Andrea Casey
Dunshaughlin
Summary
I am a highly motivated and process-focused professional with over 10 years working and growing to managerial roles in Customer Services, Administration in the Financial services industry and most recently I have gained extensive experience as a Project Manager, working on and managing projects.
I am currently in the process of completing a diploma in Project Management which I am due to complete in December 2024. I am a resourceful problem solver who takes the initiative to enhance communication & team/project processes.
Overview
18
18
years of professional experience
Work History
Assistant Vice President – Projects Manager and Corporate Secretary
SS&C Financial Services (Ireland) Limited
03.2016 - 06.2024
- Company Overview: SS&C Financial Services is a global provider of investment and financial services and software for the financial services and healthcare industries.
- I was responsible for managing numerous projects in which I analysed data and presented my findings to the Management team in order to realise improved efficiencies. I collated requirements from the relevant stakeholders, while setting expectations by creating detailed timelines, duty lists and logistics plans.
- I completed Banque Centrale du Luxembourg (BCL) reporting for a Luxembourg regulated client and was involved in a project to automate and migrate this process to the Fund Accounting Team.
- I also provided Corporate Secretarial Services for funds administered by SS&C Dublin. Liaising with Board members, the Investment Manager and the Administrator, whilst at all times maintaining the security and professionalism required by the respective funds.
- Following the acquisition of the Hedge Fund Services and Private Equity departments of Citibank by SS&C Globe Op the decision was made to merge both entities. I was responsible for coordinating the move of 120 Citi Staff to our new premises and the relocation of the existing SS&C staff to alternative floors
- I was requested to train up on Transfer Agency and AML systems and in turn travel to Luxembourg to train the employees on these systems and processes. I created the procedure documents and presentation slides and presented the changes to processes to the Head of the Luxembourg office and his team.
- I managed the rolling out of a new BCP plan for the Dublin Office. This entailed creating procedures and assisting all staff members with accessing the systems remotely, signing off testing and updating compliance and senior management of our adherence to a BCP plan
- I coordinated the audit report for the transfer agency department for the international audit section which reviews the controls at SS&C Financial Services (Ireland) Limited
- I coordinated and ran weekly Senior management meetings whereby the Managing Director, HR and the senior management team discussed any items such as upcoming sales pitches, any client issues or client and technology launches as well as staffing changes
- My duties also included assisting the CEO by collating information and preparing presentations for sales pitches and Town Halls
- I was involved as a Lead in a Vision, Values and Culture project in order to improve morale and to motivate staff members
- I completed an internal efficiencies review whereby I reviewed processes across various departments and analysed the employee time allocation and client profitability across EMEA, APAC and NAM and provided management with findings and my change recommendations.
- The purpose of my investigation was to identify areas and teams with capacity with the intention of reallocating certain tasks from teams who were already at full capacity.
- The result of my investigations and findings were that certain teams in our India offices took on extra tasks and the Dublin office became more of an oversight operation.
- I headed up the social committee, organising team bonding events including summer and Christmas events
Investor Services Team Leader
Citibank Europe Plc
04.2013 - 03.2016
- Company Overview: Citibank is a global bank that provides a wide range of financial services to consumers, corporations, governments, and institutions.
- I was responsible for the management of a team of up to 10 people and for the overall service delivery and experience of our Client and Investors.
- My team provided Investor Services to one of the largest global Hedge Fund Managers.
- I oversaw and managed client queries, escalations and deliverables, ensuring they were dealt with in a professional manner within the SLA and escalated any issues to senior management where necessary.
- I was also involved proactively in daily and weekly management meetings and conference calls with the client’s global offices to discuss any issues within the department or any improvements that could be made in order to enhance the relationship and service between the different teams and locations.
- I also held regular team meetings and 1 to 1 meetings with my team and completed mid-year and year-end reviews.
- I completed daily reporting and quality control checks in order to prevent incidents.
- I also held weekly incident meetings whereby we discussed incidents that occurred throughout the department. This required identifying root causes and control measures to be implemented to prevent similar errors re-occurring.
- Furthermore, I used such incidences as learning experiences with my team members.
