Senior Operations Analyst at Mercer (Marsh McLennan), trusted authorised signatory for high-risk trade approvals. Highly experienced in cash and trading operations, with a proven track record of leading and mentoring colleagues, embedding robust, scalable processes, and delivering controlled, high-quality outcomes in complex, regulated environments. Recognised for deep subject matter expertise, attention to detail, and the ability to develop people while driving operational excellence.
Overview
8
8
years of professional experience
Work History
Senior Operations Analyst
Mercer (Marsh McLennan)
London
11.2021 - Current
Trusted authorised signatory managing high-risk trade approvals, cash, FX, and trading operations, while leading, mentoring colleagues and embedding scalable, controlled processes across UK and NL teams.
Authorised signatory, approving documentation for critical and high-risk transactions.
Managed daily FX exposure and cash forecasting, executing FX trades to mitigate risk and support client liquidity.
Led weekly investment operations meetings, aligning cash flows and funding requirements.
Executed rebalancing and inter-portfolio trades across delegated, CCF and advisory clients (UK & NL) spanning PE, hedge funds, pooled funds, ETFs and FX; provided oversight of Dutch Operations (OTC bonds, repo, collateral).
Cash Team Lead and SME, acting as primary contact for all BAU and non-BAU cash management activities.
Mentored team members and supported operational resilience and consistent delivery.
Designed and implemented new cash and trading processes, driving efficiency, control and scalability.
Delivered process improvements, procedure documentation and knowledge-sharing initiatives.
Key contributor to CCF month-end trading and fee processing during peak periods.
Managed liquidity, reconciliations and settlement, including MMFs, spot FX, confirmations and futures margining.
Regular user of Hedge Sphere, JPM FX Sweeps, FX Connect, SWIFT Alliance (MX MT), Blackrock Cachematrix, Barclays Portal, State Street Services (G Treasury).
Owned AML query resolution (FATCA/CRS, client documentation), ensuring regulatory compliance.
Delivered training across UK and NL Operations teams and supported development of the NL function.
Provided senior operational input into continuous improvement and cross-department initiatives.
Operations Analyst
Mercer (Marsh McLennan)
London
06.2021 - 11.2021
Investment Operations Analyst
Nemesis Asset Management
London
11.2020 - 04.2021
Carrying out daily cash and stock reconciliations, trade confirmations and settlements and assisting portfolio managers throughout the trade life cycle.
Monitor executions and assets across multiple classes, including equities, fixed income, derivatives, FX, and private equity, using Bloomberg Terminal for real-time market analysis.
Liaise with traders, portfolio managers, custodians, and compliance to book trades, validate corporate actions, and prevent operational limit breaches.
Perform daily reconciliation of cash balances, stock positions, and account metrics, investigating discrepancies with custodians and ensuring accuracy.
Manage operational setup for new securities and client portfolios, including manual cash activity input into the Trade Management System (Guardian 5).
Portfolio Reconciliations Analyst
London & Capital - Wealth & Asset Management
London
06.2019 - 09.2020
Carrying out a daily reconciliation function to identify, investigate and resolve any discrepancies across Client portfolios, ensuring compliance with the FCA framework and assisting Portfolio Managers throughout the trade life cycle.
Owned daily middle-office portfolio reconciliations across multiple custodians including BNY Mellon, RBC (UK & Toronto), Caceis, Morgan Stanley, Pictet, Lloyds and Utmost, covering equities, fixed income, listed derivatives, private equity, FX, commodities and real assets.
Acted as a central point of contact between traders, portfolio managers, brokers and custodians to investigate and resolve breaks, ensure timely trade matching and settlement, and mitigate operational and client risk.
Processed and validated all cash movements, including dividends, interest, subscriptions/redemptions and fees, ensuring accurate booking within Advent Portfolio Exchange and MOXY.
Utilised Bloomberg Terminal daily to monitor market activity, validate trades and positions, review account-level metrics, and proactively escalate settlement issues and failed trades in line with control frameworks.
Reconciliations Regulatory Risk Services (Intern)
Deutsche Börse AG
Frankfurt
02.2019 - 03.2019
Manage reconciliation, filing, and oversight of RRH legal and contractual documentation, including regulatory services such as MIFID II, MIFIR, EMIR, and Best Execution Reporting.
Collaborate with Relationship Managers to ensure contract compliance and raise contract-related issues using JIRA.
Reconcile SAP system configurations with contracts, connectivity, and jurisdiction agreements.
Asset Transfers Analyst/Client Service Executive
FNZ – Wealth Management
04.2018 - 11.2018
Investigate stock transfer requests for Fund Managers and Clients within back-office systems, resolve reconciliation transfer breaks, and retrieve underlying client information to ensure accurate asset transfer positions.
Confirm trade and settlement details with counterparties, analyse Fund Manager reports and contract notes to identify trade settlements, and report transactions and holdings using SQL-based management information systems.
Monitor client portfolios daily to ensure all accounts accurately reflect asset transfer positions and ensure timely re-registration of platform assets within KPI and SLA timeframes.
Education
BA - Management Studies (with Finance)
UNIVERSITY OF LEICESTER
07.2017
A Levels and BTEC - <ul><li>BTEC National Diploma Extended in Business - Triple Distinction</li><li> Drama - C</li></ul>
CARDINAL POLE SIXTH FORM
07.2014
GCSE’S and BTEC - <ul><li>9 A-C’s including Math, English and Science, BTEC First Diploma in Business - Double Distinction</li></ul>
CARDINAL POLE CATHOLIC SCHOOL
07.2012
Accomplishments
Chancellor's Scholarship awarded by the University of Leicester, September 2014
Achieved (2.2) in Management Studies (with Finance) at the University of Leicester, July 2017
References
Available upon request
Timeline
Senior Operations Analyst
Mercer (Marsh McLennan)
11.2021 - Current
Operations Analyst
Mercer (Marsh McLennan)
06.2021 - 11.2021
Investment Operations Analyst
Nemesis Asset Management
11.2020 - 04.2021
Portfolio Reconciliations Analyst
London & Capital - Wealth & Asset Management
06.2019 - 09.2020
Reconciliations Regulatory Risk Services (Intern)
Deutsche Börse AG
02.2019 - 03.2019
Asset Transfers Analyst/Client Service Executive
FNZ – Wealth Management
04.2018 - 11.2018
BA - Management Studies (with Finance)
UNIVERSITY OF LEICESTER
A Levels and BTEC - <ul><li>BTEC National Diploma Extended in Business - Triple Distinction</li><li> Drama - C</li></ul>
CARDINAL POLE SIXTH FORM
GCSE’S and BTEC - <ul><li>9 A-C’s including Math, English and Science, BTEC First Diploma in Business - Double Distinction</li></ul>