Senior Operations Analyst
Katie covers a number of operational tasks, procedures and projects to support the operations, sales and investment management teams. This includes daily updates and reconciliation of data for the portfolio management system, day to day management of cash flow, releasing daily prices, reconciliation of internal systems back to third party providers, dealing with invoices, maintaining investor sales data and preparation of sales reports.
Katie joined Alquity directly from Kent University where she completed an MA in International Relations.
