Julie Winterburn Email & Phone Number

United Kingdom

United Kingdom

London, England, United Kingdom

Leading the design of the detailed TOM, service model design and operational readiness of RIMES Managed Data Service (MDS)Responsibilities include:The definition of the end to end operating model across people, process and technology from prospect through implementation to full service delivery, including the contractual framework. Established and delivered a Model office capability for the initial demo proof of concept and now working on the Model Office for the production ready launch for the 3 initial services, Identity Master, Security Master and Price MasterDelivered a suite of testing capabilities and associated governance and MI framework.Defined and executed a support model to enable client facing demonstrations of proposed product to take place.In addition I have led the delivery of a new engagement model for the Chief Product office across roles and responsibilities, establishing a common language and associated artefacts, process and tooling.

London, United Kingdom

Management of strategic programs of change, from initiation through to implementation, senior stakeholder and client engagement, team mobilisation and oversight. Budget ownership circa £3-5m pa per programDelivered the implementation of holistic investment management capability for internal insurance client, across a full range of front and back office capabilities including significant senior stakeholder engagementImplementation of a Collateral Optimisation and Rehypothecation capability from feasibility through requirements, vendor analysis, RFP, selection (FIS Apex), proof of concept, contractual negotiations, team mobilisation, programme is currently in implementation Delivered a systemised Institutional Client on Boarding workflow capability through the use of Pega Systems. TOM, vendor selection, contract negotiations, solution design, build, implementation and subsequent expansionDeveloped and delivered an in house client order management capability through an internal greenfield system build

London, United Kingdom

Program Manager for a portfolio of 13 regulatory and audit programmes with and overarching budget of €40m pa across 9 global functional business executives and 8 global work stream project managersSpecific design and implementation of new and enhanced project disciplines to manage the portfolio, i.e.planning, RAID management and executive reportingCorporate and Regulator reporting at all levels including Issue and escalation management to time bound deliveriesRFP and Selection of external big 4 consultancy to support program delivery. Introduction and Management of EY as chosen consultants

London, United Kingdom

Program Manager responsible for the $14bn Barclays Funds migration project, Fund Accounting, Retail Transfer Agency, Custody/Trade processing and Depository services across multiple asset types and jurisdictions - Ireland, UK & LuxembourgDirected all phases of the programme - due diligence, contract negotiations, to migration execution to high standard service levels, delivery on time and on budgetEstablished and managed the European based project team, 5 direct resources, 25+ indirect resources, budget £5mProgramme scope including compliance with all applicable regulatory models, UCITS/Non UCITS, OIECS, AML/KYC & CASSResponsible for the executive level stakeholder management at both Barclays and Northern Trust

London, United Kingdom

Program delivery of the lift out of Lloyds Bank PLC middle and back office Fund Accounting and Custody services outsource to State Street Bank. Specific ownership for 'change of control' and the 'Life and Pension Funds migration' phases, 520 Funds ac cross £43bn of assetsDirected key phases of the project from deal, due diligence, change of control, target operating model design, functional design, build and test, harmonisation, migration and programme closureDirect management of 5 project managers and 30+business SME'sOversight of TUPE of 145 staff and relocation of services including offshore service centresDelivered new capabilities including a 'corporate general ledger' and a 'client data warehouse'Full project phases and disciplines: stakeholder management, executive steering group materials, key project documents, reporting, project planning, risk and issue management

London, United Kingdom

Oversight and management of governance framework Briefing for CEO, internal and external forums, client engagement, eventsSupported the CEO and the EMEA region through the process of the sale of BGI to BlackRock in 2009 encompassing, organisation, premises, corporate and staff communications and overall business transition readiness.

Responsibility for the collateral and risk management for the global lending book average value of $120bn across multiple countries and all asset typesManagement of global team objectives and strategy, team based in Asia, Europe and America Responsible for the management of the post trade lifecycle operational processes, both in house, outsourced service providers (custodians and collateral managers) and market counterparties As a founder of Equilend, I represented BGI in the design and implementation of a securities lending platform model covering front, middle and back office trading and collateral reconciliation functionality. 10 founding firms, now used by approx 80 firms. Subsequently sat on the Equilend Limited Company UK board for 4 years Member of the departments global IT steering committee, set and oversee global IT strategy and execution Delivered upon strategic efficiency targets through 20% headcount reduction by generating scale and resource deployment around the globe

Responsible for all Trustee aspects of large Institutional Investment Management Clients