Simon Fiford

Experience

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  MCubed Group

  Jan 2002 - Jan 2006

  Business Consultant

  Scottish Life (SLI) Commission - Collection and consolidation of commission data from Scottish Life (SLI Isle of Mann). Reconciliation’s of the moneys received. Mapping Broker data (from SLI) to new business records and facilitating the payment of the commission by repatriating the funds back to SA and paying it locally to brokers’ accounts. Business Solution Consultant - Logging and capturing of anomalies in the business environment. These anomalies usually take the form of admin errors and pricing feed faults. Once the errors have been logged an investigation process is required which looks into who was responsible, what means are best to resolve the error, and what measures can be put in place to make sure that these don’t re-occur.Business Analyst – Consolidating schedules of issues in the online reporting environment and working with the IT team to provide solutions. “iBrowse” is the name of the online reporting portal. The issues are prioritised and detailed Business Specifications are drawn up. Fund Set-ups - Worked on Flexcube to create, amend or remove funds on the platform. Flexcube is the core operating system.Asset Swap Administrator - mCubed acquired Asset Swap capacity through third party providers. Perform all of the Admin that is needed in order to move moneys offshore i.e. 1) Maintain a roster (client list) of all moneys mCubed moved offshore 2) Facilitate the transfer of funds between the appropriate banks for interest and offshore transfer purposes 3) Booking of forex spot rates through the finance team 4) Transfer of funds offshore.Performance Reporting – Drawing up of monthly performance reports for SISM Funds, the Enhanced Series Funds, Grant Thornton Funds and ADDLIP offering. One page reports or fund fact sheets are created which give a brief description of market environment, the funds performance compared to that of the benchmark as well as details regarding to the asset allocations / weightings. Show less

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  Northern Trust

  Apr 2006 - Apr 2009

  To sustain, enhance and develop electronic communication relationships with EMEA (Europe Middle East and Africa) Clients in all aspects of on-line reporting and straight through processing. As an Information Consultant, I acted as the single point of contact for the day-to-day support of clients using Northern Trusts on-line information delivery system, Passport. I worked with a range of EMEA Clients; these include Global Fund Services (GFS), Institutional Investor Group (IIG) and Investment Outsourcing Operations (IOO). In addition, I worked closely with my clients, to develop specific technology solutions to meet their needs and satisfy their training and support requirements and to introduce new products. The variety of tasks within the role allowed me to develop many skills such as presentation, project management and training skills. Show less

  • EMEA C&IS Information Consultant

    Sept 2007 - Apr 2009

  • Senior Valuation Reporting Analyst

    Apr 2006 - Sept 2007
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  Standard Bank Group

  Dec 2009 - Jan 2018

  Strategy:Support and help implement business strategy and goals for Client Coverage, South Africa.Support and drive the Client Engagement Model, with particular focus on Client Service Team (CST) effectiveness.Work closely with the Head, Client Coverage, South Africa and the Management (Manco) team to plan, execute and review the strategy.Business Management / Financial Performance:Provide input to the strategic direction and value proposition of the broader Client Coverage team.Track performance against plans, and propose measures to address risks and challenges, through working with Coverage SA Manco, Client Exco and the Management Information teams.Highlight key matters/issues/requirements to the Head Coverage, SA.Participate in and/or lead projects on behalf of Coverage, as mandated by the Head, Coverage SA. Participate in business forums that require Coverage SA representation, as mandated/required by the Head, Coverage SA. This will include but is not limited to, SA Franchise Committees, Pre-Credit Committees / Global Credit Committees and Client Exco.Create capacity for the Head, Coverage SA and members of the Coverage SA Manco.Generate good understanding of the CIB business and gain exposure to senior levels of engagementBusiness Administration / Presentation:Conduct internal/external research on subject matters required by the Head, Coverage SA.Write up research reports on the above and present / disseminate to the relevant stakeholders.Draft presentations and documentation as required.Provide administrative support to the Head, Coverage SA.Participate in and coordinate Coverage SA Manco, as required. This includes the administrative functions of minute taking, drafting of minutes and the agenda as well as noting and tracking of action itemsSpecial Projects:Participate, assist, drive, implement and communicate, where required to do so, for all ‘Special Projects’ on behalf of Client Coverage, SA. Show less Client Management:Client Insight and Knowledge - Conduct research on clients, their business, operations and performance, as well as trends in their specific industries at the request of the Client Coverage Managers.Ensure that the client information is updated in all the relevant information systems. Compile and analyse information regarding sales activity and business pipeline.Client Relationships and Client Excellence - Support Client Coverage Managers with regard to Client Service Team Management.Interact and liaise with clients with the purpose of delivering solutions-based client service excellence, connect the client to relevant parties within the respective BUs and project manage client service issues.Financial Targets:Compile and analyse reports on client profitability and provide input to budget planning and the performance management process.Portfolio Management:Complete routine Portfolio Management and ad hoc project activities.Assist the Sector Head in providing relevant sector support to client owners in other BUs.Risk Management - Support Client Coverage Managers in the credit process including credit submissions, Pre Credit Comitee (paper preparation), excess management, and credit compliance management. Ensure understanding of, and adherence to, all relevant regulatory compliance requirements.Maintain a proficient knowledge of products, services and capabilities across the bank (in all relevant geographies and sectors). Demonstrate a culture of winning and confidence Show less To deliver client relationship management (CRM) to Standard Bank’s global Corporate and Investment Banking operations. Subject matter expert and product specialist across all global business units including Corporate Banking, Investment Banking & Real Estate, Global Markets and Transnational Products & Services. Develop in-depth understanding and responsible for driving operational business processes – sales strategies & activity, pipeline management, client planning, contact management, forecasting and analytics (Management Information reporting). Show less

  • Business Manager - Client Coverage South Africa

    Sept 2015 - Jan 2018

  • Client Analyst - Telecoms, Media & Technology

    Apr 2014 - Sept 2015

  • Business Consultant

    Dec 2009 - Mar 2014
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  Standard Bank Group

  Sept 2021 - now

  Relationship Manager - Global Real Estate Sector

  Lead, coordinate and manage the effectiveness and high performance of the client service team to deliver the bank to the client (and the client to the bank), representing the bank's value proposition.Develop, share and exhibit relevant sector knowledge and understanding of the clients' strategic objectives, their business and the markets in which they operate.Build deep, relevant and sustainable client relationships to ensure coordinated, strategic engagements and trusted partnerships at appropriate senior levels (CEO, CFO and Treasurer).Support the Global and/or Regional Sector Head in the overall management and co-ordination of sector strategy.Leverage and influence client service teams and internal networks across the organisation in order to drive quality client service and deal execution. Optimally allocate credit limits and manage exposure across product and geography (Globally). Show less