Sonia Stegen

Experience

• 

  Sleep Well Youth Hostel

  Jan 2000 - Jan 2001

  Front Office Manager
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  Euroclear S.A. / N.V.

  Jan 2001 - Nov 2012

  I oversaw a 5 person Equity Reach Client Service team whilst also personally managing accounts for Credit Suisse (U.K. and U.S. Branch) and Lloyds TSB (Geneva). I also implemented LEAN methodologies and risk management strategies to improve the overall performance of company operations.A particularly successful LEAN policy implementation increased client and employee satisfaction in Client Services by re-allocating the workload between Equities Settlement and Corporate Actions, decreasing customer response time and ensuring a full workload in an under utilised division. Show less Being part of the Bonds Corporate Actions Client Service, I was managing the accounts of BNP Paribas and Nomura. During the particularly difficult financial crisis period, I specialised on the understanding of liquidation and bankruptcy Corporate Actions events. I improved our service offering and workload distribution by simplifying complex communication on major Debt Restructuring events (Lehman Bros. / Hellenic Republic), using my in depth financial knowledge to develop the "coach" role to handle complex instructions from Corporate Actions issuers and participating clients, and be the client service expert; advising the team and training new staff members. Show less I was promoted to Team Leader, responsible for 4 New Issues specialists who oversaw the setup of new financial products such as bonds and funds.I maximised client satisfaction and minimised disruption to the daily productivity of the New Issues operational team by implementing an expert client service team responsible for handling calls from Issuers and Lead Managers. I manned this team using a rotor of expert staff from this team, ensuring that the role was split so time was dedicated to one function at a time. The staff rotor ensured a minimised employee turnover as the staff didn't get bored in one particular role and kept their skills up to date to aid in resolving queries. Show less

  • Associate Manager | Equities Corporate Actions and Settlement | Client Service

    Aug 2011 - Nov 2012

  • Associate Manager | Bonds Corporate Actions | Client Service

    Dec 2008 - Aug 2011

  • Team Leader | New Issues

    Oct 2007 - Dec 2008

  • Specialist | New Issues | Securities Definitive Conditions

    Jun 2006 - Oct 2007

  • Specialist | Bonds Options Corporate Actions

    Jan 2001 - Jun 2006
• 

  Fund-X SA

  Nov 2012 - now

  I act as the company’s central point of contact for Compliance, GDPR, Human Resources matters as well as general Office Management. Supervise a team of tax operations specialists, working in consultation with Management Companies, Investment Funds and Big Four. Oversee tax reclaims including cost benefit analysis and the entire filing process. Provide external tax reclaim solutions and manage a team of consultants deployed by Fund-X to work directly with clients to implement these and boost the company’s productivity Show less I supervise a team of 5 tax operations specialists, working in consultation with Audit and Law firms, Management Companies and Investment Funds, overseeing tax reclaims including cost benefit analysis and the entire filing process. As well as my tax operations achievements, I work streamlining processes, managing teams and assisting in the HR procedures. Increasing and harmonizing HR efficiency by creating a centralised HR resources for all employees containing templates, guidance "quick cards", GDPR guidelines and contingency lists. I also drafted and introduced the annual review evaluation form currently in use by the company. Show less

  • Director

    Apr 2022 - now

  • Senior Manager

    Nov 2012 - Apr 2022