Project Trident is a multi-year initiative to replace SSgA’s global front to back office accounting and reconciliation systems, replace the performance systems whilst introducing a cohesive structure for managing the information access and reporting needs for clients and their interested parties. Assignments range from system implementation & conversion, testing, training, workflow analysis, process re-engineering, documentation and providing systems expertise as well as best practices to end users. Working closely with offices in several locations around the world the role requires excellent communication and management skills. The project is focused towards mitigating risk, efficiency, control and where possible standardisation. • Business Process Evaluation & change management • Review and document existing work flows for global offices and investment products • Evaluate new systems platform and design new global best practices • Project management of specific areas of the global project • Business analysis and delivery of related documents and solutions • Organising workshops and meetings to establish middle / back off ice global best practice • Create system test (regression, hot fixes and integration) plans providing automation wherever possible • Coordinate and assist in execution of system testing efforts • Produce specific training documents and related supporting materials • Coordinate and execute user training classes for new systems platform • Assist operational staff with RKS related tasks on an adhoc basis • Travel to Boston HQ to plan and coordinate key system implementation / testing tasks

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State Street Global Advisors (SSgA) is an acknowledged leader in institutional investing with $1.4 trillion in assets under management, the world's largest institutional asset manager and leader in several other investment rankings. SSgA is also the investment management arm of State Street Corporatrion, the world's largest custodian. Leveraging these combined strengths allows SSgA to focus single-mindedly on delivering competitive investment strategies and integrated solutions to clients worldwide, across virtually every asset class, capitalization range, region, and style."

• Responsible for all Client Services operations within EMEA region. • Responsible for Project Management, Implementation, Client Support and Technical Client Support teams. • Involved in developing new business and existing client base. • Day-to-day operational / administrative responsibility. • Fiscal and budgetary responsibilities. • Product development, including regular internal steering committee meetings. • Involved in strategic global development of organisation / business. • Deploy and manage consulting services resulting in new revenue streams. • Attend regular client committee meetings. • Ensure best practices and procedures are adhered to internally. • Implement and control change management where necessary. • Assist developing a global operational model to better service clients. • Point contact for media personnel for EMEA region.

"Princeton Financial Systems (PFS) provides investment management / accounting systems to the global institutional investment community. PAM is used by asset managers, insurance companies, pension funds and other financial institutions. Today over 350 institutional investors use PAM to manage a combined US $1 trillion in assets. PFS has over 200 employees and is a wholly owned subsidiary of State Street Corporation. Examples of current users include, AIG, Aon Advisors, ABP, Winterthur Insurance, Swissca, Calpers, Microsoft, Prudential, Invesco, Friends First, and Genesis Investment Management."

• Responsible for the overall project management, implementation of software products and consulting services. • Manage project resources inc Project Managers, Consultants & Business Analysts(US & UK) • Ensure each member of staff has the necessary skills and tools required to successfully complete a project i.e. implementation methodology, training, product and market knowledge, logistics and planning • Overall responsibility of all project plans undertaken by PFS; ensuring target dates are achieved. • Attend both internal and external senior management meetings. • Provide guidance in the direction and coordination of project activities. • Provide management reports to the Managing Director of PFS (UK) Ltd. • Responsible for several large implementations – ABP, ALICO, IP Holding, Winterthur Insurance, Swissca Asset Management, Friends First. • Review client documentation including features and functionality. • Review training requirements for entire client base. • Coordinate business testing resources for product development. • Involved in the strategic decision making process necessary for directing the organisation’s future growth opportunities. • Some Pre-sales responsibilities

• Implementation and management of software solution using necessary tools and methodologies i.e. SSADM & Waterfall. • Managing project plans and Project Consultant activities. • Managing client expectations. • Introduce change management and re-engineer client’s business processes to maximise efficiencies delivered via system integration and implementation. • Provide direction and coordination of project activities to dead line. • Manage project resources and personnel. • Provide regular status reports and feedback. • Involved in several large implementations – ABP, ALICO, IP Holding, Winterthur Insurance, Swissca Asset Management. • Produce and review client documentation including features and functionality. • Coordinate and manage training sessions for new and existing clients. • Testing of several in-house development projects.

• Data gathering i.e. markets, financial institutions, mail shots etc … • Coordinate and lead client assessment workshops. • Attend trade fairs and exhibitions. • Manage pre-sales activities including the review of and responding to tenders. • Respond to prospective clients and relevant requests for information. • Presentation of solutions to prospective clients with follow-up sessions where appropriate. • Responsible for client relationship management during sales process. • Assist the Sales Manager during contract negotiations. • Manage all post-sales activities with eventual hand over to Client Services.

