Lee Tipping
Greater Glasgow Area
Summary
Results-driven Operations Analyst with experience supporting global financial markets within Morgan Stanley's FX Settlements team. Proven ability to manage complex operational processes, resolve high-value settlement exceptions and deliver process improvement initiatives that enhance efficiency, accuracy and risk control. Recognised for taking ownership of critical claims management activities, collaborating effectively with global stakeholders and leveraging data-driven solutions.
Currently seeking a transition into a new role to apply existing analytical skills, operational expertise and a continuous improvement mindset while broadening knowledge of the operations space within the investment banking and finance industry. With a strong personal focus on career development.
Overview
4
4
years of post-secondary education
1
1
year of professional experience
Work history
FX Settlements Analyst
Morgan Stanley
Glasgow, Glasgow City
2025.03 - Current
- Managed end-to-end FX settlement lifecycle across global markets for timely accuracy.
- Hand-held significant volumes of high value FX trades with settlements exceeding £1bn
- Acted as primary specialist for claims disputes, investigating complex cases daily.
- Led process improvement and re-engineering to streamline claims handling, an important P&L metric for the firm. Saving 100s of hours annually.
- Strong development in performing detailed reconciliations to investigate settlement discrepancies and mitigate risk.
- Liaised daily with internal teams, counterparties, and banking partners promptly. Escalating cases to the correct business unit where appropriate.
- Monitored settlement activity to identify trends and recommend process controls.
- Produced and analysed operational data to support decision-making and continuous improvement.
- Used SWIFT messaging, Alteryx, Excel, and Power BI for analysis.
- Maintained high accuracy while handling multiple competing priorities under deadlines in a fast paced FX trading environment.
- Daily handling of live trades and minute-by-minute workload changes.
- Monitoring live exceptions on a daily basis.
Education
Bachelor of Arts - Finance, Investment & Risk
Glasgow Caledonian University
Glasgow 2020.09 - 2024.06
Skills
- Analytical problem solving
- Continuous improvement mindset
- Excellent & obsessive attention to detail
- Process optimisation
- Relationship management & conflict resolution
- Organisation and prioritisation under pressure
- Communication skills
- Adaptability
- Strong commercial awareness
- Commitment to professional development and long-term career progression
Volunteering (Finance Department Representative)
- Represented approximately 20 class representatives across multiple finance-related degree programmes.
- Gathered student feedback and presented recommendations directly to academic leadership.
- Introduced a monthly departmental newsletter to improve communication and student engagement.
- Developed strong communication, leadership and stakeholder management skills through collaboration with both students and senior university staff.
Timeline
FX Settlements Analyst
Morgan Stanley
2025.03 - Current
Bachelor of Arts - Finance, Investment & Risk
Glasgow Caledonian University
2020.09 - 2024.06