Sam House Email and Phone Number
Experienced Management Associate with a demonstrated history of working in the financial services industry. Skilled in Microsoft Excel, Risk Management, Customer Service, Banking, and Asset Management. Strong finance professional graduated from Westcliff High School for Boys.
Transact
View- Website:
- transact-online.co.uk
- Employees:
- 334
-
Senior Trade ExecutorTransact Dec 2021 - Present• 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. -
Trade ExecutorTransact May 2019 - Dec 2021London, United Kingdom -
Client Service ManagerTransact Jan 2018 - May 2019London, United Kingdom -
Client Services AdministratorCredo Group Uk Mar 2017 - Jan 2018London, United Kingdom -
Investment Management AssociateTilney Group Nov 2015 - Mar 2017LondonInvestment 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 -
Distributor Client Services AssociateInternational Financial Data Services Aug 2014 - Nov 2015Job 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.
Sam House Skills
Sam House Education Details
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Westcliff High School For Boys -
Westcliff High School For Girls Sixth FormWestcliff High School For Girld Sixth Form
Frequently Asked Questions about Sam House
What company does Sam House work for?
Sam House works for Transact
What is Sam House's role at the current company?
Sam House's current role is Senior Trade Executor at Transact.
What schools did Sam House attend?
Sam House attended Westcliff High School For Boys, Westcliff High School For Girls Sixth Form.
What skills is Sam House known for?
Sam House has skills like Financial Services, Project Management, Management, Investments, Customer Service, Teamwork, Microsoft Excel, Risk Management, Asset Management, Time Management, Finance, Banking.
Who are Sam House's colleagues?
Sam House's colleagues are Ross Gibson, Yolanda Reason, Dana Gleisberg, Garry Talbot, Alice Copping, Claire Everitt, Giovanni Bolivar.
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2hotmail.com, languagematters.co.uk
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