Patrick Davidson-Locke Email & Phone Number

Oxford, Gb

Hungerford, England, United Kingdom

- Delivered Redshift to Snowflake migration, leading co-ordination and communications across the business- Defined and socialised post migration six month data product roadmap- Requirements gathering and product strategy definition for new Existing Customer and New Business data marts- Delivered automation of two business critical manual processes.- Released two new internal data products facilitating performance monitoring of related customer product offerings

- Managed release of data reporting for new 3rd party set top device, identifying defects and ensuring successful resolution with 3rd party and providing requirements documentation for future development phases.- Aligning reporting data model with UI functionality and future direction of new ‘NGP’ data model and functional requirements documentation for future development phases.- Delivered data and lineage audit of Looker models for improved product release planning.

Basingstoke, England, United Kingdom

- Managed road map and translation of requirements into backlog for three teams for successful launch of new Sigma Platform, covering UI, APIs, core technology and data transformation engine.- Successful delivery of expanded database capabilities (increasing data processing capacity by over 700%) - Successful delivery of 3 new third party data integrations- Lead PO for client migration from legacy to Sigma Platform between development teams and sales/support/marketing- Creation of 'As-is' and 'To-be' data and workflow process diagrams underpinning Sigma Platform and data domain object models for data lineage tracking.

Basingstoke, England, United Kingdom

London Area, United Kingdom

Newbury

- Translating product strategy into requirements. Creating and refining product backlog.- Designed and delivered PoC that will form the foundation for Causeway’s data platform.- Delivered KPI reporting to enable business to monitor performance of development teams.- Creation of product strategy for cross product ‘Golden Source’ data stores.- Support of existing Analytics products

Responsible for the product delivery and shaping of product roadmap for all data processes at Focus, a full front-to-back office solution for the Financial Adviser market. Liaising with customers (internal and external) to define product needs and translating requirements into a managed, prioritised and estimated backlog of user stories for the development team in a scrum environment.- Managing and refining backlogs across multiple product lines for team of 9+ developers and QA to ensure delivery of new and enhanced product functionality in line with product roadmap and client deliverables.- Reviewed operational processes to improve backlog building and refinement process leading to 40% increase in velocity over 6 months- Working with Product Manager to define how to measure product value and related KPIs- Working with Programme Manager to align product roadmap with delivery plans- Successful delivery of data migration functionality for new client onboarding

Oxford, United Kingdom

Newly created role at start up offering cloud based API services for identity verification. Spearheading client engagement, analysing business processes, building business cases, and serving as key interface between commercial and software development teams in an agile (scrum) environment.• Defining product requirements to translate a product prototype to a full commercial system product by modelling use cases, processes, data models, product dependencies, identifying business and functional requirements.• Eliciting product requirements from clients and commercial teams.• Performing audit of internal systems, creating ERD diagrams, mapping process flows and establishing a data dictionary.• Creating user stories, managing product backlog, prioritising sprints (Product Owner role)

Norwalk, Ct

Establish and implement three-year product roadmap for off-platform data distribution initiative for industry-leading financial analytics software firm generating over $1.2 billion in annual revenue, providing market data and analytics to investment management firms.- Responsible for facilitation, capture, analysis and documentation of complex business processes, mappings and requirement gathering, including extensive liaison across sales, strategy and with clients.- Creation of business requirements document for enhancing key data feeds and API processes impacting sales, software engineering and product development teams for division generating $30 million in yearly revenue.- Redesigned portfolio analytics data delivery from bespoke, custom process into repeatable, scalable framework with SQL-ready data model, data governance features, production verification and a QA framework directly impacting more than 250 clients including world’s leading asset management firms.

Greater New York City Area

Leadership of planning, execution and delivery for suite of products and responsible for aligning product priorities, projects and resources to ensure company’s short and long-term goals are being met. Defining quarterly operational plan in line with product strategy and company strategic initiatives.- Designed and project managed data integration framework resulting in 70% growth, achieving $15 million increase in business and resulting in being named Best Index Data Provider by Data Management Review for three years.- Managed comprehensive data set spanning over 4,500 products, streamlining data maintenance and validation processes and representing company and product needs in vendor licensing negotiations.- Standardized data governance framework, improving information management and onboarding processes for clients and 50+ staff including division director, research analysts and content managers. - Worked with business development team to facilitate growth and continuous improvement of development and operations team in the Philippine Center-of-Excellence from 5 to 45 staff within four-year period.- Refactored benchmark content integration process, reducing integration times by 400%, from three months to under two weeks.- Managed expectations across all levels of the company, contributing to quarterly reports to the Board of Directors, balancing priorities and coordinating dependencies across cross functional teams and departments.- Led team of 60+ global content development specialists including senior data integration product managers.

Norwalk, Ct

Responsible for shaping product framework to drive business growth and ensuring projects are delivered in line with departmental frameworks and best practices.- Led team of 20+ data integration product managers through the full software development lifecycle, including defining requirements, design, development and product testing and production deployment.- Contributed to $100 million sales initiative which led to 300% divisional growth in four-year period, with yearly revenue increasing from $20 million to $60 million during tenure.- Project managed market data expansion, overseeing content development strategies related to fixed income terms and conditions, pricing and ratings data covering mortgage-backed securities, municipal bonds and bank loans. - Established Fixed Income Analytical Services QA team in Manila, supporting 90% growth of multi-million dollar business and growing team to 40+ analysts over 3 years.- Project managed refactoring of terms and conditions content integration processes, successfully achieving significant reduction in QA issues and improved operational and data governance capabilities.

London, United Kingdom

Lead project manager and business analyst for multiple content sets, developing and implementing project plans; including defining project scope, development and delivery schedule, integration efforts, operational requirements and ensuring successful product implementation.- Selected to establish London content management department, promoting user engagement and awareness of products generating more than $25 million in revenue. - Successfully doubled content on platform, establishing and maintaining relationships with major international stock exchanges and data vendors including S&P Dow Jones, FTSERussell, MSCI, Bloomberg Barclays and Merrill Lynch.- Lead business analyst for large, complex product change initiatives, performing and documenting as-is-to-be analysis, business process modelling, data modelling and defining user acceptance testing.- Designed and documented database schemas, ETL processes and query language functions powering data API.- Project managed development and enhancement initiatives, reporting to SVP, Director of Database Development.- Trained and supervised 15 staff including content managers and developers, promoting the highest caliber of services.

Frankfurt Am Main Area, Germany

- Selected to launch Frankfurt, Germany based consulting presence, helping support and grow business by 150% and hiring a team of five staff to serve clients throughout Germany, Switzerland and Austria.- Project manage new client product trials, providing user training, configuring software implementation, building bespoke financial data models and managing product enhancement requests based on client feedback.- Provide first level support for all aspects of FactSet software covering company, economic, market, performance and portfolio analysis and FactSet Query Languages (FQL/Screening).