Joshua Kalinsky
London
Summary
Dynamic professional with a proven record in product development and relationship management. Expertise in data analysis, commercial negotiation, and regulatory compliance, driving significant revenue growth and client onboarding success.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Founder
Imperial Currencies Limited
London
06.2018 - Current
- Inspired to start venture after seeing first-hand the difficulty in cross-border transactions via traditional banking models both in receipt and transmission of payments
- Incorporated and built business from scratch with only £1,000 of initial expenditure and grew revenue quickly in year 1 to £60,000
- Sourced and partnered with Technology Platforms and Back officer Service Providers. Negotiated up partnership commercials up from 50% to 80%, which ensured a 30% go forward increase in revenue for the company
- Successfully sourced, brokered, negotiated and onboarded over 40 clients of varying sizes spanning across multiple sectors
- Assisted clients in navigating the markets during choppy and uncertain periods and provided hedging mechanisms relative to their exposure.
- Designed and implemented regulatory compliance frameworks (FCA, AML, KYC) ensuring ethical and transparent practices.
- Oversaw integration of data analytics in customer insights and risk management, balancing innovation with accountability.
Head of Fund Group Product and Relations
FNZ
London
04.2016 - 01.2017
- Operated between commercial, product development, platform developers, legal and operational teams internally whilst externally representing and developing company’s products and offerings with Fund Groups. Directly reporting to CEO of FNZ Wealth.
- Established and contributed to the design and roadmap of FNZ Wealth Product by designing and delivering an efficient fund take-on process and fund proposition strategy. Successfully increased instrument universe directly contributing to £2bn growth in AUA. FNZ are now valued at over $20bn dollars
- Drafted, maintained and negotiated all agreements/RFI proposals/Technology transfer/Client Agreements
- Managed end-to-end take-on process of New FMs and management of ongoing relationships and FM product offerings.
- Created internal (Sales/Operations/Back office) and external reports/dashboards (Client and counterparty/FM) and presented PPT presentations to foster transparency, understanding and the benefits and challenges for FNZ Wealth internally. Market Intelligence/overview and regulatory reporting
- Devised and Led Client Proposition Strategy.
- Hosted weekly client meetings to communicate progress updates meetings.
- Advised on, analysed and restructured internal processes to support current and future proposition and ensured alignment readiness for regulatory change. Such as Retail Distribution Review.
- Data Analysis: Undertook all FNZ Wealth prospect client coverage data analyses and visualisations devising suitable client commercials and project managed client migration. Creating a feedback loop in growing commercial leverage and facilitated review and closure of proposition gaps.
- Expanded product proposition and cross-selling opportunities through analysis of data, coverage and the fostering of relationships with Fund Managers and TPAs.
- Product Development and Client Relations – Fintech
Fund Development Manager
FNZ
10.2013 - 04.2016
Fund Development Manager, Institutional Service
Cofunds
Chelmsford
10.2011 - 09.2013
- Reporting to Head of Fund Group Relations
- Composed and create market intelligence reports feeding into Head of Fund Groups & Institutional Business.
- Researched funds and new products to determine whether they fit within our operational requirements
- Devised and agreed commercials based on proposition gap data analysis
- Successfully prepared business cases based on potential operational risk and the perceived reward in terms of revenue vs operational deficiencies
- Created operational workarounds/new processes to support business taking a balanced view to benefits and operational deficiencies/gaps.
Education
Bachelor of Laws (LLB) - Law
Leeds Beckett University
01.2011
A Levels - English Lang, History and Law
Epping College
01.2007
GCSES -
Ilford County High School
01.2005
Skills
- Ethical and Regulatory Understanding
- Product Development
- Critical Thinking and Problem Solving
- Listening
- Creative problem solving
- Product development
- Client proposition strategy
- Financial analysis
- Business strategies
- Strategic decision-making
- Research and Development
- Relationship Management
- Data Analysis
- Empathy and Communication
- Research and Analysis
- Operations
- Commercial Negotiation
Certification
- IBM Data Science Professional Certificate, IBM Professional Skills Network
- IBM Data Analysis Professional Certificate, IBM Professional Skills Network
Accomplishments
- 2010, University Mooting Semi-Finalist
- 2010-2011, Highest Academic Performance Award sponsored by Zenith Chambers
Interests
Freelance Writer, Motley Fool, London, United Kingdom, 2022-04-01, 2024-04-01, Pitching, drafting, composing market and company analysis for articles on UK equities
Hobbies and Interests
- Economy and Psychology: Market Dynamics. Human Behaviour. Cognitive Science
- Travelling & Meeting and learning about People with different perspectives and ways of life
- All Sports: But currently play Saturday Football (Member of Old Parkonians Football Club)
Websites, Portfolios and Profiles
- https://www.linkedin.com/in/joshua-kalinsky-32258361/
Timeline
Founder
Imperial Currencies Limited
06.2018 - Current
Head of Fund Group Product and Relations
FNZ
04.2016 - 01.2017
Fund Development Manager
FNZ
10.2013 - 04.2016
Fund Development Manager, Institutional Service
Cofunds
10.2011 - 09.2013
Bachelor of Laws (LLB) - Law
Leeds Beckett University
A Levels - English Lang, History and Law
Epping College
GCSES -
Ilford County High School