- Dublin, Ireland
- +353 85 724 6065
- [email protected]
Responsible for a portfolio of Alternative and Mutual Fund products.
Daily client operational contact to maintain excellent relationships with a portfolio of fund investment managers.
Query, problem and error resolution on a timely basis.
Providing daily, weekly and monthly reporting to international clients throughout the industry.
Maintain monthly capital activity tracking report and distribute reports to client on a periodic basis.
Communicated and liaised with various investment managers and departments in the US on a daily basis to ensure the company maintained a good working relationship with external clients as well as with internal relationship managers and other business units based in America.
Other general requirements of my job included:
Monitoring of daily escrow account activity.
Preparing wire instructions for money movement for fund subscriptions and redemptions.
Completing and documenting AML procedures for all investor subscriptions.
Processing and compiling investor subscription and redemption requests by applying appropriate notification and minimum requirements as set forth in the fund legal documents.
Providing the accounting department with monthly reporting for investor capital.
Module 1: Creative Thinking & Innovation
Innovation sprint with a client
Module 2: Entrepreneurial Thinking & Innovation
Planning for execution
Strategy for early stage growth
Validation and customer discovery
Pitching to win customers/funding
Module 3: Application
Product / service development
Search Engine Optimisation (SEO)
Using Social Media to back up ad campaigns
Using Facebook strategically to achieve business objectives
Using Twitter as a communication tool using imagery, graphics and video
February 2010 - SEI Investments
Shining Star ´Team Work´
Global recognition award for teamwork.
March 2009 - SEI Investments
Shining Star ´Quality of Work´
Global recognition award for quality of work.
Nov 2011 - Machinas
Promotion to Account Manager
Nov 2008 - SEI Investments
Promotion to Sr. Investor services analyst
"I worked with Ross while at HUGO BOSS. Despite the 6 hour time difference between us, he really helped strengthen our approach to branding across the 5 BOSS sub brands. From working with us to update all seasonal content and newsletters to more specialized projects - he helped in giving us a creative voice while really directing the outcome of the projects. I'd certainly recommend working with Ross for his responsiveness and his ability to execute new ideas seamlessly."
"I worked with Ross for more than a year in the field of digital marketing in my role at HUGO BOSS. He is an excellent project manager, not only due to his creative skills and technical knowhow, but also because he is reliable and delivers 100% of the time. Ross is a strong player in team, as well as in a steering role."
"I had the pleasure to work with Ross on a strategic management consultancy project for Machinas Digital Development. I got to know Ross as a very easy-going, smart professional with a deep understanding of business strategy and its relation to management. As a driver of creativity, he understands how to leverage organisational structure, process and people management in order to get the best results. He has a very analytical mind and does not lose sight of the bigger picture."