Summary
Overview
Work history
Education
Skills
Websites
Outside Appointments
Timeline
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Laura Lee

Laura Lee

Edinburgh

Summary

Currently serving as Head of Phoenix Client Governance at Aberdeen Group plc, I bring extensive expertise in asset management, risk & compliance, contractual negotiations, operations, and fee billing. My leadership spans diverse functions including Asset Management, Fund Accounting, Third Party Administration Services, and Investment Banking. With a practical approach to navigating complex challenges, I focus on simplifying product models, cross-functional innovation, and efficiencies.

Dedicated to inclusion and nurturing future talent, I lead Aberdeen Group's Early Careers Programme as Client Group Stream Head. Additionally, I am committed to supporting my local community as Secretary of the Board of Trustees for SEAL Dunfermline, a children's charity promoting wellbeing and resilience.

Overview

21
21
years of professional experience

Work history

Head of Strategic Client Governance

Aberdeen Group PLC
Edinburgh
08.2019 - 05.2025
  • Leading a successful Governance & Oversight Team in Edinburgh and London, overseeing all services supplied to our strategic partner per our contractual agreements.
  • Invoice generation oversight, in partnership with Finance Departments. Escalation point for all matters pertaining to revenue, accruals, rebates, and aged debt.
  • Agreeing and coordinating all legal documentation change with strategic partners, Aberdeen Legal Counsel and the wider businesses.
  • Effective management of the Aberdeen risk and controls framework, collaborating with key 1st and 2nd line stakeholders to identify themes/trends prompting requisite action to be taken while demonstrating client-centric, collegiate behaviours.
  • As Client Group Stream Head, I am also responsible for the Aberdeen graduate programme population, guiding and mentoring future talent in the early stages of their careers.

Vice President, Client Executive – Platinum Clients

Citi
Edinburgh
01.2010 - 12.2017
  • Cultivated strong relationships across Citi and client networks to drive operational efficiency initiatives.
  • Led onboarding process for new platinum client, establishing comprehensive client service model.
  • Negotiated and implemented all SLAs, KPIs, and service credit regimes.
  • Resolved significant service-related issues to maintain high standards of client satisfaction.

Assistant Vice President, Manager - EFL Valuations Team

Citi
Edinburgh
02.2007 - 12.2009

Temp, Fixed Income Derivatives - Product Control

Citi
London
06.2006 - 10.2006

Temp, Fixed Income Derivatives - Product Control

Citi
London
01.2005 - 10.2005

Intern, Fixed Income Derivatives – Product Control

Citi
London
06.2004 - 09.2004

Education

ICA Certificate - Compliance

International Compliance Association

Cert H.E. - Management with Finance

Robert Gordon’s University

Skills

  • Regulatory compliance
  • Governance oversight
  • Stakeholder communication
  • Audit procedures
  • Contract negotiation
  • Team leadership
  • Crisis management
  • Strategic planning

Outside Appointments

Board Trustee, SEAL Dunfermline, children’s charity.

Timeline

Head of Strategic Client Governance

Aberdeen Group PLC
08.2019 - 05.2025

Vice President, Client Executive – Platinum Clients

Citi
01.2010 - 12.2017

Assistant Vice President, Manager - EFL Valuations Team

Citi
02.2007 - 12.2009

Temp, Fixed Income Derivatives - Product Control

Citi
06.2006 - 10.2006

Temp, Fixed Income Derivatives - Product Control

Citi
01.2005 - 10.2005

Intern, Fixed Income Derivatives – Product Control

Citi
06.2004 - 09.2004

Cert H.E. - Management with Finance

Robert Gordon’s University

ICA Certificate - Compliance

International Compliance Association

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Laura Lee