Jack Foreman Email & Phone Number

Manchester, England, United Kingdom

Manchester, United Kingdom

• Successfully implemented data governance scheme for the data analytics team, ensuring processes and production of data were compliant with GDPR and internal data policies.• On-boarding new business streams and legal entities onto the Asset Under Custody Regulatory reporting system to allow for increased client offerings.• Ensuring robust resiliency operation practices by redesigning and implementing the Securities Operations business resiliency playbooks.• Implemented CSDR Regulations Reporting related to internally settled trades, in line with new regulations.• Oversight of the monthly creation of the Assets Under Custody reporting for the UK and European Branches of the Bank.• EMEA lead for Custody Business Resilience, coordinating all teams' responses to business resiliency issues to ensure that continuity of services occurred.• Chaired monthly CASS committee, preparing MI for board members, reporting issues and monitoring. • Governance committee member for the high risk new 'User Developed Technology'. Global team established to drive rigorous testing, risk reporting and control frameworks, ensuring successful delivery. • Reporting to Board level managers, working closely with them to ensure the timely delivery of regulatory and audit requirements.• Lead a team of 10, during and after bank restructure programme.

Manchester, United Kingdom

• Introduced more robust reconciliations practices, resolving breaks in a timely manner to ensure client asset protection throughout EMEA. • Produced and delivered monthly reports for UK & European regulators for multiple business units.• Led global data reporting, including pre Brexit reports analysing trends in trading patterns and markets. • Identified huge cost savings for document storage by rationalising shared drives. • Increased workflow efficiency and governance by successfully introducing new data and report request workflow.• Managed the implementation of Change Management governance and workflow tool, providing transparency and reporting to senior leadership and increasing accountability.• Challenging processes and providing strategic direction, based on a business intelligence and disruptive thinking approach.• Audit success after identifying technology system failures and introducing new procedures and controls. • Oversight of risk and control framework, working with auditors to review efficacy of such controls.• Year on year budgeting and headcount management, to ensure budgeting targets were met in accordance with corporate direction. • Successfully re-structured reportable teams to ensure optimum efficiency and functional alignment.• Managed four different global custody operations teams (approx. 50 total headcount) - Securities Operations Control, Data Reporting, EMEA Reconciliations and Technology Business Support.

London, England, United Kingdom

• Generated income of in excess of $20m in one year, by overseeing and identifying dividend and corporate action arbitrage opportunities for the stock lending and equity derivative desk.• Spearheaded new processes to ensure that daily calculations were more accurate and errors were corrected, by implementing improved client money calculation logic.• Led change management during the implementation of the CSDR regulation article 38 and FMIA 73. • Established the new Warsaw team, embedding culture, bedding in processes and delivering staff training. • Oversaw the approval of high risk Asset Servicing client money calculations, as per the FCA requirements. • Personally, responsible for the global approval of all dividend arbitrage reports sent to the stock lending desk, and associated PnL reconciliation.• Member of UK Custody group forum and UK Market Infrastructure Group (MIG) & Stock Events Working Party (SEWP). Forums reviewing ongoing issues with European Directives and their effect on the UK, producing industry standards and reporting these back to key stakeholders.• Drove continuous improvement projects, successfully delivering STP and reduced FTE headcount targets.• Lead high achieving EMEA Corporate Actions team (approx. 20 headcount). Built the team, ensured personal development and delivered coaching, whilst ensuring all voluntary corporate actions and proxy voting instructions were processed in a timely and controlled manner.

London, England, United Kingdom

• Spearheaded new projects and process improvements, ensuring key stakeholder requirements were documented and delivered, managing precisely the governance of all projects.• Effective communication of progress for process improvement strategies, to all key stakeholders. • Managing team of 3, deciding which team member worked on which projects

London, England, United Kingdom

• Identified inefficiencies and areas for improvement, by conducting stop gap analysis on a variety of processes across all Asset Servicing teams. • Increased processing efficiency and controls, by formulating cost efficient process improvements. • Ensured tactical systems and process changes were correctly embedded, whilst also being thoroughly tested in UAT environments. Working closely with all key stakeholders.

London, England, United Kingdom

• Processed cash and stock, mandatory and optional dividend events for clients and firm’s Equity positions.• Implemented new processes and improved existing procedures.