User:Amwelladmin: Difference between revisions

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Maintaining strong working relationship with Credit Risk Control, Prime Brokerage Sales, Prime Services
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Risk and Transition regarding Equity Prime Brokerage clients and Hedge Fund Services. Identifying client
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concerns and offering practical solutions in paving the way towards a streamline negotiation with Hedge
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Fund and Prime Brokerage clients. Respond efficiently and promptly to client enquiries and stakeholder
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requests. Promptly escalating client concerns to CRC, PB Sales, Risk and Transition to minimise client
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relationship risk at an early stage in the negotiation process. Keep senior management informed of
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negotiation status involving sensitive high profile clients. Smooth negotiation process towards timely
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launch dates. Worked on pledge agreement with account control agreements / tri party structures / AIFMD
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custody agreements / Delegation and Transfer Agreements – AIFMD / Managed Funds Swap Agreements
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Project: Assisted Sarah Viner on "Pending GOC & ROC client negotiations only/SIMM" re Report EMEA
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Documentation – review / update of outstanding Prime services negotiations on TADH
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Latest revision as of 08:52, 6 September 2024

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