Agnieszka Kasia Owens-Thurston

Ensuring correct and timely data maintenance of accounts, benchmarks, instruments and portfolios for all business and control areas of CSAM (Switzerland) Ltd. Point of contact for Portfolio Managers and the Investment Guideline Monitoring Team. Providing Charles River Front Office with support of new securities, accounts opening requests and data related issues. Proactively collaborating with internal and external data providers such as Fund Accounting, Bloomberg, FactSet.

Acted as liaison between CA user software and programmers. Collaborated on team resolving ticketed issues and restoring programme functionality. Performed daily testing and troubleshooting for UAT environment releases and quarterly / yearly releases. Delegated technical issues to IT.

Headed operations and acted as liaison between junior staff and higher management. Analysed data and logged errors. Evaluated daily LSE SSNs and RNS. Created events/updates. Wrote BRD for processing software. Authorised CA team tasks. Delivered statistical data to senior leadership. Managed client inquiries and issues. Tested and launched new software. Identified potential problems and escalated as needed. Headed 3-5 staff members, including performance review and workload management.

Oversaw 2-4 team members and ensured accurate processing. Authorised daily assignments. Gathered statistics data. Communicated with senior management and promoted information transparency. Empowered outstanding workforce, leading by example with open-minded, personable approach. Facilitated transition from Corporate Actions Notification System (CANS) to SMDB and PSS system. Actively recruited by Citibank after demonstrating exceptional processing and reconciliation skills.

Responsible for taking private and corporate reservations by phone, fax or email and entering bookings into the computer system. Tasks include resolution of difficult and problem bookings, assisting other departments in times of high workload and making reservations on automated booking system (‘Galileo’). Liasing with corporate clients and hotel staff worldwide to resolve problems and maintain good corporate rapport. Use of Microsoft Word, Excel and Access. Use of ‘in-house’ company applications.

Business Management with Economics

General and detailed education in all Geographical subjects.