Michael Dowling Email & Phone Number

London, United Kingdom

London, England, United Kingdom

• Provide expertise and advice to Opus Nebula regarding regulatory reporting, reporting in general, operating models, industry challenges and discuss potential solutions for upgrading technology via creation of.
• Attend client and prospect meetings to ascertain their current processes and challenges to meet clients’ regulatory reporting obligations.
• Develop regulatory reporting templates, defining the data requirements and demonstrating clear linkage… Show more Provide expertise and advice to Opus Nebula regarding regulatory reporting, reporting in general.
• Develop regulatory reporting templates, defining the data requirements and demonstrating clear linkage to a data dictionary to automate and support large-scale report production for complex product structures. Devise.
• Liaise with client base to understand current challenges to produce reports and service their clients’ needs. Source representative client data and understand existing production model to assist in the development of.
• Liaise with Opus Nebula development team to create report templates. Create representative source data to enable a marketable proof-of-concept for client presentations.

London, United Kingdom

• Manage team providing all reporting, regulatory, and due diligence services to clients. Review more efficient ways to use technology and data sources to improve delivery. Collaborate with internal teams and external.
• Assessed procedures and initiated controls to increase efficiency and accuracy of data utilized by clients, consultants and prospects, increasing report production capacity by 40%.
• Introduced new client report templates to automate production of monthly and quarterly client investment reports enhancing alignment with business investment and strategic prototypes.
• Devised new work and management schedules to monitor diverse periodic client needs improving timetable to begin and distribute output.
• Developed new operating model to ensure timely and accurate production of periodic client reports and compliance with global regulatory reporting requirements. Show less

London Area, United Kingdom

• Studied existing operating model and executed method to deliver reporting obligations for institutional and retail clients. Analyzed and approved client reporting service levels for all report types including.
• Reviewed Internal Audit Assessment of… Show more Studied existing operating model and executed method to deliver reporting obligations for institutional and retail clients. Analyzed and approved client reporting.
• Reviewed Internal Audit Assessment of Client Reporting function and designed and implemented remediation plan with significant risk issues six months ahead of schedule.
• Deployed roadmap to combine all global client report production with London team, standardizing global report offering, lowering production time and cost, introducing improved quality control, updating and documenting.
• Investigated all workflows to decipher existing state and noted golden data sources to validate report content data; decreased complexity and minimized manual activities by 60%, increasing automation via Vermilion.
• Co-led project to choose new vendor for factsheet production and create new digital fund center.

London, United Kingdom

• Managed team of 30 providing client reporting services to EMEA institutional and wholesale clients. Rearranged team structure and duties to better align with timely and accurate production of factsheets, accounting and.
• Overhauled MIS… Show more Managed team of 30 providing client reporting services to EMEA institutional and wholesale clients. Rearranged team structure and duties to better align with timely and accurate production of.
• Overhauled MIS, metric collation and monitoring protocols, introducing efficient and transparent process to initiate and guide technology development needs and review effectiveness of monthly production cycles.
• Studied and updated team procedures and controls decreasing operational risk and production costs and improving effectiveness of global functional collaboration, reducing operating costs by 40%.
• Conducted comprehensive review of all EMEA clients’ reporting responsibilities including report contents, data points, report production processes, and overall production value chains.
• Led project to execute significant improvements to STP rates, data governance, reduced operational risk and costs and upgraded standard report templates. Show less

London, United Kingdom

• Oversaw all teams and related internal and external client servicing in Europe, Asia, Australia, and US plus on-site reconciliation control group. Established and monitored budgets, resources, and system development.
• Executed successful new client reporting and accounting systems at global sites creating new… Show more Oversaw all teams and related internal and external client servicing in Europe, Asia, Australia, and US plus.
• Executed successful new client reporting and accounting systems at global sites creating new teams and leading successful transition of reporting responsibilities from global client service teams to appropriate client.
• Designed and improved client report contents for regional reporting capabilities across core investment strategies enhancing team structures, procedures and controls, reducing report production timelines by 10 business.
• Led offshoring project to move reporting and client service processes to new Poland team whilst guiding downsizing UK operations team.
• Established and transitioned processes and onshore controls to ensure no impact to client service during transition and on-going production.

London, United Kingdom

• Spearheaded EMEA client service and reporting teams helping clients with assets managed in London. Partnered with business stakeholders to design best practices and change management meeting existing and future client.
• Worked as business… Show more Spearheaded EMEA client service and reporting teams helping clients with assets managed in London. Partnered with business stakeholders to design best practices and change management.
• Worked as business sponsor for all client service associated projects and business developments/change.
• Served as leading member of Global Novation Committee arranging all institutional clients transitioned to Legg Mason Inc. after sale of Citigroup Asset Management. Show less