Framlingham College

JDX Academy

Delivery Manager at OpenText

London, England, United Kingdom

OpenText

Delivery Manager

JDX Consulting

Consultant

Financial Technology Provider/Tier 1 Investment Bank                                  Mar 2016 – Present
Document Reviewer: Document Digitalisation
- Reviewed ISDA Master Agreements (MA), Credit Support Annexes (CSA), Prime Brokerage Agreements (PB), Master Securities Forward Transaction Agreements (MSFTA), Master Lending Security Agreements (MSLA), Master Repurchase Agreements (MRA) Portfolio Swap Agreements (PSA) as well as familiarity with Prime Brokerage Agreements through pre-processing.
- Used client contractual analysis software, coding data in a user interface.
- Created subject matter specific playbooks on questions of exceptions for client’s feedback and playbooks to guide employees in reviewing certain document types.
- Involved with training of wider team for review of MA, CSA and similar bilateral and fund agreements, as well as training in pre-processing.

Associate Consultant

JDX provides trained and managed resources to support financial services firms who are running change or remediation projects. Typical assignments have the following characteristics:

- A mandatory driver – either external (regulatory) or internal (operational)
- Project is not part of business-as-usual
- Projects are short-term and time-bound
- Our team must be deployed quickly with team sizes of up to 25 resources

Our staff specialisms include:

- Client on-boarding and outreach projects
- EMIR, Dodd Frank, ISDA Documentation
- Document digitisation
- Derivative operations
- Backloading of derivative trades into the Global Trade Repository
- Know Your Client (KYC) and Anti Money Laundering (AML)

Senior Consultant

Mercer (Talent, Health, Retirement and Investment consultants)
- Experienced various aspects of consultancy within each department.
- During experience at Marsh and McLennan, got involved within initial meetings from which the emergence of further relationships internally between Guy Carpenter and Mercer were created.

Mercer

Associate

Guy Carpenter (Re-insurance Broking)

- Shadowed re-insurance brokers and analysts.
- Sat in on various meetings between clientele within Lloyds and other mutuals.

Guy Carpenter

Arthur J. Gallagher	  	     		   			Mar – Apr 2011
Shadowed Brokers
- Researched and gathered information in order to assist trips to Lloyds.
- Performed general office work administration work such as photocopying, answering the phone and filing.
- Met and greeted colleagues and clients.

Guy Pelling