Scott Surridge Email & Phone Number

London, GB

London, England, United Kingdom

Liqueo – Clear, Transparent, EvidentEstablished to offer a fresh and exciting approach to Management Consulting within Asset and Wealth Management.The name Liqueo was chosen as it translates from Latin to mean Clear, Transparent & EvidentOur MissionCreating a business known for how nice our people are to work with and the quality of the work we deliverOur.

London, United Kingdom

Newton Investment Management March 2019 to March 2023PM / SME Aladdin TOM and delivery for the transfer of funds and associated processes for the Portfolio Managers and Portfolio Implementation team.PM ETF fund launch - TOM and delivery within the Aladdin systemAladdin UAT ManagementAladdin Parallel ManagementPrudential Plc Dec 2018 to May 2023Company.

Schroders May 2018 to Nov 2018Fund Transfer BA / SME Advising on the design and process for the transfer of funds into the organisation including industry best practises for both the schedule of fund transfers and any required Prudential Capital M&G October 2016 to April 2018BA / SME for the Aladdin Implementation covering Derivative workstreamAladdin.

Canary Wharf

• Responsible for providing Project Management for Investments within the EMEA Regiono Project Lead for the implementation of Blackrock / Aladdin within EMEA covering 30 offices. Analysis and design covering
• Reporting tools, Green Package, Aladdin View and PRISM
• Portfolio Management Order and Portfolio Construction
• Trade Entry
• SMF, Confirmations and Settlement Modules
• Reconciliation Modules

Management of the Middle Office teams, Closures, Corporte Actions and Risk Controls.Responsible forHR issuesBudget costs for 2010 and projected costsAudit point implementationBreach KPI targetsChair all operational client meetings AchievementsAll Client KPI targets met achieved within 2 monthsAll outstanding recruitment completedSatisfactory resolution of.

Responsible for the BAU running of a department of 31 including Trade Capture, Settlements, Reconciliations, Client Enquiries and Projects. Providing back office support for the clients Fund Administration business.Attend all meetings with the client to review service levels for the areas concernedEnsure adherence to Client SLA agreements.Extensive liaison.

London, United Kingdom

• Managing a team of 35 responsible for Operations, Clearing, Client Services and Projects.
• Support and attend client visits with Front Office Dealers and the Director of Sales
• Central point of contact for Audit and Compliance teams.
• Compliance to SOX and FSA rules and regulations.
• Ensure adherence to client SLA agreements.
• Maintenance of client relationships.Achievements

Responsibility for a team of 28 running Crest Settlements, UK Fixed Income, Corporate Client Services, Client Accounts, Funding, Broker Confirmations (Offshore), Confirmation and regulatory reporting.Relationship Manager for the Private Banking and Internet Dealing DivisionsMember of the Crest Euroclear working group.Director of the Nominee CompanyEnsure.

Responsible for Crest and Residual and Unit Trust SettlementTalisman SettlementFailed Trade Management

Completed Talisman SettlementsAssisted the accounts and trade capture departments

Responsible for ensuring stock and cash were delivered to the required institutions