One Piece of Advice: “Always be yourself; everybody else is taken”
Before Quorsus, Adam studied international politics during his undergraduate and Masters degrees, building up his research and analytical skills.
He has worked as part of a reporting platform integration team, managing the onboarding process for multiple clients, involving frequent dialogue with senior stakeholders in order to answer queries and resolve issues, whilst managing project timelines. Similarly, most recently Adam has worked a technology platform migration, helping client’s onboard to and manage the final stages of their platform migration project. Building on previous work, this involved pulling together regular reports for clients highlighting areas where they could transition reporting counterparties to the new platform, as well as help facilitate discussions with these counterparties.
As an avid football fan, Adam enjoys watching the way the political world has intertwined with the sport over the past century. Connecting the dots between the social, economic and political impact of sport, and how it can be used as a means of influence is something Adam finds fascinating. At the very least, thinking about these important topics means he can focus less on being disappointed by his boyhood club, Arsenal.
One Piece of Advice: “By asking questions you keep learning and become inspired by those around you”
Aerron has over 13 years of experience within Operations covering a multitude of asset classes. Aerron started her career on the sell-side working for HSBC Investment Bank where she transitioned from Back Office to Middle Office and ultimately managed a client focussed team.
For the past 6 years, Aerron was working in the Middle East for one of the world’s largest sovereign wealth funds, gaining experience on the buy-side and developing her product knowledge.
Aerron has recently led the settlement efficiency analysis for a US broker to identify pain points and design recommendation to improve this broker’s settlement efficiency.
One Piece of Advice: “If you don’t know, ask.”
Alastair has 4 years of experience across Financial Market Infrastructure, Wealth Management and Retail Banking. He is an experienced Project Manager and PMO with strong operating model design capabilities, having worked on a diverse array of change projects.
Alastair’s most recent experience has seen him focus on strategy and operating model engagements for a leading FMI provider, advising on strategy validation, organisational design and process improvement. Previous roles have included operational risk management, post-merger integration and regulatory transformation.
On a more personal level, Alastair is an avid sportsman and can most likely be found on a cricket pitch in the summer or a hockey pitch in the winter, with an assortment of other racquets and clubs found in his hands in the time in-between.
One Piece of Advice: “It’s all a mindset. Be positive, supportive, and adaptive.”
Prior to joining Quorsus, Alice studied Business Management at University building up her research and analytical skills.
Alice has undertaken both BA and PMO roles at Quorsus, teaching her to liaise with large groups of senior stakeholders at any one time. She has worked on a VOC project, as part of a product strategy review of a market infrastructure technology used within global firms’ Trade and Transaction reporting. She managed tight timelines and synthesised extensive output.
Her most recent project includes acting as PMO on a new Joint Venture, coordinating stakeholders, tracking output and facilitating project progression.
In her career, Alice is passionate about working hard to deliver innovative outputs. In her spare time, it manifests itself in taking film photos, drawing, visiting art galleries, learning the bass guitar, and running.
One Piece of Advice: “Embrace change! Create a space and environment that will allow you to easily identify areas of improvement and embrace the change that will allow those potential improvements to see the light”
Ally has a background in Finance and Economics with tech influence. She has worked with Tier 1 Investment Banks and leading Data and Tech companies on transformation and change projects, assisting with the implementation and testing of emerging technology platforms
She has experience implementing industry UAT in the OTC credit derivatives space for a cloud-based matching, confirmation and regulatory reporting platform. Her previous roles have also given her PMO experience within the non-financial financial risk management department of Tier I investment banks.
Ally says the two things she is most passionate about in her life are her family and friends. She believes she has been fortunate enough to be raised and surrounded by very strong and motivating individuals, it is one of her passions to ensure she supports and motivates women in business.
One Piece of Advice: “Grasp every opportunity that arises even if it is considered outside of your experience and approach it with an open mind.”
Prior to beginning her career in Financial Services consulting Amber came from a legal background where she conducted numerous projects in the research space, developing her analytical skillset.
Amber has worked on multiple regulatory engagements and also securities based projects as both a BA and PMO. Her regulatory engagement projects included working with differing client types to elicit feedback around their approach, challenges and lessons learned for SFTR and CSDR, with the aim to establish industry initiatives to remedy future issues such as data quality. Amber also has experience in project managing the broker segment of a securities based trade matching platform migration for a client, whilst also working to develop the overall project programme and processes. Amber is currently working on another securities based client project to aid a client implementing a securities settlement notification system.
