Summary
Overview
Work history
Education
Skills
Timeline
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Vasiliki Stavropoulou

Glasgow,Lanarkshire

Summary

Detail-oriented and knowledgeable about investment operations professional with a strong organisational and research skill set, adept at navigating regulatory requirements and demonstrating good judgement. Possesses a problem-solving attitude and resourcefulness, able to collaborate with team members to achieve objectives . Committed to leveraging analytical abilities and time management skills to achieve career goals and eager to learn and adapt quickly in a dynamic environment.


Overview

4
4
years of professional experience

Work history

Investment Operations Analyst

Nucleus Financial
Glasgow, Glasgow City
02.2024 - Current
  • Ensured precision and promptness in daily transaction reviews and proactively updated systems upon identifying discrepancies
  • Supported the trading cycle by ensuring accurate and efficient confirmation and settlement trade coordination
  • Maintained regular engagement with fund managers while effectively communicated with other teams to streamline transaction cycle
  • Executed transaction reporting (bonds, corporate actions, transfers) in full compliance with FCA regulations.
  • Ensured payments were processed diligently and accurately, in alignment with corporate standards
  • Reviewed and updated SOPs to align with evolving work and regulatory requirements


Investment Operations Administrator

Nucleus Financial
Glasgow, Lanarkshire
12.2022 - 02.2024
  • Performed analytical investment calculations and reports in accordance with data provided by fund managers
  • Contacted fund managers to provide reports summaries and breakdowns
  • Managed internal and external queries across multiple channels
  • Supported the whole of Investment Operations Team across the investment lifecycle, while working within dividend processing and corporate actions, alongside with Trading, Settlements/Confirmations and Asset Onboarding when necessary
  • Guaranteed financial activities adhered to company policy and legislation.
  • Created financial reports, comparing discrepancies between planned and actual amounts for investment insight.

Investment Services Officer

FNZ
Edinburgh, Lothian
01.2022 - 12.2022
  • Maintained regulatory and procedural compliance, achieving optimal performance in line with client-defined KPIs and SLAs.
  • Conducted AML and bank verification checks
  • Dealt with customer data ethically and in accordance with FCA and in line with CTF principles
  • Complied with the regulatory regimes, with particular consideration given to relevant Client Asset, Data Protection and Financial Crime Prevention regimes
  • Conducted thorough KYC checks, in compliance with regulatory standards.

Customer Service Associate

Luxury Leisure
Glasgow, Lanarkshire
11.2021 - 01.2022
  • Stayed up to date on product range specifications and details by researching product manuals.
  • Provided excellent customer support and guidance while dealing with complex complaints, offering an empathetic approach to maintain loyal customer relationships.
  • Provided an extensive background on product specifications and other details when requested by customers.
  • Maintained outstanding customer relationships by going the extra mile to assist with needs and revolve queries.
  • Upheld privacy and security requirements established by national legislation.
  • Stayed current on policies, procedures and standards to offer optimal support.

Education

Master of Laws - Law

University of Strathclyde

Bachelor of Arts - Foreign Languages, Translation and Interpreting

Ionian University

Skills

  • Knowledge of Office Suite
  • Problem-solving attitude
  • Strong organisational and research skill
  • Attention to detail and strong analytical ability
  • Time management
  • Decision-Making confidence
  • Multilingual/ Fluency in English, Greek and German
  • Regulatory regulations and compliance understanding
  • Financial services expertise

Timeline

Investment Operations Analyst

Nucleus Financial
02.2024 - Current

Investment Operations Administrator

Nucleus Financial
12.2022 - 02.2024

Investment Services Officer

FNZ
01.2022 - 12.2022

Customer Service Associate

Luxury Leisure
11.2021 - 01.2022

Master of Laws - Law

University of Strathclyde

Bachelor of Arts - Foreign Languages, Translation and Interpreting

Ionian University
Vasiliki Stavropoulou