An experienced Operations professional having held a variety of roles at a selection of highly regarded Financial Services companies. A strong team player who also values autonomy and responsibility; an approachable, personable, empathetic and inclusive character; a hard worker who is passionate, is keen to learn and take on new challenges, and enjoys finding solutions to problems of varying complexity.Key skills:- operations and business management- team oversight and workflow coordination- pastoral support and training- excellent communication skills- managing relationships with multiple clients including third party vendors- managing stakeholders from all levels of organisations- business process analysis and improvement- project management- management information- strong attention to detail- decision making in fast paced environments- organisation/time management/prioritisation- relevant legal, compliance and administration skillsComputer skills:- experienced in a wide range of systems including Microsoft Excel (advanced), Salesforce, Qlikview, Bloomberg, Factset, thinkFolio, Sentinel (Fidessa)
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Investment Desk ManagerTrinitybridgeLondon, Gb -
Investment Desk ManagerClose Brothers Asset Management Jun 2020 - Present -
Small Business Consultant- Apr 2019 - Apr 2020Providing consultancy services to SMEs on a freelance basis, covering operational running, idea generation, market research and business planning.
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Temporary Career Break To Support Family. Apr 2018 - Mar 2019
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Operations ManagerInvestec Wealth & Investment Uk Apr 2017 - Mar 2018London, United KingdomSupporting the Head of Operations to ensure the smooth running of the Investec Click & Invest business (the new online investment service from Investec Wealth & Investment); working cross-functionally to ensure the operational infrastructure of the business follows best practice and regulatory requirements and runs at maximum efficiency. -
Senior Analyst - Global Investment ControlCapital International Aug 2014 - Mar 2017London, United Kingdom -
Investment Manager Assistant - Emea & Global Frontier Markets Equity Investment TeamBaring Asset Management Jul 2011 - Aug 2014London -
Client Service ManagerBaring Asset Management Jul 2007 - Jun 2011 -
Uat, Business Analyst (Global Client Reporting Project)Ubs Global Asset Management Aug 2006 - Jul 2007 -
Senior Client Services ExecutiveUbs Global Asset Management Sep 2002 - Aug 2006 -
Industrial Trainee, International Cash TeamPhillips & Drew Jul 2000 - Aug 2001
Thomas B. Education Details
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Management Sciences -
Bedford SchoolMaths, Economics, Biology
Frequently Asked Questions about Thomas B.
What company does Thomas B. work for?
Thomas B. works for Trinitybridge
What is Thomas B.'s role at the current company?
Thomas B.'s current role is Investment Desk Manager.
What schools did Thomas B. attend?
Thomas B. attended Loughborough University, Bedford School.
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