One Piece of Advice: “Be your own biggest supporter.”
Prior joining Quorsus, Beatrice had spent a year in the Treasury team at a Fortune 500 company as part of her placement year before graduating from university. During this time, she developed her analytical and stakeholder management skills by supporting multiple international intercompany funding initiatives.
Within Quorsus, Beatrice plays a key role in an ongoing industry UAT in the OTC credit derivatives space, aided by her familiarity with Jira. Her detail-oriented skills and desire to understand the fine details contributed greatly to the quality work and high client satisfaction.
Beatrice is passionate about learning new things – from trying out a new recipe to keeping up with current affairs. As someone who believes that creativity is imperative in daily life, she enjoys painting and handmaking greeting cards too.
One Piece of Advice: “ ‘Marie Kondo’ your life. Surround yourself with people who ‘Spark Joy’, will build you up and support you.”
Clare is a skilled consultant, having worked in the finance sector supporting major financial institution clients covering a broad spectrum of projects including risk management, resilience, MiFID II regulatory reporting and business product support. She has previously worked at aligning the regulatory obligations of trading venues, reporting service providers and investment banks and devising an agreed approach to post-trade transaction problems.
Within Quorsus, Clare has been engaged in both PMO and BA roles, strengthening her ability to prioritize and deliver value across stakeholders. She has recently worked on a regulatory reporting project with a focus on CFTC, working closely with customers and technology engineers to develop reporting functionality with the trade repository. She has also developed her regulatory reporting knowledge though participation in our internal product deep dive training sessions.
Clare has a few passions; for her family and friends, but she also can get passionate about a good book. As well as reading, she gets bursts of passion for a new sport…which she admits she will eventually give up on, but says that it’s the taking part that matters! One of her main passions is probably food. When visiting a new country or city, her first point-of-call is trying the local dishes and the best restaurants
CHIARA DU PLESSIS
One Piece of Advice: “Surround yourself with people who inspire you to be your best self – both personally and professionally.”
Prior to joining Quorsus, Chiara spent two years at a large asset management company in the operations department. During this time, she assisted with internal audits, model office testing and supported process improvement projects.
Within Quorsus, Chiara has undertaken BA and PMO roles. Chiara has worked on a front to back assessment of a global firm’s current FX regulatory reporting processes to identify gaps and propose recommendations aimed at reducing regulatory reporting risk and providing greater efficiency.
Her most recent project has been a strategy piece to agree, create, collate and finalise materials with senior leadership members.
Chiara enjoys working on things that challenge her, whether that’s taking on a new project at work which may take time to figure out, or trying to beat her last 5 kilometre personal best on a run.
One Piece of Advice: “You can learn something from everyone, even if their opinions differ from your own. A diversity of inputs will lead to a more well-rounded outcome”
Prior to joining Quorsus Chloe spent two years working on a remediation project with a large bank, During this time she developed her analytical and research skills and wrote several reports which she then presented to committees.
Within Quorsus, Chloe has worked on a VOC review, engaging a cross section of end users to gain their perspective on the client, which informed their business strategy and identified key challenges and priorities. She has also worked on a large-scale migration project, where she helped with tracking and reporting of the programme to ensure the migration date was met.
Most recently she has worked on regulatory reporting project, working with firms from across the industry to digitise CFTC and EMIR reporting
As well as horse riding and cooking, Chloe is passionate about travel. She thinks it is important to gain perspective by seeing different ways of life and learning from other cultures.
One Piece of Advice: “There is no harm in being wrong sometimes. Use these experiences as an opportunity to learn.”
Chris has worked within Financial Services Consulting for the past 6 years, across various project management, business consulting and business analysis roles and has Agile and Prince 2 certifications.
He has worked with Tier 1 Investment Banks and leading Market Infrastructure providers on various initiatives from M&A integration to regulatory and technology change. Chris has experience of working on different project types such as emerging technology test management, business strategy and business management. Chris has a good understanding of the derivatives lifecycle and post trade control environment.
Outside of work, Chris is a bit of a sporting nut. He likes to play rugby (and occasionally football), and follows both closely, in addition to being a fan of Cricket, F1 and NFL. He also enjoys staying fit in the gym, going to live music as well as spending time with his family and friends and exploring the outdoors (and dabbling in a bit of gardening too!).
Business Management Support
One Piece of Advice: “If you don’t at least try to succeed you will always fail.”
Debbie has been an EA at C-Suite and Presidential level for over 20 years in both the private and public sectors; covering media, health and wellbeing, financial public relations, hedge fund management, and trade clearing.
