Ryan Mcclellan, Cfa Email & Phone Number

Boston, Ma, Us

Burlington, Massachusetts, United States

• Product Manager for multiple products within the Charles River Investment Management Solution, serving a global client base of asset managers and owners.• Responsible for defining the product strategy and planning long term roadmaps to maintain complete, competitive products.• Identify opportunities for product growth and increased revenue. Analyze and justify investment vs. projected revenue to executive stakeholders.• Work with product manages across disciplines to plan and… Show more • Product Manager for multiple products within the Charles River Investment Management Solution, serving a global client base of asset managers and owners.• Responsible for defining the product strategy and planning long term roadmaps to maintain complete, competitive products.• Identify opportunities for product growth and increased revenue. Analyze and justify investment vs. projected revenue to executive stakeholders.• Work with product manages across disciplines to plan and deliver complex features.• Perform market research and competitive analysis to inform product decisions.• Work closely with clients to understand their needs and incorporate feedback and requests into development lifecycle.• Apply agile development methodology in collaboration with engineering teams to execute on development backlog. Ensure an organized and efficient use of resources.• Ensure delivery against committed development and timelines for ongoing release and patch cycles.• Strategically partner with fintech vendors to enhance the product through integrations.• Manage and mentor business analysts and product owners to guide their career development. Show less

Boston, Massachusetts, United States

• Product strategy lead for outsourced collateral administration product generating $20M+ in annual revenue with 100+ global clients.• Designed and implemented new technology platform integrating multiple internal and external applications, capable of replacing several redundant legacy systems.• Defined and documented business requirements based on product strategy, demand generated from new and existing clients, and internal stakeholders.• Planned and managed development, testing… Show more • Product strategy lead for outsourced collateral administration product generating $20M+ in annual revenue with 100+ global clients.• Designed and implemented new technology platform integrating multiple internal and external applications, capable of replacing several redundant legacy systems.• Defined and documented business requirements based on product strategy, demand generated from new and existing clients, and internal stakeholders.• Planned and managed development, testing, and release cycles in partnership with engineering to ensure timely and successful delivery against business needs.• Performed ongoing project management and provided regular status reporting and executive communication on health of projects.• Designed client reporting and workflow dashboard. Responsible for delivering a high-quality user experience, performing UX interviews, and incorporating feedback. Show less

Boston, Massachusetts, United States

• Senior leader of global team responsible for sell-side collateral management for FX, futures, swaps, and fixed income margining.• Partnered with stakeholders across treasury, liquidity, credit, risk, and legal teams to manage the end-to-end complexities of the collateral process and control the risk associated with the principal trading book.• Ensured team was meeting all regulatory, compliance, and audit obligations, avoiding any breaches, and performing against key risk… Show more • Senior leader of global team responsible for sell-side collateral management for FX, futures, swaps, and fixed income margining.• Partnered with stakeholders across treasury, liquidity, credit, risk, and legal teams to manage the end-to-end complexities of the collateral process and control the risk associated with the principal trading book.• Ensured team was meeting all regulatory, compliance, and audit obligations, avoiding any breaches, and performing against key risk indicators.• Oversaw the preparation for, and adoption of, complex regulations requiring significant operational and technological development.• Worked with internal IT partners and external vendors to define requirements, secure budget, and implement change requests. Show less

Quincy, Ma

• Managed multiple teams responsible for middle office collateral management service with responsibilities spanning new business implementation, operations, and projects.• Defined and executed strategy for the teams focused on expanding scope of service, operating model efficiency, and risk reduction.• Engaged with new client prospects by presenting service offering, developing future state operating model, SLA negotiation, and contracting.• Supervised client implementations and… Show more • Managed multiple teams responsible for middle office collateral management service with responsibilities spanning new business implementation, operations, and projects.• Defined and executed strategy for the teams focused on expanding scope of service, operating model efficiency, and risk reduction.• Engaged with new client prospects by presenting service offering, developing future state operating model, SLA negotiation, and contracting.• Supervised client implementations and data integration.• Coordinated with network of asset managers, counterparties, and custodians to implement and maintain a first-class service offering for client base. Show less

Quincy, Ma

•Managed collateral trades processing team consisting of 40 members.•Project manager/product owner of agile development initiative focused on straight through processing with $750k+ budget. o Resulted in increase of straight through processing from 0%-90% over 1.5 years. o Resulted in $1MM+ in savings over five years.•Oversaw all aspects of India join-venture relationship.•Oversaw all audits and risk assessments, tracked and remediated any issues.

•Lead new collateral processing team, doubling in size during tenure to 40 staff globally.•Reduced operating losses by 50% within one year and 80% within two years.•Planned and executed the transition of 12 FTE of work to low cost location.

• Managed team consisting of 10 staff responsible for trades processing and reconciliation.• Developed VBA based automation to manage and analyze large amounts of data.

· Assumed managed role in 2009.

Greater Boston Area