Client solutions and integrationGlobal Programme Management Global clients and strategies Responsible for leading and developing a diverse team of Senior Managers (VP level and above) stakeholders and clients including CFO, CIO and Senior Executives and consultants in Blue Chip financial institutions including National Banks, Insurance companies, Pension funds, Asset Managers

Solutions – Investors Services• Client solutions for investors services clients for changes in client or JPM operating models• Management of changes with implementation and client service to ensure models are implemented in controlled environment• Model design for new business pitches Commercials Team – Investors Services• Assisting sales and product managers to deliver commercials on RFPs/new business/changes in services for investor services clients Project Manager – Investor Services• Overall project/program lead for middle office clients of investors services partnering with All impacted investor services to deliver change for clients• Operating model design with client and external stakeholders• Project documentation ownership – Impact Assessment; Project plan; Operating Model and flows; managing procedural changes; Account mapping• Client service/relationship role – point of contact with client (direct and third parties) and escalation point• Chairing all party project and individual work stream calls• Delivery of complex change for middle office services clients – Fund manager changes involving operational restructures, trade utility builds and operating model design; Client as sub-advisor for funds launching in new markets not supported by client/JPM as middle office provider eg. US/Canadian Mutual Funds. Involves new relationships, bespoke investor services changes, tech builds and operating model design; Launching master-feeder structures in new markets. Op model design and process engineering; Transition of middle office services; other changes to fund structure

• Implementation of Reconciliation application for Equity Derivatives business• Planning and implementation of UAT• Testing of all variations of OTC Equity Derivative Products• Result analysis, identification of system defects and prioritisation for fixes in system releases• Exception Analysis and process handover to Global TM Team. Exotics Index/Single Stocks – Project Manager• Barrier analysis on Flex product population to identify breaches not captured in risk system.• Creation of tracking tool to monitor barriers on a daily basis. Exotics Hedge Funds – Project Manager• Stock reconciliation Project - Valuation of Bear Stearns Hedge Funds Portfolio• Due diligence on Funds and position/pricing corrections in JPM Risk• Creation of Database to track funds documents/pricing/position of Bear/JPM Funds• MIS creation and analysis for Management• Introduction of reconciliation process: creation of tool and MO training• Ad hoc project work

• Providing middle office support functions to the Funds Derivatives business• Responsible for all funds dealing – Direct Investment into Hedge/Mutual Funds/Fund of funds• Main point of contact for the Front Office on any operational issues• Conduct meetings with structure team, sales and administrators on operational flow and timeline for new transactions• Review of operational procedures and creation of new controls for funds dealing and payment• Cash management, account opening, corporate action processing and trades reconciliation• Assisting in design and UAT of in-house trading platform and order/risk management system• Communication of issues and resolutions with Settlements, Clients and Sales &Trading staff• Enquiry management from Clients, Sales, Compliance, Credit, Product Control and Ops Control• Exception management and resolution of client queries.

Fixed Income Traders Assistant• Input of Bonds, Futures, Options, Swaps, Stations trades into Prologue in-house system and into Prime Brokerage system• Assess the existing trade capture, processing, onward transfer, position and P&L functionality of ROXY. Identify deficiencies, recommend improvements, prioritise and implement.• Regular and ad-hoc analysis of aspects of the business both tactical and strategic.• Establish collegiate working relationships, at all levels, with both the business and support areas in order to provide an integrated and proactive approach to business development and facilitation.• Running automated and manual trade detail reconciliations for all products traded between trading system and Prime Broker system, and working with Prime Broker, IT and traders to resolve any issues identified.• Instruction of Prime Broker operations and P&L teams of any corrections in the Prime Broker systems.• Assist, as appropriate, in order to ensure that all proposed new products or variations of existing products can be appropriately booked, and accounted.• Assisting in system development, testing and implementation.• Contribute to control and efficiency initiatives.• Project work covering controls enhancement, efficiency initiatives and strategic developments in order to provide business advantage.• Review the operational procedure and controls both internally at the interface with prime broker and to the extent possible within PB. Document, recommend improvements and implement changes

• Senior Associate with primary support for ETL (electronic trading lab) and OPALS (Optimised Portfolios as listed Securities) /ETF business.• ETF trade management• Extensive dealings with business unit, IT and other areas regarding automating trade booking flow in OPALS, ETFs and program trading.• Calculated NAV/FX exposure of ETF for trader and set up deals to buy/sell with ETF provider.• Charged with all supporting aspects of after sales service to high value OPALS clients.• Managed short positions of OPALS/ETFS. Investigate positions and discuss options with traders.• Accounts reconciliation• Manage large quarterly rebalances of all OPALS products to ensure all stock is priced correctly and positions bought and sold in all countries are properly reflected on all books.• Monitoring trade exceptions, resolving issues and conducting regular meetings with IT/developers to ensure STP environment.• Developed and maintained strong client relationships with fund managers and all related internal business areas.