Michael Lomax Email & Phone Number

Manchester, GB

Manchester Area, United Kingdom

Manchester, England, United Kingdom

• Member of a global team dedicated to delivering transformation projects, using agile approaches, across the Fund Services business, focusing on improving current systems and implementing modern technology to gain.
• Led global project to migrate institutional accounting reconciliation processes away from multiple location owned UDTs and onto one global reconciliation tool with capabilities to significantly improve automation using.
• Delivered on projects with key business objectives of improving trade capture STP rates and reducing reconciliation break volumes, alongside a project to implement a standard workflow tool.
• Responsibility for project planning, setting timelines and milestone tracking.
• Led stakeholder engagement.
• Managed risks and controls with implementing new processes and technologies.

Manchester, England, United Kingdom

• Responsible for leading the Limited Partnership Accounting and Administration Services EMEA Group, servicing the Bank’s EMEA Institutional Clients.
• Executed the global operations strategy and objectives in the EMEA location.
• Managed Pension Fund, Insurance Fund, Sovereign and Private Wealth client relationships.
• Collaborated with global leaders for consistency in operational processes.
• Ensured team’s processes followed internal/external policy and regulation.
• Led and coached the EMEA team to deliver on our client objectives.

Manchester, England, United Kingdom

• Established a new operation based in Manchester, dedicated to and specialising in Limited Partnership Accounting and Administration Services for the company’s EMEA institutional client base.
• Worked closely with Project Manager to scope, agree and execute project plan.
• Identified, interviewed and recruited team members.
• Led collaboration with SME US colleagues on training and support.
• Led migration of UK clients serviced in US into Manchester operation.
• Communicated and presented the value of the service to internal/external stakeholders.

Manchester, England, United Kingdom

• Led and managed several teams within the department over a four-year period, including a reconciliations team and a client facing accounting team.
• Responsible for workload planning, allocation and oversight.
• Led in areas of people management and recruitment.
• Drove process improvement and department training.
• Hosted client visits, service calls and presentations.

Manchester, England, United Kingdom

• Senior team member responsible for the monthly valuation reporting production of the bank’s institutional client’s investment portfolios.
• Supported peers with training and technical queries.
• Responsible for peer review and final sign off of reporting.
• Built relationships with clients and internal stakeholders to support excellent service delivery and query management.
• Involved in department projects to seek efficiencies and process improvement.Institutional Accounting SMEPune - India2013Spent 5 months in Pune, India as an SME, training and supervising a large operation in.

Manchester, England, United Kingdom

• Team member responsible for the monthly valuation reporting production of the bank’s institutional client’s investment portfolios.
• Responsible for the reconciliation of client portfolios to Investment Manager valuations.
• Investigated and resolved discrepancies between the banks internal accounting system, custody and the Investment Manager, in support of finalising monthly financial reporting.
• Knowledge of and exposure to a wide range of financial instruments.
• Worked to tight deadlines and audit requirements, with great accuracy.