Clare Vella

Experience

• 

  Go plc

  Jun 2000 - Mar 2007

  Accountant

  Preparation of monthly management accounts and analytical reviews thereon;Preparation of the annual and revised quarterly budgets and variance analysis thereon. This involved meetings with cost-centre managers throughout the company to enhance two-way communication and ensure that targets are met;Liaising with auditors during quarterly reviews and annual audits, including the provision of review and audit packs;Evaluating alternative investment opportunities with respect to capital expenditure and assessing the cost of various sources of finance. Show less

• 

  TMF Fund Administrators

  Apr 2007 - Nov 2014

  Senior Account Manager - Fund Administration

  Rendering hands-on management to a team of fund administrators; Reviewing of all NAV reporting packages ensuring correctness and adherence of their respective reporting deadlines and timely execution of all other administrative tasks;Setting up internal working structures for new funds and drawing up liquidation reports for liquidating funds;Preparing internal compliance reports and reporting to various authorities both local and foreign.

• 

  Custom House Global Fund Services

  Dec 2014 - Sept 2019

  Advise, support and assist operational teams across the Group through the knowledge of systems, processes and product. Systems include all applications and portals used by fund administration operational teams to service clients including Paxus, Data feed, Connect Investor and Manager portals, Fund Recs and any applications and reporting developed internally;Initiate a mechanism to create successful communication with sales and relationship managers to ensure that they have the required knowledge of the overall product that can be offered to clients given the existing systems available. This also includes providing training, demos and manuals of any new features or updates on existing features such that sales and relationship managers are in a better position to attract and/or maintain clients;Responsible for system-based projects, including planning, assisting in the development and testing of internal projects as well as vendor major releases and patches;Responsible for all system-based change requests that are required by operational teams to improve efficiency and/or enhance client service. Requests are reviewed and proposals made to operations as to how such systems can be geared to meet their expectations. Finalised proposals are then provided to internal or external developers as required;Serve as a bridge between operational teams across the Group and IT developers for internal development projects and system vendor for external development. This includes acting as a subject matter expert on systems and interpreting business needs into IT language;Review existing systems and propose any changes which will impact the company’s service to clients or operational efficiency;Review potential new systems or portals and prepare GAP analysis reports from an operational perspective;Assist in setting the system-related operational processes and directing operational teams whilst maintaining control of the processes to attain the strategic goals; Show less Overall ownership of the Paxus application and primary point of contact for the vendor, PFS;Validation of business requirements from users across all offices and maintain development road maps, which are reviewed quarterly, that represent the business and client requirements;Regular review of user adoption of system modules and their adherence to internal procedures, training staff or updating procedures/rules as required; Coordination of release cycles with all offices & IT for all system major upgrades and patch releases; Effective adoption and implementation of system features that enhance processing efficiency and reporting across all offices; Show less

  • Product Manager

    Jan 2017 - Sept 2019

  • Product/Application Owner

    Dec 2014 - Dec 2016
• 

  Trident Trust

  Nov 2019 - now

  • Fund Solutions Senior Manager

    Apr 2023 - now

  • Fund Services Product Manager

    Nov 2019 - May 2023