Nicola Kelly Email & Phone Number

London, England, United Kingdom

London, United Kingdom

London, United Kingdom

London, United Kingdom

Intermediary & Distributor Oversight+ Target Operating Model+ MiFID II+ MIS & Reporting

London, United Kingdom

+ Managed a program of regulatory change for multiple projects including FATCA, Volcker, UCITS V and Ireland Investor Money Regulations across Investor Services globally+ Managed relationships with multiple internal and external stakeholders including Tax, Product, Product Development, Technology, UAT, Operations, Client Services, Risk & Compliance, 3rd.

London

Managed the Early Intervention Fund, a £500k social investment fund run in partnership with UBS, providing loans for charities working with young people in East London. Responsible for marketing, pipeline, financial and legal due diligence, impact measurement and reporting.

London, United Kingdom

+ Managed 5 team members to ensure strategic objectives of client satisfaction and retention were met+ Responsible for 35+ clients with an annual recurring revenue of £2.5 million+ Achieved a 92% client retention rate for the 2013/2014 financial year+ Analysed and diagnosed challenges facing clients’ businesses and provided a creative strategy to address.

Dublin, London, Luxembourg

Completed six lean change management programs across business lines identifying opportunities for improvement using qualitative and quantitative methods (data analysis, interviewing, surveys and industry research) resulting in capacity creation of 22 – 36% and improvement in employee engagement and morale

Dublin

Successfully completed two complex off-shore migrations (Bangalore, Manila) of operational functions in accordance with J.P. Morgan policies and procedures and financial regulations

Dublin, Warsaw, Edinburgh

Part of the Securities & Fund Services EMEA Transformation project team, participating in multiple change management and reengineering initiatives across the region using proven Lean methodologies, including McKinsey. Responsible for identification of opportunities to develop and implement best practices across SFS businesses (Middle Office, Agency &.

Dublin

Analysed, prioritised and progressed new client capability requests for Citi's Custody Reporting and Securities Finance Reporting applications. Worked with a cross-functional team from requirements gathering through design, testing, deployment and market and client communication. Interfaced with Account Management, Sales, SFS Product Managers, Client.

Dublin

Acted as the main interface between investment managers appointed by the bank's clients and the various custody operational units of Citi. Provided all clients with a premium, efficient and proactive level of service to enhance their experience of Citi's Global Custody offering. Also assisted in client education on market and industry changes as well as.

Sydney, Australia

As part of the Relationship Management Group, developed and maintained relationships with platinum clients on a range of structured finance transactions (including CDO, structured property & equipment finance), understood their needs through regular meetings and looked at additional ways of cross selling products to develop the relationship, as well as.

Sydney, Australia

Colonial First State | Senior Administrator, Fixed Income & Derivatives BNP Paribas Securities Services | Equities Administration / Corporate ActionsJDV Stockbroking Ltd | Margin Lending Officer

Dublin

Dublin

Wset Level 4 Diploma In Wines, Wine, Merit

Wset Level 3 Award In Wines, Wine, Merit

Diploma In Financial Services

Accounting, Economics, Marketing, Organisational Behaviour

Professional Certificate In Applied Financial Services