• Management of six staff responsible for all back office functions, including trade input, settlement, valuation, cash flow management and systems maintenance. • Authorise and ensure all trades settle correctly. • Maintain cashflows for all internal and external clients. • Ensure external clients are invoiced and fees collected on a timely basis. • Approve monthly stock reconciliation of client assets. • Approve monthly cash reconciliation of client funds. • Ensure staff acquire timely data requests from external vendors. • Responsible for data integrity across various systems. • Development of risk management reports for portfolio managers and senior management. • Production of portfolio performance returns, including charts and colour commentaries. • Approve reconciliation with external performance measurement service provider. • Assist Compliance Officer in maintaining IMRO compliance controls. • Dedicated UK responsibility for treasury management system and liasing with US counter parties. • Pro-active development of monthly reporting cycle. • Re-engineer in-house accounting and operational procedures. • Production of analytical presentation packs for potential clients. • Maintain Princeton Financial Systems, PAM and Platinum, Integra-t investment systems. • Creation and maintenance of ad-hoc reports requested by UK and US counter parties.

"Aon Advisors is the London Asset Management Company for Aon Corporation, the World’s second largest Insurance Broker and Risk Consulting Company. Based in the City of London, Aon Advisors manages around $3 billion of fixed income and equity securities for both internal and external companies. As the Operations Manager responsibilities include production and maintenance of all client portfolio information and the development of in house computer systems providing a range of risk management and analytical information."

• Responsible for one member of staff. • Monthly reconciliation of inter-company accounts. • Preparation of financial reports for three pension schemes. • Complete statutory returns in respect of income tax and VAT. • Preparation of monthly and quarterly investment performance data. • Review and update the nominal ledger for monthly movements. • Reconciliation of the administration and investment nominal ledger. • Monthly preparation of accounts to trial balance. • Assist in the preparation of quarterly financial statements. • Monthly budgets and variance analysis, followed by detailed commentaries. • Preparation of cash flow statements. • Assist in the development and use of internal and external information systems. • Continually improve the reporting process to the Board of Trustees. • Maintain a control of investment accounting information and reporting supplied by the global custodian. • Regular adhoc investment analysis for senior and middle management. • Provide cover for the Group Pensions Accountant. • Prepare regular management reports incorporating detailed commentaries, in order to ensure efficient asset management. • Point contact on all matters arising for external investment managers and global custodian. • Complete knowledge of all types of investments and relevant accounting policies. • Assist the global custodian in re-engineering financial and investment reports required by UK pension funds as stipulated by SORP. • Responsible for various projects - global custody review, TAA, Sun system implementation, global custodian review, legal contracts. • In-house graphics and analyst - producing analytical packs for non-finance users. • Ensure the global custodian is fully competent in investment reporting and to provide the bank staff with additional training / explanations where necessary.

"Kingfisher Group plc was a combination of various retail business units, with acquisitions across Europe. In order to provide the best possible pension for their employees, Kingfisher Group Plc has within its business structure the Kingfisher Pension Trust. Within this department is the Finance team responsible for the accountability of the £1bn+ pension fund. My role, to assist in the preparation of accounting and management reports as well as responsibility for ensuring the fund investments and assets are reported in accordance to the regulated SORPS and Pensions Act."

• Graduate Management Trainee. • During specific planned times responsible for 200+ employees. • Thorough development of operational and commercial awareness. • Regular liaison with group senior management. • Attend courses for acquiring fundamental managerial skills. • Completion of Open University ‘Management Skills’ programme. • Communication and presentation skills imperative for position. • Production of inter-company reports. • Weekly and monthly variance analysis reports. • Preparation of monthly trading and operating figures. • Preparation of costing and feasibility studies to increase market share. • Assisting in the implementation of BS 5750 for the Cash Services division, and to ensure Birmingham branch was accredited with the certification. • Preparation of turnover and gross margin performance reports. • Preparation of annual budgets and forecasts. • Regular liaison with customers to improve client satisfaction.

"Each year Securicor select between six to ten graduates to join the various business units within the group. Each graduate undergoes extensive commercial and personal training to prepare them for the challenging and changing business environment ahead of them. In addition to this each graduate is assigned a personal mentor responsible for training needs and monitoring performance over a one-year period. The aim of this scheme is to introduce young, ambitious, intelligent high performing graduates within the organisation who in time will take senior management positions within Securicor."