Oversight for strategic planning, financial management, governance and reporting, change management, proposition development and first line of defence for the Family Office British Islands.

- Project managed two work streams related to the sale of the Wealth Management business (both prior to the deal being live and after the announcement date) and led Management Committee on ad hoc basis- Responsible for all projects impacting the Front Office of the Wealth Management department (both Wealth Planning and Portfolio Management) either as project manager or SME- Programme managed a Wealth Planning back-book review of 7 work-streams including reviewing… Show more - Project managed two work streams related to the sale of the Wealth Management business (both prior to the deal being live and after the announcement date) and led Management Committee on ad hoc basis- Responsible for all projects impacting the Front Office of the Wealth Management department (both Wealth Planning and Portfolio Management) either as project manager or SME- Programme managed a Wealth Planning back-book review of 7 work-streams including reviewing legacy advice, potential VAT issues on invoicing and return of advisor remuneration- Project managed a suitability reprofiling of the entire Portfolio Management customer base, including deployment of new methodologies and risk assessment tools- Defined resolution strategies to a number of projects being managed, and presented both internally to Executive Group level and to external stakeholders (e.g. HMRC)- Representative of the Wealth Management Front Office at a number of bank wide working groups and steering committees Show less

Assignment - Tier 1 Swiss Investment Bank, Contract Data Utility Project - Project managed the implementation of a custom built tool to interrogate legal documents between the bank’s entities and counterparties.- Managing a team of junior PMs and BA to deliver first iteration of ‘search tool’ to identify key words, phrases and legal clauses, within master agreements (such as ISDA, GMSLA, GMRA etc).- Responsible for overseeing all aspects of each workstream… Show more Assignment - Tier 1 Swiss Investment Bank, Contract Data Utility Project - Project managed the implementation of a custom built tool to interrogate legal documents between the bank’s entities and counterparties.- Managing a team of junior PMs and BA to deliver first iteration of ‘search tool’ to identify key words, phrases and legal clauses, within master agreements (such as ISDA, GMSLA, GMRA etc).- Responsible for overseeing all aspects of each workstream, through requirements gathering, BRD writing, test script design, testing and end user training.- Following the delivery, implemented a continuous improvement process to enhance the tool and expand its use to other areas of the wider bank. This included root cause analysis of enhancements and requirements, prioritisation of requested changes, scheduling with external IT team and managing stakeholder expectations. Show less

- Built out and managed a 'De-risking' Programme to resolve open risk related items impacting the Front Office of the UK Private Bank.- Project managed a high profile client redress project working closely with the FCA.- Project managed a global client contact strategy and support service to advise and assist clients in making compensation claims to a victims fund established by the Department of Justice.- Established a risk reporting framework for the UK Private Bank, including… Show more - Built out and managed a 'De-risking' Programme to resolve open risk related items impacting the Front Office of the UK Private Bank.- Project managed a high profile client redress project working closely with the FCA.- Project managed a global client contact strategy and support service to advise and assist clients in making compensation claims to a victims fund established by the Department of Justice.- Established a risk reporting framework for the UK Private Bank, including Risk Forum, to monitor BAU risk. Show less

- Led the implementation of key strategic risk management systems across all regions - Created a centralised Incidents Reporting Database with functionality to produce reports on incidents, update external incident databases and automatically update all relevant stakeholders weekly of all issues.- Proactively benchmarked the existing control environment against best practices to identify potential issues ahead of risk incidents, and developed action plans with owners to establish… Show more - Led the implementation of key strategic risk management systems across all regions - Created a centralised Incidents Reporting Database with functionality to produce reports on incidents, update external incident databases and automatically update all relevant stakeholders weekly of all issues.- Proactively benchmarked the existing control environment against best practices to identify potential issues ahead of risk incidents, and developed action plans with owners to establish accountability to close control gaps. Show less

- Project managed the delivery of a metrics reporting tool providing key risk and key performance indicators across FX and Commodities businesses. - Managed a team of BAs and virtual teams through the lifecycle of each project (IT teams, business SMEs etc). - Fully responsible for the execution of all projects, resulting in successful delivery, including all end user training, build of reports and final sign-off from senior management.

18 month Graduate scheme with three 6 month rotations- Collateral Management and Valuations- Operations Business Management- Capital Markets Transaction Management