Suzanne Burrows Email & Phone Number

London, England, United Kingdom

Creation and distribution of weekly, monthly and quarterly UK and German reporting requirements for GFI and Equity Pooled and Segregated clients.• Management of high workload, ensuring both timeliness and accuracy ofdata whilst mitigating risk• SME for GFI book of business for UK client reporting.• Actively monitoring and responding to queries via the team inbox. Resolvingissues and providing ad-hoc support to the Client Service Team to facilitate responses to more complex… Show more Creation and distribution of weekly, monthly and quarterly UK and German reporting requirements for GFI and Equity Pooled and Segregated clients.• Management of high workload, ensuring both timeliness and accuracy ofdata whilst mitigating risk• SME for GFI book of business for UK client reporting.• Actively monitoring and responding to queries via the team inbox. Resolvingissues and providing ad-hoc support to the Client Service Team to facilitate responses to more complex client queries. Ensuring excellent client service at all times.• Monthly production of KPI’s. Highlighting trends and proactively suggesting change.• Responsible for ESG reporting production and responding to internal correspondence.• Regulatory reporting, including MiFID II Article 60 reports. Show less

Canary Wharf

Review weekly client IMA’s on Appian to decipher client reporting requirements. Ensure all requests are captured and considered ensuring compliance and client satisfaction.• Client Reporting Team representative at weekly deal team meetings. Decipher and discuss IMA's and their impact on client reporting.• Discuss and agree feasibility of reporting requirements with internal teams. Reject requests where necessary to mitigate operational risk.• Install new, or amend existing… Show more Review weekly client IMA’s on Appian to decipher client reporting requirements. Ensure all requests are captured and considered ensuring compliance and client satisfaction.• Client Reporting Team representative at weekly deal team meetings. Decipher and discuss IMA's and their impact on client reporting.• Discuss and agree feasibility of reporting requirements with internal teams. Reject requests where necessary to mitigate operational risk.• Install new, or amend existing, reporting requirements on internal systems, including Salesforce.• Appraise the Client Reporting Team of the event. Oversee the final report production to prevent potential errors.• Install and test MiFID regulatory reporting on internal systems. • Provide training to Dublin and Bangalore to impart knowledge and ensure the successful outsource of the new business role.• Monitor the team inbox on a daily basis. Respond to client queries in a timely manner, managing client expectations where necessary. Ensure an excellent client experience.• Contribute to client RFP’s on an adhoc basis to provide guidance to clients and champion the Client Reporting Team. Show less

Canary Wharf

• Provide daily exceptional client service to a large number of Pooled and Segregated EMEA clients. Respond to all client and consultant queries in an accurate and timely manner, managing expectations accordingly and ensuring a positive client experience.• Support a team of Relationship Managers with their operational and administrative functions.• Respond to quarterly audit and due diligence requests and provide oversight of quarterly client invoices.• Oversee reports constructed… Show more • Provide daily exceptional client service to a large number of Pooled and Segregated EMEA clients. Respond to all client and consultant queries in an accurate and timely manner, managing expectations accordingly and ensuring a positive client experience.• Support a team of Relationship Managers with their operational and administrative functions.• Respond to quarterly audit and due diligence requests and provide oversight of quarterly client invoices.• Oversee reports constructed by the Client Reporting Team. Ensure the quality and accuracy of data for all client reports using check sheets and product knowledge. Endeavor to ensure errors are captured before distribution.• Participate in service delivery meetings with key providers. Raise and discuss any issues. Fortification of relationships and procedures. Show less

London, United Kingdom

Management of a small, fund of fund rebalancing team. Conduct monthly one to one’s, set objectives and conduct appraisals.• Tighten controls using daily check lists and increased communication/discussions within the business to identify areas of weakness. Reduced the error rate by 50%.• Oversight and checking of daily activities, including processing of complex tradesand payments. Static data maintenance, daily reconciliations and query resolution.Ensure data accuracy and timely… Show more Management of a small, fund of fund rebalancing team. Conduct monthly one to one’s, set objectives and conduct appraisals.• Tighten controls using daily check lists and increased communication/discussions within the business to identify areas of weakness. Reduced the error rate by 50%.• Oversight and checking of daily activities, including processing of complex tradesand payments. Static data maintenance, daily reconciliations and query resolution.Ensure data accuracy and timely distribution.• Daily LDI trade production using in-house systems. Perform daily reconciliations,make payments and facilitate new client take-on’s.• Ensure processes thoroughly documented and updated monthly. This facilitatescross training and reduces operational risk.• Compile weekly MIS to senior management to illustrate production and highlightany issues. Discuss potential mitigations.• Attend service review meetings to discuss issues and negotiate solutions. Show less

London, United Kingdom

Manage a small client administration team. Responsibilities included processing high value pooled investment instructions, client reporting, settlements,payments, and reconciliation of bank accounts, responding to client queries/complaints and processing rebates.• Ensure all daily processes completed in a timely and accurate manner,check sheets were adhered to in order to mitigate risk.• Accountability of the error rate. Ensure the error rate is minimal and the appropriate risks and… Show more Manage a small client administration team. Responsibilities included processing high value pooled investment instructions, client reporting, settlements,payments, and reconciliation of bank accounts, responding to client queries/complaints and processing rebates.• Ensure all daily processes completed in a timely and accurate manner,check sheets were adhered to in order to mitigate risk.• Accountability of the error rate. Ensure the error rate is minimal and the appropriate risks and controls are monitored via the CSC (Control Self Certification). Achieved a 66% reduction in error rate in three years of supervising.• Adherence to the Service Level Agreements to reduce risk and prevent errors.• Attendance at service review meetings to discuss any issues and build relationships.• Production of the monthly MIS and KPI’s for senior management. Enables trends to be spotted and facilitates discussion of any issues.• Conduct staff one to one’s and team meetings. Including annual appraisals and setting objectives.• Interviewing and recruiting staff.• Management and processing of new business and complex transitions. Includingpreparing legal documentation, KYC’s and AML’s, negotiating stock lists, arrangingand overseeing timelines and providing post transition data.• Provision of cover for asset allocations and benchmark client cash distributionforFund Manager in times of absence.• Represent and champion the business at industry events.• Full involvement with confidential outsource planning and execution, whilstmanagingbusiness as usual. Show less

London, United Kingdom