- When Citibank acquired one of the largest Global hedge fund managers they also acquired all of their technology. In 2014 it was decided to streamline the systems used across all of Transfer Agency thus migrating to the Citibank systems. This was one of the largest systems migrations undertaken by Citibank.
- I completed a due diligence project, compiling a document containing all information in relation to the team structure and tasks.
- I created and presented a training programme on Investor/Customer servicing to teams within our department.
Distributor Services – Client Solutions
Invesco
09.2011 - 03.2013
- Company Overview: Invesco is an independent global investment management firm dedicated to delivering an investment experience that helps people get more out of life
- I was responsible for investigating and resolving onshore and offshore client payment queries
- I investigated onshore and offshore return of funds, reconciliation and reissue
- I was required to ascertain why payments failed to reach their destination, and ensured a timely resolution and re-issued where required. Once identified, I would recommend improvements to prevent future problems e.g Duplicate payments.
- I dealt with any incoming phone or written queries in a timely manner and ensured SLA’s and all relevant regulations were met and maintained
- I also built good working relationships with Banking Providers (Barclays, JP Morgan) to initiate amendments, recalls, debit authorisations, stop cheques and assisted with the investigation of any possible fraudulent interference
- I liaised with priority clients and ensured that all currency cut-offs were met and that the client was provided with all documentation or requested information within the SLA
Equity Client Services
Bank of America Merrill Lynch
08.2009 - 08.2011
- Company Overview: Bank of America Merrill Lynch is a global leader in wealth management, investment banking, and trading
- I was responsible for ensuring the timely settlement of all trades within mature European Markets, APR and Americas.
- I was the first point of contact for all Institutional equity clients.
- I would liaise with Institutional clients on a day-to-day basis, as well as Core settlements, Front Office, Relationship Management, Trade Processing and Sales Traders to resolve daily issues, and to drive through solutions that enhance ongoing STP rates and reduce transaction costs.
Transfer Agency Administrator – Institutional Client Services
Citibank Europe Plc
06.2007 - 06.2008
- Company Overview: Citibank is a global bank that provides a wide range of financial services to consumers, corporations, governments, and institutions
- Completed Transfer Agency services for Institutional clients. Managing investor records and relationships and recording client transactions.
Corporate Secretarial Administrator
J.P. Morgan Tranaut
10.2006 - 06.2007
- Company Overview: J.P Morgan Tranaut, a global leader in financial services offering solutions in investment banking, financial services for consumers and businesses, financial transaction processing, asset management, and private equity
- Corporate Secretarial Administrator
Education
Diploma - Project Management
Dublin Business School
Dublin12.2024
Certificate - Investment Funds Services
Institute of Bankers
01.2008
BSc - Tourism Marketing
Dublin Institute of Technology
01.2006
Certificate - Travel and Tourism
Dublin Institute of Technology
01.2003
Skills
- Project Management
- Investor Services Management
- Corporate Secretary
- Regulatory Reporting
- Cost and Time efficiencies
- Performance Management
- Team Development and People Management
- Customer Services
Technical Skills
Advanced Microsoft Office (Excel, Word, Access, Outlook, SharePoint), Microsoft Project, SHARP, CitiDirect, JP Morgan Access, IWA, Clearstream Platforms, OASYS, GTAS, IWA, Sharepoint, Rightfax , Vestima.
Timeline
Assistant Vice President – Projects Manager and Corporate Secretary
SS&C Financial Services (Ireland) Limited
03.2016 - 06.2024
Investor Services Team Leader
Citibank Europe Plc
04.2013 - 03.2016
Distributor Services – Client Solutions
Invesco
09.2011 - 03.2013
Equity Client Services
Bank of America Merrill Lynch
08.2009 - 08.2011
Transfer Agency Administrator – Institutional Client Services
Citibank Europe Plc
06.2007 - 06.2008
Corporate Secretarial Administrator
J.P. Morgan Tranaut
10.2006 - 06.2007
Diploma - Project Management
Dublin Business School
Certificate - Investment Funds Services
Institute of Bankers
BSc - Tourism Marketing
Dublin Institute of Technology
Certificate - Travel and Tourism
Dublin Institute of Technology
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