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Main line 020 7965 4657

Front Office Inter-Desk and Intercompany Trade Reconciliations - Top Tier Global Investment Bank

An 8 month assignment at a top-tier global investment bank to review the current state of the Front Office to Front Office internal and intercompany reconciliations landscape for all asset classes, globally

  • Recertified all in-scope reconciliations coupled with the verification of the complete inventory
  • Organised and documented analysis workshops, recertifying in-scope reconciliations, and presented analysis of findings to business sponsors
  • Produced a reconciliation roles and responsibilities policy
  • Produced a Key Risk Indicator MIS solution with Root Cause Analysis
  • Implemented a change management governance model
  • Defined and deployed a quality assurance workflow
  • Implemented procedural and behavioural quick-win opportunities
  • Re-designed sub-optimal reconciliation reports for priority delivery
  • Produced remediation recommendations for the next phase of the project, including reconciliation re-builds, procedural changes, technical development and consolidation of trade capture and reconciliation platforms

 

Meet the team

Malcome Clark

Malcolm Clark

Director and co-owner
Malcolm has over 35 years of financial services recruitment and management consulting experience. After graduating from the University of Exeter in 1989, he initially worked in the accountancy and media sectors before moving into the recruitment industry in the early 1990s. As an investment banking operations and change management specialist, he has worked with some of the world’s leading financial services institutions across the globe. Malcolm moved into management consulting in 2013.
Martin

Martin Perkins

Director and co-owner
Martin has over 35 years financial services logistics experience with 21 of those years spent in investment banking operations. The majority of his career was spent at UBS, where as a Director, he managed a number of departments including: Cash Management, Equity Derivatives Middle Office and Settlements, OTC Equity Control, BAU Process Change, Credit Derivatives Settlements and the cross-asset class ISDA OTC Documentation area. Martin moved into financial services recruitment in 2006 and management consulting in 2013.
Julian Crow

Julian Crow

Director
Julian has over 30 years of financial services recruitment and management consulting experience. After graduating from the Newcastle Business School in 1994, Julian initially worked in the FMCG sector before moving into the recruitment industry in 1996. As an investment banking, asset management, finance and change management specialist, he has worked with some of the world’s leading financial services institutions in the UK, US and Asia. Julian moved into management consulting in 2013.