Michael Lavan Email & Phone Number

Dublin, Ie

Dublin City, County Dublin, Ireland

County Dublin, Ireland

Ownership of commercial segments Alternatives / Hedge Funds and GAS (Germany, Austria & Switzerland) for Global & Fund of Funds Custody. With responsibility for new and existing business, as well as the strategic roadmap for the segments. My client base includes large pension plans, insurance companies, European fund and asset managers.Define and document the standard product definition and operating model, ensuring the product stays within the agreed definition avoiding service creep. Ensure the product definition supports the goal of maximum automation, minimised operational risk and optimised margin.Work alongside product colleagues across the security services space through collaboration with client profitability and analysis teams to price and reprice our client portfolios as well as working to draft RFI and RFP responses as they arise. Manage the legal and regulatory landscape to ensure the product conforms to current regulations (and is prepared for future regulations) through working with our legal team and regulatory colleagues.

Ireland

Experienced Business Analyst with responsibilities for review and sign off of business requirement documentation with focus on operational and client facing impact. Define scope of system testing, execute test scripts within AML Quality Centre, produce implementation plans, accurate onboarding of new clients, static data migration, life cycle end to end connectivity testing.Key Achievements – Successfully tested and implemented an automation upgrade of our inhouse order execution and settlement platform facilitating the STP of our Mutual Fund order execution in the US market. Successfully managed the migration of client account and security data from AddVantage and Titan Custody platforms into our inhouse order execution and settlement platform. Updated procedure manual for the departments and provided training to all employees and clients. Successfully completed large scale client onboardings into the Fund of Funds asset classes (Hedge and Mutual Funds) within the greater Global Custody product.

Dublin Ireland

Dedicated, highly focused on accuracy in my delivery of duties. Over the course of seven and a half years at Citco Bank gaining invaluable experience in the end to end operations function. Leading an operations team supporting the fund order execution before moving into the product development space as an SME testing a new software life-cycle implementation, and enhancement for the business, finally sitting on the fund order execution team working as a client relationship officer. • Operating as an SME executing fund trade instructions received from our private clients and institutional investors in Hedge and Mutual funds within the clients SLA and fund deadlines. Authorised signatory for the Bank. • Liaising with internal and external counterparties to ensure that all relevant queries are resolved accurately. • Maintained a positive working relationship with our clients as primary contact for trade queries and participate in weekly conference calls to ensure the service provided to our clients meet with their expectations.

Dublin Ireland

The production of ‘as is’ and ‘to be’ process flows for the core tasks completed within the department and the recording of each tasks definition. Documentation and creation of test plan / scripts for each of the process paths and the production of metrics surrounding the combination of business scenarios tested in Mercury Quality Centre. Record accurately step by step all testing through Mercury Quality Centre within the deadlines set and report defects as they arose. Communicate all issues to the project management team via Mercury Quality Centre with applicable backup tech logs. Re-testing of defects as the fixes were released.Key Achievement – Gained a full understanding for the complexity and importance of system testing and through the process acquired a full E2E understanding of the trade life cycle, order placement, settlement, record keeping, pricing feeds. Upon conclusion of the testing, the knowledge and my performance assisted with promotion into the fund order execution team as a client relationship officer.

Dublin Ireland

• Monitoring the processes of a team of eight to ensure that all procedures are adhered too and that the workload was completed accurately within our SLA. • Conducted Risk Control Self Assessment (RCSA) meetings within a team environment and with our internal risk department in order to mitigate potential risk issues. • Working closely with my team to ensure they received continuous training and support and also liaised with counter parties, our Trading Team, Relationship Managers and Bank Management during the course of business. Key Achievement - Having been identified as an SME and selected to represent the department within a UAT Team to test a new custom built order execution and settlement platform for their fund of fund custody business.

Dublin Ireland

Key Achievement – Promotion to Supervisor

Bachelor Of Business Studies (Bbs), Bachelor Of Business Studies (Bbs)

Foundation, Licence No P2R/575104