Automation & Efficiency Specialist - SEI Investments - Dublin, Ireland
(2024-11)
- Personally responsible for 10 of the 15 FTE in savings delivered by the function within a single year, across a portfolio of 6–10 concurrent projects spanning Power Automate, Power Apps, Copilot Studio, Alteryx Designer, and Python.
- Lead and manage the tactical business automation team across fund accounting, transfer agency, financial reporting, bank debt, reconciliation, and payments – reporting directly to senior management.
- Architect and deploy AI-powered agents using Copilot Studio to automate judgement-intensive workflows across fund accounting, investor services, and back-office processing, materially reducing turnaround times.
- Build automated data pipelines integrated with FIS Investran, DePool, and Atlassian JIRA – eliminating manual extraction, reconciliation, and reporting tasks across multiple operational teams.
- Act as the bridge between business stakeholders and technology – translating operational requirements into scalable, compliant solutions aligned with data governance and quality standards.
- Monitor and continuously optimise live automations – troubleshooting issues, adapting workflows to system changes, and iterating solutions to improve speed and reliability over time.
- Participate in client pitches and pre-sales engagements, demonstrating automation capability to prospective fund administration clients and contributing to new business won by the firm.
- Lead the function's project pipeline; triage and prioritise automation opportunities across capital events, NAV QC, payments, and financial reporting; maintain full documentation and audit trails in line with regulatory requirements.
- Deliver capability training and ongoing support to operational teams on deployed tools and workflows.
Senior Analyst & TA Automation Lead - SEI Investments - Dublin, Ireland
(2023-12 - 2024-11)
- Led automation delivery across Transfer Agency and broader fund operations – identifying manual processes and driving FTE savings through targeted solution design.
- Supervised automation workstreams end-to-end, coordinating requirements gathering, UAT, and deployment while maintaining detailed design documentation and stakeholder sign-off.
- Built and maintained automated workflows in Alteryx, Power Automate, and Power Apps integrated with FIS Investran and DePool, reducing manual processing across recurring operational tasks.
- Acted as technical authority on automation tooling for the operations function; advised management on solution design, tool selection, and delivery approach.
- Provided training and capability uplift to operational staff on newly deployed workflows, ensuring adoption and sustainable use.
Private Equity Investor Services Analyst - SEI Investments - Dublin, Ireland
(2021-09 - 2023-11)
- Processed capital calls, distributions, and investor reporting events for alternative fund clients across complex LP structures using FIS Investran and DePool, ensuring legal compliance and transaction accuracy.
- Managed daily investor and client queries across fund accounting and TA operations, building strong relationships with institutional investors and fund managers.
- Contributed to technology and process improvement initiatives within Investor Services, improving operational efficiency across the team.
- Delivered detailed project plans on time across multiple concurrent fund mandates in close collaboration with senior management.
Client Services Associate - Fidelity International - Dublin, Ireland
(2020-09 - 2021-09)
- Delivered client support across workplace pension and investment products, resolving complex queries and escalations for retail and institutional clients.
- Promoted digital adoption and captured client interaction data to support business intelligence and service improvement initiatives.
Customer Account Executive - KBC Bank Ireland - Dublin, Ireland
(2018-11 - 2020-09)
- Advised retail customers on mortgages, deposits, and current accounts, consistently exceeding monthly KPIs through compliant, process-driven service delivery.
- Escalated financial and regulatory risks appropriately; built strong client relationships in a fast-paced regulated banking environment.
