Alert), In-house CRM system & various custodian and banking platforms.

Westminster, England, United Kingdom

Main Responsibilities:➢ Corporate Actions: Instructing and processing all voluntary and mandatory Corporate Actions for stocks held at Ruffer.➢ Proxy Voting: Identify all Proxy Voting meetings relating to Ruffer, accurately reconciling and instructing responses within the deadlines.➢ Client Payments: Processing both UK and foreign payments in a timely manner for all Ruffer clients.➢ Dividends & Interest Payments: Administrating all Dividends received according to information received from Custodians and our data providers.

Westminster, England, United Kingdom

Main Responsibilities:➢ On-board new clients within CRM & Pulse➢ Transition of assets for new and leaving clients.➢ Process portfolio restructures (internal asset transfers) in accordance with Front Office requests.➢ Process and reconcile Lloyds & Non Ruffer held portfolios for quarterly valuation production.➢ Maintaining Client static data➢ LEI processing ➢ Production of monthly and quarterly stats to provide the relevant management information.➢ Project work arising from changes in regulation and need for developing processes.

London, United Kingdom

Main Responsibilities:➢ Transfer platform holdings in and out of FNZ custody on a daily basis.➢ Issuing Stock Transfer Forms to Fund Managers.➢ Ensure all accounts held by FNZ (UK) Nominees Ltd reflect accurate Transfer positions.➢ Ensure that all platform assets are re-registered within KPI & SLA timeframes.➢ Perform investigation on Transfer In and Out requests.➢ Managing Pension Cash Transfers for both manual and electronic requests.➢ Agree Trade & Settlement with counterparties and submitting requests to Broker/Crest.➢ Support inbound calls from Corporate Clients and Fund Managers➢ Report team MI on a daily basis

Bachelor'S Degree, Business Entrepreneurship & Innovation, First Class 1:1

A-Level

Economics, Business, I.T and 3D Design

Gcse

Maths, English, Business, I.T, Engineering, Science and Graphics