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Work Background
Bite InvestmentsProgram Manager
Jan. 2025London Area, United KingdomBite Investments is a global financial technology company, providing software-as-a-service (SaaS) to digitalise alternatives investments in a seamless end-to-end investment process. Programme role sitting in between Sales, Account Management and Business Operations to pick up and deliver a market leading SaaS investment platform rollouts to Bite’s Key Clients, spanning APAC, EMEA and North America Development of a scalable multiyear enterprise delivery plan, including:
- Global Business Operations and Client Onboarding strategy - Nearshore tech team ramp up plan - Partner ramp up and training - Partner development work - Corporate governance and reporting Lead on large scale client engagements / Platform Delivery Lead on new client onboarding and fund launches Implementation of New Enterprise Project and Programme Management framework and RISK management
SplunkProgram Manager
Jan. 2022 - Jan. 2025London, England, United KingdomI lead large scale engagements for Professional Services across EMIR+ regions with a focus on the major financial services and Insurance clients.
I am the first level executive contact for the client, establishing a strategic, influencing relationship with the client leadership early in the project, advising clients on common technology transformation efforts providing guidance on such topics as implementation strategy, phasing and deployment, change management and enablement best practices. Deliveries: - Major UK: Bank Cloud Transformation - Cyber security and on-prem estate collapse: - Scandinavian Insurance Company: Cloud Transformation of on Prem Risk Scoring Analytics. - Major Cloud Migration of Israeli based Insurance client. - UK Chemicals Co. Cloud/SaaS Risk Based Alerting and Analytics.
- Major Netherlands Bank. Cloud/SaaS Transformation Cyber Security for 5000+ users - Major Spanish Bank. Global collapse of on prem architecture to Cloud/SaaS
Calibrate ConsultingSenior Programme Manager
Jun. 2021 - Jan. 2022London, England, United KingdomSenior Programme Manager and Head of the Programme Delivery, Change Governance function at Calibrate, building programmes of work and ensuring smooth client engagement. Key responsibilities: Programme / Project delivery - Scope, plan, deliver excellence, on time and to budget. Implement a Programme/Project Management/PMO strategy developing new and innovative ways of change delivery/governance for both internal use and as a “go to market” client offering Building and maintain strong partnerships with clients, working closely with them to identify growth opportunities and advocate new services
Product review and enhancements Product Pre-sales Lead client comms: regular calls and meetings
Senior point of escalation for crisis / client management
Accountable for keeping teams on track with tasks in cross channel client roadmaps and plans
Maintain client profitability by managing resource, deliverables, invoicing & billing
Willoughby-Ward & AssociatesManaging Director
Aug. 2019 - Jan. 2022London, England, United KingdomFutures Trader
Specialising in: Cable and EUR/$ Futures. WTI Futures.
US Equities
Wealth DynamixClient Programme Manager
Aug. 2019 - Mar. 2020London, United KingdomWealth Dynamix specializes in the provision of cutting edge Client Lifecycle Management to the world's leading private banks and wealth management firms. Contract engagement Delivery of the WDX MS-Dynamics CRM solution and for continued client management. Review and delivery of failing client engagements Establish and plan for new client onboarding and programme set-up. Fully responsible for client and project PnL as well as ongoing management and relationship building Ongoing prospecting and future development
UBSFX Derivatives Portfolio Manager
May. 2017 - Aug. 2018Zürich Area, SwitzerlandResponsible for the planning/scoping and delivery of the Front Office FX Options portfolio, including: Successful delivery of MIFID2 Pre Trade / Transaction reporting CTB – New NEO FX Option platform. BAU change and “upkeep” Key activities – Utilising AGILE delivery methods: Delivery/Implementation of MIFID2 response across FX Options - Pre and Post trade obligation, Transaction reporting
Prioritisation of TR v Non TR MIFID reporting for day two clean up. Scope out and build of a new FX Options trading platform (UBS NEO replacement)
Implementation of new project management / programme management / tool kit improvements Discretionary change / improvements to FXD products and IT applications ($12m portfolio) Strategic roadmap scoping; Inc. resource projections and ramp up planning.
Budget and PnL ownership for FX Options change and BAU portfolio Third party vendor / Outsourcing delivery management Chairing UBS FX Derivative Change Forum
ROBUR FINANCIAL LIMITEDDirector - Portfolio Manager
Aug. 2016 - Sep. 2019Zurich, SwitzerlandFX Options Portfolio Manager
HSBCDigital Transformation Programme Lead
Aug. 2016 - Mar. 2017London, United KingdomTrade Finance & Global Business Banking. Agile Programme Lead Running of a globally distributed digital transformation programme at HSBC Corporate / Global Business banking and Global Banking and Markets. Responsible for the shaping, programme initiation and ramp up of new greenfield projects as well as aligning in flight projects/programmes of work to ensure this a consistent delivery approach globally to ensure the digital transformation goals over the next 2 years and beyond in to BAU.
GFT GroupPrincipal Management Consultant
Jun. 2012 - Aug. 2016London, United KingdomPrincipal Consultant - Leading client engagements within the capital markets sector: GFT (formally Rule Financial) is a leading independent provider of advisory, business consulting, IT and software services to the investment banking community, counting some of the world's foremost financial institutions amongst our clients.
Programme / Projects - FX Programme Manager/Engagement Lead: Standard Chartered Bank - FX & Commodities Portfolio Manager: HSBC Global Markets
- Global Equity Derivative Programme Manager /Engagement Lead: Deutsche Bank
Fidelity Worldwide InvestmentSenior Manager - Funds
Oct. 2010 - Jan. 2012London, United KingdomSenior Project Management Consultant Successful delivery of a multi stream and multi-year change and improvement programme to deliver the strategic objectives set out during the Investment Services and Fund Accounting strategic review. Programme Budget $4.5million Programme headcount-Up to 38 in a matrix environment.
RBSCOO Office - Global Programme Manager
Jun. 2009 - Mar. 2010London, United KingdomABN Merger Programme Manager Working within the COO’s office, with the primary goal to address FSA, SEC and UK Treasury compliance issues surrounding RBS’s merger with ABN Amro. Responsible for new Target Operating Model design and implementation Definition and set up of shared services for compliance Project Budget c$15 million (including 3rd party solution budget)
Fidelity InternationalProgramme Manager - Market Risk
Feb. 2008 - Oct. 2008BermudaReworking of Fidelity's market risk parameters and VAR models for institutional clients
Commerzbank AGEquities Trader
Aug. 2006 - Jan. 2008London, United KingdomEuropean Mid-Cap Equities coverage
ABN AMRO Bank N.V.Equity Derivatives Trader
Sep. 2005 - Aug. 2006London, United KingdomEuropean Mid-Cap Options
Lloyds Banking GroupEquity Trader
Sep. 2003 - Sep. 2005London, United KingdomGraduate Broker, moving in to European Equities Coverage. Combination of Prop and Flow
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