82,891
edits
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Maintaining strong working relationship with Credit Risk Control, Prime Brokerage Sales, Prime Services | |||
Risk and Transition regarding Equity Prime Brokerage clients and Hedge Fund Services. Identifying client | |||
concerns and offering practical solutions in paving the way towards a streamline negotiation with Hedge | |||
Fund and Prime Brokerage clients. Respond efficiently and promptly to client enquiries and stakeholder | |||
requests. Promptly escalating client concerns to CRC, PB Sales, Risk and Transition to minimise client | |||
relationship risk at an early stage in the negotiation process. Keep senior management informed of | |||
negotiation status involving sensitive high profile clients. Smooth negotiation process towards timely | |||
launch dates. Worked on pledge agreement with account control agreements / tri party structures / AIFMD | |||
custody agreements / Delegation and Transfer Agreements – AIFMD / Managed Funds Swap Agreements | |||
Project: Assisted Sarah Viner on "Pending GOC & ROC client negotiations only/SIMM" re Report EMEA | |||
Documentation – review / update of outstanding Prime services negotiations on TADH |