Susannah Lineham

Susanna plays a key role in both the operations and investment teams as a Trade & Operations Specialist.  This role entails trading and settlement, cash management, and daily trade and position reconciliations.  She has in-depth knowledge of industry platforms, the portfolio management system, proxy voting and corporate actions, and plays an active role in new client on-boarding and investment administration, while helping to support overall client portfolios.  Prior to this, she supported the Finance Director with accounts receivable and invoicing, for both the UK and Singapore offices, whilst completing a Sage 2017 Accounts Course.  She started at Collidr as a research administrator.   Prior to Collidr, she was an investment trust associate at International Financial Data Services, where she was a market dealer for the major Man Co’s – including JPM and Blackrock.