Rafi Menachem Email & Phone Number

Hamilton, BM

Martello Re was created to support insurers in the asset-intensive life and annuity markets. We help insurers grow profitably and consistently, while ensuring they are well positioned to deliver on all their promises to policyholders.

Springfield, Massachusetts, US

• The Program Management Office for Investments (PMOfI) is defining and executing how the Investment Management function operates across project and program management in order to grow MassMutual's ~$300 billion General.
• Responsible for setting the vision & strategy for how the PMOfI will mature and advance to meet continuously evolving business, regulatory and customer needs
• Identifies and researches new technologies, methodologies, and processes and provides recommendations for acquiring, integrating, extending, customizing and eliminating technologiesProgram & Portfolio Governance
• Continuously evaluate overall portfolio proactively for risks and issues as well as cross-project / cross-program interdependencies, both within portfolio and across portfolios.
• Provide leadership and guidance for effective mitigation strategies and plans. Provide support for escalations when necessary.Financial Management & Controls
• Drive annual $30 million portfolio planning in partnership with senior business stakeholders

Springfield, Massachusetts, US

The Program Management Office for Investments (PMOfI) is defining and executing how Investment Management should operate across project and program management in order to help execute the department goals and objectives. I am responsible for driving successful execution and completion of investment management initiatives, on time and within budget through.

Toronto, Ontario, CA

• Led the delivery of the Path to Digital Leadership initiative including: monitor progress/delays of the project, identify any potential areas of risk, including completion percentages, expenditure on resources, and.
• Collaborate with a team of regional marketing and technology resources.
• Responsibility over complex work packages where a high degree of judgment and independence are required to develop solutions and resolve unusual problem situations, both internally and externally as required.
• Provide regular updates on program status, risk, challenges and opportunities to the GWAM Leadership, where required.

Toronto, Ontario, CA

• The Global Optimization (GO) initiative is the largest transformation initiative ever executed by Manulife to date. The multi-year program will transform the Investment Division's operational platforms (all systems and.
• Lead the program planning, discovery, design, develop and implementation phases of the GO-GA program delivery including providing program office oversight for all workstreams
• Oversee resource planning, tracking and related internal and vendor expenditures including managing program scorecard
• Provide regular updates on program status, risk, issues, challenges, opportunities to senior executives and stakeholders
• Spearhead the revalidation of the program perceived costs and anticipated benefits including tracking benefits
• Prepare program level communication both internally across workstream(s) as well as externally to vendors, partners and applicable Manulife/John Hancock stakeholder groups across the organization

Toronto, Ontario, CA

• Crafted and presented a $12 million-dollar case for change of Manulife's commercial real estate division that led to the launch of the Real Estate Transformation program benefiting over 450 employees and thousands of.
• Led the Project Management Office (PMO) with four direct reports and oversight on 40+ vendors, consultants, and employees working together to deliver an integrated technology platform and a new shared-service operating.
• Responsibilities included: project governance, project planning/tracking, communications, change management, training, resource management, issues and risk tracking, executive presentation, vendor management, and.

Toronto, Ontario, CA

• Crafted the initial case for change of Manulife's Global Optimization program and successfully secured funding of $250 million for this multi-year multi-location operational and technology transformation
• Led multiple business transformation analysis including process reengineering, vendor selection, insourcing/outsourcing opportunities, location strategy, system transformation and governance models for the Real Estate.

GB

• Led both agile and waterfall project lifecycles from strategy through execution, including developing governance model, interviewing key stakeholders, creating business requirement documents, writing user acceptance.
• Oversaw and managed client engagement workstream which included: overseeing 4-8 PwC consultants, driving the day-to-day client meetings, monitoring the engagement project plan, deliverables, costs, and conducting staff.

GB

• Consulted top 100 industry-leading alternative asset managers/servicers, private equity and hedge fund clients on front, middle and back office operations including: expansion strategies, target operating/shared.

Washington, District Of Columbia, US

Grassroots Business Fund is a boutique investment fund with $80 million assets under management. It spun off from the International Finance Corporation, a member of the World Bank Group in 2008.GBF provides investment capital and capacity building to high impact social enterprises in several developing countries across the globe. GBF’s global approach is.

Washington, District Of Columbia, US

► Recruited by CIO to develop and establish fund’s investor servicing department including portfolio management system, investor onboarding, pipeline tracking, IC approval process, as well as quarterly management/investor financial reports and dashboards► Developed and rolled-out balance scorecard based on above framework, which was the key tool to measure.

Amsterdam, NL

► Spearheaded and developed five-year financial model that led to successfully winning a $218 million USAID contract► Discovered and corrected division wide financial billing error that increased BearingPoint’s EM division revenues by 1%► Analyzed and processed non standard pay for over 140 advisors in the field as well as monitoring a monthly $2 million.

Washington, DC, US

► Updated quarterly financial projections of investments and drafted qualitative reports for investment teams to review► Designed and developed a new quarterly portfolio report that was circulated to IFC senior management and investors► Supported team leader and monitoring & evaluation team on financial project data collection, forecasting, researching.

Washington, DC, US

► Selected as one of two interns from a pool of 300 applicants that supported the consulate U.S. management team ► Filled in for two senior foreign service officers, acting as emergency coordinator and overseeing human resource functions► Coordinated and administrated daily human resources activities for all local US Consulate General employees including.

Master Of Business Administration (Mba), Finance & International Management

Certificate, Essential Management Skills For Emerging Leaders

Bba, International Business, International Politics

International Business