Marco Gava
Specialist – Wealth Management – SS&C Technologies
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About
I am currently a Wealth Management Specialist at SS&C Technologies in Basildon, Essex (UK). I have worked in operations in the Wealth and Asset Management industry for the past 8 years. I am looking for a part time early-morning / evening job in addition to my current weekday 9am-5pm role to support my family household income.
Experience
Wealth Management Specialist/Manager - SS&C Technologies - Basildon, Essex, UK
(2021-10)
Assist as a key senior team member of the growing wealth team at SS&C in Essex in the UK. Specialist/Manager part of the Trade Support Function within the Wealth Division
Associate – Institutional Oversight – Asset Management Division - Goldman Sachs - London, UK
(2020-01 - 2021-08)
I was an Associate in the middle-office Institutional Oversight Team within the Asset Management Division of Goldman Sachs in London.
- Ownership of client accounts from an operations perspective acting as a single point of contact, resolving client issues, and escalating to relevant teams.
- Monitor daily and monthly scheduled and ad-hoc client flows and fees.
- Monitor assigned accounts for overdrafts and breaks against custody daily.
- Point of contact to liaise with Client Relationship Team and Client Implementation Team to implement account events and new business from an operations perspective.
- Single operations point of contact to liaise with several bespoke teams to implement account changes, terminations and new client onboardings.
- Review account level metrics (cash/security reconciliations, corporate actions, NAV reconciliations, reporting deliverables) and investigate and/or escalate to relevant teams.
Wealth Management Operations Analyst - BRT SA – Bedrock Group - London, UK
(2018-05 - 2019-12)
I was an Analyst part of the boutique Back-to-Middle Office Operations Team facilitating daily and monthly cash and securities account trading and pricing reconciliations for Bedrock Group's Wealth Management Clients across the UK and Europe.
- Understanding of a vast array of financial product/securities (equities/bonds/alternative investments/funds and private equity)
- Understanding of a vast array of custodians (banks) daily trades, charges and month-end reports across the UK and Europe
- Bloomberg front-end use – to extract new securities, daily prices and create options
- Training of new starters
- Teamwork – Month-end pricing, reporting and Front-Office client account requests
Operations Team Leader (Middle Office Retirement Fund Administration) - Sygnia Asset Management - Cape Town, South Africa
(2016-09 - 2018-02)
I was one of 4 Team Leaders, individually managing a team of 3, in the institutional retirement fund admin department of +/- 20. I was primarily responsible for the below detailed duties.
- Leadership attributes (coaching + training team and new starters)
- Responsible, reliable + willing to take ownership of tasks
- Accountable and strong focus on financial accuracy and attention to detail
Operations Assistant Team Leader - Sygnia Asset Management - Cape Town, South Africa
(2015-11 - 2016-09)
Operations Administrator - Sygnia Asset Management - Cape Town, South Africa
(2015-04 - 2015-11)
Junior Operations Administrator - Sygnia Asset Management - Cape Town, South Africa
(2014-01 - 2015-04)
Vacation Work Experience – Audit - EY – Ernst and Young
(2010-07 - 2013-01)
Vacation work experience – Audit (January 2013+2012+2011) + November 2010 + July 2010
Vacation Work Experience – Audit - PwC
(2010-06 - 2010-06)
2 week programme - Vac-Work
Grade 12 Examinations: Mark Checker - Western Cape Education Department (SA)
(2010-12 - 2012-12)
10 days (December 2010+2011+2012)
Education
Bachelor of Business Science (B.Bus.Sc) - Finance & Accounting - University of Cape Town (UCT) (2013-11)
Italian Language Course - Italian Language - Societa Dante Alighieri (2013-07 - 2014-07)
Secondary Education - Paarl Boys' High School (2008)
