United Kingdom
Investment Management professional with a broad and deep product knowledge of the global financial marketplace. Rounded operations experience facilitating the launch, and growth of Fixed Income and Equity funds. A Product Manager and Business Analyst specialising in Performance and Attribution analytics. Aladdin specialist, including implementations. Current project is as the business lead to implement Aladdin Accounting
Joined in October 2022, as part of a strategic transition when Aviva Investors outsourced large parts of their business to BNY Mellon Current project to move legacy Aviva processes on to BNY Mellon infrastructure
Responsible for managing projects within the Performance team: *Implemented Fixed Income portfolios on to Aladdin for performance and attribution reporting *Process improvement projects involving Factset’s B-One
• Attribution subject matter expert in Analytics team. Supporting performance measurement and attribution tools for fixed income, equity and multi-asset portfolios. Using a comprehensive parametric risk model along with Brinson-style sector allocation and security selection techniques for explaining returns.
• Supporting the Fixed Income Fund Management, Risk and Research teams. Primary responsibility to calculate, analyse and report daily P&L • Business lead in project to design, build and implement a P&L tool. A bottom-up calculator, producing returns to be attributed to the specific investment strategies. • Assisted in the launch of companies first Fixed Income Hedge Funds. Responsibility to implement all operational procedures such as cash management, fund administration, collateral management, settlements, OTC confirmations and trade bookings
• Providing trade support and middle office operations in the swaps and repos team • Calculating swap resets and general management of trade discrepancies.
• Full front to back oversight of a Hedge Fund Boutique managing a range of global equity market-neutral funds • Trading: Executing orders directly in the market or using external brokers. Providing pre and post trade analysis • Portfolio Management Support: Maintaining desired fund characteristics and risk exposures. Compiling rebalancing programme trades checking for liquidity and cost effectiveness while meeting risk, cash and sector constraints. • Administration: Performance calculations, security pricing, cash and stock reconciliations, compiling fund statistics, cash management, stock loans, client reporting