London, England, United Kingdom
I am a passionate leader with a proven track record in scaling finance and operations functions in high-growth, tech-enabled companies. Operational excellence drives my approach, which I achieve by building collaborative work environments and fostering innovation.
• Lead and scale three teams across EU and US operations: Fund Operations, AML/KYC Operations, Fund Launches • Directorship for several General Partner and AIFM entities for 100+ funds (AIFs and ELTIF) • Large-scale fund administrator migration for 70+ funds and thousands of investors • Operational readiness for semi-liquid/open-ended strategies and retail-focussed funds (ELTIF) • Transform cash management through usage of credit facility, cash forecasting and deposits • Lead strategic and cross-functional projects • Process improvement and automation efforts across all processes
• Upscale and upskill the fund operation teams to handle exponential growth • Establish new AML/KYC operations team to act as first line of defence • Service provider setup review incl. RFP, due diligence and migration
• Full suite of operational asset servicing from incorporation to liquidation: Subscriptions, investment operations, liquidity management, quarterly reporting, accounting and audit, tax reporting, FATCA/CRS • Coordinate and oversee service providers for fund administration, accountants, auditors, tax advisors
• Lead the finance team to deliver all fund administration tasks from fund incorporation to liquidation • Directorship for in-house Kapitalverwaltungsgesellschaft (KVG/AIFM) • Customer acquisition, signing and subsequent migration • Fundraising consulting with special focus on investor due diligence, EIF and KfW
• Customer relationship management for fund administration and management for GP clients • Key Information Document (KID) in accordance with PRIIPS and MIFID II
• Implement dedicated alternative investment enterprise software eFront • Prepare quarterly reports, PCAPs and all other investor communication
• Sales controlling, data analytics and contract management for the local offices in Sweden, Denmark, Norway, Finland and Baltics