Neil Dawson
North Lakes,Australia
Summary
Highly motivated professional well-versed in leading successful projects and teams. Proven record of planning and executing projects and driving operational efficiencies in fast-paced, deadline-oriented environments. Skilled communicator with the ability to motivate and inspire teams to drive positive outcomes and develop long-term customer relationships. Adept at utilizing a combination of analytical, technical, and problem-solving skills to maximize team performance.
Overview
33
33
years of professional experience
Work History
Product Manager
AMP Investments
Sydney, Australia
08.2023 - Current
- Support ongoing management of AMP Investments Products including pricing, competitor research, disclosure, terminations and new products
- Identifying, planning and implementing improvements to the existing product suite
- Assist the development of product strategy including preparation and socialization, of product strategy proposals to senior management
- Manage the risk of the product set including regular monitoring of adherence to policies, control testing, in-life product monitoring, issue and incident management
- Collaborate on new product ideas both revenue generation / expense reduction for assessment by Snr Product Owners
- Facilitate BAU Product deliverables including PDS Rolls, Monthly Fund Factsheets, Mgmt Fee and Buy/Sell spread changes, investor comms
- Excellent analytical skills with the ability to translate complex concepts into clear product requirements
- Solid project management skills, with the ability to prioritize and manage multiple initiatives simultaneously
- Exceptional communication and interpersonal skills, with the ability to effectively collaborate and influence stakeholders at all levels
- Results-driven mindset with a focus on delivering exceptional client experiences within the context of the agreed risk appetite
- Understand and adapt to market and regulatory changes to ensure that AMPI products remain compliant with legislation, and AMPI policies and standards.
Manager - Fund Life Cycle and Control
AMP Investments
Sydney, Australia
05.2019 - 08.2023
- Manage all functions performed within the Fund Lifecycle and Control team to ensure timely and accurate delivery of all key deliverables
- 12 month secondment Acting Senior Manager Fund Life Cycle team
- Key responsibilities include project managing all wholesale trust distributions, determining and maintaining appropriate Buy/Sell spreads for all funds, calculating the Standard Risk Measure for all funds, determining and maintaining appropriate Security Price Indices, analyzing Management Fees and determining appropriate Net Mgmt Fee Accrual rates, facilitating Trust Set up and Closure activities, timely payment of periodic ASIC Registration Fees, managing outsourced Class Action process
- Creation and presentation of AMPI board papers
- Key SME on local and strategic project initiatives
- Conducted regular meetings with staff to discuss progress and identify areas of improvement.
- Initiated new projects that resulted in increased productivity across all departments.
- Strong project management skills with extensive stakeholder management across varying levels of the business
- Apply a risk-based approach to analyzing tasks and processes to identify risks and put appropriate mitigation actions in place
- Ability to analyze, interpret, and solve complex issues with strong attention to detail and discipline to ensure compliance with defined processes.
Senior Analyst - Fund Control & Life Cycle
AMP Investments
Sydney, Australia
08.2016 - 05.2019
- Project Management of all interim and annual distributions across the entire product suite
- Validation of Distribution and Tax component calculations with process oversight and facilitation of bespoke modeling and reporting requirements
- Creation and maintenance of distribution management plans
- Analyzing, defining, and documenting the process and ensuring the process is technically sound
- Oversight of AMPCI service providers
- Extensive liaison with and coordination of internal and external stakeholders
- Assimilation of legacy processes into Standard Operating Model
- Chaired and presented to Distribution working groups
- Representation in numerous projects
- Incident identification, recording, and remediation
- Quarterly Management Fee reviews and Annual Standard Risk Measurement calculation reviews
- Participated in internal Mentoring Program.
Accounting Transitions Analyst
JP Morgan Chase
Sydney, Australia
11.2015 - 05.2016
- Successfully onboarded holdings as part of Super Fund Transition including Equities, Fixed Income, FX, Derivatives, and Cash
- Investigation and resolution of all discrepancies and reconciliation breaks
- Liaison with internal Operations groups including Static Data, Pricing, Trade Support, Financial Reporting, and Tax for onboarded positions.
Project Specialist
Colonial First State Inv Ltd
Sydney, Australia
05.2015 - 11.2015
- Participation in large-scale Swift messaging system implementation project
- Liaison with Business Analysts and Developers, scoping and defining system processes and procedures
- Testing, system training, operating procedure creation/review, and implementation
- Bespoke client processes in conjunction with Fund Accounting
- Internal process reviews and development.
