WRS is a second generation commercial roofing & cladding company working on projects throughout the South Island. While WRS still maintains traditional values like providing quality workmanship, the company is constantly looking to innovate, diversify, and improve its service.

• The Security Lending Operations team is responsible for ensuring all client loans are reflected correctly across the internal systems, ensuring JP Morgan’s clients receive accurate reports on their performance. Duties include in the following:• Settlement of new equity loans• Daily re-pricing of each broker’s loan book • Analysis and resolution of under-collateralized loansAchievements• Designed new processes to address control function inefficiencies• The new… Show more • The Security Lending Operations team is responsible for ensuring all client loans are reflected correctly across the internal systems, ensuring JP Morgan’s clients receive accurate reports on their performance. Duties include in the following:• Settlement of new equity loans• Daily re-pricing of each broker’s loan book • Analysis and resolution of under-collateralized loansAchievements• Designed new processes to address control function inefficiencies• The new database is pricing some loans incorrectly. As a temporary solution I have created a work-around procedure that ensures mispriced loans are updated each morning Show less

Worked on a customer service improvement project• Competitor research• Managed the implementation of the on-line survey• Facilitated client workshops

• Supported a team of 10 portfolio managers in the London office. Because our sole client was the Singapore government, accountability was paramount. Any trading losses due to operational issues reflected very badly on the London office. • Excellent communication skills were vital to succeed in this role. On a daily basis our desk placed hundreds of trades with our brokers. Communication of the trades was often verbal, so I had to establish effective systems to ensure the trades settled… Show more • Supported a team of 10 portfolio managers in the London office. Because our sole client was the Singapore government, accountability was paramount. Any trading losses due to operational issues reflected very badly on the London office. • Excellent communication skills were vital to succeed in this role. On a daily basis our desk placed hundreds of trades with our brokers. Communication of the trades was often verbal, so I had to establish effective systems to ensure the trades settled correctly.• Involved in the implementation of a new trading platform Achievements• Designed & implemented a profit & loss verification spreadsheet; the result was increased accountability from the portfolio managers and a significant reduction in operational losses • Built a system that tracked the profit & loss of trades with live mark-to-market data; this enabled the portfolio managers to access all of their open trades in one workbook, and easily review the profitability of each position Show less

• Initially I was responsible for setting up the client database. This involved conducting a needs analysis then seeking vendors who offered the software we were after. I then worked closely with the chosen vendor’s support team to have the database ready in time for taking on new clients.• Developed skills in the advisory side of the business. We sourced a lot of our clients from external advisors. I worked closely with the advisors, discussing how our portfolios were structured, what… Show more • Initially I was responsible for setting up the client database. This involved conducting a needs analysis then seeking vendors who offered the software we were after. I then worked closely with the chosen vendor’s support team to have the database ready in time for taking on new clients.• Developed skills in the advisory side of the business. We sourced a lot of our clients from external advisors. I worked closely with the advisors, discussing how our portfolios were structured, what documentation we required for new accounts, and what reporting the client would receive. • Worked closely with the clients at the on-boarding stage, ensuring all the regulatory requirements had been completed correctly and that stock transfers had been done correctlyAchievements• Completion of customer database project within designated time-frame and budget• Put in place dealing procedures to ensure client trade orders were executed correctly Show less