Experience

• 

  Morgan stanley

  Feb 2011 - Apr 2016

  Risk management, overview of ongoing projects and ensuring optimal controls in the department Project manager on project to identify unauthorised or uncaptured trades between internal entities or identify matched trades using different pricing models. Designed and constructed a database capable of reconciling 2 million live internal trades, trained offshore team to operate and providing updates on progress to senior management. Reconciling data from front and back office to ensure systems have captured all trades and investigating and resolving any differences. Worked across Fixed Income, Interest Rate Swaps, Credit Derivatives and Equity Options processes.

  • Projects, Risk and Control

    Jan 2016 - Apr 2016

  • Internal Trade Control Project

    May 2014 - Dec 2015

  • Operations Analyst, Postion Control

    Feb 2011 - May 2014
• 

  Speirs & jeffrey

  May 2016 - Jun 2019

  Financial system analyst

  Project Management within the IT department, training front and back office users on system upgrades or enhancements, collating feedback on system issues to identify solutions. Subject Matter Expert on client performance calculations, validating performance at year end and providing senior management with information on average performance by portfolio risk classification and objective.

• 

  Rathbones group plc

  Jul 2019 - now

  Working on integration of Speirs and Jeffrey data onto Rathbone Brothers systems including the performance history of portfolios and transaction history to allow CGT calculations

  • Assistant Investment Manager

    Mar 2023 - now

  • Trainee Investment Manager

    Feb 2020 - Mar 2023

  • Financial Systems Analyst

    Jul 2019 - Feb 2020