Jeremy Cusack

Professional Summary:

 

A highly accomplished financial professional, with an excellent track record in applying meticulous attention to detail when delivering superior results. Adopts a focussed approach to building and maintaining key stakeholder relationships, whilst simultaneously seeking solutions enhancing business needs. Currently seeking a challenging role in wealth management/financial services whilst studying for the final examination in order to gain the Chartered Institute of Securities and Investments Level 3 Certificate in Investment Management.

 

Key Achievements

 

Demonstrated a keen interest in professional development and undertook self-study and initially self-funded CISI Level 3 Certificate in Investment Administration, passing all core units in own time by January 2010. Achievement acknowledged by management and fees reimbursed upon completion. Exhibited excellent multitasking skills when undertaking, work, and study commitments.

 

Made a smooth transition back into the financial industry and into Collins Stewart in March 2009, after a break of being a chef for nearly 6 years. Demonstrated transferable skills such excellent communication and team working skills as well as versatility and adaptability.

 

Approached by Head of Treasury at SG Hambros to train newcomer to the department. Training consisted of day-to-day operations, standards and processes and systems including Excel spreadsheets, Reuters, Bloomberg training. Appreciated the opportunity to impart knowledge gained on the job with a new employee.

 

Displayed exemplary motivation and determination to create new culinary career on leaving Guernsey in 2002/2003. Learnt culinary skills without any formal training and courses, and self-taught using books and the internet. Appreciated the importance of understanding clients’ different dietary needs and fulfilling objectives to the highest standards possible, usually under very challenging time pressures.

 

Key Skills

 

Financial Knowledge – Utilised Treasury knowledge gained from SG Hambros to assist in smooth transition of fund Dealer at Collins Stewart in August 2009.

 

As a Money Market Dealer at SG Hambros, assisted the Treasurer in managing the Bank’s balance sheet. Dealt with Floating Rate Notes, Certificates of Deposit, Interest Rate Swaps, and Currency Swaps. Supported colleagues by quoting spot and forward foreign exchange rates to clients and relationship managers. Analysed economic news and utilised technical analysis to identify the impact of this on interest and foreign exchange rates.

 

Team Working Skills – Adept at working in cross-border and cross-cultural teams as demonstrated in financial and non-financial environments.

 

Planning ahead – Continuously thinking and planning ahead and utilising business knowledge to formulate and implement effective working strategies. Committed in finding effective working solutions even if it means working outside normal business hours.

 

Communication – Developed great rapport with key internal and external stakeholders during career by being approachable and honest at all times. As Money Market Dealer at SG Hambros between 1995 and 2002, built excellent working relationships with brokers and dealers in external banks. Adept at working very closely in cross-cultural and cross-border groups, as demonstrated whilst working in Guernsey and as a chef aboard yachts and in ski chalets. 

 

Organisation & Prioritisation – Demonstrated excellent time management and multi-task skills by effectively planning, scheduling and coordinating workload whilst working under challenging time pressures, both in the financial and non-financial environments.

 

Professional Experience:

 

March 2009 - January 2010                       Collins Stewart ( CI ) Ltd                   Fund Dealer ( Permanent )

 

Joined the company as a Corporate Actions Officer in March 2009. Collated and verified information from LSE and company websites. Initiated new corporate action notices based on collated stock information; provided automatic feeds for account executives.

 

Liased with brokers who processed market claims and corresponded with agents for details on funds and shares. Ensured completion of offer documents, cheque issuance, debiting client accounts, passing cash journal entries upon receipt of funds. Resolved outstanding issues, reconciled entitlement positions and agreed entitlement holdings with agents.

 

Swiftly progressed to Fund Dealer in August 2009 and demonstrated excellent aptitude to deliver after a very short handover from predecessor. Successfully dealt with transacting subscriptions and redemptions with third party Unit Trusts or Mutual Funds. Received instructions via fax from the company’s account executives and occasionally from the client.

 

Demonstrated excellent attention to detail when monitoring and tracking deal instruction receipts, verified confirmations, deal settlements and foreign exchange requirements with the in-house operations centre. Checked fund “trail fees” across the business units.

 

Maintained and updated an extensive fund-dealing database which contained all the necessary fund information. Collated and updated the database with new fund or unit trust manager and new class of fund and settlement instructions. Co-ordinated new relationships.

 

June 2005 - Nov 2005               SG Hambros Bank & Trust Ltd               Treasury Back Office Clerk ( Contract )

Daily responsibilities included the supervision of interbank cash transfers using SWIFT, cash account reporting and cash and suspense account reconciliation. Regular contact with other institutions, dealers, internal risk and compliance department on a day-to-day basis.

 

June 2004 - Oct 2004                 Bristol & West Bank Ltd                Mortgage Lending Clerk ( Contract )

Responsible for the supervision of mortgage applications, mortgage correspondence, requests for changes in mortgage terms and outstanding paperwork reconciliation. Regular contact with both clients and line managers a day-to-day basis.

 

Aug 1996 - Nov 2002                SG Hambros Bank & Trust Ltd               Money Market Dealer ( Permanent )

My day-to-day responsibilities included managing the Bank’s Nostro accounts and cash flows. To do this effectively entailed building good relationships with brokers and dealers in other banks. In my primary role I assisted the Treasurer in managing the Bank’s balance sheet. This involved dealing in dealing in Floating Rate Notes, Certificates of Deposit, Interest Rate Swaps and Currency Swaps. As we were a small team I also had to support my colleagues by quoting spot and forward foreign exchange to clients and relationship managers. The job also entailed extensive reading about current economic conditions and their potential impact on interest and foreign exchange rates and the use of technical analysis to assist in short-term trading decisions where I was responsible for keeping the room’s FX point and figure charts up to date.

 

July 1995 - Aug 1996                SG Hambros Bank & Trust Ltd               Corporate Actions Clerk ( Permanent )

Responsible for advising stock holders of and the actioning of all Stock Splits, Voting Rights, Warrant Issues, Rights Issues, Mergers, Spin-offs, Acquisitions and any other corporate actions taking place on any stocks held in Hambros Funds that were under management by the Bank. Communicating with clients, registrars and custodians regarding any action to be undertaken.

 

July 1994 - July 1995                Rothchilds Asset Management Ltd               Unit Trust Custodian ( Contract )

The responsible for the supervision of unit trust movements, the appraisal of fund performances, portfolio valuations, reporting and reconciliations. Being in regular contact with both customers and fund managers on a day-to-day basis.

 

July 1988 - Sept 1990                Lloyds Private Banking (Gsy) Ltd               Junior Investment Clerk ( Permanent )

My duties involved day-to-day clerical duties, the placing of cash deposits with money brokers and equity trades with stockbrokers. The general administration of client investment portfolios, preparing valuations, distributing of correspondence, interim reports and annual reports.

 

Education:

 

Chartered Institute of Securities & Investments - Level 3 Certificate in Investment Administration

Unit 1 - Introduction to Securities & Investments; Unit 7 - Principles of Financial Regulation & Unit 6 - Global Securities Operations

 

Oct 1992 - July 1994 - University of Portsmouth. HITECC Engineering Foundation Course 1992/3 Undertook 1^st year of Architecture in 1993/4

 

Sept 1990 - July 1992 - The Guernsey Grammar School. A Level in Graphical Communication (C) and Design & Realisation (D)

 

Sept 1982 - July 1987 - Les Beaucamps Secondary School

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