MartinLees Portfolio: Difference between revisions

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Martin Lees
Martin Lees


=== Area ===
== Area ==
Lending
Lending


Commodities
Commodities - Gas, Oil, Electricity, Metals


E-Commerce
Assets - Equities, FX, Options, Blockchain, Ethereum, Solana, Bonds, Repos, Convertible Bonds, Government Bonds, OTC, ETD


Wealth Management
OM - Cash Management, Liquidity, Settlement, BOE, Risk Management, Reconciliation, P&L Explained


Reconciliation
Payments - SWIFT, BACS, CHAPS, Faster Payments, BitCoin


Convertible Bonds
E-Commerce - Subscription, Product


Government Bonds
Wealth Management - Asset Allocation, Backwards Testing, Tax, Portfolio Managmenrt, Risk Products


=== Portfolio ===
Logistics


XAU - Stock Market Trading Analytics
== Portfolio ==
XAU - Stock Market Trading Analytics/Forecasting, Charting, , Subscription, Solana


Natwest - Cloud Lending Portal - Mortgages, Loans, Credit Cards, CDD/KYC/OBKTC AI Tasks.  ChatBot AI Tasks
Natwest - Cloud Lending Portal - Mortgages, Loans, Credit Cards, CDD/KYC/OBKTC AI Tasks.  ChatBot AI Tasks
Line 26: Line 27:
DB - Wealth Management
DB - Wealth Management


Cadent - GAS E-Commerce Site
Cadent - UK GAS Network, E-Commerce Site


Royal Mail - Automation and AI Call Centre Automation.  Customer Package Automation
Royal Mail - Automation and AI Call Centre Automation.  Customer Package Automation


Parcelforce - Automation International Package Tracking and Delivery
Parcelforce - Automation International Package Tracking and Delivery
LSEG - Multi-Asset Indexes / ETF / Settlement / Etheruem
LBG - Cyber Security - Email, HTTPS/HTTP, Database and Server Security
RBS - Wealth Management, FTB Reconciliations, P&L Attribution/Explained, Cost of Carry, Portfolio Adjustments
MSD - NHS GP FE Application - Medicine Management,  AI ML Risk Stratification risk of developing long-term conditions
KPMG - PPI Identification and refunds Process 
M&G / Prudential - FX Trading, Fund management, Reverse Repo, Overnight Lending to Money Markets, Sweeping Process, OMS Settlements and Payments
Reuters - Equities and Commodities, Educational Materials
DB - Equities Lending, Money Market
RBS - Toxic/Non-Toxic Product Identification(CGS), FTB Reconciliation, Cost of Carry, P&L Attribution/Explained, Trader/Dealer Support, 
DMO - Credit Guarantee Scheme(CGS) formed part of the Government’s measures to ensure the stability of the financial system and to protect ordinary savers, depositors, businesses and borrowers. 
Navita - Commodities Forecasting
MUFJ - Convertable Bond - Live Pricing using Reuters and Bloomberg
RBS - Money Markets, FX/Equities Reconciliation, Wealth Management
DB - Options Trading Platform
Pictet AM - Fund Managment Tools, FX Low value trading, Portfolio Management Tools
CSFB AM - Wealth Management / Portfolio Management
UBS - Government Bonds - Live Pricing using Reuters and Bloomberg with a cascade re-pricing solution
DB - Index Arbitrage by re-indexing an index and working out partial or significant changes thru re-calculation of index across whole MSCI platforms
NAB - Liquidity Management across 30 mins till 5 years
Alliance Capital - Hedge Fund Analytics, Charting
ComputerShare - Stock Market Options Trading Platforms with Real-Time Margin Control
Reuters - Equities and Commodities Reuters 2000 Platform , New Trading Exchanges.  Metals Trading
Alcatel - Multi Switch Telecoms Switch for companies - Operators, DASS, DPNSS
DataCentre - Loading/Sorting Magnetic Tapes, Delivering Paper Reports, Support, Business Analyst
ABC - Hamper Management System, Shorted Path Delivery Solution, Collection, Debt Collection and Deliveries
PDL - Pay Day Lending CRM
== TOOLS - TBA ==

