With over seven years of professional experience, I have demonstrated expertise in fund management, accounting, and strategic
investment across OEICS, SICAV, ICVC, as well as treasury services for Cash Management, FX, and Liquidity products. My abilities extend to identifying the need for improvements in internal processes to prevent inefficiencies and inaccuracies in accounts, managing funds' in...
With over seven years of professional experience, I have demonstrated expertise in fund management, accounting, and strategic
investment across OEICS, SICAV, ICVC, as well as treasury services for Cash Management, FX, and Liquidity products. My abilities extend to identifying the need for improvements in internal processes to prevent inefficiencies and inaccuracies in accounts, managing funds' investment valuation for client accounts, overseeing fund management, and conducting monthly calculations of financial modeling for investment performances.
Moreover, I possess accomplished analytical thinking and problem-solving skills, enabling me to read and interpret complex
compliance regulations such as MAR (Market Abuse Reporting), SYSC, COLL, and CASS rules. I am equipped with the necessary
abilities and skills to design and implement programs, policies, and procedures that ensure full compliance with best practices and current regulations for custody, trustee, and depositary services.
In conclusion, I have managed groups ranging from 6 to 20 employees over the last seven years, gaining valuable experience at J.P. Morgan Chase, UBS Asset Management, and Truss Edge
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