Joanne White Email and Phone Number
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A dedicated and results-driven professional, I am responsible for the effective management of a Portfolio of Fund change and specialist investment initiatives to meet key investments business requirements. I am accountable for the delivery of multiple initiatives, applying agile methodologies, embedding and working in line with the correct structures to control and monitor the deliverables to the business to realise the benefits.I am a client-focused and enthusiastic professional, with valuable experience in delivering a first-class customer service. As a personable and approachable individual, I enjoy meeting new professionals. Self-driven and attentive, I am confident I can contribute to your business and help the team to fulfil its objectives.My maxim is to always strive for excellence, and it is imperative that I enjoy my work and achieve both personal and team targets to see the positive difference I make.
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Head Of Fund Change And Planning, Investment ServicesAegonGlasgow, Gb -
Head Of Fund Change & Planning, Investment ServicesAegon Aug 2022 - PresentEdinburgh, Scotland, United KingdomIn this role, I manage the delivery of Fund Change Portfolio and specialist investment initiatives, with responsibility for the delivery of multiple initiatives, applying agile methodologies, embedding and working in line with the correct structures to control and monitor the deliverables to the business to realise the benefits.I provide dynamic leadership to a team of specialist Fund Change Managers and Fund Change Analysts and showcase effective relationship building qualities when developing and maintaining strong relationships with both internal and external stakeholders including senior executives, sponsors, business owners, auditors, third party suppliers etc.Moreover, I demonstrate meticulous attention to detail when undertaking extensive analysis, proposing solutions, planning projects and ensuring issues are resolved efficiently and timeously.In terms of achievements, I ensured timely delivery against constraints when overseeing and executing complex investment and fund change initiatives. I smoothly integrated regulatory requirements across all business units. Also, I supported executive decision-making through formulation and provision of periodic reports to leadership teams and governance groups.In addition, I conceptualised, developed and implemented fund change proposals, business cases and decision documentation in collaboration with senior executives and stakeholders.
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Head Of Investment Plans, Projects, Insight, Investment ServicesAegon Jun 2019 - Jul 2022Edinburgh, Scotland, United KingdomWithin this function, I held direct oversight of the investment project plan, including designing a roadmap and performing effective resource capacity planning. I undertook investment project management activities, including planning, status tracking, RAID management and risk escalation.Likewise, I created and oversaw all elements of MI for governance forums and diligently sourced and interpreted key investment-related data which facilitated senior leadership and investment executives.
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Business AnalystAegon Oct 2016 - May 2019Edinburgh, United KingdomI increased efficiencies for a new investment management company, achieved through ideating, developing and launching a robust operating model across front, middle and back offices. I led on-time rollout of the trade order and portfolio management system, Thinkfolio.Additionally, I fostered and maintained close senior stakeholder relationships which defined solutions and drove success, as well as aligning investment concepts with regulatory and organisational objectives.Lastly, I successfully managed a portfolio of fund change initiatives, while ensuring compliance with budget and quality protocol.
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Data Management ConsultantStandard Life Investments Mar 2016 - Sep 2016Edinburgh, United KingdomNotably, I boosted operational efficiency post-merger with Ignis Asset Management. Also, I spearheaded strategic initiatives, including project planning and risk management. Through close collaboration with key stakeholders, I contributed to attaining project outcomes through close collaboration with key stakeholders. -
Data Management ManagerIgnis Asset Management Apr 2012 - Mar 2016Glasgow, United KingdomI proactively managed the Data Management team (middle office) post outsourcing back-office functions to HSBC. I also ensured compliance with industry standards and regulations when directing data-related activities and employees.I formulated and supported implementation of the Data Management Framework and led Glasgow and London data teams. Moreover, I was selected as the main SME for the Ignis Data Repository model. -
Market Data Team ManagerIgnis Asset Management Apr 2007 - Mar 2012Glasgow, United Kingdom
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Technical Business ConsultantSantander Asset Management Oct 2001 - Apr 2007Glasgow, United Kingdom
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Technical ClerkSantander Asset Management Jan 1998 - Oct 2001Glasgow, United Kingdom
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Pricing AdministratorSantander Asset Management Jan 1997 - Jan 1998Glasgow, United Kingdom
Joanne White Skills
Joanne White Education Details
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Williamwood High School
Frequently Asked Questions about Joanne White
What company does Joanne White work for?
Joanne White works for Aegon
What is Joanne White's role at the current company?
Joanne White's current role is Head of Fund Change and Planning, Investment Services.
What is Joanne White's email address?
Joanne White's email address is jo****@****set.com
What is Joanne White's direct phone number?
Joanne White's direct phone number is +31 70 344*****
What schools did Joanne White attend?
Joanne White attended Williamwood High School.
What skills is Joanne White known for?
Joanne White has skills like Business Analysis, Asset Management, Equities, Investments, Portfolio Management, Fixed Income, Data Management, Derivatives, Data Analysis, Bloomberg, Thinkfolio, Sql.
Who are Joanne White's colleagues?
Joanne White's colleagues are Jenny Bell, Jens Jong, Kavit Shah, Zenaida Sokolovic-Stankovic, Danielle Manson, Semra Yazıcı, Louise Munro.
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Joanne Jones
Business Development Specialist Supporting Companies Of All Shapes And Sizes With Their Supply Chain Management Including E-Commerce Fulfilment, Global Logistics And Sustainability Goals And Objectives.Oswestry -
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