Summary
Overview
Work History
Education
Skills
References
Personal Information
Timeline
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DIARMUID O'DOHERTY

DIARMUID O'DOHERTY

Hawthorn,Australia

Summary

Adept Investment Analyst with a proven track record at Praemium, enhancing customer onboarding and corporate actions efficiency through critical thinking and quality checking. Excelled in claims analysis at Defense Health, achieving high provider satisfaction. Skilled in cash management and asset allocation, my work has consistently driven process improvements and strategic investment decisions.

Overview

4
4
years of professional experience

Work History

Investment Analyst/ Corporate Actions Analyst

Praemium
Melbourne, Australia
05.2024 - Current
  • Ensuring that all customer requests are processed in an accurate, efficient, and timely manner.
  • Onboarding our new business customers via our digital acceptance platform.
  • Onboarding our new advisers, and establishing their access to our platform.
  • Completing daily banking and cash reconciliations.
  • Liaising closely with your teammates in SMA Admin and Support, and internal stakeholders daily.
  • Building strong relationships with our external and third-party stakeholders.
  • Problem-solving and process reviewing to continuously improve and innovate what we do.

Cooperate actions

  • Process and manage all corporate action events, including income events (dividends, income, distributions).
  • Establish control records for each corporate action.
  • Set up new assets and maintain existing assets, ensuring accuracy for all reporting, timely pricing feed, and correct tax treatment.
  • Communicate with internal and external stakeholders to ensure effective event monitoring and liaise with custodians and business partners.

Claims Consultant

Defense Health
Melbourne, Australia
11.2023 - 05.2024
  • My main role was to deal with Provider claim queries
  • A normal day for me is half the day spent on the phone to provider's problem solving and fixing their patient claims, I spend the rest of my day efficiently processing claims for administration
  • Proficiency in processing public hospital, private hospital, access gap, medical eclipse and hospital eclipse claims
  • Working closely with medical provider and government organisations to process claims and reviews
  • Managed large caseloads effectively, prioritising tasks to ensure prompt attention to urgent matters
  • Enhanced Provider satisfaction by providing timely updates on claim status and offering personalised support

Analyst

PWC
Belfast, United Kingdom
05.2023 - 10.2023
  • My final project involved handling the transfer of properties from a company entering into administration to a company purchasing its assets. My main role on this project was the management of landlord legal queries and legal notices in relation to the administration process of the client company.
  • My main role on this project was the management of landlord legal queries and legal notices in relation to the administration process of the client company.
  • Collaborated with cross-functional teams to identify opportunities for process improvement, and increased efficiency.

Analyst/ Quality Control

PWC
Belfast, United Kingdom
02.2023 - 05.2023
  • The third project dealt with Customer,Creditor and Supplier queries from
    company that had gone into Administration, this heavily involved using the salesforce application
  • Towards the end of the project I was tasked with quality checking other peoples cases to ensure the process was being followed correctly.

Analyst

PWC
Belfast, United Kingdom
10.2022 - 02.2023
  • My second project involved one of the biggest Health industry's (NHS) in the UK.
  • We managed and overseen the transition of public hospital appointment
    transfer to private hospital.
  • Preparing reports and presenting these to management or clients

Analyst

PWC
Belfast, United Kingdom
06.2021 - 10.2022

My first Project within PwC was a large scale Project to facilitate a multinational Bank exiting the Irish market. Whilst on this Project I was part of several teams, including Queries, Securities,Facilities and KYC. I always made sure that I was readily available to provide assistance where needed, especially with the many ad hoc tasks within the Project. During time on this project I became a gold rated analyst and gained a small amount of experience as a quality controller.

Education

Bachelor of Arts (B.A.) - History

Queens University Belfast
Belfast
06.2019

Skills

  • Cash Management
  • Asset allocation
  • Performance attribution
  • Investment strategy
  • Claims Analysis
  • Retail Banking
  • Insolvency
  • Critical Thinking
  • Quality Checking
  • Mortgages KYC and Securities
  • Data reconciliation
  • Remediation

References

References available upon request

Personal Information

Date of Birth: 01/06/97

Timeline

Investment Analyst/ Corporate Actions Analyst

Praemium
05.2024 - Current

Claims Consultant

Defense Health
11.2023 - 05.2024

Analyst

PWC
05.2023 - 10.2023

Analyst/ Quality Control

PWC
02.2023 - 05.2023

Analyst

PWC
10.2022 - 02.2023

Analyst

PWC
06.2021 - 10.2022

Bachelor of Arts (B.A.) - History

Queens University Belfast
DIARMUID O'DOHERTY