Jenni Dodsworth, Mba Email & Phone Number

London, United Kingdom

• Verify and analyse performance data and provide multi-asset class commentary identifying key drivers• Managing and mentoring team providing all client and fund performance and attribution• Producing fund fact sheets to a high standard of presentation and accuracy• Oversight and management of custodians and vendors including creation and monitoring of KPIs, service reviews, and regular meetings• Liaise with clients and management to ensure reporting meets all requirements• Managed custodian transitions working closely with vendors to address any issues• Ability to identify and develop process improvements and efficiencies• Company expert in Global Investment Performance Standards

London, United Kingdom

• Responsible for the verification and approval of all client data.• Lead in the production of accurate and timely client reporting including portfolio performance reviews and quarterly updates on equities, fixed income, real estate, derivatives, ETFs and private equity funds.• Produced commentary of market and fund performance requiring sound knowledge of financial markets and ability to analyse contributing factors.• Dealt with adhoc reporting requests from clients and auditors. • Project managed the transition of all client data from Excel to a new reporting system.• Onboarding new clients.• Created marketing materials for client pitches.• Managed currency hedging process including calculating exposure and implementing trades.

London, United Kingdom

• Responsible for global co-coordination and project management of the development and successful implementation of two key equity research systems.• Key contact for heads of research and equity analysts regarding performance analysis and management reporting. • Responsible for managing model portfolios and internal metrics systems including reporting and analysis, requiring a high level of technical and performance knowledge.•Experience of managing staff including oversight and review of relevant tasks. Conducted new hire interviews.•Take lead in re-engineering current processes and procedures to create efficiencies.•Consultant for reporting team in new start-up Tunisian office.•Ad hoc project work for senior management and directors.

· Responsible for producing monthly research presentation for heads of research, senior management and marketing department. · Dealing with ad hoc risk and attribution queries and requests. · Managing, maintaining and reporting on model portfolios and analyst metrics including dealing with performance queries and training. · Analysing Fidelity fund asset allocations to ensure conform to IMA specifications. · Produced monthly AUM report for CIO. · Ad hoc project work for senior management and directors.

· Collating, preparing and presenting management information at director level. · Responsible for managing analyst stock coverage and rotations. · Managed analyst remuneration and bonus process including collating results, analysis and reporting for directors of research. · Prepared trade and commission data reports for head of trading. · Responsible for relationship with external research providers · Managed research voting process including training of new voters. · Ad hoc project work for management.

· Relationship manager for key clients. · Marketing new & existing products and services.

· Underwriting new business policies and preparing quotes at expert level. · Effectively dealing with customers through a high paced call centre environment.

Mba, Finance, Strategy

Ba (Hons), Business Administration; Business Administration, 2:1