![Anita Handzlik](https://jobicy.com/react/themes/app/images/avatar.jpg) Anita Handzlik # Operations Controls and Private Equity Valuation Controller Actively looking · Member since 30 Jul 2026 [Message](https://jobicy.com/enter4715.php.md) ShareLocationNysa, PolandDesired salaryConfidentialWork preferenceRemote Only / Full TimeExperience levelMid * [Overview](#overview) * [Portfolio 0](#portfolio) * [Services 0](#services) ## About Professional summaryI am an operations and controls professional with extensive experience in regulated financial services, UK pensions operations, and private asset management valuation operations. Notice period: immediately ## Skills 18 capabilities[Benefits Administration](https://jobicy.com/talent/benefits-administration.md)[Change Delivery](https://jobicy.com/talent/change-delivery.md)[Complaint Handling](https://jobicy.com/talent/complaint-handling.md)[Cross Functional Communication](https://jobicy.com/talent/cross-functional-communication.md)[Customer Service](https://jobicy.com/talent/customer-service.md)[Financial Analysis](https://jobicy.com/talent/financial-analysis.md)[Investment Operations](https://jobicy.com/talent/investment-operations.md)[Onboarding](https://jobicy.com/talent/onboarding.md)[People Management](https://jobicy.com/talent/people-management.md)[Process Improvement](https://jobicy.com/talent/process-improvement.md)[Quality Assurance](https://jobicy.com/talent/quality-assurance.md)[Quality Control](https://jobicy.com/talent/quality-control.md)[Query Management](https://jobicy.com/talent/query-management.md)[Regulatory Compliance](https://jobicy.com/talent/regulatory-compliance.md)[Root Cause Analysis](https://jobicy.com/talent/root-cause-analysis.md)[Stakeholder Management](https://jobicy.com/talent/stakeholder-management.md)[Team Leadership](https://jobicy.com/talent/team-leadership.md)[Training](https://jobicy.com/talent/training.md) ## Experience Career history ### Private Equity Valuation Controller, Valuation Team · Schroders Capital Apr 2024 – Jun 2026Planned 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. ### Assistant Manager, Independent Quality Team · Fidelity International Mar 2023 – Apr 2024Led 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. ### Process Lead, Independent Quality Team · Fidelity International Jun 2019 – Mar 2023Led 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. ### Retail Pension Senior Associate · Fidelity International Jul 2017 – Jun 2019Processed 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. ### Medical Underwriting Coordinator · Unum Mar 2015 – Jul 2017Coordinated 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. ### Customer Service Assistant · Lloyds Bank Jun 2012 – Mar 2015Delivered 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. ## Education Learning history ### School of Higher Vocational Education, Nysa, Poland 2008 – 2011Bachelor's Degree, Finance and Accounting This professional hasn’t added portfolio projects yet. This professional hasn’t listed any services yet.