Cross Divisional Operations Integration

Global Markets Change initiativesLegal Entity Initiatives

Interim Securities Lending Business Engineer - Change BA.KYC initiative.

Lead BA covering Business functionality on a migration of deposit accounts between systems.

April 2015 to May 2016: L.E. Project.Objective: Migrate all reference data into a new entity .Responsibilities: Develop Securities Lending Reference Data migration Run-Book- Determine with SME’s workflows / Run-Books in order to setup data.March 2014 to March 2015: GSI Project. Objective: Deliver as a Scaled Agile team member the target state requirements for the Position Management Team.Responsibilities: At specific PSI’s or sprints, responsibilities included… Show more April 2015 to May 2016: L.E. Project.Objective: Migrate all reference data into a new entity .Responsibilities: Develop Securities Lending Reference Data migration Run-Book- Determine with SME’s workflows / Run-Books in order to setup data.March 2014 to March 2015: GSI Project. Objective: Deliver as a Scaled Agile team member the target state requirements for the Position Management Team.Responsibilities: At specific PSI’s or sprints, responsibilities included Proxy Product Owner, Scrum Master, or Business Analyst roles.- Utilise Scaled Agile Framework as defined by the PMO Team.- Identify gaps in Use Case Visio flows.- Provide Business context to Business Engineers and Front to Back Teams to determine Functional - Visio flows in relation to the Securities Lending Product.- Deconstruct Business and Functional Visio flows covering Fixed Income, Cash Equities, Repo’s, Securities Lending, Asset Servicing transactions.- Produce BRD’s and FRD’s to support the Delivery Teams through the Development process within the allocated sprint cycle. - Define resource capacity and agree priority requirements with stakeholders – PMO.April 2013 to March 2014: GSR Project.Objective: Identify gaps in STP, define solutions with users, and implement new application.Responsibilities: Project Management, Business Analysis, BRD’s, training documentation, Test Management, migration planning, training sessions, user migration, and bug fix – Book of Work management. - Validate application versus user requirements.- Document requirements.- Agree test strategy with Users, I.T., Management teams.- Parallel Production Test planning, preparation, execution.- System User migration planning, preparation, training, execution.- Track bug fixes to resolution.- Deployed successfully Feb 2014. Show less

PM - BA managing Margin system migration.- Stakeholder management.- Ownership of RAIDs, RACI, BRDs.- Mapping of current flow versus future state.- Identify reconciliation - Control gaps.- Test Strategy Documentation.- Define migration approach and control plan.- Initiated migration 'go-live' phase.Securities Lending Euro mitigation planning.- Identify Business impact and risks.- Define migration approach and control plan.

Equity Finance Change Group- Functional - Process and Work-Flow analysis- Business Requirements gathering for Future State- 'RFP' preparation- Vendor reviews - workshops- System Evaluation Testing- Process - System enhancement analysis

- New Product Development- Process Reviews- System Connectivity Projects- Business Continuity Management

Securities Lending Operations Team Lead

Cash Equities Trade Support Supervisor

FX - Cash Management Operations.SPV OperationsSecurities Lending Operations

Money Market Trading Desk (1990-1994)FX- Bond - Money Market Settlements (1987-1990)