Davies Consulting is a global consulting firm. Our focus is on change and we specialise in a unique blend of business and people performance for financial services. We are based in more than a dozen locations worldwide, including North America, Europe and Asia and we continue to expand at pace.

2018 - Present: Tier One Bank-Business Readiness BA/PM - Brexit Program, Entity Migration-Project Management-Business Analyst August 2018 - Sept 2018 (1 month): Tier One Bank-Business Analyst

• Launched a corporate merchandise company supplying custom branded Power Banks to corporate and retail companies.• Identified Power Banks as a product that reinforces the emotional connection to client brands. Chose product line along with competitors price analysis, performed cost analysis to determine pricing.• Managing daily operations of a start-up business including customer service, accounting, production, personnel, sales and marketing.• Created website in house and with the… Show more • Launched a corporate merchandise company supplying custom branded Power Banks to corporate and retail companies.• Identified Power Banks as a product that reinforces the emotional connection to client brands. Chose product line along with competitors price analysis, performed cost analysis to determine pricing.• Managing daily operations of a start-up business including customer service, accounting, production, personnel, sales and marketing.• Created website in house and with the assistance of web design team.• Designed and developed catalogue, email blasts, sample kits and sample mailings to increase brand awarenessand generate sales.• Applying WordPress and inbound marketing (website, SEO, Twitter, Facebook and LinkedIn) for brandedwebsites selling physical products.• Managing sales to new accounts and increasing brand awareness. Show less

• Ensure accurate and timely processing of rebooking initiatives, migrations, clearing process and TriOptima cycles for Credit and Rates.• Rates TriOptima – Co-ordinated with Front Office / TriOptima in the successful running of each cycle.• CCP margin calls – Booking of daily margin calls for both House and Client accounts. Liaising with various Front / Middle / Back Office teams advising of payments booked.• Weekly Credit Clearing & Netting Cycles – Co-ordinate with Front Office &… Show more • Ensure accurate and timely processing of rebooking initiatives, migrations, clearing process and TriOptima cycles for Credit and Rates.• Rates TriOptima – Co-ordinated with Front Office / TriOptima in the successful running of each cycle.• CCP margin calls – Booking of daily margin calls for both House and Client accounts. Liaising with various Front / Middle / Back Office teams advising of payments booked.• Weekly Credit Clearing & Netting Cycles – Co-ordinate with Front Office & ICE for both ICE Weekly Backloading & Netting Cycles. Co-ordinate with both LCH and Front Office for Weekly Backloading of LCH Cycles.• Approvals for Static Data updates for credit reference entities in the Front Office system.• Oversee all reconciliations and reports in the area and investigations are completed on a timely basis andescalated as necessary.• Various ad-hoc tasks for Front Office including Portfolio Transfers. Show less

• Working with Change and IT to improve efficiency and robustness in processes – Effective Project Management experience gained. Contribute to the implementation of new system functionalities and raise IT requirements for bug fixing or system enhancement when possible.• Management of flow of new trades and amendments from Front Office systems to Back Office systems, manually booking and amending in Back Office system where necessary.• An understanding of, and the ability to book, all… Show more • Working with Change and IT to improve efficiency and robustness in processes – Effective Project Management experience gained. Contribute to the implementation of new system functionalities and raise IT requirements for bug fixing or system enhancement when possible.• Management of flow of new trades and amendments from Front Office systems to Back Office systems, manually booking and amending in Back Office system where necessary.• An understanding of, and the ability to book, all relevant derivative and hedging products (credit default swaps, interest rate swaps, basket products, options, and transactions of an exotic nature e.g. CDO.)• Working with Middle Office P&L and Confirmations teams to reduce operational risk and maintain highest levels of support for each portfolio.• Build and maintain good working relationships with other internal clients such as Legal, Marketers, Trading and Back Office.• Oversee all reconciliations and reports in the area and investigations are completed on a timely basis.• Dealing with queries from Back Office, Marketers and Clients, relating to booking discrepancies. Show less

• Promote and maximise the distribution of US ABS, MBS, CMBS, CDO and CLO business within the European, Middle East and African client base in an extremely volatile market, attending client meetings and conferences.• Organizing and participating in European Road Shows with investors and asset managers in order to place New Issue ABS, CMBS, CDO and CLO.• Working with US bankers and syndicate desks to distribute new issues, providing them with constant feedback on EMEA investors’… Show more • Promote and maximise the distribution of US ABS, MBS, CMBS, CDO and CLO business within the European, Middle East and African client base in an extremely volatile market, attending client meetings and conferences.• Organizing and participating in European Road Shows with investors and asset managers in order to place New Issue ABS, CMBS, CDO and CLO.• Working with US bankers and syndicate desks to distribute new issues, providing them with constant feedback on EMEA investors’ appetite.• Communicating up-to-date market information between the trading desk in New York and the sales force within EMEA.• Acting as first point of contact for a client if sales force has little specialist knowledge in the US ABS/MBS market.• Executing trades efficiently and effectively on behalf of sales people when required.• Sending out requested research materials and necessary documentation to the client.• Dealing with operational issues efficiently in order to reduce operational risk and improve relationships with ourcounterparties. Continuous process improvement and liaison with our trade support desks.• Acting as first point of contact between traders, salespeople and clients and the back office for any operational issues. Show less

• Post-execution client service – first point of contact for clients’ operational issues liaising with sales, trading and other operational teams to take issues through to resolution.• Client account management – responsible for a portfolio of non-automated clients, analysing exception rates and working with clients’ to transition to more efficient confirmation methods.• Exception management – monitoring and resolving several work item groups to ensure the swift and accurate… Show more • Post-execution client service – first point of contact for clients’ operational issues liaising with sales, trading and other operational teams to take issues through to resolution.• Client account management – responsible for a portfolio of non-automated clients, analysing exception rates and working with clients’ to transition to more efficient confirmation methods.• Exception management – monitoring and resolving several work item groups to ensure the swift and accurate confirmation of all ‘client side’ trades, timely settlement and data integrity.• Query management – responsible for monitoring and completing requests on ‘chat channels’ from several internal departments including settlement and allocation amendments, manual trade bookings, confirmation resending, and other trade processing queries.• Project management - Undertaking several process-led continuous improvement projects aimed at increasing STP rates, cost reduction, improving workflow management and data quality. Show less