Experience

• 

  Scottish widows

  Mar 2008 - Jan 2014

  • Worked on projects to identify errors and organize reports to assist with Inland Revenue reporting• In team complaint handler with experience in handling complex complaint cases and identifying RCA. Successfully resolved many complaints in line with in-house complaint handling policy.• Worked on checking all financial transactions going through the deposits book of the bank Checking weekly and daily Reconciliations and matching off double entries.• Assisted in the tax year end reporting and worked as part of a team to deliver reports and check the accuracy of the reports to minimize risk in errors being reported.• Worked on the ISA Transfer project as part of a Project Team and focused on designing processes suitable for SWB and helping in identifying financial and compliance risks and issues that may arise during the process of conducting electronic transfers• Was part of a Journey to Operational Excellence project and looked at all the processes within Deposits to identify potential risks that could arise in the event of a human or systems error.• Rated Top Performer in 2012 and attended the Top Performers lunch in Edinburgh with the Managing Director.• Worked to assist Team Leaders and Managers in staff training and administrative task checking• Worked towards career progression learning lean principles on the job and working with Project managers to identify areas of business improvement and lean operational structures• Rated as “Exceeding Expectations” during the annual Performance Review leading to being promoted from a Band 8 Banking Officer to a Band 7 Administrator in Oct 2008 Show less

  • Finance Officer

    Sept 2013 - Jan 2014

  • Senior processing administrator

    Mar 2008 - Jan 2014
• 

  State street

  Jan 2014 - Dec 2015

  Associate

  Won the “Streets Ahead” award for commendation received from clients for the quality of service provided consistently Key Responsibilities – Delivering excellent client service, keeping client requirements and interests at the heart of the service levels while adhering to the local and international industry regulatory frameworks. Ensuring deliverables are processed within deadlines spanning different time zones.• Performance of daily custody position checks on funds within tri-party agreements with reinsurance clients to ensure SSBT liability is covered• Checking and processing income sweep standing instructions between funds within charged accounts• Overview of the collateral calculations and initiating cash sweep for collateral movements• Update daily NAV comparison reports for clients and investigate movements over levels of tolerance to present the explanation to the client• Escalate issues highlighted by FA with the relevant Asset Management Service groups to ensure the breaks are resolved in time for month end closures• Sourcing valuations and preparing reports for clients to show month end breaks between IM NAV and SSBT custody positions and providing details of the cause of the breaks• Escalating trade queries with GTP from clients for trades which did not STP, prioritizing based on global market deadlines and trade processing time zones. Identifying issues with SSI’s which prevented the trades from going through STP and highlighting the same to the clients.• Liaising with Corporate Action teams for further information on notifications and documents in connection with the events and ensuring that client responses are received and noted within deadlines and updated with the correct response codes• Processing FX instructions received by fax from clients and ensure that GTP process the instruction within the timelines, escalating where appropriate Show less

• 

  Bny mellon

  May 2016 - Apr 2017

  Associate

  Key Responsibilities – Run daily client processing reports. Research and resolve breaks between custody, accounting and client records. Process trades and settlements including paydowns, interest accruals, interest postings and fees backed by agent notices. Coordinate with custody and accounting internally and agent banks externally to resolve client breaks and queries. Control administration of security restructures and manage new security setup processes.Initiatives – • Identified routine tasks being performed. Liaised with internal teams to share ideas to improve processes. Created and improved macros to introduce automation.• Brought asset recon project from the back burner and chaired follow up calls. Worked with IT to develop & test automated tools to proceed with completing the pending project.• Developed and presented best ways to teams and conducted cross team training to introduce uniformity and consistency in processes by sharing knowledge and alligning end objectives.• Developed macro to automate CUSIP exchanges and asset restructures reducing man hours from 72 hours to 4 hours. Reduced probability of errors.• Volunteered to assist colleague with cash reconciliations to help reduce the break line items.• Automated processes to book trades directly onto the Accounting system once trades were booked in the custody system, halving the trade processing steps. Show less

• 

  J.p. morgan asset management

  Apr 2017 - now

  • Leading strategic transformation within the operations space• Managed end to end process automation delivery across functions• Supervised progress and prioritization based on Agile methodologies• Delivered custom applications to enhance client experience• Onboarded feedback as product owner and directed technology resources optimally to achieve targeted goals within deadlines• Managed the delivery of new applications centered around regulatory requirements and complex operational flows• Business Group Owner of JPMAM operations with 800+ users• Central point for Fintech vendors to integrate capabilities into in-house products• Presented concepts on external FINOS platforms to industry firms• Oversight around budget priorities and product prioritizations Show less Achievements / AwardsReceived the Team Excellence Award for work completed on a project to recognize weakness in processes within the team and building macros to improve efficiency within the team.Key Responsibilities – o End to end coordination and management of in-house commingled and mutual fund events and client SMA transition management. o Engaging the relevant operational streams to ensure the fund event is ready for launch at the scheduled target dateo Performance of quarterly RCSA and control design processes within the team. o Monitor pre-trade requirements for funds and review trades placed through PM systems. o Monitor operational mapping of client events registered with transfer agents, record keepers and custodians. o Monitor and clear cash and position breaks through SMA and fund accounts between accounting and custody records. o Oversight of offshore processing teams across different time zones.Initiatives – • Project to centralize fund event sign off• Redesigned team tenets of RCSA with compliance• Built efficiency in the daily collateral checks• Designed pre-trade UDTs to automate trade limit checks in line with fund term sheets• Designed the automation process for PTE91-38 regulations and calculation of Fund of Fund ownership of ERISA participants in Commingled Funds• Built macros to assist the Corporate Actions team with matching event feeds to proxy setup• Created training plans for offshore teams to streamline handover of processing tasks• Managed projects to build efficiency in the Transition and Event Management processes by engaging various operational teams • Worked on projects with technology to successfully automate middle office functions• Automated the monthly collateral check process thereby reducing the processing times from 7 hours to 20 minutes. Show less

  • Vice President Programme Management

    Dec 2021 - now

  • Associate

    Apr 2017 - Dec 2021