Trianna Inniss

• Responsible for management of 250 multi-asset discretionary portfolios; conceptualising and transacting clients' portfolios in accordance with objectives, suitability requirements, and investment philosophy.
• Consistently increasing understanding of broader wealth management services to identify investment and diversification opportunities with a focus on performance optimisation, liquidity, volatility and risk mandate.
• Dealing for clients in stocks, bonds, collectives, trusts, derivatives and commodities. This involves using multiple trading strategies such as bulk switches, capital gains tax reviews, restructuring of any new/transferred-in portfolios, model maintenance in Figaro, Genesis and proprietary trading platforms.
• Maintains a macroeconomic well-informed perspective of the prevailing investment climate and opportunities, asset classes and market outlook, and challenging the investment team to consider new ideas.
• Ensuring personal compliance with all regulatory issues and contribute to the promotion of a strong compliance culture throughout the division and across the Company.
• Presenting investment proposals, pitches, business development activities, such as supporting the team in terms of CPD events and networking events.
• Actively seek new business opportunities through networking, intermediaries, and other referrals. Generating and following up on leads.
• Ensure client portfolio valuations are produced and despatched within the required regulatory timescales.

Structured product experience

• Constricting, pricing and executing structured products using options and futures to create income mandate products to form part of Income mandated portfolio or diversification in multi-asset portfolio.
• Collaborating and negotiating with counter parties and global sales teams to get the best price and the highest GRY for structured products.
• Coordinating the execution process across multiple desks and regions, from sales to trading, legal and other internal functions, as well as interface with our clients.
• Working with legal, risk management, tax and middle office teams to avoid issues in an operationally complex market with numerous regulatory constraints.
• Following-up on regulatory evolutions and analyse their impact in the business.

• Evaluation of financial statements and market data to ensure compliance with KYC and KYB regulations
• Collaborated as subject matter expert (SME) and provided knowledge and guidance on complex applications, including high risk industries, complex corporate structures and PEP's
• Facilitated improvement to the onboarding of high-risk companies, by completion of enhanced due diligence analysis in line with changing risk appetite
• Modelled analysis on unusual activity, producing reports and liaising with the AML team to create additional security processes
• Optimised efficiency of CIC onboarding, by creating additional guidance manuals using expertise from working in a charity

• Managed financial planning, reporting and data analysis using Python
• Constructed funding proposal bids, with an 10% increase in government funding received
• Designed training program for incoming members of the finance team
• Processed national and international transactions, and weekly bank reconciliations on the general and deposit accounts
• Prepared monthly and quarterly financial statement analytical reviews at the business unit level
• Monitored cash flow management between domestic and international currency accounts

• Spearheaded implementation of GDPR throughout the organisation
• Balanced monthly payroll processing
• Supervised the implementation and reconciliation of defined contributions pension scheme
• Preparation of cost analysis reports
• Completed bank reconciliations of accounts payable and accounts receivable