Operations Controls and Private Equity Valuation Controller

Planned and coordinated monthly and quarterly valuation cycles, ensuring timely delivery in line with internal governance and applicable regulatory standards. Reconciled cash-adjusted NAVs, validated capital calls and distributions, investigated breaks, and ensured resolution to support valuation review.

Maintained operational dashboards, valuation control documentation, static data, and reference data to support accuracy, completeness, and auditability. Managed eFront database activities and file uploads, calculated NAVs using quarterly GP reporting, improved screening processes, supported automation, and assisted with onboarding new investments and closed-ended fund activities.

Led the SIPP Re-Registration and Cash Transfer-In quality control team on a day-to-day basis, planning workloads, prioritizing deliverables, and ensuring performance against service timelines. Established and enforced quality standards and control frameworks aligned with regulatory requirements and internal governance.

Trained and coached quality controllers, conducted regular one-to-ones, addressed performance gaps, and strengthened accountability. Assessed work quality and compliance, identified root causes and recurring themes, drove corrective actions, and produced management information and trend reporting including AQL results, productivity, and utilization.

Led UK quality oversight for SIPP Re-Registration and Cash Transfer-In processes, supporting operational KPI achievement. Implemented and maintained quality checklists and AQL sampling approaches to strengthen control effectiveness.

Analyzed quality outcomes, identified trends, and partnered with operational leaders on training and process improvements to reduce complaints, breaches, and losses. Owned issue resolution for quality-related process failures, facilitated reviews with process owners, prepared management information, and supported onboarding and training.

Processed and verified SIPP transfer-out and benefits activities, including income payments, tax-free cash, and death payments. Supported drawdown setup involving GAD and LTA requirements while ensuring processing complied with procedures and controls.

Verified requests, payments, and disinvestments; quality-checked re-registration stages; escalated exceptions; and managed workflow, queries, and tracking. Updated procedures, trained colleagues, and supported re-platforming activities.

Coordinated medical underwriting processes, including medical interviews and evidence gathering. Liaised with customers, medical professionals, independent financial advisers, and employers to support timely and accurate case progression.

Calculated benefit levels for Group Income Protection, Life, Dependents, and Critical Illness policies in accordance with salary-based rules.

Delivered branch customer service and administrative support, resolved customer queries, and assisted with complaint handling and risk checks.

Supported operational responsibilities including safe access, cash deliveries, and ATM processes.