Daymi – keep on top of your ops
Navigating differences between UCITS funds and AIFs can be tricky, but it doesn’t have to be. Meet Nicoleta Lagerqvist, a seasoned professional in the financial industry with a passion for driving operational excellence. After years of experience in global trading and settlements, and later in the administration of UCITS funds, Nicoleta took on a new challenge and joined P Capital Partners (PCP).
As part of the PCP team, Nicoleta is responsible for the day-to-day administration of the funds, working closely with service providers ensuring systems and controls are effectively operating. Join us as we dive into Nicoleta’s unique perspective on the differences between UCITS funds and P Capital Partners Funds in terms of operations and administration.
Can you tell us about your background?
Educationally, I have a master’s in business administration from the University of Birmingham, UK, and a Certificate in International Investment Funds from the Institute of Banking Dublin in Partnership with Irish Funds.
My work experience over the years has been largely slanted to finance but lately to the fund industry. I was introduced to the trading floor of AKJ in 2006, a reputable Hedge Fund platform and a prime brokerage services provider. The work itself has put me in contact with large investment banks and funds organisations from where I gained valuable knowledge in the trading, settlement and corporate action events of different financial instruments from stocks, bonds, and derivatives. This has extended my horizon and I wanted to understand more.
After many years in the mutual fund industry, you have joined PCP, an AIF. What brought you to that decision?
The shift to PCP occurred in 2020. This is when the process of knowledge transfer from one country to another, and from UCITS to AIFs has kicked in. At the start, I knew very little about PCP, but I already followed the market trends. I was aware of the growing demand for alternative and flexible capital, I knew about the distribution of AIFs in different EU jurisdictions under the AIFMD, and I knew about AIFMD’s challenges in trying to implement regulatory frameworks. When the recruiter thought to me about the job role at PCP, I felt ready to step into the unknown. I knew I have room to go above and beyond my intended duties and add value in at least two of their key areas such as service providers and investor reporting.