- Management of a small team.- Delivery of periodic reporting (monthly, quarterly, half-yearly and annually) in respect of a range of multi-asset portfolios (exceeding £150bn FUM).- Instruct movements of capital in and out of the portfolios, across various currencies, as requested by the managers.- Instruct trades and transfer assets between portfolios.- Maintain a great working relationship between my team, the client and the various business areas we work alongside.- SME… Show more - Management of a small team.- Delivery of periodic reporting (monthly, quarterly, half-yearly and annually) in respect of a range of multi-asset portfolios (exceeding £150bn FUM).- Instruct movements of capital in and out of the portfolios, across various currencies, as requested by the managers.- Instruct trades and transfer assets between portfolios.- Maintain a great working relationship between my team, the client and the various business areas we work alongside.- SME for Aladdin, the new Blackrock system which recently went live across the business.- Work closely with the project team to ensure a smooth transition with any work streams that will impact my team and the middle office as a whole (most notably the implementation of Aladdin).- Work with the portfolio managers and other stakeholders to deliver 'change' requests.- Hold regular one to ones with my team, including annual appraisals and setting targets for each individual as well as the wider team. Show less

- Management of a small team.- Corporate actions.- Overseeing projects assigned to my team.- Cash and stock reconciliation.- Creation of tax certificates for all UK based investors.- Set up of assets/securities on our in-house system.- Creating and updating procedure documents for tasks undertaken by my team.- Assisting with the development of internal processes.- Making recommendations on system improvements and assisting IT with the development and… Show more - Management of a small team.- Corporate actions.- Overseeing projects assigned to my team.- Cash and stock reconciliation.- Creation of tax certificates for all UK based investors.- Set up of assets/securities on our in-house system.- Creating and updating procedure documents for tasks undertaken by my team.- Assisting with the development of internal processes.- Making recommendations on system improvements and assisting IT with the development and implementation of those improvements.- Providing the board of directors with an update on a monthly basis. Show less

- Management and training of a small team.- Trading of funds for our APS (Advised Portfolio Service) clients.- Overseeing projects assigned to my team.- Cash and stock reconciliations.- Corporate actions.- Tax certificates.- Writing up procedures.- Assisting with the development of internal processes.- All general Operational tasks.

- Cash and stock reconciliations. - Corporate actions.- Proxy voting.- Dealing.- Investigation of trade discrepancies.- Trade settlement.- Pricing.

- Client services. - Valuations. - Deal amendments.- Commission.- Distributions.

I worked in the building trade in a variety of roles whilst trying to figure out exactly what I wanted to do with my career. Once I realised I wanted to work in the financial services industry I took the first step in my career by starting my job at IFDS (International Financial Data Services) where I currently work.

I started working for the Beefeater in Chelmsford washing up part time whilst still in school. Within a year of going full time I achieved four promotions taking me to my final position as assistant kitchen manager. My key responsibilities were as follows:Manage a team of six to eight staff to ensure great food was served whilst maintaining health and safety standards.Personally responsible for the stock management to ensure the restaurant can meet three hundred covers a… Show more I started working for the Beefeater in Chelmsford washing up part time whilst still in school. Within a year of going full time I achieved four promotions taking me to my final position as assistant kitchen manager. My key responsibilities were as follows:Manage a team of six to eight staff to ensure great food was served whilst maintaining health and safety standards.Personally responsible for the stock management to ensure the restaurant can meet three hundred covers a day.Liaise with senior management on a regular basis to discuss profits and ways to reduce costs.After leaving the Beefeater at seventeen I worked for The Fox & Raven restaurant and Café Rouge for several months before going self employed in the building trade. Show less