Keith Robertson work email
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Keith Robertson personal email
KEITH J. ROBERTSON, B. COMM. (HONS), CA (SA), CFA Senior Executive - Director of Operations FINANCIAL SERVICES | INVESTMENT MANAGEMENTReliable senior executive improves operational efficiency and effectiveness for USD $200 billion private investment management organization. Produces cost savings and additional output to anchor global investment management division with comprehensive overarching strategy.Strengthens and improves profits with a sensible approach to business. Clarifies complex concepts and delivers streamlined solutions that accelerate organizational performance. Brings benefit to financial services through operational excellence as a persuasive and personable leader who secures best outcomes on behalf of elite organizations in the financial sector.******************** Reduces business risk for a USD $200 billion investment organization * Provides strategic direction and input, stress testing concepts, and assesses existing strategies * Delivers projects and initiatives on time with concise, direct and effective communication and strategy * Offers initiative, insight, and proactive non-linear thinking and creates solutions to foreseeable challenges * Understands investment management industry with impressive professional designations both therein and in finance*******************Keith provides business acumen, operational excellence, and organizational performance to hundred billion dollar financial services companies. Through his research and analysis, he exposes areas of redundancies and risk to secure the success of global leaders in the industry.Dependable and reliable, he provides strategic direction and input while stress testing, and assessing existing strategies for optimal operational excellence.Business Acumen * Operational Excellence * Organizational Performance*******************keith_john_robertson@yahoo.ca*******************Specialties: * Alliance development* Business reengineering* Consensus building* Continuous quality improvement* Efficiency improvement* Executive presentations* Best practices* Global operations* Performance improvement* Productivity improvement* Profit growth* Strategic initiative* Project management* Tactical planning & leadership* Financial Management & restructuring
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Vice President, Esg Risk - Enterprise RiskRbc Apr 2022 - PresentToronto, Ontario, CaResponsible for building and leading a team that includes climate risk measurement, analytics and tool development, ESG risk reporting and disclosures, development of ESG risk oversight infrastructure, processes and practices, and oversight of environmental risk reviews.
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Vice President, Enterprise RiskRbc Jun 2019 - Apr 2022Toronto, Ontario, CaResponsible for Enterprise Risk Appetite, Recovery & Resolution, Wholesale Credit Portfolio Management, Basel Capital Adequacy Requirements, and Environmental & Social Risk
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Director, Group Risk Management - CreditRbc Sep 2015 - Jun 2019Toronto, Ontario, CaResponsible for leading a team providing credit adjudication of asset management and central counterparty clearing house entities as well as equity margin loans and select derivative products.
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Head, Strategy & Business PerformanceRbc Wealth Management Dec 2013 - Sep 2015Toronto, Ontario, Ca -
Head, TransformationRbc Wealth Management Nov 2010 - Nov 2013Toronto, Ontario, Ca
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Director - Head Of Management Information - EquitiesFidelity International May 2007 - Dec 2009London, London, GbHand selected to work in collaboration with the Group Chief Investment Officer (GCIO) responsible for equities, fixed income, real estate, and investment solutions in a newly created, extremely fluid role.* Increased transparency and motivation for 60+ portfolio managers to achieve better results and tightened the relationship between compensation and performance, and average assets under management by each individual.* Resolved compensation issues producing significant cost savings through careful investigation and detailed understanding of existing and proposed remuneration policies in highly confidential and sensitive 9-month project.* Anchored the global investment management division with the first comprehensive document detailing ‘how’ each team was to implement the company’s strategic vision. * Identified and reported on investment management risks then outlined mitigating controls.* Reviewed and prepared regulatory investment management reports; in the process, uncovered inefficient processes then implemented solutions that ensured accurate, efficient, and prompt compilation of all reports. * Highlighted key business issues, topics of interest, and investment performance in preparation of quarterly GCIO presentation to the board. -
Associate Director - Investment Management Business FinanceFidelity International Jul 2006 - Apr 2007London, London, Gb* Captivated senior leadership with accurate and detailed information of business drivers then identified uneconomical funds, product structures, and pricing mechanisms. * Identified potential for improved earnings and saving of substantial resources with the successful 18-month analysis of more than 1300 funds.* Analyzed risk and performed in-depth assessment of the allocation of global investment management costs across funds then synthesized detailed summaries into simple, direct, and concise report for key stakeholder review (CIOs and COOs).* Ensured costs and revenues were allocated in the most appropriate manner after careful review of key functions and processes within the investment process.* Systematized data into retrieval system that performed two main tasks: responded to enquiries, and initiated required reports to senior management. * Thwarted future challenges through financial analysis including initiatives costing, scenario analysis, assets under management analysis, trend analysis, and key performance indicators (KPIs).* Championed mentoring program as part of “raising the bar” initiative aimed at implementing program to take the organization to $500 billion assets under management.
