|
Experience Summary
|
12+ years of experience in the industry
Current & Previous Employers and jobs include:
Assistant Vice President at XXXX
Team Leader at XXXX
Technical Coordinator at XXXX
Analyst and Senior Analyst Trade and Settlement at XXXX
|
Education
|
XXXX
Professional Certificate in International Investment Fund Services
Bachelor of Business Management (BBM)
XXXX
|
|
Interview Assessment Notes
|
1. Could you introduce yourself and tell us about you? Your current/recent jobs and employers? Previous companies and jobs?
She has over 12 years of experience in the finance industry, specializing in client management, servicing, and operational management. Her experience spans various roles, including working in the back office, front office, and middle office. In previous roles, she focused on managing client needs, understanding their models, and providing customized solutions.
Her day-to-day responsibilities include onboarding new clients, conducting early review calls, and addressing client issues. She works closely with the operations team to ensure efficient delivery of services to clients. She manages a client servicing group in Dublin and India, leading a team of 15 members who handle syndications and banking operations. Additionally, she oversees the implementation of onboarding and operational processes for clients.
2. What skill(s) / experience would you self-describe as strongest or specialist in?
With her experience as an operational and client manager, she has developed strong interpersonal skills, which have been essential in maintaining long-term relationships with clients. She has also honed her ability to understand clients' needs, strategize, and provide tailored solutions. These skills are particularly valuable for her current goal of transitioning into a relationship manager role, where she believes her expertise in offering strategic and customized solutions will be highly beneficial.
3. Do you have XXXX (Key Criteria 1)? If so can you tell me more?
She has extensive experience working in international settlements, particularly with live trading platforms like Crest Europe and Universa, where she was part of the settlements team. Her responsibilities included monitoring T+1 settlements for clients on platforms like Euroclear, ensuring timely settlements, and taking necessary actions in case of discrepancies. She has also worked on FX and hedge fund services, where she monitored settlements for FX and booked FX trades using internal applications, though not directly on live platforms. Additionally, she is comfortable using MS Office and other software tools, with a proven ability to quickly learn and adapt. She has grown organically within her teams, gaining a comprehensive understanding of the entire process from onboarding to back-office operations.
|
|
Recruiters
|
|
Employment Agency
|
Silicon Valley Associates Recruitment.
907, 9th Floor, Silvercord Tower 2, Tsim Sha Tsui. Kowloon, Hong Kong
25F, Central Plaza, Xin Tian Di, Shanghai
Ubi TechPark #01-08, Singapore
Sunshine Technology & Innovation Centre, No.1003 Nanxin Road, Nanshan, Shenzhen
|
|
Job-Seeker Agreement
|
The Candidate has agreed that Silicon Valley Associates Recruitment may disclose their profile to potential employers for the purpose of seeking new employment.
Silicon Valley Associates Recruitment will never charge any fees from job-seekers.
|
Employer Terms
|
General Terms and Conditions apply to all requests, offers, and agreements regarding the provision of services, and are available upon request.
These can be sent to you on request or can be found on our website: svarecruitment.com.
|