Jonathan Nyaundi

Platform Investment Administrator @Ascot Lloyd

Bromsgrove, GB

Efficiently processed daily investment transactions, including fund switches, trades, and rebalances, ensuring 100% accuracy and compliance with internal SLAs.• Ensured compliance with FCA regulations and internal controls by following documented procedures for investment administration tasks and ensuring complete KYC documentation.• Successfully coordinated the end-to-end transfer of client investment data following an acquisition, ensuring seamless migration of portfolios, account details, and transaction histories while maintaining data integrity, regulatory compliance, and minimal disruption to client servicing.• Participated in system updates of Intelliflo Office and Ascot Lloyd platform and testing to enhance user experience of the platform for customers. Conducted regular platform integrity checks and contributed to process improvements, streamlining trade validation workflows.

Strathmore University

School of Accountancy

University of Eastern Africa Baraton

Bachelor of Business Administration - BBA