Sarah Collins Email & Phone Number

Singapore

Singapore

Singapore, Singapore

InvestCloud is a global leader in SaaS Digital Investment Management solutions with hundreds of customers across 40 countries powering USD 6 Trillion of Assets Under Management. Served as a pre-sales expert at InvestCloud, a global leader in SaaS Digital Investment Management solutions, serving hundreds of clients in 40 countries and overseeing a staggering USD 6 Trillion of assets under management.Headhunted to transition to a pre-sales covering South East Asia, where I excelled in driving digital transformation for numerous financial institutions.Orchestrated a highly innovative multi-month design initiative in collaboration with Asia's premier digital bank, resulting in pioneering solutions that met the specific needs of the financial sector.Led compelling pitches and presentations to a broad spectrum of banks, from local institutions to global players, across Singapore, Thailand, the Philippines, Malaysia, and beyond.Owned and managed the pre-sales lifecycle, from strategic market research and scope qualification to integration design, and created detailed design books, ensuring the comprehensive delivery of solutions to clients.Exhibited excellence in pitching and engaging with diverse Asian markets, aligning our offerings with cultural sensitivities and market intricacies.Successfully navigated complex deal solutioning challenges arising from InvestCloud's extensive product suite, involving 300 apps, multiple integration adapters, diverse client segments, and a wealth of case studies.

Singapore, Singapore

Selected by company founders as the first member of InvestCloud Asia, relocated from Los Angeles, California HQ to Singapore to build out a product-centric Business Analysis practice. Oversaw the remarkable expansion of the Business Analysis team, growing it from a single member (myself) to a formidable unit of over 20 skilled professionals, including recruitment, comprehensive training, best practice establishment, coaching, performance reviews, and fostering a culture of excellence.Led and managed all business analyst outputs for InvestCloud's largest client account, a major US bank with a presence in Asia, overseeing two significant programs - Retail Wealth Management Digital and Affluent Wealth Management Advisor Platform Refresh.Spearheaded Product Design on a client digital wealth program, involving innovative uses of data science and behavioral science to drive high adoption rates. Delivered the solution to multiple markets including Hong Kong, Singapore, and the US achieving high adoption and cross-sell rates. Initiated and led the localization of products for various Asian markets while also playing a pivotal role in collaborating with and educating the Global Product Teams about the intricacies of the Asian market, encompassing aspects like market regulations, advisory service workflows, language preferences, and design styling.

Los Angeles, California

Led the program for a leading self directed RIA custodian who wanted to digitise their client experience. The client grew their account size by 600% during the implementation and had strict controls on security standards which required complex program changes on our side which I managed.Responsible for client relationships, project timelines, budgets, scope definition, change control, risk mitigation, issue resolution, and management of globally distributed resources. Managed a team size of 20 people. Delivered other projects including Asset Management Performance Reporting, Adviser Portal for Mid-Sized RIA and Asset Management Portal.

Los Angeles, California, United States

Lead Business Analyst on a range of projects including covering Adviser Portal. Client Portal, Reporting and Valuation, Portfolio Management, Account Aggregation, Custodial Integration. Conducted analysis on clients’ project objectives and digital solutions to meet their needsAnalysed data required to support clients’ implementations and worked with developers to implement automated jobs for data capture and processingConducted unit-testing during project development and produced hand-off materials for production support teams

Los Angeles, California

William O’Neil is a US based but globally focused investment research house and broker/dealer who use data oriented methods to select stocks to buy/sell which many institutional asset managers apply in their portfoliosProduct Owner for the system for stock rankings that cover 70+ international markets based on technical and fundamental indicators Product Owner for the algorithm that would identify buy/sell opportunities based on algorithmic pattern detection of market movements Product Owner for an automated process for ranking firm’s institutional prospects according to opportunityProduct Owner for the algorithms to measure customer engagement, assess the general health of firm’s relationships with customers, and pre-populate prioritised call lists for the sales teamDesigned, defined, documented, and communicated to developers back-end and front-end requirements for firm’s custom-built CRM web application

Los Angeles, California, United States

Created algorithms to rank stocks & sectors across 70+ marketsDrove implementation of stock market pattern recognition features in firm’s flagship financial research platformsWrote business logic to parse data feeds from market data vendors (ICE, Morningstar, Thomson Reuters, etc.)

Ba, International Relations

Activities and Societies: Model United Nations team

Certificate, Data Science

Certificate, Business Analysis