Vice President
Current
May 2022 - Present
AeroLeads people directory · profile
Stuart Robertson Email & Phone Number
Helping operations teams through solutions automation and process improvement
at
J.P. Morgan Private Bank
LinkedIn matched
✓ Verified Jun 2026
2 data sources
Profile completeness 86%
Current company
Role
Helping operations teams through solutions automation and process improvement
Location
Greater Edinburgh Area, United Kingdom, United Kingdom
Who is Stuart Robertson? Overview
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Quick answer
Stuart Robertson is listed as Helping operations teams through solutions automation and process improvement at J.P. Morgan Private Bank, based in Greater Edinburgh Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Stuart Robertson.
Stuart Robertson previously worked as Vice President at J.P. Morgan Private Bank and Senior Consultant at Capco.
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Email format at J.P. Morgan Private Bank
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J.P. Morgan Private Bank
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Profile bio
About Stuart Robertson
I have over 20 years’ experience in the financial services industry through management positions held at Aegon Asset Management, HSBC Securities Services and State Street Bank and Trust. I possess excellent communication, organisational and time management skills with the ability to adapt to new systems and techniques as required. I am a problem solver applying an analytical and lateral approach. I can operate effectively on my own but also work well in a team environment. Areas of expertise: •
Listed skills include Banking, Performance Attribution, Back Office, Financial Services, and 34 others.
Current workplace
Stuart Robertson's current company
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11 roles · 31 years
Stuart Robertson work experience
A career timeline built from the work history available for this profile.
Senior Consultant
Nov 2021 - May 2022
Emea Xceptor Product Owner
Jan 2021 - Nov 2021
Lead Business Analyst, Xceptor
State Street
Planning, analysis, build and deployment of Xceptor solutions to improve efficiency and business processes.System administration, IT liason and project goverance.
Nov 2016 - Nov 2021
Client Change Manager
State Street
Leading a team of 5 client change managers response for delivery of fund accounting projects. Management of resource allocation for team. Staff development and training.
Aug 2015 - Oct 2016
Client Change Manager
State Street
Aug 2015 - Oct 2016
Customer Manager Avp, Gs Performance Services
State Street
Client relationship responsibilities for performance measurement clients receiving daily and monthly performance and attribution.Bespoke reporting.Reviewing and improving operational processes.Implementation of new performance clients.Support of sales and RFP processes.Management and development of a team of 4 performance analysts.Ownership of the end to.
Feb 2012 - Jul 2015
Performance Measurement Business Analyst
Hsbc Securities Services
Implementation of BOne performance measurement engine and BAU support.Participation in project working groups.Gap analysis.Excecution of test scripts in both SIT and UAT environments.Design and delivery of bespoke reporting.Management of vendor relationship.Test, implementation and onboaring of clients onto the company web based application.
May 2011 - Feb 2012
Senior Assistant Manager, Peformance Consultancy
Hsbc Securities Services
Leading a team of performance analysts providing monthly performance and attribution analysis.Stock level attribution reporting.Creation of departmental processes and proceedures.Relationship management activities for both clients and vendors.Development of Excel VBA macros to improve efficiencies.
2001 - 2005
~4 yrs
Team Leader, Market Data
Aegon Asset Management
Management of a team of market data and project analysts.Checking and cleansing of static data and price data.Development of excel vba processes.Provided support to front office systems.Deputised for department manager and also represented department at wider company meetings.
2000 - 2001
~1 yr
Team Leader,Uk Performance
The Wm Company
Responsible for a group of performance analysts providing monthly and quarterly performance reporting to investment managers, corporate pension funds, local authorities and charities.Staff development and training.
1995 - 1999
~4 yrs
FAQ
Frequently asked questions about Stuart Robertson
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What company does Stuart Robertson work for?
Stuart Robertson works for J.P. Morgan Private Bank.
What is Stuart Robertson's role at J.P. Morgan Private Bank?
Stuart Robertson is listed as Helping operations teams through solutions automation and process improvement at J.P. Morgan Private Bank.
Where is Stuart Robertson based?
Stuart Robertson is based in Greater Edinburgh Area, United Kingdom, United Kingdom while working with J.P. Morgan Private Bank.
What companies has Stuart Robertson worked for?
Stuart Robertson has worked for J.P. Morgan Private Bank, Capco, State Street, Hsbc Securities Services, and Aegon Asset Management.
How can I contact Stuart Robertson?
You can use AeroLeads to view verified contact signals for Stuart Robertson at J.P. Morgan Private Bank, including work email, phone, and LinkedIn data when available.
What skills is Stuart Robertson known for?
Stuart Robertson is listed with skills including Banking, Performance Attribution, Back Office, Financial Services, Leadership, Middle Office, Relationship Management, and Microsoft Excel.
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