Nick Tucker Email & Phone Number

London, Gb

London

London

Re-engaged to set up governance and delivered implementation to configure and realise IBOR functionality around daily Performance, Contribution and Attribution.Included major data migration - successfully sourced and rationalised historical return data from multiple suppliers (single and consolidated returns) and designed model to map to corresponding IBOR portfolio account/consolidated group.Documented design specification, tested and realised ETL tool to transform and load historical returns data in bulk.Continued to advise on global rollout approach, configuration and training relating to implementations/service engagements provided previously (see below)

Delivered UK Implementation of TBOR/IBOR stack - Advent Genesis, Moxy (+Moxy rules Manager) Advent Portfolio Exchange + BPO servicesRe-engaged as Programme/Project lead to set up the governance and initiate "Project Fusion" tasked with implementation of combined SS&C solution stack within Future State Target Operating Model. Planned and successfully implemented 4 phase rollout sequence targeted as P1 = end to end functional low volume (Live May 19), + P2 = Increased vanilla load/volume (Live July 19), + P3 = Increased complexity (live Jan 20) and P4 = Complexity at volume (Live Sep 20))Led post Implementation remediation, workflow analysis, process refinement, gap capture and functional enhancements with vendor to optimise and embed solution.Advised on rollout/approach to configuration to Ex-IMUK locations.

London, England, United Kingdom

Set up and co-ordinated global enterprise strategic review of Asset Management Technology covering competencies through Front, Middle and Back Office cycle. Set up programme to run 5 project/requirement channels to target best of breed functional toolset across Trading Book of Record (TBOR), Investment Book of Record (IBOR), Accounting Book of Record (ABOR) or Reporting Book Of Record (RBOR) coverage (+ Data Warehouse).Identified and engaged stakeholders, co-ordinated deep dive TBOR/IBOR coverage requirement capture relative to proposed Future State TOM.Led vendor engagement through scoring and workshops to identify and conclude preferred Order Management System (OMS) + Portfolio Management System (PMS) solution stack.

London, England, United Kingdom

Various workstreams relating to TOM harmonisation following merger of Stonehage and Fleming Family and Partners.

Zurich

Project within the Charles River Front to Back Office Implementation Team to configure and implement FIX, Post trade matching, Reconciliation and Settlement instructions vs Omgeo CTM.

Switzerland / London / Jersey

Forefront of full project life cycle leading to successful implementation of Investment Management solution and introduction of additional Dealing and Treasury Services.- Business Requirements capture and consolidation- Vendor analysis and selection- Project Governance Project Definition, Roles and Responsibilities and Communications Strategy- Planning, Co-ordination, Progress and Checkpoint reporting- Issues/Risks/Actions monitoring - prioritisation and escalation- Objective based Task Force/Focus Group facilitation- Identification of key process/functionality differentiators- Definition/management of implementation determinants- User Acceptance Testing- Oversight of go live and management of post implementation issues- Handover materials - recommendations of new roles and explanation of responsibilities to successfully complete transition from Project environment to BAU - Stakeholder representation, requirements capture and implementated scope included Private Clients, Investment Management, Pre and Post Constraints, Trust Workflow and Approval, Market Execution, Market Reconciliation, Market Settlement, Treasury, Cash Management and Pooling, Performance, Investment Operations , Valuation, Client Investment/Ledger Accounting, Reporting (Internal, External and Regulatory), Fees, Billing and Commissions, Payments, Corporate Accounting, Configuration, Security Access and Market Data Delivery

London, United Kingdom

Passive Asset Allocation Model - Project Definition, Documentation and Checkpoint Reporting - Business Requirements - Facilitated Design/Mapped processes Front to Back - Co-ordinated successful UAT - Stakeholders included Sales & Client Support, Front Office Support, Operations (external), Portfolio Managers, Transfer Agency and Custody (external), Client Reporting, Operational Risk, Investment Risk and ComplianceClient Cash Flows/ Letters of Direction- Project Definition, Documentation and Checkpoint Reporting- Business Requirements- Workflow/Process Design- Identified potential vendor / iBPM solutions- Drafted RFI content/scoring- Consolidated vendor responses

Implementation of Charles River Investment Management Front Office, Eagle STAR/PACE, OMGEO CTM and GTSS

Headed up Back Office department consisting of 3 functional teams; - Security Database and Pricing - Trade Processing & Settlements - Portfolio MaintenanceProject experience;- Design and implementation central security data repository- Back Office process analysis / system selection (multinational)- Credit Default Swaps process implementation- Multi Manager process implementation- Extension of STP capabilities to include FX/MM

Headed up Back Office department consisting of 3 functional teams; - Security Database and Pricing - Trade Processing & Settlements - Portfolio MaintenanceProject experience;- Apollo Front Office implementation (2005)- Implemented Open Messenger/OASYS to facilitate STP- Introduction of hedge fund processes including short sales, Repo's CFD's and Index Swaps- Back Office restructure / task reallocation to implement functional teams - Unity Front Office implementation (2000)

Project experience;- Euro Conversion as "in" currency DEM