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Senior Manager - Investment Management Business FinanceFidelity International Apr 2004 - Jun 2006London, London, GbRecruited to design and implement new financial and management accounting processes and controls with a strategic focus; reporting to the Chief Financial Officer, Investment Management.* Defined financial reporting processes of newly established team where few processes, mechanisms, or cost targets existed, and educated divisional management on the importance of financial awareness and reporting in annual budgets.* Designed and implemented financial accounting and reporting processes and controls for monthly and annual forecasting that streamlined and simplified the flow of financial information for the organization.* Compiled, identified and recorded monthly accruals, then produced a monthly financial pack including construction of spreadsheets to retrieve financial performance at the regional and individual cost centre level where appropriate.* Identified and rectified financial errors and irregularities; established projected costs of setting up new product lines or departments. * Recommended and reviewed internal financial and legal strategies to senior management and liaised with external vendors to clarify financial reporting requirements.
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Manager - Group Finance Projects And Uk Expenses TeamFidelity International Jul 2003 - Jan 2004London, London, GbIn addition to Manager - Group Finance Projects responsibilities was asked to act as caretaker for UK Expenses Team.* Motivated and supervised 4 members of staff whilst gaining an understanding of company cost structures.* Delivered monthly financial information and packs accurately and on time through careful planning and staff and time management.* Increased profits by engaging with department heads and identifying areas for cost reduction.
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Manager - Group Finance ProjectsFidelity International May 2000 - Jun 2003London, London, Gb* Examined details of 100+ transfer-pricing agreements obtained through discussions with CFOs, group and financial controllers and managers within different finance teams to solidify and streamline a more effective system.* Established transfer-pricing database and developed mechanisms for easy and accurate access to agreements amongst internal stakeholders within the Fidelity group of companies.* Reviewed existing rebate process, uncovered high-risk area, and identified areas for improvement; clarified rebate agreements already in place, and reduced the length of rebate payment process.* Increased accuracy of rebate calculations, reduced data capturing errors through built in controls, corrected previous errors, and provided complete database of all rebate agreements.* Streamlined process for preparation of pension fund accounts and documented compilation of financial accounts to ensure audit team had information to complete their audit successfully and quickly.* Identified breach that had occurred and not yet been detected by the pension administration team. Resolved the breach and assisted with reporting to the regulators and auditors.
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Audit ManagerKpmg Cape Town 1997 - 2000* Provided audit and consulting services to clients within the Financial Services industry, primarily in the asset management and insurance sectors.
Keith Robertson Skills
Keith Robertson Education Details
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Cfa InstituteInvestments -
South African Institute Of Chartered AccountantsFinance
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South African Institute Of Financial MarketsFinancial Instruments
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Rhodes UniversityCommercial Law
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Stutterheim High School
Frequently Asked Questions about Keith Robertson
What company does Keith Robertson work for?
Keith Robertson works for Rbc
What is Keith Robertson's role at the current company?
Keith Robertson's current role is Vice President, ESG Risk - Enterprise Risk at RBC.
What is Keith Robertson's email address?
Keith Robertson's email address is ke****@****ahoo.ca
What schools did Keith Robertson attend?
Keith Robertson attended Cfa Institute, South African Institute Of Chartered Accountants, South African Institute Of Financial Markets, Rhodes University, Stutterheim High School.
What skills is Keith Robertson known for?
Keith Robertson has skills like Research, Risk Management, Credit, Analysis.
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