Jules P. Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

- Collaborate with a broad range of functional areas and teams relating to business analysis, process change, technology solutions and people's work practices- Lead workshops and interviews to conduct business process analysis and gather requirements- Create business requirements documents and partner with technology experts to translate into functional specifications - Document User Stories complete with Acceptance Criteria, which can easily be understood by the development team - Create AS-IS and TO-BE process maps - Support in conducting business process impact assessment and change impact assessments - Conduct workshops and technology demonstrations to seek sign-off on business requirements, new processes, and technology solutions - Participate in test planning and execution - Collaborate with the Procurement Team and assist with RFP related activities

Melbourne, Victoria, Australia

- Performed business requirements gathering, process mapping, and training facilitation across multiple project streams- Provided recommendations on design and implementation of new processes and system enhancements- Collaborated with relevant teams to plan, schedule, coordinate, and manage business activities to deliver digital projects and other process improvement initiatives- Developed procedure guides, training materials, communications and other digital content - Coordinated with external service providers to facilitate communications regarding service changes- Designed and executed testing strategies/scenarios - Appointed as a subject matter expert to represent the interests of the Client Experience Team in various Project forums

Melbourne, Australia

- Responsible for managing new and existing relationships with clients including: high-net-worth investors, financial planning groups and self-managed superannuation funds- Executed multiple investments across various managed investment schemes in line with Investor’s risk and return profiles- Continuous improvement via workshops, technology projects and client feedback

Melbourne, Australia

- Successful delivery of external and internal Investor Portals as part of a Digital Transformation Project for the Select Income Fund- Facilitated workshops with representatives from multiple business units to understand and document existing processes- Performed gap analysis of AS IS processes and assisted with the design of TO BE process maps to reduce manual steps, increase automation and improve operational efficiency of the fund- Agile Coordination and User Stories; Use Cases and Story boards; and Usability Surveys to baseline current state and demonstrate usability- Established lasting relationships with multiple stakeholders including Project Managers, Product Owners, Change Manager, software developers and Contact Center staff

Melbourne, Australia

- Assisted with execution of over 20 deals as part of the private debt lending fund in the real estate sector with combined value over $100m- Exceeded equity raising targets by $20m (total equity raised in FY18/19 ~ $60m)- Took ownership of business development activities including targeting, arranging and conducting meetings with potential investors and financial advisers to raise equity for the Select Income Fund- Collaborated with various departments to create better internal and external reporting, specifically building monthly construction reports to providing better transparency and information flow for investments in the fund

-Effectively managed multiple registry systems used for unit pricing, transaction logging and fund reporting across a wide range of Investment Funds-Managed a dynamic communications system with Custodian Services daily to ensure fund reporting was consistent with the internal registry and handled various issues including: Total Units on Issue discrepancies, stock reconciliation, cash flow and settlement scheduling amongst others-Distributed various financial reports to relevant departments in a timely manner

Melbourne, Australia

- Presented strong operational skills when performing daily tasks including: reconciliation of financial data within different financial management solutions, vetting the custodian database to prevent errors and potential losses, daily cash-flow management as well as calculation and sign off on unit prices and management fees.- Improved attention to detail required for processing of investment trades, settlements, mortgage advances & discharges, interest payments, investor applications and distributions.- Advanced communication skills by liaising with internal and external stakeholders including: audit committees, mortgage brokers, investments bank representatives, Chief Investment Officer and Chief Financial Officer whilst demonstrating high level of professionalism.- Consistently meeting strict deadlines during quarterly reviews and yearly audits as well as stock balancing, and general maintenance 3 different funds.- Strong focus on improving efficiency via constant process evaluation, trial of new financial modelling methods and systems, as well as maintenance of internal procedures.

Melbourne, Australia

- Employed various troubleshooting and triage systems to resolve complex technical enquiries and present simple solutions to clients. - Utilized access to a wide range of educational material to improve technical knowledge of core products to be able to assess and deconstruct potential complex issues related to faults in mobile devices.- Assisted fraud prevention and compliance department with handling and resolving escalated customer cases.

Melbourne, Australia

- Improved analytical skills through monthly and quarterly performance report analysis to evaluate team performance.- Developed an individual approach communication system towards negotiating resolutions with different clients that balance company policies and procedures as well as legislative/contractual obligations with customer needs.- Employed verbal and written communication channels to maintain consistent contact with customers and colleagues.- Advanced time management skills by creating a spreadsheet to help prioritize a constantly growing portfolio of cases.- Met company and industry regulatory requirements through liaising with the compliance department and acting in best interests of the company.

Bachelor Of Commerce, Finance

Bachelor of Commerce(Finance)

Igcse