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Sophie Ross,
Associate Director

Private Equity, Jersey

A member of the Private Equity leadership team, Sophie oversees the provision of administration, financial reporting, compliance and other services to a portfolio of private equity managers.

Managing a wide range of structures, Sophie works with her clients on all aspects of their operations, from fund formation and fundraising activities through to investor onboarding and communications, company secretarial, structure administration and financial reporting.

Background and experience

Joining the Group in 2008 as a Trainee Fund Administrator, Sophie has since progressed to Associate Director. She has completed a secondment in our Luxembourg office where she led a team that worked on various fund and corporate structures. Sophie has also led several system migrations and has experience working on enhancements to internal control frameworks.

Before joining the Aztec Group, Sophie spent a year with Equity Trust as a trainee in its private client area.

Qualifications

  • Diploma in Offshore Finance and Administration
  • ICSA Certificate in Offshore Finance and Administration

Outside of the office

Sophie enjoys travelling, cooking and spending time with friends and family.


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