- Review and evaluation of current state Operating Model for an Asset Servicing client- Detailed stakeholder interviews and deep-dive workshop sessions- Capture of current state business processes and Operating Model, identifying pain points, challenges, risks, and opportunities- Identification of high-risk activities and underlying requirements, with plans to remediate- Evaluation, gap analysis and benchmarking of current state against industry best practice- Proposal of Target Operating Model and recommended business prioritisation with roadmap to adoption

- Domain Architecture consultant working across Asset Servicing business- Architectural modelling of business and IT domains, aligning to TOGAF and using ArchiMate modelling language- Leverage of Event Storming to facilitate Domain Driven Design- Cloud implementation of new business solutions- Working within the Scaled Agile Framework to deliver to prioritised roadmaps- Business coverage includes: Regulatory Services change, Private Capital Administraion, Fund Administration (Fund Accounting, Transfer Agency, Depositary) & Custody

- Solution Architecture consultant in a global technology engagement consultancy team- Platform and solution consulting, with expertise to evaluate, recommend and implement- Coverage includes: new client implementations, regulatory change, capital projects and large client change projects

- Consultant in GFS Technology Engagement Consultancy- Platform and solution consulting, with expertise to evaluate, recommend and implement- Focused technical liaison to bridge the gap between business and technology, ensuring business requirements are understood and translated in to suitable technical solutions- Coverage includes: new client implementations, regulatory change, capital projects and large client change controls impacting multiple application teams

- Client-facing production support of the Investment Operations Outsourcing (IOO) platform, across numerous applications and data interfaces, requiring a broad spectrum of business-focused knowledge in trade capture, accounting, data management and client reporting- Responsible for any subsequent system enhancements and modifications- Product knowledge including fixed income, equity, and derivatives- Business Change Management – assigned to a diverse range of projects of varying priorities, relating to both client customisation and bank-wide capital projects, following the SDLC process - Examples of projects undertaken include role out of new investment products, existing process optimisation, Front Office reconciliation, customised client reporting interfaces- Preparing and providing project plans and status reports- Pre-sales: attendance at pre-due diligence meetings to board level. Presenting the IOO technical platform and documenting any areas of divergence with client requirements- New client onboarding: acting as a client technology lead for new client implementations across EMEA, NA & APAC regions. Attendance at client kick-off meetings- Participation in operating model recommendations and preparation and monitoring of development matrices. Primary communication point for technology to overall project governance. Ensuring business requirements are complete, as needed to enable application team engagement- Coordinating development efforts, assisting with UAT/Client end to end testing, and facilitating successful implementations and data migrations - Preparing support documentation to include any regional specific needs. Coordinate and track any regional infrastructure work needed to support the region

- Seconded to new client for set-up of OTC derivatives outsourcing unit to transfer in-house, the middle and back office functions of trade capture and operations processing- Trade capture and full life-cycle management in Summit, Fundmaster and HiPortfolio- Daily stock and MV reconciliations across both outsourcing and custodian accounts- MI reporting and analysis on an intra-month, month end and ad hoc basis- Trade event management, calculation of coupons and unwind fees, processing of expiries & resets- Daily ISDA, broker and DTCC confirmation reconciliation- New client liaison to agree service standards. Translate client requirements into deliverable business processes- Project involvement: requirements gathering and specification taking; systems documentation; running UAT test scripts; management reporting- Design and implementation of departmental control processes.- Introduction of efficiency and consistency to existing processes and drafting of new procedures- Acting as interface between project team and operations to deliver change to the OTC platform

- Set up own business successfully designing, marketing and handcrafting bespoke, contemporary furniture

- Media analysis and research in the computing and consumer electronics industry, incorporating client business appraisal, positioning, market development and communications- Resource planning and maintenance of production schedule, ensuring projects delivered to client brief and timescale- Report editing and re-writing- Client liaison, briefing clients on report delivery and validating report findings

- Transference of entire OTC derivatives trade books from outsourcing provider to new in-house Summit system- Booking existing OTC interest rate trades into Summit system from original ISDA trade confirmations- Reporting to front office and the booking of daily new trades- Verification, enrichment, reconciliation and amendment of automated trade load-ups - System testing, ensuring accuracy of new trade capture procedure- Trade maintenance, running rate resets and trade events until project go live date- Set up and maintenance of static and pricing data

- Trade capture and reconciliation of OTC derivative trades in Summit- Ensured the clean and efficient novation of Bankers Trust OTC trades to Deutsche Bank following take-over- Booking of structured derivatives trades into Summit from original ISDA trade confirmations- Daily reconciliation and amendment of OTC trades between middle and back office systems- Responsibility for daily exception reporting

- Responsibility for the execution of ISDA documentation of all OTC derivative trades.- Ensuring incoming counterpart documentation accurately represented trade details, with broad experience of FRAs, Swaps, CCY, Caps/Floors, Swaptions and Structured/Exotic trades.- Negotiating with clients as well as liaison with trading, sales, credit and legal.- Query resolution and amendment of trades, providing support to front and middle office.- Communication to all levels of management of critical issues within risk management framework. - Forward thinking outlook providing input into procedural change within the operational processes.