My Expertise & Experience
My role as an investment administrator at Scottish Provident Institution was where I cut my teeth in the investment world. Whilst this was a back office environment, there were regular interactions with the investment management team, and I believe we had a good working relationship. I regularly catch up with my old colleagues from SPI, and so I consider myself lucky that I had such a great start to my working career.
Experience & Expertise gained:
Investment transaction timeline management from trade to settlement, income entitlement generation and matching, corporate action processing, SPI share exchange scheme processing, asset valuations and reconciliations, and cashflow forecasting. I also had some staff management responsibilities.
To read more about my background in financial services over the years, click on one of the other company icons on the right, or click here.