• Work with Agile teams and Scrum Masters on sprint planning, backlog prioritization, change readiness, and other areas of Agile process• Provide leadership and direction for the delivery of project/program objectives and changes to meet business requirements • Build Charters, Business Requirements, test plans, execution plans to support execution of assigned projects and work closely with the Business, Technology and Support Partners to develop and execute solutions.• Interface directly with Executive Director and Managing Director level stakeholders• Be accountable for monitoring the details and status of projects, prepare standard and ad hoc updates and reports• Identify and resolve project issues, effectively escalate decisions and issues, and establish quality measures and standards that ensure milestones are met, projects are successfully executed, and stated benefits are realized • Be responsible for developing business knowledge and using that information to support/enhance the quality of all project phases • Organize teams by identifying areas of needed expertise and required skills while direct activities to ensure quality and timeliness of project completion • Conduct business analysis, process mapping, and process re-engineering where needed • Identify project risks and resolves project conflicts with affected management• Ensure projects are completed according to time and budget schedules, and that objectives conform to line of business standards, operations objectives, user requirements and client's needs • Effectively manage project scope / changes, functioning as an escalation point to ensure impact is communicated and approved • Develop presentations and organize information and data in support of project tracking

• Currently responsible for transformation through strategic platform build, operating model re-engineering and location strategy• Managing a team of individual contributors across levels and multiple functions• Interacting with senior stakeholders within global operations and projects teams• Working with business areas on a regional and global basis to identify transformation opportunities and convert them into project plans• Regularly communicating to stakeholders and timely escalation• Managing virtual teams on a global level and influencing all levels and across multiple functions and teams • Creating improvements and identifying benefits through Robotics Automation using street platforms and scalable operating model• Creating Project Charters and track implementation. Designing and applying project management standards along with preparation and maintenance of project stages and exception plans.• Governance of ongoing and future projects assuring standards and quality are met accordingly• Re-engineering Fund operation model to deliver efficient and quicker data to clients globally• Developing project plans and managing through to successful implementation• Support the development and roll out of training• Ensuring requirements for Operational readiness are fully understood and agreed• Ensuring operational sign off and readiness for all implementations

Manages teams of fund accounting Specialists and Managers for EMEA NAV operations, provides coaching and career development.• Maintenance of accurate accounting and securities records for each fund administered, ensuring all prescribed controls are adhered to for each fund accounting process (e.g. position reconciliation, asset pricing, security trading, income & expense processing etc.).• Problem-solving investigation & resolution where accounting or securities transactions breach the validation tolerances of the JP Morgan Exception Management System (EMS). • Timeliness of NAV production, accounting validation and management escalation, in the event of issues, is essential to the success of the individual’s and team’s performance.• Ensure adherence of operational procedures to complete task in an accurate and timely manner.• Support the supervisors in the objective to provide top quality operations.• Document procedures and identify requirements for additional controls.• Prepare file in accordance with internal control checklist for items applicable to that particular portfolio.• Keep adequate documentation on file to fully explain and support all items, particularly those, which would be deemed unusual, eg. Past due dividends, larger than usual price movements large gains and losses in FFX's, large div yield, trade cost per unit vs. ending price comparison and overall benchmarking discrepancies.• Complete accurate and legible files within deadlines set by clients and donors in order to fulfil production requirements.• Ensure documentation is completed and signed off as per requirements.• Reconciliation of capital flows where appropriate.• Analyses of fund performance to ensure final valuations are accurate.• Executing sufficient technical knowledge of various investment instruments and markets (stock exchanges) and their effect on the portfolio's valuation.• Identify areas of improvement and provide assistance to interrelated groups and teams.

Manages a team of fund accountants for EMEA NAV operations, provides coaching and career development.• Maintenance of accurate accounting and securities records for each fund administered, ensuring all prescribed controls are adhered to for each fund accounting process (e.g. position reconciliation, asset pricing, security trading, income & expense processing etc.).• Problem-solving investigation & resolution where accounting or securities transactions breach the validation tolerances of the JP Morgan Exception Management System (EMS). • Timeliness of NAV production, accounting validation and management escalation, in the event of issues, is essential to the success of the individual’s and team’s performance.• Ensure adherence of operational procedures to complete task in an accurate and timely manner.• Support the supervisors in the objective to provide top quality operations.• Document procedures and identify requirements for additional controls.• Prepare file in accordance with internal control checklist for items applicable to that particular portfolio.• Keep adequate documentation on file to fully explain and support all items, particularly those, which would be deemed unusual, eg. Past due dividends, larger than usual price movements large gains and losses in FFX's, large div yield, trade cost per unit vs. ending price comparison and overall benchmarking discrepancies.• Complete accurate and legible files within deadlines set by clients and donors in order to fulfil production requirements.• Ensure documentation is completed and signed off as per requirements.• Reconciliation of capital flows where appropriate.• Analyses of fund performance to ensure final valuations are accurate.• Executing sufficient technical knowledge of various investment instruments and markets (stock exchanges) and their effect on the portfolio's valuation.• Identify areas of improvement and provide assistance to interrelated groups and teams.

• Identifying Fund performance for non-mutual data (i.e. commingled funds, hedge funds, separate accounts and limited partnership and non-registered investments).• Communicating with clients on a day-to-day operations to provide solutions and clarifications on changes and new fund data and performance. • Communicating with Product Specialists to identify areas of improvements.• Provide frontline support to contributor queries and concerns for Lipper Marketplace site.• Improve client relationship with Lipper Marketplace team with current and new contributors.• Maintaining consistency in quality of data worked by team and group.• Enhancement of OPPS and current operation procedures for the group.• Monitoring, motivating, creating venues and coaching senior analyst, research analysts and small groups within the organization.• Managing day-to-day operations of the team and ensuring production activities.• Creating innovations and improvements in processes and OPPS.

• Handling and Managing multiple investment management firms (i.e. Investment Management, Wealth Management, Private Equity/Venture Capital and Hedge Fund Firms), brokerage and research firms having different coverage, specialization and locations via phone calls and emails. • Maintaining consistency in quality of data worked by team and group. • Enhancement of OPPS and current operation procedures for the group. • Communicating with different teams and departments across boundaries, consolidating and managing processes. • Managing day-to-day operations of the team and ensuring production activities.• Creating innovations and improvements in processes and OPPS.• Monitoring, motivating, creating venues and coaching senior analyst, research analysts and small groups within the organization.

• Responsible for maintaining consistency in quality of data worked by team. • Enhancements of work procedures and communicating with different teams and groups within the organization• Resolve queries for clients and from upper management. • Assisted Team Manager in day-to-day operations of the team through ensuring the production activities of the team meeting the standard sets for productivity, quality, timeliness and completeness of Profiles North America, Western European, German and French markets. • Assisted in promoting professionalism, coaching, counseling and developing analysts.

• Worked as an analyst responsible in maintaining the Nelson Data for Nelson, a unit of Profiles (now under Lipper, a subsidiary company of Thomson Reuters)• Collects intelligent information for Profiles Team through research and phone calls with different investment companies.

Responsible in New Accounts, Trust, and Foreign Currencies. Trainings and Seminar Attended:• June 21, 2008: “Anti-Money Laundering Act” Workshop

Responsible in New Accounts