Simon is an experienced product specialist having progressed through investment banking and asset management and most recently into the marketing, business development and product design for a new cloud-based swap trading platform for Buy-Side Fund Managers.
Simon brings honesty and integrity to his work and relationships. He works towards client orientated solutions developed from two-way interaction and a broad fixed income background across operations, portfolio management, trading and execution.
Product & Business Development @ • Marketing and business development of cloud-based execution platform for interest rate swaps and OTC Options for Buy-Side Fund Managers
• New client sales and relationship management for current clients
• Business design of Interest Rate Swap execution platform based on interaction with Fixed Income users on the Buy and Sell-Side
• Business development and on-boarding of the key Australian Interest Rates Swap brokers
• Delivery of a conceptual business model for Interest Rate Swaps into an income generating business model within 8 months From September 2014 to Present (1 year 3 months) Sydney Area, AustraliaFixed Income Consultant (Implementation) @ • Scotia Bank (Toronto, Canada): Implementation of Simcorp’s Fund Accounting, General Ledger and Investment Operations for Scotia Fixed Income Funds
• DIAM Asset Management (London, UK): Implementation of Simcorp Front Office (Asset Manager & Order Manager) and Compliance Manager
• Cazenove Capital Ltd (London, UK): Management of Simcorp Dimension upgrade From August 2011 to December 2013 (2 years 5 months) London, United KingdomHead of Applications (Emerging Market Fixed Income) @ • Day to day management and development of Simcorp Dimension and Thinkfolio platforms for leading Emerging Market Fixed Income Manager
• Project Manager and lead Business Analyst on Front Office Reporting & Modelling project
• Member of Ashmore’s IT Steering Committee (with CEO, CFO, Head of IT, Head of Risk and Head of Operations) From July 2009 to April 2011 (1 year 10 months) London, United KingdomFixed Income Consultant (Implementation) @ • Implementation of Simcorp Dimension for middle and back office for Ashmore Investment Management
• Project Manager for the Dimension upgrade
• Project Manager and lead Business Analyst for the Front Office implementation of Thinkfolio From June 2008 to July 2009 (1 year 2 months) London, United KingdomHead of Business Solutions @ • Management of Challenger’s two core business applications Simcorp Dimension for Asset Management (150 users) and Smartstream for Finance (400 users).
• Re-deployment of the General Ledger finance application (Smartstream)
• Implementation and delivery of Challenger’s Fidante “boutique” funds management platform onto Dimension
• Management of 12 consultants From March 2006 to August 2007 (1 year 6 months) Development & Risk Manager @ • Project Manager and lead Business Analyst for the Simcorp Dimension Front and Back Office Projects
• Implementation and delivery of Simcorp Dimension to Challenger Asset Management, Property and Annuity divisions
• Management of 6 consultants From September 2004 to February 2006 (1 year 6 months) Sydney Area, AustraliaFixed Income Consultant @ • Simcorp Dimension Pilot Delivery. Delivering the pilot for the unit pricing and fund administration of a sub-set of Challenger’s listed funds using Dimension From February 2004 to August 2004 (7 months) Sydney Area, AustraliaSenior Risk Consultant (Risk Development) @ From November 2002 to August 2003 (10 months) Fixed Income Consultant (SwapClear) @ From October 2001 to May 2002 (8 months) London, United KingdomProject Manager/Business Analyst (New Futures Products) @ From January 2001 to June 2001 (6 months) Sydney Area, AustraliaFixed Income Consultant (Summit Derivatives) @ From June 2000 to December 2000 (7 months) London, United KingdomAssistant Trader (Credit Trading Desk) @ From October 1998 to June 2000 (1 year 9 months) Sydney Area, AustraliaAssistant Manager Liquidity (RTGS) @ From February 1998 to September 1998 (8 months) Sydney Area, AustraliaGraduate Trainee (Global Markets) @ From September 1996 to January 1998 (1 year 5 months) Sydney Area, Australia
B.Ec, Economics & Finance @ University of Sydney From 1991 to 1995 Simon Burges is skilled in: Asset Managment, Back Office, Fixed Income, FX Options, Trading, Derivatives, Middle Office, Equities, Business Analysis, Investments, Settlement, Investment Management, Requirements Gathering, Hedge Funds, Investment Banking