Managing business change and technology across Fidelity European Real Estate.Yardi, Argus Enterprise, Snowflake, FA & TA outsourcing, offshore development, ESG & SFDR, fund launchesLondon, Luxembourg, Germany, Holland, France, India.

Provide financial and management control & oversight for the $7m budget for the departmentProgramme and project management of all projects in Fixed Income technologyManaged 9 Business Analysts in the UK, and 30 developers in India. Quarterly visits to Delhi to celebrate our success, identify improvements, and discuss and design future projects and solutionsReplaced Fidelity’s legacy attribution application with FactSet’s SaaS solution (2-year project)On-boarded Sustainalytics’ Fixed Income ESG data in an agile way to enable the Business teams to use the data rapidly, whilst we incorporated it into Fidelity’s internal applicationsLed the cross-company technology team to onboard MetLife’s new retirement product to Fidelity. The project was delivered on-time, and to-date the fund AUM is £600mEstablished an End User Computing strategy to mitigate the impact of user built solutions. I brought in an external VB expert to document and support the existing EUC’s, whilst setting up an agile team in Delhi to rebuild the critical spreadsheets in a modular and reusable way, using start of the art Angular technologyLed the introduction of Discovery (an OBIEE based reporting solution) into Fixed Income to improve reporting efficiency across the department, increase consistency of data, and reduce the need for end-user built reporting solutions within FI teams

Provide financial and management control & oversight for the $8.5m budget for the department, reporting to the department headManager of all new project initiatives from the Investment Services and Fund Accounting business teams, and other internal teams. Responsibilities including business analysis, technical architecture, financial planning, cost/benefit analysis, Business Case developmentDesign of a 5-year technology strategy, including regular meetings with Senior Management to debate and present the results of the aboveFrequent visits to the offshore development site in Delhi to mentor and inform staff thereDirect leadership of Architecture team, and functional management of virtual teams formed to work on Business initiativesLed the back office architecture design of the new investment services to support the front-office Charles River deployment

Leading a team of four, we were the first point of call for every business change in the back-office. Responsible for initial analysis, sizing, and architecture of the solution; cost benefit analysis and presentation to the leadership team. Global rollout of InvestOne Enterprise to all staff Technical architect (TOGAF certified) for all changes in the back office, including server sizing, technology choice, build and deployment tools, and technical architecture for the solutions.

Managing projects from $100k to over $5m, many concurrently, and involving project teams based in India and Asia Pacific, as well as business units including Australia, Korea, Bermuda & Boston. Travelled regularly to Fidelity’s onshore and overseas offices and vendor sites Implementing 3rd parties (FMR, Bloomberg, Interactive Data, SWIFT, ValueLink, Omgeo, SunGard, Fiserv), and vendor managementConsiderable experience of vendor package integration (Invest One, Frontier, BaNCS, CTM)Manager of the Analysis and Architecture teams within Investment Services & Fund Accounting Technology, providing guidance, setting strategy and ensuring standards were followed and metBusiness process re-engineering for the Fidelity AMC in Mumbai, automating manual tasks and poorly written spreadsheets, significantly reducing risk and allowing the middle office team to concentrate on their jobDeputise for Technology Director at meetings with both the business groups and senior Fidelity management, providing 24*7 support to the Business heads

Operations: I was the first AS/400 technician to work at CNA and was involved in the initial organisation and tuning of the machine. I set up the housekeeping, security, backup programs and procedures throughout the systemProduction Support: Accepting calls from users and solving system and user errors, attending user group meetings and visiting the Head Office in Birmingham to help users. I was also on 7*24-hour call for disaster recovery and regularly performed hardware and software upgrades.Application Development: I was required to identify user requirements and provide solutions to business needs. I project-led 4 staff in the continuing development of CNA’s Insurance Systems, and was responsible for the analysis and development of the new products required by the business and the day-to-day work for the rest of the programming team

Implementation and development of supporting services development for Insure/90Technical lead for the set up of the L&G Direct Operation in Dudley, West Midlands