Mike Wall Email & Phone Number

Reading, Reading, United Kingdom

Reading, England, United Kingdom

London, United Kingdom

Workstream lead on pControl platform build to provide strategic cash allocation and order management offering to new and existing client base in the retail unit-linked insurance administration sector, with client base in the UK and Hong Kong

Basingstoke, Hampshire

Provision of technical analysis and project management expertise to the financial services sector, especially in the HiPortfolio space.Currently working with HSBC to deliver strategic implementation of pControl to build administration of unit-linked insurance fund capability.Past clients include:HSBC Security Services 2014 - dateFriends Life 2013-2014AXA.

Medstead, Hampshire

In March 2013, Jayne Chapman and I set up a design and manufacture company to create a range of bespoke ceramic products, featuring the best of British natural history artists.Website: http://www.jaynechapmandesign.co.uk

One New Change, London

As part of compliance-driven project to implement new mission-critical fund database, headed data cleanse team with primary responsibility for analysis of data sources and accuracy, data acquisition and implementation strategy, working closely with database development team. Database implemented under tight deadlines, and on time.

Basingstoke, Hampshire

Initially working as business analyst on AXA Wealth/Winterthur Life UK fund segregation; since October 2011 (into late 2012), project managing the data migration to support the physical migration of the WLUK business book from AWL to Friends Life.

Swindon, United Kingdom

• April 2010 – December 2010 – Project Manager, Investment Operations Technology (IOS)
• End to end project management of change initiatives (internal and client-facing) across the Swindon IOS division.
• To end of year, 36 separate projects successfully delivered - including responsibility for delivering the two major client changes required by Threadneedle during the year: the technical infrastructure changes.
• Design and technical lead on major enhancement to ViPER application, including substantial re-design and improvements in automation
• Responsibility for project delivery including project and test planning and managementJuly 2008 – November 2009 – Technical Consultant / Hiport Developer, Strategic Business Initiatives
• Overall responsibility for driving the implementation of OEIC hedged share classes (January – July 2009) – with specific responsibility for HiPortfolio development of unit pricing report sets.

Swindon, United Kingdom

• December 2007 – June 2008 – Technical Consultant, IOS Strategic Pricing project (Milestone pControl)
• Provision of technical and business consultancy to IOS Strategic Pricing Model project: the implementation of Milestone’s pControl application.
• Working with Operations SMEs to establish and implement best practice
• Co-ordination of business analysis, testing and implementation resources
• Facilitation of communication between cross-site Operations and IT project teams (in Swindon and London)
• Project planning and future strategy developmentApril 2007 – November 2007 – Business Analyst, Client Decoupling

Swindon, United Kingdom

• Specification of business requirements for SQL Server-based networked (concurrent usage) price modelling application to streamline unit price verification workflow within the Valuations & Pricing team
• Working with end users and development team, produced functional requirements including screen design, navigation and database architecture.
• Management of subsequent build, test cycle and implementation
• Application rolled out to 20+ users on Swindon site January 2007.
• Managed separate workstream to implement global close unit pricing for all intra-day portfolios using HiPortfolio (completing March 2007)

London, United Kingdom

• Business analysis and system implementation to HiPortfolio unit pricing module of two new unitised investment products

London, United Kingdom

• Three separate workstrands, including:
• Re-development of Morley pooled pension unit cost sheet structure to allow distribution units to be offered to policy holders; complete re-design and test phase to ensure accuracy of calculation and minimise impact on.
• Business and technical analysis for takeon of unit pricing of life, pension and unit trust product range from Dublin-based subsidiary, including co-ordination of testing and parallel running.
• BAU support of unit pricing department, including OEIC, life and pension pricing.
• GIPS compliance: development of tools (using HiPortfolio, MS Access, Excel) to allow analysis and documentation of history of all fee-based funds operated since 1/1/98 including fund mergers.
• Provided business analysis and project implementation skills to specify, develop and implement the interfacing of daily cash balances from the Hi-Portfolio back office system to the decision support system Decalog.

London, United Kingdom / Basingstoke, United Kingdom

• Analysis and reporting on a proposed migration from State Street’s existing investment system to their in-house equivalent MCH; managed the migration of Abbey Life’s shareholder funds from Icon to Paladign; reviewed.

London, United Kingdom

Technical consultancy to migration of unit pricing and investment data from Old Mutual to Century Life.

London, United Kingdom

• Project Manager for the implementation of unit pricing (OEIC/Unit trust/Managed Pension funds) to Morley’s investment operations division, running on DST HiPortfolio.
• Headed project team responsible for business requirements gathering and analysis, unit pricing cost sheet development, module testing and implementation, pre-implementation training and post-implementation support and.
• Circa 100 portfolios successfully priced on a daily basis by project end.

London, United Kingdom

• Business training, procedure development and analysis of business development requirements for Govett’s Investment Trust accounting department, using DST Paladign.

Hook, Hampshire

• Following sale of Old Mutual's life assurance business to Century Life Assurance Limited, managed transfer of Old Mutual business from Paladign to Primark Icon system; primary roles in Century: analysis of unit pricing.

London, United Kingdom

• Implemented Paladign 4.1 on time and to-budget, replacing the legacy Quasar system. Main activities: project planning and management, business analysis, user training; implementation of unit pricing module
• Paladign post-implementation development. Identified main areas for process improvement in liaison with business; successfully implemented against tight deadlines imposed by Y2K change freeze.
• Decalog Idée implementation. In parallel with the above, member of the project team to implement the Idée front office order management system. Mainly System testing and set-up.
• Implementation of Decalog Idee constraints server. Managed set up, developed and tested front office compliance engine, leading to significant improvements in regulatory and in-house compliance monitoring.
• First line technical and business support to Govett operation in all functional areas. Co-ordination and management of day to day development and support resources, both directly and with Group IT.

Andover, Hampshire

• April 1997- March 1998: Project Manager, Business Solutions Division
• PM, AWD Workflow. Project to implement Workflow technology to unit trust administration division (c. £2m capital cost). Co-ordination of systems and business teams in cross-site/leading edge technology project.
• PM, Primark Icon. Implementation of the Primark Icon investment accounting system to 2 sites, replacing Datastream Bureau and Paladign 3.2 respectively. Development of business case, setting up project resources.
• BPM, Lloyds Instant Gold account. Co-ordination of system changes for launch of new direct savings account product.December 1996 - March 1997: Technical Support Manager, Business Solutions Division
• Responsible for three staff providing business and technical support to TSB investment accounting division, including Paladign, EquityCGT, Threads (unit trust administration), and end user computing development.October.
• End to end management of Paladign upgrade from v 2.2 to 3.2. including major functionality changes esp. income processing. Managed team of 5 staff; met planned live date and system implemented seamlessly.October 1991.

Aylesbury, Buckinghamshire

Responsible for daily production of c.100 unit trust and L&P prices on Datastream and EUC applications.

Aylesbury, Buckinghamshire

Business analysis and SME capacity on implementation of the Paladign investment administration platform

London, United Kingdom

Head of team responsible for daily unit pricing of unit trust and segregated funds

London, United Kingdom

Various roles within Investment Administration

Msc Ecological Surveying, Environmental Science

Education record