Latest revision as of 15:08, 2 January 2026

Martin Lees

Area[edit | edit source]

Lending

Commodities - Gas, Oil, Electricity, Metals

Assets - Equities, FX, Options, Blockchain, Ethereum, Solana, Bonds, Repos, Convertible Bonds, Government Bonds, OTC, ETD

OM - Cash Management, Liquidity, Settlement, BOE, Risk Management, Reconciliation, P&L Explained

Payments - SWIFT, BACS, CHAPS, Faster Payments, BitCoin

E-Commerce - Subscription, Product

Wealth Management - Asset Allocation, Backwards Testing, Tax, Portfolio Managmenrt, Risk Products

Logistics

Portfolio[edit | edit source]

XAU - Stock Market Trading Analytics/Forecasting, Charting, , Subscription, Solana

Natwest - Cloud Lending Portal - Mortgages, Loans, Credit Cards, CDD/KYC/OBKTC AI Tasks. ChatBot AI Tasks

DB - Cyber Security, DLP, Open Banking, Asset Loss Protection

DB - Wealth Management

Cadent - UK GAS Network, E-Commerce Site

Royal Mail - Automation and AI Call Centre Automation. Customer Package Automation

Parcelforce - Automation International Package Tracking and Delivery

LSEG - Multi-Asset Indexes / ETF / Settlement / Etheruem

LBG - Cyber Security - Email, HTTPS/HTTP, Database and Server Security

RBS - Wealth Management, FTB Reconciliations, P&L Attribution/Explained, Cost of Carry, Portfolio Adjustments

MSD - NHS GP FE Application - Medicine Management, AI ML Risk Stratification risk of developing long-term conditions

KPMG - PPI Identification and refunds Process

M&G / Prudential - FX Trading, Fund management, Reverse Repo, Overnight Lending to Money Markets, Sweeping Process, OMS Settlements and Payments

Reuters - Equities and Commodities, Educational Materials

DB - Equities Lending, Money Market

RBS - Toxic/Non-Toxic Product Identification(CGS), FTB Reconciliation, Cost of Carry, P&L Attribution/Explained, Trader/Dealer Support,

DMO - Credit Guarantee Scheme(CGS) formed part of the Government’s measures to ensure the stability of the financial system and to protect ordinary savers, depositors, businesses and borrowers.

Navita - Commodities Forecasting

MUFJ - Convertable Bond - Live Pricing using Reuters and Bloomberg

RBS - Money Markets, FX/Equities Reconciliation, Wealth Management

DB - Options Trading Platform

Pictet AM - Fund Managment Tools, FX Low value trading, Portfolio Management Tools

CSFB AM - Wealth Management / Portfolio Management

UBS - Government Bonds - Live Pricing using Reuters and Bloomberg with a cascade re-pricing solution

DB - Index Arbitrage by re-indexing an index and working out partial or significant changes thru re-calculation of index across whole MSCI platforms

NAB - Liquidity Management across 30 mins till 5 years

Alliance Capital - Hedge Fund Analytics, Charting

ComputerShare - Stock Market Options Trading Platforms with Real-Time Margin Control

Reuters - Equities and Commodities Reuters 2000 Platform , New Trading Exchanges. Metals Trading

Alcatel - Multi Switch Telecoms Switch for companies - Operators, DASS, DPNSS

DataCentre - Loading/Sorting Magnetic Tapes, Delivering Paper Reports, Support, Business Analyst

ABC - Hamper Management System, Shorted Path Delivery Solution, Collection, Debt Collection and Deliveries

PDL - Pay Day Lending CRM

TOOLS - TBA[edit | edit source]