Greater Manchester, England, United Kingdom
Highly motivated and over-achieving post-graduate student currently specialising in Economic History at The London School of Economics and actively seeking opportunities to put my knowledge and skills into practice in a professional working environment.
- Primary relationship manager for coordinating account activity across Securitised Products and Emerging -Markets Fixed Income for external brokers, banks and hedge funds. - Improved operational accuracy across client accounts, reducing execution failures by ~33% and enhancing service reliability for key institutional relationships, generating £5 million in cost-savings. - Trained and managed a six-person team, across London, Buenos Aires and Mumbai on SPG processes and client management, and supported the establishment of the Hong Kong SPG team. - Partnered with Sales and Trading teams to identify opportunities for broader product utilisation within existing accounts, contributing to increased client activity and deeper strategic relationships. - Identified opportunities to expand existing client relationships through increased product adoption, enhanced service delivery and proactive account management, supporting long-term retention and account growth. - Led structured quarterly client review meetings to assess performance, resolve issues, and strengthen long-term account relationships. - Collaborated with the Finance team on a project to automate monthly cash settlements for over 70% of our clients, and monitored the remaining settlements through an automated Excel spreadsheet. - Enhanced reporting efficiency by: Building automated reporting tools to improve visibility of daily account activity and enable faster decision-making across teams. Creating a formula based trade blotter to improve trade capture accuracy across SPG and ASG. Building Alteryx workflows to simplify dealer reporting and eliminate manual steps for the Fixed Income business. - Leveraged CRM and workflow management platforms to track client engagement, manage account activity, monitor relationship health and support data-driven client servicing strategies.
- Built and managed a portfolio of institutional hedge fund clients within the Prime Brokerage space. - Successfully retained a strategically important hedge fund client considering alternative providers, rebuilding trust and increasing transaction activity across EMEA, North America and APAC while becoming their primary global relationship contact. - Identified opportunities to broaden client engagement and increase utilisation of firm services through consultative relationship management. - Maintained comprehensive records of client interactions, service requests and relationship activity through CRM and internal client management systems. - Maintained >92% straight-through-processing (STP) rate, improving operational efficiency and reducing manual intervention through process enhancement. - Recognised for my relationship management service through a monthly GEO award across the Line of Business after strong feedback from my portfolio of clients. - Collaborated globally across APAC, NA and EMEA to streamline system workflows and strengthen consistency in client servicing. - Worked closely with Sales, Business Management and Onboarding to ensure clients and the firm are compliant with Regulatory Rules including, but not limited to CFTC, EMIR and FCA.
• Analysis of client financial statements, and reconciliation of their figures across their TB, SOFP, Comprehensive Income, Board Minutes etc. • Organisation of the audit process, through creation and completion of legal documentation, initial client meetings, setting-up testing methodologies and ensuring regulatory framework and compliance checks are adhered to. • Research into the organisational structure of the client’s company, and the macro- and micro-economic environment they are operating in, including climate change, governance, and conflicts. • Developing and maintaining client relationships through transparency and guidance of our entire audit process. • Completed digital training programme on the fundamentals of Alteryx and PowerBI, including case study examples. • Part of the PwC Hive Hack initiative, which involves teaching school children coding fundamentals.
• Communicate the concerns of post-graduate students with the Economic History department. • Attend regular meetings with academic professors to provide feedback on student experience. • Inform and implement pedagogical reviews on the course.
• Promoted LSE RAG among post-graduate students. • Encouraged increased participation at fundraising events. • Introduced new ideas to the society which I had previously experienced at Warwick RAG. • Helped in the overhauling and re-development of the society after Covid-19.
• Managed 5 student groups with over 100 students who arrived into Moshi for the Kilimanjaro Trek. • Built a strong relationship with the local ground agents, ensuring any issues and emergencies the students faced were solved promptly. • Regularly communicated updates to my manager in London.
• Promoted charity challenges such as Kilimanjaro, Hadrians Wall and Machu Picchu at universities. • Collaborated with university SUs and challenge leaders in finding the most effective ways to engage students. • Registered over 150 students at 3 different universities for the induction meeting.