Sheena Smith (Mba, Ba (Hons), Mop) Email & Phone Number

Aberdour, Gb

Edinburgh, Scotland, United Kingdom

Edinburgh, Scotland, United Kingdom

• Member of the ExCo, & Chair of the Resilient Business Committee (RBC).• Right-hand to the CEO (previously the COO) & wider Exec team, operationalising strategic initiatives, governance & business management, owning & maintaining the strategic roadmap.• Collaborated in the production of ExCo & Board papers. Increased ExCo effectiveness by introducing timeboxing to ensure all important matters & papers were given the attention required.• Ensured the cadence of governance meetings was actively monitored with appropriate production of papers on a timely basis.• As chair of the RBC, ensured that operational, commercial integrity & resilience were prioritised appropriately. Ensuring consistent change delivery, regular review of business continuity plans, & supplier management compliance.• Responsible for the oversight, relationship & delivery review of shared services namely IT, Cyber, Legal, CoSec & Compliance tracking against agreed KPIs.• Created a tailored PMLC, PMO & Project Portfolio Management reporting, identifying interdependences, conflicts, & capacity constraints. Delivered benefits in the form of better Exec decision-making, more effective prioritisation through increasing focus & resource commitment reducing staff burn out & over commitment. Achieved improved delivery, team motivation & satisfaction, including inter-team cooperation, & bottleneck identification. • Took over & delivered 2 projects: the transfer of responsibilities of the Japanese Equity team; and the office move in Edinburgh.• Worked with Chief HR Officer on the drafting & issuing of internal comms & alignment to culture activity. Defining, & building internal MC values & culture.• In July 2023 took over as Head of ID&E in addition to continuing as Chief of staff. Chair of internal committee, ensuring strategy was set. Worked with external partners to help raise awareness of ID&E topics - spoke at Holyrood Insights event on Neurodiversity in the Workplace in Oct.

• Organisational transformation (change of ownership) moved my team back into First State Investments from Stewart Investors. • Worked closely with my colleague in Sydney to design, create and embed a target operating model for a new Global Project Management Office (GPMO) Function. • Designed and created a new GPMO lifecycle and rolled out the framework. • Coordination, management, and reporting, of the global group project portfolio, in conjunction with my colleague in Sydney. • Oversight, support, and coordination of the EMEA PMO members (covering business analysis, project and programme delivery). • Programme management of the rollout of the Global Rebrand to First Sentier Investors, for the Asia, EMEA and U.S. regions.• Co-sponsor of the Ethnicity group of the FSI Diversity and Inclusion programme.

• Organisational change moved my team into Stewart Investors (affiliate investment team). • Continued using my previous experience and skills to create a tailored, leaner project framework for all business and IT projects. Created and maintained the project portfolio with regular reviews and prioritisation against strategy, with the Stewart Investors Chief of Staff and CEO. • Co-authored and maintained the SI Operational Strategy with the SI COO.• Project management of the CRIMS system separation from CFSGAM. • Oversight, support, and coordination of the other Stewart Investors project managers. • Designed and created an information page and toolkit on the Stewart Investors Intranet, to facilitate the transparency of the process from business case submission to project closure, as well as project status reporting. • Coordination, management, and reporting, of the Stewart Investors project portfolio to all staff, Executive Committee, Board level and Group level.• Founding member of the Stewart Investors charity group.

• Promotion from Front Office Systems Development Manager in IT, to Project Portfolio Manager within the Business. • Created a project framework and PMO governance or all business and IT projects. Creation and maintenance of the project portfolio, as well as creation and chair of the Project Portfolio Review Committee.• Programme and project management of the AIFMD, RDR II and other large EMEA corporate projects.• Oversight, support, and coordination of the other, EMEA business project managers. • Coordination, management, and reporting, of the CFSGAM project portfolio, in conjunction with colleagues in Asia and Sydney. • Embedded appropriate project management skills, disciplines, and processes within the broader business by providing coaching and training.

Edinburgh

• Promotion from Business Systems Analyst to Front Office Systems Development Manager. • Created and managed a small team of expert systems analysts, specialising in the strategic and tactical development of the Front Office systems. • Liaised closely with key business stakeholders monthly and developed the front office systems strategy in line with the strategic business requirements. • Created and chaired a global committee for discussing support and development of the Front Office systems. • Created and was secretary of a global oversight committee to the development committee. • Managed all projects globally for Front Office systems such as system upgrades, and any integration implementations required. • Managed two projects for the wider First State business, including the bringing in of a new investment team (EM Debt), and a regulatory project to deliver the KIIDs before the industry deadline.

Edinburgh

• Maintained and developed the Charles River IMS system, and the HiPortfolio accounting system, providing consultancy to the Support Analysts • Project management work included: o The design and development of the 24x7 functionality for FIX and Charles River o Rollout of CRIMS to Hong Kong, Singapore, and Sydney (2005 onwards). o Upgrades of CRIMS. o In 2008 I designed, and project managed the implementation of FXall into CRIMS, and reengineered the Foreign Exchange Trading process from the back office to the front office.

Edinburgh, United Kingdom

• Internal move from Transfer Agency to IT department.• Provided local and remote desktop support to employees in Edinburgh, London, and the rest of Europe, travelling to Paris, Milan, Zurich, Dublin, and Luxembourg to provide local support when needed. • Managed the rollout of new laptops to new and existing users. Managed the rollout of RSA tokens for remote login.

Edinburgh, United Kingdom

• Set up customer accounts, placed investment transactions on the relevant customer accounts, managed all correspondence• Supervised daily team workload and allocated accordingly. • Seconded to the project team for the introduction of the Euro. Travelled to Florida to work with the programmers and developers to ensure the TA systems would be user friendly. Trained the rest of my team on the Euro changes to the system and then travelled to Luxembourg to present the changes to the regional users.

Master Of Business Administration - Mba, Leadership And Innovation, Passed

Leading Strategic Decision Making Leadership Learning and Development Managing Innovation Management and Organisational Change Global.

Ba Hons, Business Information Management