Summary
Overview
Work History
Education
Skills
Timeline
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Brandon Grimshaw

Sydney,Australia

Summary

I am writing to express my interest in opportunities within the Australian market, having recently relocated to Australia. With several years of experience in financial services and my current role as an Assistant Manager (Senior Analyst) in the Fund Operations team within Asset Services, I bring a strong foundation in operational oversight, process improvement, and client service delivery.

In my present position, I oversee daily fund operations, ensure compliance with regulatory standards, and support the smooth delivery of services to institutional clients. As an authorised signatory, I carry additional responsibility in reviewing and approving key transactions, demonstrating a high level of trust in my judgement and attention to detail. Alongside this, I manage complex operational workflows, coordinate with internal and external stakeholders, and drive efficiencies that enhance overall performance.

I have also had the opportunity to mentor junior colleagues, further developing my leadership capabilities and fostering a collaborative, high-performing team environment. I am now keen to leverage my experience and skill set to add value within the Australian financial services industry.

Overview

10
10
years of professional experience

Work History

Assistant Manager (Senior Analyst) - Fund Operations

RBC Wealth Management, Jersey
03.2025 - 09.2025
  • Setting up new funds into an online database, liaising with various teams and departments within the business to obtain the relevant data.
  • Analysing fund onboarding documents and application forms whilst gathering all important information.
  • Taking ownership of team daily checklist, monitoring tasks allocated to each team member and ensuring all are completed within client SLAs and within various currency cut-off times.
  • Approving high value payments, ensuring they are made within the correct currency cut-off times and all associated documents are in order.
  • Delegating tasks to junior team members, offering support and guidance and mentoring.
  • Maintaining strong relationships internally within the bank, and externally with various fund managers and clients worldwide.

Senior Administrator - Fund Operations

RBC Wealth Management, Jersey
07.2022 - 02.2025
  • Making final checks on high risk trade instructions and payments before being submitted to various fund managers and making sure they’re completed within SLAs.
  • Gathering AML documentation and promptly responding to queries from fund managers in a timely manner to meet strict hourly deadlines.
  • Completing more complex fund documentation and gathering the required information from various teams in order to meet service level agreements.
  • Managing extra responsibility as an authorised signatory using good attention to detail to ensure payments and fund instructions and AML documents are being submitted without error.
  • Making final approval on transfer and unit trust instructions through a third party system (FundSettle, BoNY)
  • Maintaining good relationships with other teams internally to maintain a high standard of service for clients
  • Providing training and guidance for junior and new team members.

Administrator - Fund Operations

RBC Wealth Management, Jersey
07.2019 - 07.2022
  • Completing fund documents whilst liaising with other teams to gather the required information.
  • Ticking-back outgoing payments on a daily basis to ensure they have been processed prior to specific currency cut-offs.
  • First release of various client instructions using multiple processes/systems.

Trainee Administrator - Fund Operations

RBC Wealth Management, Jersey
10.2018 - 07.2019
  • Running reports and making senior members of staff aware of any potential issues.
  • Completing simple fund documentation such as redemption and additional subscription forms.
  • Chasing client instructed transfers on a daily basis.
  • Scanning documents and ensuring they are saved into the relevant database to meet audit requirements.

Marks and Spencer, Jersey
12.2015 - 08.2018

Onogo, Jersey
06.2017
  • College Work Experience

Jersey Aero Club
03.2015
  • Project Trident

Education

Extended Diploma - Business

Highlands College
Jersey
01.2018

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Les Quennevais School
Jersey
01.2016

Skills

AML & KYC due diligence (investor onboarding, periodic reviews, risk-based assessments)

Timeline

Assistant Manager (Senior Analyst) - Fund Operations

RBC Wealth Management, Jersey
03.2025 - 09.2025

Senior Administrator - Fund Operations

RBC Wealth Management, Jersey
07.2022 - 02.2025

Administrator - Fund Operations

RBC Wealth Management, Jersey
07.2019 - 07.2022

Trainee Administrator - Fund Operations

RBC Wealth Management, Jersey
10.2018 - 07.2019

Onogo, Jersey
06.2017

Marks and Spencer, Jersey
12.2015 - 08.2018

Jersey Aero Club
03.2015

Extended Diploma - Business

Highlands College

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Les Quennevais School
Brandon Grimshaw