In her role of Business Management Support at Quorsus she brings a strong attention to detail, an eye for anomalies, a drive to succeed within a ‘going-places’ company, a head for forward planning and a desire to collaborate, challenge and deliver.
She is incredibly excited to be part of a young, growing Company that values its staff and customers alike. A Company that sets its staff up to succeed and brings the best out of them, providing a strong pool of motivated individuals to produce the highest quality of delivery for our clients.
Outside of work, Debbie is passionate about self-development. She recently qualified as a TRX (gym and home use suspension system) Trainer and is studying a Level 5 BTEC in Soft Tissue Therapy. She is regularly surprised at what the human body is capable of, how badly we treat it and how it is possible for us to aid mending.
One Piece of Advice: “A straight line may be the shortest distance between two points, but it is by no means the most interesting.”
George started his career with an Apprenticeship at a global Asset Manager, over the course of 5 years, he worked closely with business and technology stakeholders to deliver large scale change within the company. During this time, George honed his analyst skills on various projects focused on advancing the client onboarding process and increasing client retention. George’s role included producing product roadmaps with stakeholders, discovering and processing requirements, working in the development team on implementation, producing process flows, and application design.
George has a passion for Agile & Scrum, which he uses to maintain an effective team which can deliver predictably & operate effectively. George carries with him qualifications relating to Scrum, Cloud Technology and more. George’s time at the Asset Manager has given him experience working directly with stakeholders to ensure implementation is satisfactory.
One Piece of Advice: “If it makes you happy then it doesn’t have to make sense to anyone else.”
Prior to starting her career at Quorsus, Georgia graduated from Loughborough University in 2021 with a combined honours BSc degree in Economics with Geography. Georgia also achieved a Diploma in Professional Studies due to a year-long internship as an Analyst in the Project Management team at a US headquartered global independent investment banking advisory firm.
During her time at Quorsus, Georgia has worked on a client outreach exercise where she was responsible for managing project schedules, documenting minutes and helping to analyse key themes from external stakeholders, which were used to provide recommendations to improve on the current business strategy.
In her spare time she loves to bake and produces art. She is also passionate about learning and self-development, believing that the more you learn, the more connected you can feel to the world around you.
One Piece of Advice: “Always take a back up.”
As a qualified accountant and expert business analyst, Gerald has played leadership roles on a wide range of technology and business projects over a 30 year career in Financial Services and other sectors. He says he is as passionate now as on day one to use the best skills and tools to solve business problems.
A devotee of life-long-learning, in particular Gerald follows the ongoing digital transformation and the effect it is having on people and organisations. His role is to combine and optimise the two to deliver results. He have SME-level skills in data management, analytics, machine learning, visualization and robotic process automation (RPA).
Gerald thrives in the collaborative, curious and supportive environment that Quorsus provides and look forward to passing that approach on to clients and partners. He is passionate about his search for the best skills and tools to solve business problems.
One Piece of Advice: “Try not to make assumptions. If you don’t have the full picture then it is impossible to offer an informed opinion”
Greg has over 15 years of experience within Operations covering a multitude of back to middle office functions and asset classes. Greg started his career with a large Tier 1 bank in Securities Services before moving on to focus on broker and custodian relations.
More recently, Greg worked in the Middle East for one of the world’s largest sovereign wealth funds. His core objective was improving legacy processes and technology to align with the ever-changing operational landscape. During this time Greg also led an overhaul of the post-execution trade management workflow, with CSDR and Accelerated Settlement at the forefront.
Jonathan leverages strong consulting experience developed both from work to win business from FTSE 100, 250 and blue-chip companies and supporting change projects for a multinational insurance company. Jonathan is detail-oriented whilst always keeping a keen eye on the macro-level objectives to ensure outcomes surpass, stakeholder expectations even when working to tight deadlines. Solid coordination skills have been developed through bringing together a variety of business and project contacts to collaborate on driving project deliverables, supported by strong interpersonal skills developed both through earlier experience in teaching, coaching, the hospitality industry and his time working abroad.
Within Quorsus, Jonathan has been working across the Regulatory Reporting, Securities and Market Infrastructure practices to help manage campaigns, whilst engaging with a cross section of clients and SMEs to gain their perspectives on current challenges and priorities. He has also developed his regulatory reporting knowledge through participation in our internal product deep-dive training sessions.
One Piece of Advice: “Don’t take life too seriously.”
