Colm Clarke
About Colm Clarke
Colm Clarke is a FATCA and AEI Reporting Specialist with extensive experience in tax reporting operations and business analysis. He has worked for notable financial institutions such as UBS and Bank of America Merrill Lynch, contributing to the design of strategic solutions and ensuring effective operations during system changes.
Current Role as FATCA and AEI Reporting Specialist
Colm Clarke currently serves as a FATCA and AEI Reporting Specialist at UBS, a position he has held since 2016. In this role, he plays a significant part in designing strategic solutions to support FATCA and AEI reporting. He identifies requirements across various business lines, including ETD, OTC, and Prime Brokerage. His responsibilities include ensuring that business operations continue smoothly during process and system changes, as well as generating necessary reports and reviews for tax authorities.
Previous Experience at UBS
Colm Clarke has held multiple positions at UBS. He worked as a Business Analyst in Operations Management for nine months in 2020. Earlier, he was part of the Non-Officer New Issues Team from 2004 to 2007. His experience at UBS has contributed to his expertise in tax reporting operations and operational management.
Experience at Bank of America Merrill Lynch
Colm Clarke worked at Bank of America Merrill Lynch in various roles over a span of several years. He served as an AVP in the Equity New Issues Team from 2007 to 2010 and later as an AVP in the Structured Credit Middle Office from 2010 to 2014. Additionally, he was a Service Delivery Team Manager for Global Custody and Agency Services from 2014 to 2016. His tenure at the bank enhanced his skills in service delivery and operations management.
Educational Background
Colm Clarke studied at the University of Wales, Cardiff, where he earned a degree in Business Economics from 1994 to 1997. He furthered his education at BCS, The Chartered Institute for IT, completing a Diploma in Business Analysis from 2017 to 2019. This educational background supports his professional roles in business analysis and financial operations.
Key Contributions to Tax Reporting Operations
In his current role, Colm Clarke has collaborated on the design and delivery of the target operating model for tax reporting operations. He has ensured the efficacy of the results through his involvement in strategic planning and execution. His work has been essential in maintaining effective business operations during changes and in meeting the reporting requirements for tax authorities.