Steven Clancy Email & Phone Number

Dublin, County Dublin, Ireland

Dublin City, County Dublin, Ireland

Lead analyst to manage all technical development for restructuring program of multiple fund ranges across EMEA. Analysed & proposed model, and managed the development through implementation of technology to automate the transfer of all assets between funds during restructuring events.Also designed, presented and coordinated implementation of a new dividend.

County Dublin, Ireland

• Oversight of the migration of Transfer Agency activities from Societe Generale to Caceis; and coordination of Transfer Agency actions for the absorption of Pioneers funds investors into the Amundi fund range.
• Management and oversight of system development & testing, migration dress rehearsals and Day in Life testing
• Management of closing process and technology gaps identified in service provision ability gap review
• Planning, operational agreement and documentation of migration, merger and future administration processes

County Dublin, Ireland

• Regulatory SME & analyst working with Privacy by Design & Operational Implementation workstreams of GDPR
• Personally designed draft DPIA and Privacy & Regulatory Reviews; progressing iterations with compliance & legal departments
• Member of a 3 person project team working with senior stakeholders to redesign privacy assessment process for all global AIG activities for alignment with existing processes;
• Procedural updates to Software Development Life Cycle & PDLC policy documentation
• Worked with Compliance to draft guidance documentation to aid self-assessments; coordinated self-assessments, identification of process deficiencies and remediation plans

Dublin, Ireland

Business Analyst for strategic projects & Regulatory Analyst within the Transfer Agency Change Management Department. Worked across Business functions to elicit, analyse, communicate & validate requirements for changes in business processes, policies and information systems. Lead Analyst on a variety of project types and sizes from initial change request.

County Dublin, Ireland

Senior Consultant placed onsight with IFDS & State Street by Daysha

Dublin, Ireland

Oversight & governance of external outsourcing Vendor relationships and Internal Centers of Excellences relationships for multiple sites including India, Poland, Singapore, Luxembourg & Hong Kong

Member of a 3 person team responsible for establishing, developing and managing an outsourcing partnership to compliment our onshore operations. Initially developing workflows, training teams, developing structure and arranging hardware and software requirements. Later migrating all designated work from onshore to offshore operations and managing all.

Managed groups servicing a number of clients, comprising between 6-10 staff, administering a number of hedge fund types and structures, containing a variety of types of complex instruments,Managed client relationships, audits, financial statement preparation, tax statements & team development.

Dublin Ireland

Senior Fund Accountant administering a variety of multi-class multi-currency equalisation Hedge Funds producing monthly & weekly NAV’s for a range of Fund types and structures encompassing a multiple of complex security types.

Luxembourg

Fund Accountant administering & reviewing a variety of Luxembourg Domiciled UK pension funds.

Luxembourg

Fund Accountant administering a variety of Luxembourg Sicavs in both pooled & umbrella type structures. Valuation types varied from index linked equity funds, emerging market, a variety of fixed income types particularly Mortgage back securities amongst others.Also performed cross training and provided cover for pricing & corporate action departments.

Professional Certificate In Data Protection

Institute of Banking (IOB) & Association of Compliance Officers of Ireland (ACOI) run qualification course in Data protection & GDPR to.

Advanced Diploma In Project Management

Completed with A1 Distinction

Business Studies, Major In Accounting And Finance, Minor In Law

Final year thesis :a case study in monopoly prevention