• Serve as the single authorized point of contact between Kyloe Digital and GMO;• Identify, schedule and confirm the availability of GMO resources for meetings• Planning, oversight and reporting status of all GMO owned activities including: requirement feedback consolidation and collection, infrastructure setup, integration development and testing, data cleansing, data migration extracts, UAT prep and execution, GMO cutover activities;• Work with Kyloe to administer the project… Show more • Serve as the single authorized point of contact between Kyloe Digital and GMO;• Identify, schedule and confirm the availability of GMO resources for meetings• Planning, oversight and reporting status of all GMO owned activities including: requirement feedback consolidation and collection, infrastructure setup, integration development and testing, data cleansing, data migration extracts, UAT prep and execution, GMO cutover activities;• Work with Kyloe to administer the project change control process;• Obtain and promptly provide information, data, decisions and approvals• Resolve project issues, escalate issues within the GMO organization, and monitor and report project status on a regular basis to GMO management Show less

•Bring together key stakeholders across GMO to help drive decisions and actions needed to meet ESG/Sustainability strategic priorities•Manage coordination across service lines, leadership and functional groups to ensure alignment on priorities and execution•Lead program measurements, including process analysis, reporting of results and making recommendations to drive improvements•Closely partner with Legal, Risk and Compliance to ensure GMO’s ESG framework adheres to internal and… Show more •Bring together key stakeholders across GMO to help drive decisions and actions needed to meet ESG/Sustainability strategic priorities•Manage coordination across service lines, leadership and functional groups to ensure alignment on priorities and execution•Lead program measurements, including process analysis, reporting of results and making recommendations to drive improvements•Closely partner with Legal, Risk and Compliance to ensure GMO’s ESG framework adheres to internal and regulatory obligations, expectations and implement resulting requirements (Responsible Investing Policy, Proxy Policy)•Understand and develop solutions to respond to the complex and evolving policy, regulatory, and business environment risks and opportunities associated with Corporate Sustainability and ESG•Manage the Stewardship governance agenda. Specifically, design and implement policies, procedures, process documentation and business controls that support GMO’s public obligations, and engagement/proxy commitments (Net Zero, Climate Action 100+, Modern Slavery, CDP SBTi, UK Stewardship)•Assist with the review and development of sustainability/ESG programs and related reporting, in alignment with common sustainability/ESG reporting standards (SFDR, TCFD, PRI)•Manage vendor relationship, implement processes and controls with respect to third party data, and drive innovation and efficiency in selection and oversight of external vendors (MSCI, Refinitiv, TruCost)•Act as a key point of contact with our Technology partners to set priorities and drive business requirements for integrating requisite third party ESG Data •In collaboration with the Client Relations team, Marketing & external communications team; conceptualize, plan and write ESG publications aimed at key stakeholder groups, including the annual corporate sustainability report Show less

Responsible for collaborating with all lines of business from front to back office to effectively manage and oversee various firmwide strategic initiatives. As a member of the Business Process Improvement team, my duties include project management, business analysis, intermediary support, system training, documentation, and transition management. Due to my frequent coordination between business units and technology it is essential that I am able to communicate knowledgeably on a broad set… Show more Responsible for collaborating with all lines of business from front to back office to effectively manage and oversee various firmwide strategic initiatives. As a member of the Business Process Improvement team, my duties include project management, business analysis, intermediary support, system training, documentation, and transition management. Due to my frequent coordination between business units and technology it is essential that I am able to communicate knowledgeably on a broad set Investment Management domains. Recent Projects include; Calypso Buy Side Implementation, Fixed Income Portfolio Analysis & Order Management System Selection, QlikView BI Implementation, Legal Entity Rationalization, Client Mandates repository work, Reference and Market Data lead on the SimCorp Dimension implementation, SMF DFS developer on Dimension, and other various operational, front/back office implementations and enhancements. Show less

Manage global initiative for Client Lifecycle Management (CLM). Improve U/X, digitize the on-boarding and compliance life cycle.• Elicit stakeholder problem and vision statements• Drive the system selection process• Developed vendor relationships and market knowledge of the solutions available• Developed working knowledge of FATCA/CRS, AML/KYC & Onboarding requirements• Ultimately successfully managed the implementation of a client onboarding solution serviced by the Lab… Show more Manage global initiative for Client Lifecycle Management (CLM). Improve U/X, digitize the on-boarding and compliance life cycle.• Elicit stakeholder problem and vision statements• Drive the system selection process• Developed vendor relationships and market knowledge of the solutions available• Developed working knowledge of FATCA/CRS, AML/KYC & Onboarding requirements• Ultimately successfully managed the implementation of a client onboarding solution serviced by the Lab Group in conjunction with State Street Global Services, Transfer Agency Show less

Regulatory Reporting Project Manager with specific deliverables for AIFMD and Form PF filings.•Augmented the Risk & Controls staff to organize, manage, and expedite the AIFMD and Form PF Filings•Assist in the development of a process improvement plan for AIFMD & PF filings

