Career break
(2025-04)
Fund Accountant & Trade Administrator - Cantor Fitzgerald - Dublin
(2021-11 - 2025-03)
Delivered high-impact fund operations and investor services across multi-asset trading, fund accounting, NAV oversight, transfer agency and operational change.
- Converted multi-asset dealing activity into complete, settlement-ready records; covered equities, bonds, FX, futures and options across the full post-trade cycle.
- Kept transactions moving against strict T+1 deadlines; processed more than 35 equity trades alongside bond, futures and options activity, escalating exceptions before settlement failure.
- Restored ledger accuracy each day; matched cash and holdings, isolated unmatched items, traced discrepancies and closed breaks before NAV production.
- Challenged outsourced fund valuations before release; tested prices and positions, explained variances and prepared financial statements for 13 umbrella funds, securing audit sign-offs with zero material findings.
- Combined fund accounting with sole transfer-agency ownership; administered multi-asset portfolios, maintained share-class records and responded to investor and client servicing requirements.
- Re-engineered repetitive processing through Oracle and advanced Excel; simplified trade-ticket handling, strengthened reporting controls and reduced avoidable manual input.
- Lowered manual data-entry errors by 25%; directed user acceptance testing for a replacement transfer-agency platform and surfaced defects before implementation.
- Removed staff onboarding activity from the migrated process, delivering a 100% reduction in internal handling time; completed the AML refresh and transferred shareholder records to an investor-operated digital portal.
Transfer Agent - State Street IFDS - Dublin
(2020-09 - 2021-06)
Provided accurate, compliant investor services across fund dealing, AML/KYC, register maintenance, cash controls and complex probate administration.
- Translated investor instructions into accurate register movements; completed subscriptions, redemptions and transfers across high-volume dealing queues.
- Applied prospectus terms at transaction level; observed dealing cut-offs, controlled processing deadlines and delivered against client service-level agreements.
- Determined whether investor files were onboarding-ready; examined identity evidence, tested AML/KYC completeness and unravelled complex Ultimate Beneficial Owner structures.
- Connected cash activity to shareholder dealing; matched subscription receipts and redemption payments, cleared differences and released contract notes within required timescales.
- Preserved register integrity through controlled maintenance; amended personal details, ownership information and bank mandates while keeping records ready for audit.
- Managed sensitive stakeholder exchanges with discretion; coordinated information between investors, executors, beneficiaries, legal representatives and internal teams.
- Brought the probate process under single-point ownership; controlled documentation, communication and case progression from first notification to final asset distribution while meeting service-level commitments.
- Restored currency to an aged review queue; completed more than 100 outstanding investor accounts while sustaining 100% compliance with AML policy requirements.
Fraud Analyst - Bank of Ireland - Dublin
(2019-12 - 2020-05)
High-impact financial crime operations role across real-time transaction monitoring, fraud investigation, loss prevention, asset recovery and analyst mentoring.
- Made time-critical risk decisions from live transaction alerts; distinguished suspicious behaviour from legitimate activity and stopped unauthorised payments where evidence supported intervention.
- Built defensible investigation narratives; questioned potential victims, reconstructed events, weighed conflicting evidence and recorded clear reasons for dispute outcomes.
- Followed money beyond the originating account; activated tracing procedures, contacted receiving institutions and pursued recoverable funds before onward movement.
- Coordinated multi-party investigations across organisational boundaries; aligned banks, beneficiaries, third parties and regulatory contacts around complex and cross-border cases.
- Turned historical transaction behaviour into fraud intelligence; identified recurring patterns and fed emerging typologies into fraud-rule refinement.
- Controlled a fast-moving investigative workload; maintained complete case files, protected data integrity, tracked hourly output and met daily service-level requirements.
- Accelerated analyst readiness by 25%; coached more than 12 new team members on live fraud systems, investigative judgement and emerging transaction patterns.
- Prevented large potential losses and recovered misappropriated funds for affected victims; intercepted high-risk activity early and drove immediate asset-recovery action.
