Sam House Email & Phone Number

• Multi-Asset trader for Managed Funds and Equities. Variety of dealing channels used for high volume daily trading of £100m+ for AUM of £50bn.• STP trading, using both EMX and Calastone for all Managed Funds for UK IFAs.• Daily telephone two-way bid-offer trading with Market Makers and brokers to achieve best prices available for global equities.• Strong relationships with a variety of Fund Managers and Market Makers/Brokers for efficiency and resolving any issues. Improving deal efficiency by converting flow to STP.• Daily Best Execution testing using LiquidMetrix and trade analysis on all Equity trades, ensuring best venue and prices are achieved.• Daily Transaction Reporting of trades with knowledge of UnaVista.• Detailed VWAP analysis for any price challenges.• Managing of IPOs and Placings for various UK Stocks and Investment Trusts.• Daily Exposure reporting including CREST cap analysis and net position reviews.• Training new team members and acting as support for various internal teams such as Client Services, Sales and Settlements.

London, United Kingdom

London, United Kingdom

London, United Kingdom

London

Investment Operations. Job roles include working alongside Investment Managers to onboard relevant client accounts for their portfolios. Perform the necessary AML checks and instruct transfers for monies to be invested.Facilitating client account transfers into the company and working with external businesses to ensure these run smoothly. Preparing transfer paperwork and working with a third party custodian to receive new business to the company

Job roles included managing an online suite for investment clients to manage their portfolios and trades. Ensure that sensitive data was sent to the correct companies and answering general queries from internal and external clients.

Education record

Westcliff High School For Girld Sixth Form