Key Accomplishments • Became one of the most experienced and trusted members of the trade capture team in a short period of time considering limited financial background showing ability to learn quickly. Regarded as a subject matter expert for the input of trades into the Summit, InvestOne, Calypso and HiPortfolio systems. This led to being given the opportunity to move to London to build a new middle office team from scratch. • Selected to spend 2 months in Mumbai training the trade capture team on processes and systems following the creation of a new department hub in India. • Was given the responsibility of testing all new systems resulting in the successful deployment of the department’s first fully automated trade booking system which will eventually be the model for the processing of all client’s trades. During the project performed both UAT and JUAT and had a lot of interaction with the client.
