Mark Poole, Ph.D. Email & Phone Number

London Area, United Kingdom

Working on a variety of business and process change projects in the financial services sector.

Petersfield, England, United Kingdom

Providing:- Property investment consulting services and training.- Private lending opportunities.- Tax efficient wrapper for property trading projects.

London, United Kingdom

• As with most organisations, keeping existing clients happy is often much cheaper than finding new customers and so there is a constant need to satisfy client demand and provide new products and services.This client.
• The onboarding of 5 external retail banks to launch the service offering
• Consideration of Legal & Compliance… Show more As with most organisations, keeping existing clients happy is often much cheaper than finding new customers and so there is a constant need to satisfy client demand and.
• Consideration of Legal & Compliance requirements and regulations around Client Money rules, documentation and associated Risk Warnings.
• Agreement with the 5 external retail banks on the AML and KYC procedures performed by the client.
• Understanding the full front-to-back implications and designing a solution: From client enquiry, through documentation signing, client order, order execution and processing, client reporting and reconciliation.

London, United Kingdom

• Many organisations in the financial services sector undergo constant change management programmes deemed mandatory by the regulatory authorities. In this case, the implementation of Solvency II. In a nutshell, this.
• Who can change the formulas in the spreadsheet? More accurately, who should be allowed to?
• What happens if someone accidentally corrupts the spreadsheet or deletes it all together?
• What if we want to see the differences between earlier versions?These are the same questions asked of any IT development project, but tend to be neglected for user-generated systems such as spreadsheets. So, an End.
• Only authorised staff could update.
• Business-critical spreadsheets were automatically backed up.

London, United Kingdom

• Regulatory oversight is not always about new rules and regulations. Sometimes it concerns a companies internal processes and controls. In this case, the FSA wanted an overhaul of the front-office booking procedures and.
• What data was captured, making certain data mandatory.
• Data validation: E.g. do we have a correct-looking client reference number with the correct format and number of digits?
• Sanity checks: Does the order size or quantity seem reasonable? Particularly relevant for leveraged bets such as derivatives.
• Processing: Is the order routing to the right team for execution?Although the resulting output is still an email, it now has all the relevant detail required for onward processing. This is more efficient and.

London, United Kingdom

• All companies benefit from systemising processes:
• It reduces processing time.
• It reduces risk (wherever a process is manual you run the risk of errors occurring).
• It reduces cost (you need less people to do the same role).
• It reduces instances of things going wrong (systems can be built to always do the right thing or have automated checks to flag when it goes wrong).In this case, the client had two complex IT systems used for collateral.
• It reduces instances of things going wrong (systems can be built to always do the right thing or have automated checks to flag when it goes wrong).In this case, the client had two complex IT systems used for collateral.

London, United Kingdom

• This is where my experience as a hybrid IT Project Manager / Business Analyst was leveraged to become fully immersed in the Business Change role.Many financial companies need to understand the impact on their P&L if a.
• Quantitative Analysts: These produce the pricing models.
• Diverse IT teams: For access to the data for the pricing models.
• Business analysts: For determining how the VaR process will work.
• Stakeholders: Who want assurances that the project is progressing on track and will meet its objectives.Only with efficient and proactive management of resources could a project of this complexity be delivered.Do you.

London, United Kingdom

• Project Management is a complex role. You need to be able to:
• Manage relationships: Both downstream to your direct reports and upstream to your bosses.
• Be able to communicate technical concepts in simple to understand terms.
• Be able to manage a diverse set of resources to bring about project delivery.
• Be alert to scope creep: When a stakeholder says "could you just include..."
• Be proactive in identifying and resolving the inevitable hiccups along the… Show more Project Management is a complex role. You need to be able to:

London, United Kingdom

• Following my Ph.D., I received excellent training and experience by securing a Consultant role with one of the world's largest consulting firms.During my time I became proficient in:
• Developing IT systems, to tight deadlines.
• Mentoring new joiners to the project.
• Working across a diverse client base.As a result, I was the only individual on the project promoted to consultant who was graded as outstanding.

Ph.D., Mathematics

Focused on developing numerical models which described the electropainting process, commonly used to coat car body shells with a.

B.Sc., Mathematics