Sara Daniel Email & Phone Number

Chelmsford, GB

London Area, United Kingdom

Working with a global multi-asset management client, delivered a functional gap assessment, high level operating model design, implementation approach / roadmap options and indicative budgeting intended to inform commercial milestones relevant to a potential business acquisition.

London, England, United Kingdom

Target operating model design for the diversified alternative / hedge fund business line of a global multi-asset manager. Objective of delivering a scalable, flexible model which support strategic growth plans and leverage existing core infrastructure where appropriate.Deliverables included:- Current state operating model assessment - Target state options.

London, England, United Kingdom

Project managed the migration to a new middle office provider for a successful equity only Asset Manager. Deliverables included:- Target operating model definition- Data integration design- SLA negotiation- Test management- Training- Stakeholder reporting

Operations workstream lead & project manager in front-to-back system implementation for the Investments business line of WTW. Deployed across EMEA and North America. Deliverables inc:- Operating model evaluation, inc in-house/outsource evaluation & business case. Re-structure implementation- Technology vendor selection- Solution design & testing- Training.

London, United Kingdom

Business owned by family members. Voluntary assistance assessing the feasibility of expanding their business online.- Requirements documented and assessed against potential software provider and couriers.- Cost benefit analysis completed.- Implementation plan agreed and online store developer sourced.

- Responsible for in-house middle office operations, back office third party administrator oversight and the supplier management function. Direct report to Chief Operating Officer (COO) and instrumental in decisions regarding operating model enhancements, people plans, budgeting, operational risk and disaster recovery protocol.- Project sponsor and Ops.

- Responsible for creating and enforcing the TPI Supplier Management Policy, including protocol for onboarding new suppliers, the ongoing monitoring of supplier relationships, exit procedures and regular risk assessments of the TPI operating model, inclusive of key suppliers.- Led the design and build of the target operating model for new middle office.

- Responsible for the services delivered by our transfer agent and fund accounting TPAs (four external TPAs & team of 2 direct reports).- Offered specialist support for internal and external business change projects resulting from regulatory, industry and/or internally demanded changes. Examples include operational changes required to support UCITS IV.

- Operational oversight of the transfer agency, fund accounting and custody functions with the Luxembourg TPAs for the F&C SICAV fund range. - Conducting in-depth thematic reviews of the TPAs, providing recommendations for management consideration, both internally and at the relevant TPA. - Assisting in the registration of F&C SICAVs and OEICs in global.

- Organising corporate client visits for audit or general reviews, producing reports of client's findings and co-ordinating responses from relevant departments.- Third party administration of repurchases, transfers and switches of clients Unit Trusts, ISAs and PEPs.

2:1 In Ba/Bsc Business, Leisure And Recreation

Education record