Senior Manager of European Fund Oversight, including UK OEICS, Investment Trusts & Luxembourg SICAVs. Directly responsible for 8,000 daily NAV deliveries representing over 40 clients and over $900 billion AUM. Team are responsible for governance of the distributed production model and process/model changes.

Senior Manager of European Fund Oversight, including UK OEICS, Investment Trusts & Luxembourg SICAVs. Directly responsible for 8,000 daily NAV deliveries representing over 40 clients and over $900 billion AUM. Team are responsible for governance of the distributed production model and process/model changes.

Operational lead for major client onboarding for over 850 funds AUM $60 billion. This included presenting the targeted operation model to CEO level and attending workshops both on and offsite. The migration was delivered on time within aggressive timeframes.

EMEA operational lead for transfer of Edinburgh Fund Oversight model to in-house built application. This platform is now a global standard across fund accounting and is in the process of being rolled out to clients. My work on this resulted in a Corporate & Investment Bank Excellence Award.

Tasked with building out the onshore Fund Oversight model following the Manila offshoring. Responsibilities included daily validation and price dissemination for all Edinburgh clients, approximately 480 funds.

Production of daily NAVs across a number of clients. This included creating synergy across the process by conducting common tasks in tandem across various deliveries. I was key member of the team who travelled to Manila to offshore this process and spent 6 weeks on site.

Production of daily mutual funds for new client onboarding. This included streamlining and offshoring some tasks to Mumbai.

As an Analyst I was tasked with assisting senior management in every aspects of the valuations process. Self initiated proactive project work was also a major aspect of my role. I was frequently tasked with finding flaws in controls. This allowed me to streamline and improve a number of processes.

As a senior within the team I was tasked with the allocation of all tasks and ultimately to ensure that all funds were deliveries in a timely and accurate manner.

Production of daily mutual funds for new client onboarding.

My duties as a Mortgage Endowment Complaints Handler involves daily contact with customers, IFA’s, tied agents and 3rd parties. My overall success is demonstrated through a variety of projects which has included :- evaluation and implementation of new processes.- the audit of transactions between Standard Life and prominent firms in the financial and business sector. - becoming a floor coach to train new employees and assist colleagues on a daily basis. - testing and… Show more My duties as a Mortgage Endowment Complaints Handler involves daily contact with customers, IFA’s, tied agents and 3rd parties. My overall success is demonstrated through a variety of projects which has included :- evaluation and implementation of new processes.- the audit of transactions between Standard Life and prominent firms in the financial and business sector. - becoming a floor coach to train new employees and assist colleagues on a daily basis. - testing and implementing the new time barring system.- assisting in the creation of two extensive A-Z training manuals- representing, and taking decision on behalf of my team manager at important meetings.- liaising with Third Parties in order to improve customer service to mutual clients. Show less