Project Manager/Lead on GMO's MiFID II response incorporating Commission Unbundling & Research Consumption Management Solutions utilizing CommciseBUY.•Successfully Project Managed the on-boarding of CommciseBUY software for Research and CSA Budgets•Became a subject matter expert in CommciseBUY & the CSA Program, Transferred knowledge to key stakeholders

• Successfully Project Managed and implemented a Data Security framework to guide GMO towards GDPR Compliance• Worked with the Project Sponsor, Steering Committees and Delivery Channels to meet the requirements laid out by Sponsor• Interpreted, understood and communicated the terms of GDPR• Partnered with Technology, Compliance, Global Client Relations, Operations, HR & Legal to meet project objectives

Responsible for delivering a large scale Derivatives & Risk Management Project for GMO's Developed Fixed Income team.Duties include project management, management of both internal & external personnel of the project team; On-shore/Off-shore. CXO level management reporting.

Acted as a consultant at Wellington Management. Titled as a 'Lead Systems Analyst' on the Investment Datamart team. Responsibilities included managing a team of analysts and developers to ensure the quality and integrity of Wellington's Investment Data Mart. Additionally managed the Datamart's ongoing development life-cycle, and represented production deployments at CAB.

Responsible for leading the execution and delivery of Putnams's fixed income data products and services. Inclusive of which was all analytics and term structures across all asset types.I developed and managed a team of analysts ensuring the quality and integrity of Putnam's fixed income data warehouse's content and output.Was responsible for two enterprise wide data warehouses, their content validity, and timely distribution.Coordinated development of new user interfaces to provide… Show more Responsible for leading the execution and delivery of Putnams's fixed income data products and services. Inclusive of which was all analytics and term structures across all asset types.I developed and managed a team of analysts ensuring the quality and integrity of Putnam's fixed income data warehouse's content and output.Was responsible for two enterprise wide data warehouses, their content validity, and timely distribution.Coordinated development of new user interfaces to provide clients with point-in-time analytics.Managed the vendor data gathering process.Collaborated with management team to develop & implement new sources of data.Advised investment & research teams in the interpretation and use of database; provided expert guidance in query specification or data selection for their analysis.Enhanced the existing documentation of the database validation processes.Oversaw and managed the implementation plans, scheduling, and resource assignments for ongoing processes, development initiatives, and adhoc projects; monitored and reported progress against project goals, and planned future projects.Hired, trained, and managed data analysts.Created a positive coaching environment to promote personal and professional development of team members.Proven success in team leadership, ability to manage multiple projects, and effective communication skills for research projects and general management.Strong orientation to and knowledge of investment management information needsIdentified best practices and defined procedures for market data inventory quality management & control. Show less

Analyzed and streamlined the daily validation process wrapped around the fixed income analytic data cycle. Resolved significant data quality issues in Investortools Perform and home grown data warehouses sourcing data from YieldBook and Barclays (Lehman) POINT resulting opportunities for improved data quality and operational efficiencies.Liaised between investment teams and development groups to analyze, document, validate and test application development.Assisted in the daily… Show more Analyzed and streamlined the daily validation process wrapped around the fixed income analytic data cycle. Resolved significant data quality issues in Investortools Perform and home grown data warehouses sourcing data from YieldBook and Barclays (Lehman) POINT resulting opportunities for improved data quality and operational efficiencies.Liaised between investment teams and development groups to analyze, document, validate and test application development.Assisted in the daily management of data teams, along with providing training and mentorship to data analysts.Demonstrated ability to work independently and collaboratively with all levels of staff and management.Maintained working relationships with vendors; Barclays/Lehman, Merrill, JPM/Chase, Salomon/Citi, FTID/IDC, & Investortools. Show less

Supported Putnam's production Charles River trading system instance and internally developed applications for Fixed Income Portfolio Management.Reconciled position and security reference data issues across multiple systems; accounting, compliance, GPS, PACE, Kondor, Charles RiverAnalyzed production issues, took ownership, and followed them through to resolution.

Implemented, administered, and supported the production Charles River Trading System for Loomis Sayles fixed income trading desk

Worked in the BlackRock's Trading System Group, the precursor to BlackRock Solutions as a technical liaison to BlackRock's fixed income trading & operations businesses. My role was to support the investment teams on what would become Aladdin. Duties included tier 2 support, collecting bug/fix requirements, manage open issues, then coordinate validation and testing of application development.Daily interaction with portfolio managers, traders, and operations professionals in a fast paced… Show more Worked in the BlackRock's Trading System Group, the precursor to BlackRock Solutions as a technical liaison to BlackRock's fixed income trading & operations businesses. My role was to support the investment teams on what would become Aladdin. Duties included tier 2 support, collecting bug/fix requirements, manage open issues, then coordinate validation and testing of application development.Daily interaction with portfolio managers, traders, and operations professionals in a fast paced trading floor environment. Show less