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Work Background
Client Relationship Manager (CRM)
Bravura SolutionsClient Relationship Manager (CRM)
Dec. 2013Edinburgh, United KingdomClient Relationship Manager, commercial oversight of “Transfer Agency Platform”, delivery of software and professional services to a large US Investment Services provider. High-volume multi-service change environment, e.g. BAU releases, regulatory changes, billing, commercials, InfoSec audits, Risk Assessments, GDPR, client migrations. Account Range: £15-20M p.a.
Project Manager
Bravura SolutionsProject Manager
Jul. 2012 - Dec. 2013London, United KingdomClient facing Project Manager (July ’12 – Dec ’13) o Budget range: £50k - £2M o Successful delivery of new investor and distributor portal (taWeb) to BNYM. o Successful delivery of several client take-on projects
Project Manager
Franklin Templeton InvestmentsProject Manager
Dec. 2010 - Jun. 2012Edinburgh, United KingdomProject manager on global change programme to migrate FTI's international funds business from legacy mainframe 'TITAN' onto the new RIVA Platform.
Auxiliary
London City MissionAuxiliary
Oct. 2007 - Aug. 2009Support work in Webber Street day centre for homeless people. Involved all aspects of serving the needs of up to 100 guests daily. Also worked part-time at ‘Departure’ Arts Café in Limehouse (East London).
Consultant (Director)
KairosPointConsultant (Director)
Jun. 2006 - Jan. 2009LondonFounder of start-up consultancy to small charity and social enterprise clients • Provided consultancy for Microaid.org, a social enterprise promoting micro-projects in Indonesia with HQ in London. Worked with Toby Beresford (Director) in transitioning to a new split business and charity model.
Senior IT Project Manager
LogicaSenior IT Project Manager
Apr. 2003 - May. 2006London, United KingdomProject Manager on Aon’s core brokerage system IBIS. (Specialty, Marine, Aviation & Reinsurance business lines). Mandate to improve software processes and quality of releases. Improved team dynamics and stability of code delivery, reducing the risk of outsourcing IT services to Logica. Introduced new release model for engaging key business stakeholders and improving financial reporting to IT Directors. Transferred to Logica as part of outsourcing deal with Aon. Managed key streams of service transition and then moved onto another client project at Man Investments.
IT Project Manager
JPMorgan ChaseIT Project Manager
Nov. 1997 - Dec. 2002London, United KingdomTrained in delivery and management of mission critical investment banking systems in high-value trading environment. Natural progression from trainee, development team leader to Project Management roles within 2-3 years of joining. Worked in Futures & Options & Equities business areas.
Stockbroker clerk
Natwest StockbrokersStockbroker clerk
Aug. 1997 - Nov. 1997London, United KingdomSupported stockbrokers in maintaining clients records and portfolio data.
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