Reporting to the Head of UK Transfer Agency Oversight. Lead on a number of change initiatives which included all Fund Events (Conversions, Mergers) and the project to close down the JPMTAS Legal Entity after part of the retail business was sold (ISA, Investment Accounts) as part of business streamlining exercise.• Project planning, produce project plans, manage project activities and track progress• Defining Project Road Map• Manage project resources – internal teams, Fund Accountant and Transfer Agent• Agreeing compliant solutions with CASS Teams and Compliance • Preparing internal Run Books for Fund Events• Performing reconciliations on Fund Events during live weekends• Stakeholder Management, project reporting• Preparing slides for Board and Committee meetings • Maintained Project RAID, managed all items through to completion• Process mapping in MS Visio, implement new processes• Working with large excel data sheets using advanced techniques - VLOOKUP, Pivot Tables etc.• Requirements gathering, Production of Change RequestsWorking in the Strategy & Business Transformation Team and reporting to the Costs & Charges Programme Manager. Lead on MiFID Ex-Post Reporting. This included the development of solutions for the Institutional segregated accounts and retail investors (developed by the Transfer Agent DST). Lead on IDWG/CTI Institutional Disclosure Reporting.• Project planning, produce project plans, manage project activities and track progress• Manage project resources - offshore technology teams, reporting SME’s Performance Analysts • Maintained Project RAID, managed all items through to completion• Chair project working group and other project meetings • Process mapping, managed Institutional Reporting process enhancements • Requirements gathering, production of BRDs • Testing of the Cost Calculator using TOAD• Managed UAT Phase, ran testing calls/meetings, defect management• Manage and oversee DST deliverables against agreed plans

Member Reporting ProgrammeThe Member Reporting programme implemented pre-publication verification checks and controls for member reports on a new strategic Unix Staging architecture. All members who use sFTP were migrated to the new service in Q4 of 2016 and throughout 2017. I also worked on the BOE Regulatory Reporting Project and the Atos Exit Programme.• Delivery of workshops with business Stakeholders and Technology partners• Process mapping, requirements gathering and documenting• Gap Analysis• Project planning, track progress against plan• Maintain and update Project RAID, manage all items through to completion• Produce status reports for Project Stakeholders• Managed member test and member implementation phases• Manage functional testing and act as central point of contact for all Test Managers• Facilitate test cycles between Technical teams and Clearing Services test teams• Creation of Programme Test Strategy, create & monitor test plans• Manage and mentor test resources, resource allocation• Run daily testing calls/meetings, defect management, prepare and report on test status• Present at regular project steering committee meetings• Facilitate testing sign off with each business, completion of test completion reports

Global Intermediary Onboarding ProgramDevelop a global target operating model for the onboarding of Fund Intermediaries and deliver a global system for the storage and management of all Fund Intermediary Agreements. Integrate core systems to allow data flow (CRM (Salesforce), AML/KYC, Agreements & Transfer Agent) and develop a portal to provide tracking, oversight, MI and Reporting • Produced and maintained project documentation e.g project plan, risks and issues logs, status reports• Managed TOM delivery• Process mapping of current and future state processes• Worked with the regional business teams to agree on process improvement - business process modelling• Gap Analysis, documenting of gaps and solution requirements• Production of Business Requirements documents• Worked with Technology partners to translate business requirements into user stories, acceptance criteria etc. for agile development• Delivery of workshops with business SMEs and Stakeholders and Technology partners• Budget management, Effective issue and risk escalation management, Stakeholder management • Presented at regular project steering committee meetings• Managed UAT Phases • Lead on Business Training – Planning, production of Training Approach and documentation, training deliveryDuring my time at JP Morgan Asset Management I also worked on the following key business change initiatives:Distribution Agreements Project, Cross Border, Change of Regulator/Change of Address, Record Retention, Solvency II and Change of Registered Address

Working within Worldwide Security Services on Projects TAPAS and Adam. TAPAS is the UK Transfer Agency project to implement Rufus GTA as the common Strategic Platform for Collective Investment Schemes across the EMEA region. Project Adam is the onboarding of Cazanove as the first UK client, a third project was successfully delivered when UBS Global Asset Management’s Instituonal Funds were migrated onto the platform. • Attending Project Working Group Meetings• Requirements gathering• Production of a Requirements Traceability Matrix • Producing Requirements for CR’s. Documenting Change Requests• Stakeholder Management, Risk Management• Production of Test Conditions and Test Scripts in HP Quality Centre 10.0.• Preparation of Test Data using SQL• Reporting on Testing progress, Execution of Test Scripts• Defect Management. Chairing defect review meetings. Producing defect reports• Liaising with 3rd Party vendors to discuss defects, code delivery etc.• Mentoring junior analysts. Managing the JUAT Phase, managing the Business during UAT

Working within Business Improvement GTS on a number of projects, these included a number of Bankline Releases, Bankline is the Group’s Internet Banking solution for Corporate Clients and Project GPL and Supplier Finance.• Preparation of Test Plans. Planning of Test Phases, Resource Allocation.• Preparation of entry and exit criteria. Preparation of Test Readiness Review Document • QA of Test Conditions. QA of test Scripts.• Chair Test Readiness Review Meetings, Attend Project Meetings, Chair Team Progress Meetings• Production of Test Schedules• Set-Up Test Lab in Quality Centre. Allocation of scripts to testers in Test Lab.• Defect Management, Produce Defect Reports• Produce Daily Status Reports. Report on Progress to Senior Management• Production of Test Conditions using BRD’s and Business Process Documents• Production of a Traceability Matrix to Trace Requirements through to the FSD• Agreeing a Testing Strategy with Senior Management• Production of the Test Strategy Document• Attending Project Working Group Meetings• Quality Centre Administrator• Impact Assessment on Change Requests• Preparation of Test Data. Execution of Test Scripts• Preparation and distribution of Test Completion Report• Mentoring junior testers• Production and execution of Regression Pack

Test Coordinator on the NT4 Eradication Project, the largest IT Project ever undertaken at Lloyds TSB where all user’s and applications are being migrated from Microsoft Windows NT4 to Microsoft Windows XP.

Test Analyst on the development of British Gas’ website House.co.uk. Middleware technology (Egate) was used to connect House with a new billing system, ‘SAP’ and a customer information and marketing system, Siebel.

Test Analyst on project ‘EPS’ where a bespoke payment workflow system was developed in Lotus Notes and will interface with Sun Accounts. The first version of the EPS system was deployed throughout the Bank’s London offices in September 2004.

Test Analyst on project ‘Omnia’ where a bespoke version of an Internet Portal (Hummingbird) was delivered across the company's worldwide group of offices. The portal was also integrated with Hummingbird’s latest document management system (DM5.1) and a new operating system, Microsoft Windows XP.

Test Analyst on the UKTA project to develop Cogent’s Cross (Quasar) system to add full Unit Trust processing to the existing Equity ISA/PEP functionality. Specifically hired to test new Nominal Ledger functionality.

Migration Test Analyst on the successful project to migrate Invesco’s existing Retail Funds business from BONYE’s Rufus system to Perpetual’s PAS/UTAS system.

System Test Analyst on a number of development projects on BONYE’s Rufus system. These included Y2K and the development of new ISA functionality.

UAT Analyst within the Change Project Team. Prior to my role in the Project Team I worked as a Business User on a number of Data Migration Projects and the implementation of the AWD workflow system. I held a number of positions within the operations team (Investment Trust Clerk, Pep Admin Clerk, Unit Trust Dealer, Equities Team Leader).