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James Holdak

James Holdak

Followers of James Holdak384 followers
location of James HoldakTonbridge, England, United Kingdom

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  • Timeline

  • About me

    Senior Client Onboarding Manager at Legal & General Investment Management

  • Education

    • CFA Society of the UK

      -
      Investment Management Certificate

    • Gosford Hill School

      1990 - 1998

    • The University of Law

      2001 - 2002
      Legal Practice Course

      Legal practice and skills course required for qualification as a Solicitor

    • Southampton Solent University

      1998 - 2001
      Bachelor’s Degree Law

  • Experience

    • Legal & General Investment Management (LGIM)

      Sept 2007 - now

      Managing high value and complex new client onboardings, together with change events forexisting clients, across a wide range of asset classes, client types and regions.Assessing non-standard features and finding solutions to increase LGIM'scapabilities while mitigating risk.Organising process improvements and increasing efficiencies through the development of project and data management tools and involvement in strategic change initiatives.Developing a strong implementation platform for insurance clients and helping to find solutions in complex PRT transactions. Show less

      • Senior Client Onboarding Manager

        Mar 2018 - now

      • Client Relationship Manager

        Sept 2013 - Mar 2018

      • Governance Analyst

        Sept 2007 - Sept 2013

  • Licenses & Certifications

    • Solicitor - England & Wales

      Solicitors Regulation Authority