Josh has worked in business consulting for more than 5 years. During that time, he worked on some of the major industry change projects to occur in recent years including the DTCC TIW Blockchain Re-platforming, and the launch of LCH’s Swap-agent. He has also worked with banks and businesses to help them define their strategy and the best operating model that will enable them to achieve this. Josh worked on projects including Nomura’s global Client Lifecycle Management operating model, the operating model for The Stroke Association to enable them to better serve and support people affected by stroke, as well as the operating model for The Crown Commercial Services to help them assist buyers in central government and across the public sector.
Josh is hugely passionate about all aspects of design and how good design is something that is used constantly but that people don’t even think about. This extends from everyday objects services through to video games (another big passion of mine) and on to businesses and governments. He is also a big proponent of diversity in all its guises with a passion for LGBTQ+ rights and gender equality.
One Piece of Advice: “The most valuable thing you can make is a mistake – you can’t learn anything from being perfect”
Josh serves as Quorsus’ Team Accountant, directly supporting the Chief Financial Officer. Josh is a part-Qualified Accountant through the ACCA and he also holds a Level 2 AAT Foundation Certificate in Accounting. Josh has extensive experience in the management of Accounts Payable and Accounts Receivable processes, the preparation and submission of quarterly VAT returns, the preparation of monthly management accounts, etc.
In a professional environment Josh is passionate about problem solving, predictably, especially if it involves numbers. Personally, he is an avid follower of most sports, mostly Football and Cricket. He also loves spending time with family and friends out at the cinema or at restaurants as well as hosting dinner parties.
One Piece of Advice: “Smart people make you smarter. Make sure you are surrounded by people that let you flourish.”
Karol began his career in a middle office role at a Tier 2 bank. He then shifted to the regulatory reporting space where he assisted reporting entities demonstrate their compliance with the necessary regulatory provisions. Karol worked in one of the leading technology providers for risk and regulatory reporting, where he was responsible for regulatory interpretation, requirements gathering and solutions design.
Through his previous experience, Karol was engaged in process improvement by increasing available resource efficiency and delivering high-quality outcomes. Karol specialises in regulatory implementation across multiple regimes including transaction reporting for EMIR, MAS, CFTC and SFTR.
Karol enjoys freedom and ability to explore the furthest corners of the world; the idea of the next travel destination sparks excitement in his mind every time. Situations that come along with every journey push him to be more adjustable and learn how to adapt to a new environment swiftly. He feels traveling lets him go beyond what makes him comfortable and explore not only the new cultures, tastes, or natural scenery, but also himself.
One Piece of Advice: “Back yourself, or nobody else will. This begins with self-awareness of your strengths and weaknesses, then develops into understanding how best to apply yourself in each scenario.”
Liam has a background in Regulatory Consulting across various Financial Services firms. He has recent experience in CFTC and EMIR Refit from both a remediation and regulatory change perspective, as well as experience in MIFID II market conduct and other non-capital markets regulatory assurance reviews like SMCR.
Liam has undertaken roles in business analysis and project management office, and most recently he managed multiple firms on a migration project across Trade Repositories.
Liam has also been heavily involved in analysis of control frameworks, regulatory reporting structures and risk management of Tier 2 and Private banks.
Liam enjoys watching most sports, and has tried his hand at most as well. However, his passion lies with Gaelic Football, which is why he commits a lot of his time to it outside of work. He thinks sport in general epitomises the value of teamwork through achievements accomplished as a collective, collaborating through difficult periods to achieve a common goal.
Business Management Support
One Piece of Advice: “It’s a small industry, so take the time to get to know who is on the other end of the email as you never know when your paths may cross again..”
Louise has been an accomplished executive assistant for over a decade within the financial services industry, reporting to various C-level executives.
For her, the big thing about coming to Quorsus was about continuing to expand her knowledge of consulting and understanding the needs of the financial industry when helping their companies to succeed.
At Quorsus, she enjoys that she is surrounded by a strong and motivated support network, allowing her to really focus on the things that give energy and that will help both individuals and teams reach their full potential.
Outside of work, she is most passionate about my family, travel and making my “perfect pickles”.
Head of People and Culture
One piece of advice?: “You cannot control the external world, but you can control your reaction to it”
As the Head of People and Culture at Quorsus, Miriam is a commercially focused and solutions-driven Human Resources professional. Miriam is responsible for Quorsus’ bespoke performance and talent management progress and leads the creation and execution of Quorsus’ people strategy, including talent acquisition, workforce planning, learning and development and engagement. Prior to joining Quorsus, Miriam was a People Strategy Manager and HR Business Partner at Publicis Sapient, looking after the Financial Services Industry and leading local and global projects within Leadership Development, Diversity and Inclusion, Engagement and Process Improvements.
