About Me
Professional Profile
Senior Trading & Investment Operations Specialist with 15+ years of financial domain experience across premier global institutions (HSBC, Citigroup, LGIM).
Proven expertise managing trade support, settlements, investment reporting, and cross-functional market operations across fixed income, equities, FX, and derivatives. Skilled at acting as a core liaison between front-office desks (portfolio managers/traders) and technical architecture teams to translate complex business rules into automated data solutions.
Combines deep knowledge of front-to-back trade lifecycles, clearing, exception handling, and reconciliations with modern technical capabilities in Python (Pandas/NumPy), SQL database management, and automated workflow design.
Available for temporary, contract, or remote roles across Trading Operations, Investment Operations, and Settlements.
Technical Toolkit
- Data & Automation: Python (Pandas, NumPy), SQL (PostgreSQL query/reconciliation), Advanced MS Excel (940/1000 certified).
- Frameworks & APIs: REST APIs, JSON Data Formats, Django, JavaScript.
- Process Improvement: Workflow Optimisation, Production Triage, Agile/Scrum, Business Process Analysis, Git/GitHub.
Financial Markets Experience
- • Settlements & Operations: Trade Confirmation, Clearing & Settlement, Fail Management, Exception Resolution, Reconciliations.
- • Asset Classes: Direct operational exposure to Fixed Income, Equities, FX, and Derivatives.
- • Trade Lifecycle Architecture: Functional expertise resolving trade breaks, clearing blockages, cash/position reconciliations, and regulatory compliance.
- • Reporting Governance: Generating, validating, and reconciling critical client and regulatory investment data books.
PyVisuals: Financial Analytics Pipeline
Tech Stack: Python, Pandas, NumPy, Matplotlib, Seaborn, Bootstrap 5, Git, GitHub, VS Code.
• Engineered automated Python-based data pipelines to ingest, clean, and validate heavy financial datasets, completely eliminating manual spreadsheet errors.
• Isolated data execution anomalies and transformed them into clear, scannable data visualisations to drive rapid system diagnosis and resolution.
Key Strengths:
- • Trade Matching & Settlements
- • Relational Database Reconciliations
- • Operational Triage & Fail Management
- • Data Quality & Audit Controls
- • Automated Reporting Pipelines
- • Front-Office & Desk Liaison
- • Workflow Process Optimization
Automation & Data Prototypes
Auraic - Transaction & Payment Integration Engine
Tech Stack: Python, Django, Stripe API, PostgreSQL, jQuery, Heroku
• Developed a web-based transactional platform requiring strict relational data validation layers and safe data transmission protocols.
• Designed and maintained PostgreSQL schemas to manage high-volume data exchange workflows while systematically ensuring zero processing latencies.
Planora - Resource Allocation & Scheduling Automation
Tech Stack: Python, Django, PostgreSQL, Bootstrap 5, Pytest, Heroku.
• Engineered Django relational database models enforcing absolute data consistency under state-driven application logic.
• Optimised backend data-handling performance and minimized system delivery delays through automated batch-scheduling and strict verification logic.
Experience
Technical Systems Analyst
SEDS Connective | Dec 2025 – Mar 2026
• Led the end-to-end optimisation of a digital platform rollout, translating operational user needs into structured technical specs and high-fidelity wireframe blueprints.
Systems & Data Presentation Analyst
thisisthegeneration.com | Oct – Nov 2025
• Conducted deep-dive business process analysis to overhaul reporting system architecture, testing and tracking deliverables to ensure absolute system compatibility and data transparency.
Technical Consultant
Self-Employed | Jan 2020 – Sep 2023
• Partnered with clients to scope project requirements, map execution timelines, and manage delivery expectations.
• Designed and implemented automated data intake models and reporting frameworks, improving operational workflow efficiency for clients.
Data Visualisation Specialist
Freelance | Jan 2015 – Dec 2019
• Analysed complex financial datasets to build high-fidelity data visualisations and interactive pitchbooks for executive stakeholders including Euromoney Trading.
Asset Management & Investment Reporting Specialist
Contract | 2008 – 2019
Institutions: LGIM, Columbia Threadneedle, Lehman Brothers
• Data Quality & Controls: Generated, reconciled, and validated critical monthly/quarterly data assets across complex asset classes, maintaining strict audit trails and regulatory compliance.
• Exception Management: Monitored operational workflows, performing root-cause analysis on data discrepancies and trade breaks to safeguard portfolio data integrity.
• Business Analysis: Acted as core operational liaison between front-office users (PMs, Traders) and technical architecture teams to translate business logic into automated reporting solutions.
Trade Support & Front-Office Market Operations
Contract | 2004 – 2008
Institutions: HSBC, Citigroup
• Settlement Execution: Managed post-trade confirmation, trade matching, and settlement processing for fixed income, equities, and derivatives across fast-paced trading desks.
• Fail Management & Reconciliations: Identified and resolved trade breaks and settlement fails, liaising directly with custodians, counterparties, and clearing houses.
• Reconciliation & Controls: Executed daily front-to-back position and cash reconciliations, ensuring high-fidelity data across trading platforms and downstream settlement systems.
Education & Certificates
Education
Level 5 Diploma in Web Application Development
Code Institute (City of Bristol College) | Completed March 2026
Diploma focused on data-centric full-stack frameworks and Agile methodology.
Grade: Merit
Specialist Certificates
Level 2 Professional Certificate in Data Analysis Pass, 2024
Microsoft Excel Associate Certification (Microsoft 365) Score: 940/1000, 2024
Google AI Essentials Systems Course Completed Dec 2025
Level 2 Certificate in Digital Marketing Pass, 2023