Robert Welsh Email & Phone Number

London, United Kingdom

This role was initiated by finance as part of the regulatory intercompany project. The role was to incorporate an automated process to bring strict control to the creation of internal sub accounts. This is a self disciplined role where I report to the head of Global reference data while working as the sole business analyst with a small amount of project management.• Liaising with my project manager in finance change (Singapore) to establish the project objectives, the controls requested by the regulator and the desired product for the business.• Liaising with all areas of the global model to determine how best to implement the process and which systems it should be implemented.• Write documents showing the business requirements for the Head of departments to sign off and for IT to base their functional requirements on.• Determined the need to introduce compulsory approval milestones to gain full control of internal sub accounts.• Liaised with IT to introduce a report to monitor any changes to the internal population until the live date, thus gaining a manual control while the new process develops.• Analysis of the entire internal population of plus 31,000, to determine any missing or incorrect data.• Remediation of the internal population with the use of Bulk uploads and directing data teams.• Creation of a workbook on the Sharepoint site to show the up to date progress of the remediation. • Present all findings, progress reports and bring to attention any issues at the fortnightly global working group meetings.• Write the procedure and support documents for the new process

London, United Kingdom

Working in a high profile role within Operations supporting Client Static Data,. After working to become one of the more experienced team members within the Reference Data team, became the team’s assistant manager in London during the near shoring period, to Edinburgh.Reference Data• Set up the new email system, which implemented a paperless work stream to the archive system.• Highlighted inconsistency’s, in holiday data, lead a project to rectify the issue. • After the departure of the previous assistant manager, promoted to cover the everyday running of the team.• The Point of contact during the near shoring period. • Mentor and trainer to the new staff..• Coordinated, proof read and agree the production of new procedures for all processes and creating new workflows.• Centralised large subjects including internal book and account set ups to control and improve the processes.• Dealt with all queries and errors with systems in accordance with the teams SLA’s. • Aligning systems and Inter system mappings.• Testing systems before new releases/fixes, giving detailed reports on QC to stakeholders and senior management.• Firm Infrastructure (internal books, desks, cash/physical accounts, classification and banking codes).• Checking System Reconciliations and fixing problematic queries using in depth knowledge of the systems, processes and data flows.Customer Static• Work to strict daily deadlines to input customer data into web-based banking software.• Liaising with front office, and client on boarding whilst conducting data quality checks and investigations for any data anomalies to ensure the customer information is captured accurately and to FSA/Internal requirements.• Setting up SSI details for all Investment Products.• Training new staff members and remaining available for post training mentoring and to help answer queries relating to new systems and processes. (SME).

London, United Kingdom

This role incorporated Operations, Client Static Data, Documentation and Risk Management working for one of the world’s leading Wealth Management Organisations.• High level of internal and external stakeholder management.• Responsible for setting up and maintaining new accounts, processing account amendments, account changes, closures and deletions.• Setting up and maintaining Valuation dates, FX, PEP and ISAs, Counterparties, Master SIPP and Address maintenance, original and copies.• Processed Contract charges and commission fees, Interest Category and General data enquiries.• Liaising with filing and scanning team, Front Office and constant communication with Documentation Control Teams, CSG, IT and Change-the-Bank to ensure the requests are processed accurately and within tight deadlines.• Exposure to Data Management Processing and Controls.• Demonstrated Strong Communication Skills and ensured the Client always came first.• Appreciation of Regulatory Compliance requirements and internal UBS policies.

Shrewsbury, United Kingdom

An independent insurance broker extremely popular with numerous large companies within the UK allowing fast development, vital experience and also passing initial 3 ACII exams .The role consisted of a high level of client relationship, personal managing and risk assessment of client’s policies • Managed large Household Account covering renewals and midterm adjustments for 1st year.• Devised a new Household scheme after recognizing the current scheme was not competitive enough, this has been in use since.• Responsible for all new business, from initial meetings and assessments including specialized risks such as High Net Worth and Unoccupied Buildings.• Worked at transferring Cheltenham Office to Shrewsbury, reassuring clients of ongoing support.• Set up a paperless filing system, including the scanning of all archived material.• Identified need for Marine Scheme, persuaded Directors of the need, and helped establish it within the firm and on the Internet.• Appointed broker in charge of Scheme in Shrewsbury, including issue and processing of policies.

Biological Science

Education record

Education record