Wit Mosek Email & Phone Number

London, England, United Kingdom

As a dedicated Data Management Analyst in the Operations Department, I am committed to upholding the highest standards of data accuracy and integrity. My daily responsibilities include validating financial data from leading applications like Bloomberg, EDM, and Thinkfolio, and managing intricate data exceptions. I take pride in my involvement in the monthly look-through process, ensuring that FactSet is updated with precise data for Portfolio Managers' use. Collaborating with IT and external data providers, I strive to resolve data discrepancies and elevate data quality. My role extends to developing comprehensive reports and insights that empower Portfolio Managers to make informed decisions.

I am involved in driving transformative change, enhancing operational efficiency, and confirming data integrity within UK Client Services. With expertise in change management and operational excellence, I review requirements, support testing and business readiness, and resolve challenges within the Agile framework. I possess good data analysis skills, utilizing SQL, provide valuable insights for strategic decision-making. I implement innovative initiatives, streamline operations, and increase efficiency through automation with VBA in Excel. With a strong analytical mindset, adaptability, and collaborative approach, I consistently drive positive change and optimize workflows.

Southampton, England, United Kingdom

I excelled in user acceptance testing and defect management. I developed and executed test scenarios aligned with KANBAN methodology, ensuring optimal system performance. Collaborating with cross-functional teams, including developers and business analysts, I analysed and documented defects, facilitating their timely resolution within the Scrum framework. Through clear communication and effective reviews, I fostered collaboration among stakeholders. Maintaining a strong partnership with the UAT lead, I promptly addressed and resolved issues throughout the testing lifecycle.

Southampton, England, United Kingdom

I led the successful project management of the Half Yearly Statements campaign. I implemented change management strategies, collaborating with cross-functional teams and external providers to enhance the effectiveness and operational efficiency of the Half Yearly Statements process. By leveraging my project management skills and subject matter expertise, I ensured smooth execution, timely completion, and seamless coordination across departments. I acted as a subject matter expert, providing valuable insights and guidance on mailing-related projects across the wider business.

Southampton, England, United Kingdom

I excelled in resource planning and performance optimization. I forecasted and planned resources, optimizing staffing levels for efficient team operations. Through exceptional leadership skills, I motivated and inspired team members, fostering a culture of excellence through regular coaching sessions. Utilizing Management Information, I produced and monitored data-driven insights to drive process improvements and enhance team performance. By conducting root cause analysis of complaints, I implemented corrective actions to improve service quality. I ensured full compliance with service standards and procedures while maintaining high productivity and quality measures.

Southampton, England, United Kingdom

I showcased strong product knowledge and adherence to service standards, consistently exceeding customer expectations. I played a key role in training and coaching team members, leading to a continuous increase in overall productivity. By proactively identifying and escalating risks, I ensured strict adherence to company policies. Additionally, I achieved accreditation as a 24-hour complaints handler, consistently resolving customer complaints within a 24-hour timeframe and maintaining a high level of customer satisfaction. I conducted thorough price comparisons for trade errors, contributing to accurate and efficient processing.

Higher National Diploma, Business Administration And Management

Diploma In Regulated Financial Planning, Financial Planning And Services