Simon A Email & Phone Number

United Kingdom

London, England, United Kingdom

Partnering with clients to offer comprehensive cash solutions to help effectively manage their liquidity need's.

London, Greater London, United Kingdom

Senior manager SME leading the EMEA off balance solutions team. Helping clients more efficiently manage their excess cash balances through the use of dynamic automated solutions, whilst driving the change agenda looking to enhance solutions to deliver market leading functionality whilst satisfying regulatory requirements across the multiple jurisdictions.

Actively engage with clients to understand their needs and provide cash and short duration solutions through the use of the LGIM suite of money market funds and short duration strategies or bespoke client mandates. In addition to promoting the liquidity solution capabilities, also worked closely with the internal client relationship teams to support their pension, charity and insurance clients to ensure their cash pools are utilized as efficiently and cost effectively as possible.

London, United Kingdom

Provide client service and relationship management to a number of strategically important clients. Actively worked with clients to ensure they received all relevant information as it pertained to their various LDI, Active Fixed Income and Index investment strategies.

London, United Kingdom

Business development and relationship manager focused on promoting fund collateral service offerings which enable clients to improve efficiencies, centralise production efforts and reduce costs over time.

Responsible for managing key client relationships for the company’s largest clients, by revenue. Primary point of contact for client’s management team acting as liaison to effectively communicate their product & service needs to Confluence management, day to day operational & relationship teams. Oversee & expedite the client’s custom development projects ensuring the Confluence project & engagement management teams deliver on time, meeting the client’s expectations & deadlines. Focused on working with the client to ensure use of Confluence’s suite of fund administration software (Budgeting & Expense, Financial Reporting, Performance Reporting) is optimized, & where opportunities present themselves up sell additional functionality.

London, United Kingdom

Responsible for managing and expanding the liquidity and short duration fixed income strategies with prospects and clients across Europe, the Middle East and Africa.Actively promoted cross-selling within the EMEA client base and worked closely with colleagues in the US to ensure collaboration and consistency for global multi-nationals.

Analysed clients’ assets, liabilities, investment and risk portfolios through a financial needs analysis and made recommendations based on the results, providing them with insurance and investment products to fulfil their needs.

Analysed clients’ assets, liabilities, investment and risk portfolios through a financial needs analysis and made recommendations based on the results, providing them with insurance and investment products to fulfil their needs.