Daniel Harvey Email and Phone Number
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Since 2013 I have been with Societe Generale, succeeding in several Client Facing roles working in the Solutions/Technology space. This has predominantly involved working closely with the Client Services & IT Support + Development teams. I have succeeded working in a production environment, that can be fast paced and require prioritisation, as well as Projects ranging from system migrations to bespoke report builds. I have always utilised a Client centric approach, which has resulted in close relationships with Internal & External Clients.
Citi
View- Website:
- citigroup.com
- Employees:
- 201877
-
Vice President, Operations TransformationCiti Dec 2023 - PresentLondon, England, United Kingdom -
Product Owner - Vice PresidentSociete Generale Corporate And Investment Banking - Sgcib Mar 2023 - Dec 2023London, England, United Kingdom• Product Owner for the SG Markets Prime Reporting platform. Responsibilities including driving key developments and Client requests. • Leading a feature team of 12 offshore resources to deliver changes across the platform as a result of industry change (such as Eurex NextGen, CME SPAN2), regulatory impacts or Client requests• Prioritizing development taking into account existing resource and business priorities• JIRA management; backlog refinement, creating stories with clear and concise requirements, EPIC management, SPRINT plans• Bi-weekly senior management meetings to demonstrate key deliverables across the platform• Oversight manager for 2 offshore resources responsible for completing daily checks & controls and building of custom reports for Futures + Options Clients• Project experience across the platform, with experience across change management including impact analysis, development involvment including testing plans, internal & external communication, timeline management and escalation of critical risks to project management• Escalation contact across London, Paris & Asia for reporting requests• Onboarding contact for new business, ensuring that any bespoke reporting requirements is captured with direct Client communication -
Client Facing Technology, AssociateSociete Generale Corporate And Investment Banking - Sgcib Apr 2017 - Mar 2023London, United Kingdom• Client Booking Entity migration from a Portal and Reporting perspective, involving runback task ownership, issue identification + resolution• Leading 2 Business Analysts globally (London + Chicago) to successfully migrate Legacy Reporting Systems within an aggressive timeframe, involving Client Communication, timeline management & presentation of project status to senior management• Lead on SFTP migration, involving internal meetings/discussions with Operations & Networks teams, ensuring no degradation to production• Acting as bridge between Operations & ITEC to make Portal developments, reporting developments & bespoke process creation/enhancement• Utilised JIRA within the AGILE methodology to have changes successfully managed and released into Production, this includes Development team meetings and Communication management• Documenting requirements both internally and externally, to successfully launch projects that impact Clients• Analysing large amounts of data to define requirements and suggestions on a project basis, focused on legacy platform decommissions to allow the business a cost-efficient approach• Key point of contact for new relationship onboarding, to cover reporting and connectivity points• Writing and releasing Standard Operating Procedures, including holding regular internal training sessions to share information & best practices -
Client Facing Technology, AnalystSociete Generale Corporate And Investment Banking - Sgcib Nov 2013 - Apr 2017• Building bespoke reports for Listed Derivatives Clients in Web Intelligence to meet Clients specifications• Hosting and providing Clients demonstrations of the Societe Generale Client Portal both in person and utilising WEBEX• Responsible for loading prospective Clients (Listed Futures & Options) portfolios into a test environment, allowing Margin simulations for RISK analysis• Drafting and releasing consistent and tangible improvements to the Client platform, including Trade Matching and Report Builder - promoting operational efficiency internally and for Clients• Strong relationship built with the IT department to work on reporting and platform initiatives
Daniel Harvey Skills
Daniel Harvey Education Details
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AptemProject Management Qualification (Pmq) -
AptemAssociate Project Manager (Apm) -
Investment Operations Certificate
Frequently Asked Questions about Daniel Harvey
What company does Daniel Harvey work for?
Daniel Harvey works for Citi
What is Daniel Harvey's role at the current company?
Daniel Harvey's current role is Vice President, Operations Transformation.
What is Daniel Harvey's email address?
Daniel Harvey's email address is da****@****cib.com
What schools did Daniel Harvey attend?
Daniel Harvey attended Aptem, Aptem, Chartered Institute For Securities & Investment.
What skills is Daniel Harvey known for?
Daniel Harvey has skills like Derivatives, System Testing, Business Analysis, Financial Reporting, Microsoft Excel, Back Office, Management, Investments, Bo Web Intelligence.
Who are Daniel Harvey's colleagues?
Daniel Harvey's colleagues are Matan Shaul, Gabriela Bittencourt Schlatter, Ghanshyam B., Patricia Joy San Diego, Rajeshwari N, Vivien Leung, Saurabh Vensiyani.
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Daniel Harvey
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Daniel Harvey
Putting Supply Chain And Customer Insight At The Heart Of Real Estate Decision-MakingHarrogate3hotmail.com, bearingpoint.com, cbre.com -
Daniel Harvey
West Molesey
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