Tracy Coleman Email & Phone Number

Boston, Ma

Responsible for project planning and implementation.

Boston

• Drove system enhancements inclusive of requirements gathering and business testing to ensure that reporting offerings kept pace with client demand and the client profiles could be set to fully reflect product option requirements• Developed standard and custom client report offerings to ensure that clients had access to information that would allow them to fully understand the key statistics related to their participation in the securities lending product• Drove the implementation of an IBM Cognos based business intelligence tool to allow for a more flexible and comprehensive access to data for non-technical users; this effort resulted in a significant reduction in manual, custom reporting• Oversaw the development of communication and training materials, including comprehensive data dictionaries covering more than 400 data elements, to introduce a new on-line reporting platform; conducted training sessions for both internal and external clients• Identified system enhancements to improve data accuracy and integrity and minimize manual workarounds• Liaised between Sales and Relationship Management and IT teams to develop business requirements for new initiatives, client reports and data feeds• Implemented normalized global procedures to ensure that consistent processes were followed both intra-region and globally• Enhanced on-shore team capacity by driving the development of increased automation efforts and offshoring of the execution of over 500 individual custom manual, custom client reporting deliverables• Supported efforts to re-engineer the client onboarding function to document and normalize process flows across products• Oversaw the implementation of extensive KYC/AML process changes to ensure compliance with regulatory requirements • Developed and implemented a control review process to ensure that operational errors were fully examined, root causes identified and clearly understood and controls implemented to avoid repeat occurrences

Boston

• Managed VAR based reporting platform to illustrate risk/return options to clients• Maintained close interaction with IT team to ensure that complex calculations were processed correctly on a monthly basis• Developed an extensive User’s Guide that translated VAR and Black Scholes based models into language that could be easily understood by clients

Boston

• Validated income projection assumptions for various new business ideas supported by senior managers from various areas of the bank to ensure• Prepared submissions for monthly business plan updates to the Executive Management Committee to facilitate their ability to evaluate funding for various new business proposals• Developed a five year capital allocation model to project capital ratio optimization

Boston

• Worked with outside counsel to research local regulations to ensure that new products could be implemented profitability in compliance with all applicable regulations• Served as head of RMA Basel II sub-committee, met regularly with representatives of the Fed Board of Governors and the New York Fed as well as the international BASEL committee to communicate securities lending industry concerns during the development of new capital regulations• Developed a revenue projection model to facilitate the launch of a new product

Bachelor’S Degree, Economics

Master Of Business Administration (M.B.A.)