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Leader and Senior Consultant with 20 years’ experience in investment management operations, business requirements, software implementations, and software development. Recognized for collaborative leadership style, initiative-taking, and ability to effectively translate complex operational concepts into tangible action plans. Strong executive presence, and capable of blending big-picture viewpoints with tactical considerations to inspire, build trust, and achieve success.AREAS OF EXPERTISE• CRD/CRIMS: Implementations, Integrations, Configuration, Workflow, Trading (Equity/Fixed Income), Manager Workbench, Compliance, Interfaces• Process Improvement, Creative Solutions, Leadership Skills, Risk Management, Adaptability, Relationship Management, Cross-Collaboration, Strategic Planning, Data AnalysisCREDENTIALS & SKILLS• Business Requirements• Project Methodologies: Agile, Confluence, Scrum, Kanban, Waterfall• OMS: CRIMS (CRD), Bloomberg AIM, Linedata, Fidessa, Excel• Compliance: CRIMS (CRD), Bloomberg AIM, TOMS, Linedata, Fidessa, Decalog• Financial Interfaces: FIX, OASYS, SWIFT, OMGEO, PFS, CTM
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Alpha Platform Service Architecture, Vice PresidentState Street Feb 2021 - Mar 2023Boston, Massachusetts, UsA leading financial services and bank holding company with worldwide operationsSupported the industry’s first ever front-to-back client servicing platform, State Street Alpha, establishing strategic initiatives and implementation plans for Platform Systems Architecture group delivering new services and capabilities across the Alpha ecosystem• Designed, developed, evaluated, and implemented five new and complex import data filters, using MSSQL, for investment security type data mapping and translation for the Charles River Investment Management Solution (CRIMS)• Led a team of business analysts producing detailed business requirements used for automated data queries and to add multiple user workspace views to support the Alpha Model Office and Alpha clients for CRIMS• Owned the support role for client accounting system interfaces, data import frameworks, security type data mapping and translations for CRIMS• Collaborated with CRIMS product Development Teams that produced new Investment Book of Record (IBOR) functionality conducting comprehensive user acceptance testing (UAT) -
Senior ConsultantRing Advisors Jun 2018 - Dec 2021An investment operations and technology consulting practice to the financial services business sectorProvided large investment management services firm the full life cycle of strategic and tactical project management leadership for a team of nine analysts• Created the business and technical teams responsible for the implementation of a state-of-the-art and fully integrated multi-currency global portfolio accounting and information delivery platform• Directed the design, development and implementation of new business requirements and functional solutions that resulted in a successful legacy system migration initiative• Leveraged project delivery experience to introduce Confluence, Jira, Scrum, and Kanban Agile tools and concepts -
Senior ConsultantCitisoft Mar 2008 - May 2018Boston, Ma, UsA global consulting firm working with the world’s leading investment managers and third-party service providersCollaborated with clients taking on various roles leading programs, projects, and workstreams, clients included Brown Brothers Harriman, Ares Management, Invesco, Vanguard, Bridgewater Associates, Northern Trust, BNY Mellon, State Street, SWIB, Adventist Health Systems, Rockefeller & Co., Atlantic Trust Private Wealth, and Arch Capital Services• Collaborated with steering committees and C-suite decision makers to gain critical project buy-in• Lead and supported advisory service engagements including strategic assessments, outsourcing evaluations and selection, as well as operating model design which provided clients new operating models and comparative system capabilities to influence and determine system conversion decisions• Spearheaded delivery service engagements including system transition, implementation, testing, and business processing re-engineering culminating in more than 95% implementation success rate -
Director, Consulting ServicesCharles River Development Nov 2005 - Mar 2008Burlington, Ma, UsManaged fifteen project managers, implementation managers and consultants responsible for client implementations of the CRIMS system• Ensured quality implementations and customer satisfaction• Functioned as internal advocate for client implementations and product issues reducing client complaints 30%• Partnered with clients and internal working groups on planning, managing, and executing client implementations and product improvements streamlining implementation approaches and improving client approvals by 25% -
Senior Implementation ManagerCharles River Development Feb 2003 - Nov 2005Burlington, Ma, UsConducted product implementations and life cycle project management for the Charles River Investment Management Solution (CRIMS), clients included MetLife Insurance, Bank of New York, State Street, MBIA, White Mountains Advisors, LLC, and Spectrum Asset Management• Directed client implementation initiatives that involved managing, planning and launching them; including portfolio analytics, order management and an integrated compliance engine• Collaborated closely with clients to define user requirements, configure, and tune the product suite to specific client business and technical needs, train users, test workflows and resolve issues prior to production rollout
Bob Leahy Skills
Bob Leahy Education Details
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Suffolk UniversityBusiness Administration And Management
Frequently Asked Questions about Bob Leahy
What is Bob Leahy's role at the current company?
Bob Leahy's current role is Sr. Consultant ꟾ Business Analyst ꟾ Project Leader & Manager ꟾ Implementation Manager ꟾ Operations Manager ꟾ Software Developer.
What is Bob Leahy's email address?
Bob Leahy's email address is bo****@****oft.com
What is Bob Leahy's direct phone number?
Bob Leahy's direct phone number is +178182*****
What schools did Bob Leahy attend?
Bob Leahy attended Suffolk University.
What skills is Bob Leahy known for?
Bob Leahy has skills like Business Analysis, Business Development, Crm, Financial Services, Integration, Equities, Sdlc, Consulting, Management, Business Process Improvement, Asset Management, Fixed Income.
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