
Fund/Corporate/Trust administration leader with 6+ years hands-on work running 20-30+ funds, trusts, and corporate portfolios—from managing 40+ portfolios in Jersey's client-facing roles to handling Mauritius' strict compliance rules with 50+ shareholders.
Been the main client contact, delivering 100% on CDD/KYC/JFSC/AIFMD checks, cutting delays by 25%, and helping junior team members ace audits and tight deadlines with no issues.
Covered the full range: leading board/AGM meetings with resolutions and minutes, reviewing TALLY/NAV, preparing VAT/tax reports, sending global bank wires, and building strong links with auditors, investors, and regulators—all while keeping everything confidential.
Pushing for the full Chartered Governance qualification to step up and lead Assistant Manager teams.