OISÍN O'CONNOR
Kensington,WA
Summary
Dynamic and results-oriented professional with a robust background in financial services, technology, and client relationship management. Expertise in navigating complex customer interactions, executing compliance-driven processes, and supporting cross-functional initiatives in fast-paced, high-performance environments. A commercial mindset combined with strong analytical abilities and exceptional communication skills facilitates the identification of customer needs, influences decision-making, and drives value-led outcomes. Committed to contributing to the sales sector by leveraging technical knowledge, a consultative selling approach, and relationship-building strengths to foster revenue growth, enhance customer engagement, and ensure long-term client success.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Investor & Distributor Services Associate
State Street Bank (First Derivatives)
07.2024 - 06.2025
- Supported institutional investors and distributors managing fund transactions and subscriptions.
- Contacted investors regarding overdue subscription payments to ensure timely fund settlement.
- Coordinated with fund accounting and operations teams to resolve queries across multiple jurisdictions.
- Delivered professional communication that enhanced investor trust and satisfaction.
- Collaborated with the Registration team to successfully onboard new investors, ensuring accuracy and compliance.
Customer Due Diligence Associate
NatWest Bank (First Derivatives)
01.2024 - 07.2024
- Managed inbound client interactions to support onboarding and verification under AML/KYC standards.
- Guided customers through documentation processes and compliance checks with accuracy and professionalism.
- Escalated high-risk cases appropriately while maintaining quality and productivity targets.
- Recognised for clear communication and consistent achievement of team KPIs.
- Supported daily operations by handling customer inquiries and resolving issues efficiently.
- Conducted data entry and maintained accurate records for customer transactions.
Software Tester
KX Technologies (First Derivatives)
05.2023 - 12.2023
- Conducted regression testing to verify system changes did not introduce new errors.
- Documented testing results and created detailed reports for stakeholder review.
- Strengthened product reliability and reduced post-release issues through structured documentation and peer review.
- Executed test cases to identify software defects and ensure functionality.
- Collaborated with developers to troubleshoot issues and enhance product quality.
- Participated in agile ceremonies, providing feedback on development processes and outcomes.
Bartender
O’Carolans Irish Pub
05.2022 - 08.2022
- Delivered excellent customer service, recommending drinks and promotions to drive sales and enhance the customer experience.
- Managed orders and payments efficiently during high-volume periods, ensuring accuracy and speed.
- Built strong customer relationships, encouraging repeat visits and loyalty.
Duty Manager
Café Bellina
07.2021 - 04.2022
- Led daily operations, supervised staff, and ensured efficient service during high-traffic periods.
- Managed cash, inventory, and supplier coordination.
- Developed leadership and customer service skills applicable to client-facing corporate roles.
Retail Sales Assistant
Centra Stores
09.2020 - 03.2021
- Delivered high-quality customer service, identifying needs and recommending products to drive sales.
- Processed Point of Sales Transactions, including payments, refunds, exchanges, and promotions, accurately and efficiently.
- Built rapport with customers and resolved queries professionally to support repeat business.
- Maintained store presentation by organizing merchandise and ensuring cleanliness.
Engineering Intern
Allergan Pharmaceuticals
01.2019 - 08.2019
- Supported engineering and validation teams within a regulated environment.
- Conducted data analysis and technical documentation with precision and clarity.
Bartender
The Sliding Rock Pub
06.2017 - 01.2019
- Delivered high-quality service under pressure while maintaining accuracy and professionalism.
- Promoted sales through product recommendations and strong interpersonal engagement.
- Maintained cleanliness and organization of bar area, enhancing customer experience.
Education
Bachelor of Biomedical Engineering - Biomedical Engineering
National University of Ireland
Galway, Ireland01.2020
Skills
- Customer relationship development
- Financial & Compliance Processes
- Communication & Negotiation
- Cross-Functional Collaboration
- Analytical Thinking
- Commercial Awareness
- KYC verification
- AML compliance
- Customer Due Diligence
Certification
Behavioural Finance — Duke University (2022)
Languages
English
Native or Bilingual
Irish
Professional Working
French
Limited Working
Interests
- Long distance running
- Golf
- Gym Workouts
Timeline
Investor & Distributor Services Associate
State Street Bank (First Derivatives)
07.2024 - 06.2025
Customer Due Diligence Associate
NatWest Bank (First Derivatives)
01.2024 - 07.2024
Software Tester
KX Technologies (First Derivatives)
05.2023 - 12.2023
Bartender
O’Carolans Irish Pub
05.2022 - 08.2022
Duty Manager
Café Bellina
07.2021 - 04.2022
Retail Sales Assistant
Centra Stores
09.2020 - 03.2021
Engineering Intern
Allergan Pharmaceuticals
01.2019 - 08.2019
Bartender
The Sliding Rock Pub
06.2017 - 01.2019
Bachelor of Biomedical Engineering - Biomedical Engineering
National University of Ireland
PERSONAL ACHIEVEMENTS & INTERESTS
Organised and participated in winter swimming challenge, raising €750 for mental health charity, Completed Marathon race in 2024, Interests: Golf, Strength Training, Team Sports