Corporate Actions Associate
Blackrock
Edinburgh, UK
10.2010 - 04.2015
- Senior team member and escalation point; Duties including work allocation, supervision & sign off
- Key member in set up of Singapore Corp Actions Team successfully migrating all internal functions from Edinburgh to Singapore - 2 years working in Singapore
- Process improvement review, development & implementation
- Extensive large and small-scale project work
- 3-month Assignment in Sydney to cover all Australian Corporate Actions Functions
- Participation in Vendor Service Provider Reviews, Internal & external audits plus Monthly, Quarterly, Annual KPI & MIS management reporting
- Extensive training and Oversight of on and off-site team members
- Researching, Electing and Processing Mandatory & Voluntary Equity & Fixed Income Corporate Actions Globally
- Stock Loan, Options, CFD's, PNOTE's adjustments
- Pricing Unlisted Securities
- Cash, Security & Stock Loan reconciliations
- Processing Unit Trust Distributions.
Corporate Actions Analyst
State Street
Edinburgh, UK
09.2008 - 05.2010
- Processing Mandatory, Voluntary EMEA Corporate Actions
- Daily, weekly, monthly KPI reporting
- Client queries
- Training team members.
Project Analyst
State Street
Kilkenny, Ireland
03.2008 - 08.2008
- Time & Motion Analysis of offshore processing teams
- Database development for Management Reconciliations MIS reporting and analysis
- Trade Volume / Claims causal Analysis and reporting
- Maintenance of Monthly Client reporting.
Operational Risk Senior Administrator
State Street
Edinburgh, UK
10.2004 - 02.2008
- Weekly Cash & Securities - Out of Standard Reporting for Senior Management
- Business Operations process/procedure reviews
- Causal Analysis of Nostro Exceptions, other operating losses
- Creation of a Biweekly Risk Report for Senior Management
- Quarterly FSA Compliance Review for physical securities
- Post Event Review Investigations
- Chaired weekly Operations Risk Meetings - Global Services
- Creation of Application Improvement Requests, Business Justification Documents.
Reconciliations Administrator
State Street
Edinburgh, UK
06.2002 - 10.2004
- Cash, Stock & Unit Trust Reconciliations - Custody vs
- Market, Secondary Nostro
- First Line Manager Cover
- Migrated Reconciliation function from London to Edinburgh.
Performance Measurement - Account Controller
State Street
Edinburgh, UK
10.2000 - 06.2002
- Dutch Market Performance Measurement Quarterly Reporting using in-house application
- Research published indices used for benchmarking
- Quality Check of work accuracy
- Ad-hoc Queries.
Data Quality Administrator
Scottish Provident
Edinburgh, UK
12.1997 - 10.2000
- System Migration Project Work
- Reconciliation of data integrity.
Pensions Administrator
Scottish Life
Edinburgh, UK
06.1991 - 01.1994
- Creation and Distribution of Disclosure of Information Packs.
Education
Operational Risk Management IAQ unit -
UK Investment Industry Professional Qualifications
05.2005
Global Custody IAQ unit -
UK Investment Industry Professional Qualifications
06.2003
CISI Investment Administration Qualification -
UK Investment Industry Professional Qualifications
11.2002
Highers -
Forrester High School
06.1991
Standard Grades -
Forrester High School
06.1991
O Grades -
Forrester High School
06.1991
Skills
- Remote Work
- Competitive Analysis
- Teamwork and Collaboration
- Interpersonal Communication
- Stakeholder Alignment
- Product Lifecycle Management
- End to End Feature Delivery
- Requirements Building
- Stakeholder Communications
- Data Analytics
- Business Planning
- Strategic Planning
- Goal Setting
- Staff Management
- Stakeholder Relations
- Project Management
- Attention to Detail
Hobbies and Interests
- Sports
- Socializing
- Music
- Travel
Affiliations
- I enjoy soccer, golf, and cycling for active recreation. I dedicate quality family time fostering adventure and a balanced lifestyle.
Timeline
Product Manager
AMP Investments
08.2023 - Current
Manager - Fund Life Cycle and Control
AMP Investments
05.2019 - 08.2023
Senior Analyst - Fund Control & Life Cycle
AMP Investments
08.2016 - 05.2019
Accounting Transitions Analyst
JP Morgan Chase
11.2015 - 05.2016
Project Specialist
Colonial First State Inv Ltd
05.2015 - 11.2015
Corporate Actions Associate
Blackrock
10.2010 - 04.2015
Corporate Actions Analyst
State Street
09.2008 - 05.2010
Project Analyst
State Street
03.2008 - 08.2008
Operational Risk Senior Administrator
State Street
10.2004 - 02.2008
Reconciliations Administrator
State Street
06.2002 - 10.2004
Performance Measurement - Account Controller
State Street
10.2000 - 06.2002
Data Quality Administrator
Scottish Provident
12.1997 - 10.2000
Pensions Administrator
Scottish Life
06.1991 - 01.1994
Operational Risk Management IAQ unit -
UK Investment Industry Professional Qualifications
Global Custody IAQ unit -
UK Investment Industry Professional Qualifications
CISI Investment Administration Qualification -
UK Investment Industry Professional Qualifications
Highers -
Forrester High School
Standard Grades -
Forrester High School
O Grades -
Forrester High School
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