Richard Bromley Email & Phone Number

United Kingdom

London Area, United Kingdom

Hired as a Treasury Analyst to help setup the newly created Treasury function in order to manage and optimise returns for Jupiter’s cash across all of its fund range. The department works closely with internal and external stakeholders to ensure optimal rates are achieved as well as creating FX orders (spot/fwd/swaps/rolls), execute Money-Market Fund orders and manage T Bill exposures.Key Responsibilities:Implement strategies to maximise returns on cash, adhering to Investment Manager and segregated mandate remits, and make recommendations forenhancing income.Provide Investment Managers with market colour, suggest optimal strategies and ensure pre-funding requirements are met if necessary.Develop external relationships with brokers, custodians and prime brokers, helping in negotiating rates, enhancing workflows and maximising returns.Review existing processes and suggest where improvements can be made, utilising Aladdin to its full potential.

London, England, United Kingdom

Senior Consultant, Aladdin Front Office Change BAWorked as a Business Analyst consultant within the technology department for a large asset manager to facilitate a integration program to align all processes under one operating model and onboard the US entity onto the Blackrock Aladdin platform.Responsibilities included;Documenting and agreeing business requirements, target operating models and workflowsFacilitating design workshopsDrafting UAT test scripts and facilitating testingRaising and tracking software defects, working with the business to determine prioritisation Providing regular communication and management information to key stakeholdersAssisted Project Manager in creation of project plans & sprint planningPrepared user guides and assisted with training the end userGained SCRUM Master qualification in June 2022.

London, United Kingdom

Joined as part of a team of four with remit to sign off FX trades and money market orders, and manage cash and currency exposure via swaps and forwards. Responsible for both developed and emerging market countries, including India, Taiwan, Vietnam, Kuwait, Brazil and Korea. Achievement of very low error rates and more efficient processing allowed for rise in overall levels of business, without corresponding growth in team size. Calculated and authorised FX and money market trades as well as NDFs to manage cash and currency positions within acceptable limits. Identified significant process improvements and cost savings.

London

Having left to take a planned career break in 2017 at Amplify Trading to study for a diploma in Trading and Financial Market Analysis, I was invited to return to former role due to considerable staff turnover.I assisted with the training of new team members and alleviated pressure from senior managers by fulfilling the responsibilities of my previous role

London

Planned career break to study for a diploma in Trading and Financial Market Analysis. Passed with distinction.

London, United Kingdom

Moved to UBS as part of a team of 11 responsible for creating and authorising spot and forward FX trades for more than 1,000 equity and fixed income portfolios.Achieved significant increase in accounts managed through delivering high levels of accuracy and low error count, with only two added to headcount.Reviewed and confirmed trading lines and ISDA documentation and Spot Exemption Letters. Took desk lead in training, coaching and mentoring colleagues, and enhanced overall abilities within the team.Contributed to implementation of order generation and trading systems; senior member of team responsible for UAT and parallel running of innovative IT and other processes.

London, England, United Kingdom

Headhunted following direct recommendation from a member of the sales / trading team at BBH. Ensured accurate and timely communication of market colour, including trading halts, global locks and delisted securities.Set up new brokerage accounts and commission schedules internally and with brokers.Performed proactive best execution checks. Booked all FX transactions and reconciled with traders’ books.Verified that New York traders’ positions were correctly updated.

London, England, United Kingdom

Money Market order executionFX settlements

London, England, United Kingdom

FX Dealer- 2006-2009Created, authorised, executed up to 1500 spot and forward FX trade per day.Managed FX exposure on behalf of fund managers.Maintained counterparty relationshipsAssisted with client onboardingUAT testing when trading moved from voice to FX Connect.Reconciliations Officer 2004-2006Daily cash reconciliations across 450 equity & fixed income accounts. Resolving rec breaksData entry

London, United Kingdom

London, United Kingdom