Miriam has also worked in a variety of HR roles within higher education and retail.
Miriam is passionate about happiness, and is building her knowledge in the psychology of happiness. The human mind and the impact of a positive outlook are incredibly fascinating to her. She is also a dog lover; her retirement plan consists of running a dog’s hotel on the coast of Spain.
One Piece of Advice: “You never know what you don’t know, so listen.”
Nathan has been working in capital markets since 2010. His experience spans across the regulatory sphere through successful engagements with numerous large firms and industry bodies. His specialities include Business Analysis & Project Management specifically in Trade and Transaction Reporting for MiFID2, SEC and CFTC requirements.
Nathan’s most recent engagement was as project lead for a MiFID2 gap analysis, implementation roadmap and eventual go-live as part of the Asset Management function at a large investment bank.
A recipient of the Prince2 Practitioner Certificate, Nathan also holds a Master’s Degree in Economics & Finance, a Bachelor’s Degree in Mechanical Engineering and is currently studying a part-time degree in Law.
Nathan has a huge passion for rowing, and any sport in general. He is a big believer in the accessibility of sport for every person from a young age, believing sport has the ability to change lives.
One Piece of Advice: “Ensuring everyone is happy and that you have the relevant information to back up your assertions – that is the key to making high quality informed decisions!
Before joining Quorsus, Oliver gained understanding in a range of client facing industries, as well as undertaking several management consulting internships. Oliver graduated from Newcastle University with a BSc Hons in International Business Management.
Oliver’s career at Quorsus has seen him work as a part of a project team who performed a strategic review of a leading market infrastructure provider. He was responsible for project schedules, capturing actions, and synthesizing key themes to formulate recommendations for the client.
Oliver has a long-held passion for sports and the values they help instil, and how these can be directly transferred into a professional context. Teamwork, empathy, communication, handling pressure and handling success and failure, are all skills that he believes are translatable to the professional environment.
One Piece of Advice: “’Tús maith leath na hoibre’ – A good start is half the work!”
Prior to joining Quorsus, Ruth spent over two years working in project and change management for a tier two bank. During this time, she developed her project management and stakeholder management skills across large-scale projects including IBOR transition and SFTR. Ruth was responsible for organizing and chairing working groups and committees, where she provided programme updates and sought to escalate and resolve risks.
Within Quorsus, Ruth has been working with the Securities Practice to help develop and manage our ongoing campaigns for Accelerated Settlement and CSDR. Ruth has been engaging with a cross section of clients and SMEs to gain their perspective on challenges and priorities. She has also developed her regulatory reporting knowledge though participation in our internal product deep dive training sessions.
Outside of work Ruth enjoys keeping active. You can usually find her running around a hockey pitch on a Sunday afternoon along with the odd game of tennis when she can.
One Piece of Advice: “Smile more”
Sam has recruited for a wide range of organisations, from large retail companies to boutique law firms, but found a particular interest in the Financial Services space and is delighted to be part of a tight-kit and collaborative team here at Quorsus.
Having studied history at the University of Exeter, he has always taken an analytical and detailed approach to my work and he always try to apply this to any project that he undertakes. In conjunction with this, his career so far has also highlighted the importance of building long-lasting relationships, which he believes is key to the success of any business.
His two main passions in life are sport and travel. He has tried almost every sport you can think of, but found his calling in football, both watching and playing, although the volatility of Liverpool FC has forced his into enjoying the latter far more. He is a keen runner, and regularly takes part in races and charity events. He has been fortunate enough to visit some interesting places, from Australia to the Galapagos Islands, and enjoys exploring and understanding different cultures and ways of life.
One Piece of Advice:” Just keep smiling and have a positive outlook”
Sumi has a background in Economics and has spent the past 4 years in Retail banking. She has worked on various Risk related regulatory reporting and data lineage projects, assisting with requirements gathering, process and data analysis. She has experience in Tech and is familiar with Data Warehousing, solution design and Agile way of working.
With Quorsus, Sumi is working on a Market Infrastructure project, engaging with a cross section of end user clients to get their perspectives of a target operating model.
Outside of work, Sumi describes herself as a bit of a foodie, and loves cooking & trying new restaurants. A passion of hers is music – she sings and enjoys visiting live concerts, festivals and musical theatre shows.