Jenny Banks CFA, FCA

Experience

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  KPMG UK

  Aug 2008 - May 2015

  - Strategic investment advice to pension scheme trustees and corporations ranging from £50m to £3bn- Investment strategy, portfolio restructuring, fund manager selections and implementation / transitions- Presenting to C-suite, Pensions Committees and Trustee Boards- Research and due diligence on the largest UK Fiduciary Management providers- Governance assessments- Writing RFP's- Performance manager for 5 employees - Passionate 'people manager' - Field manager of financial statement / internal controls audits in Investment Management & Funds- Exposure to UK GAAP, US GAAP, IFRS, AAF 01/06 and SSAE16 standards- Ran 5 key multi-location audits including coordination with offshore KPMG offices

  • Executive Consultant, Investment Advisory

    Jan 2012 - May 2015

  • Assistant Manager, Audit

    Aug 2008 - Dec 2011
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  Santander Asset Management UK

  May 2015 - Jul 2016

  Head of Fiduciary Administration

  - Implementation of strategic investment advice- Ongoing management of client portfolios including operational and investment admin- Client relationship management (key strength)- Internal and external stakeholder management- End-to-end project management of transitions- Client reporting, monthly and quarterly, including presenting to Trustee Board- Internal operational support: migration of processes to a new office, design of AAF 01/06 internal controls report, implementation of IT systems, implementation and oversight of outsourced providers; Business Continuity Planning Show less

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  Wellington Management

  Apr 2017 - Jul 2020

  Vice President, Client Integration

  - Project management of transition events for segregated, sub-advisory and pooled funds including AIKs- Management of all key internal and external stakeholders- Covered all key asset classes: equity, fixed income and multi-asset- Member of Business Assessment Monitoring committee- Communication with clients as technical specialist- Account and operations set up, including custodian set up, derivatives onboarding and legal reviews- Team development and mentoring- EMEA Leadership Team of Women's Business Alliance network & member of EMEA D&I Working Group- Wellington Management UK Foundation grant funding volunteer committee Show less

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  GNPCI

  Sept 2020 - May 2023

  VP - Due Diligence, Finance and Projects

  - Financial consulting to clients based in Canada and globally, particularly First Nations in BC & Alberta- Assessment and due diligence of new & existing investment opportunities, and support in managing- Intermediary support between borrowers and lenders to structure bespoke funding arrangements- Financial modelling, client relationship management, project management and consulting- Identification of ESGI investment opportunities and applications for government grants- Corporate and investment governance- Strategic economic development planning with First Nations and advice on responsible investing- Risk management Show less

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  NEI Investments

  May 2023 - now

  Director, Responsible Investing Advisory