Angela Buckley

Project Manager, Consultant @Angela Buckley Co

✔️ ITSoft Skills Trainer🧨 ConsultingBanking Operations🏦 Finance🧮 EducationProduct ManagerProject ManagerLife CoachingBusiness AnalystEngagement Manager

As an experienced Business Analyst and Project Manager, I excel in driving client advancements through process optimization and operational excellence. With a strong international background, I adeptly manage complex, high-stakes transformations with agility and a hands-on approach. My expertise includes leading early adoption of innovative strategies and integrating cutting-edge technologies with business transformation for impactful improvements. I am an adept communicator and leverage my coaching abilities to elevate team performance, ensuring projects exceed expectations with seamless execution. Committed to delivering high-quality results, I bring a wealth of knowledge and experience in the financial services industry, consistently contributing to organizational success and strategic growth.

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Work Background

SchrodersProject Manager

Sep. 2021 - Jun. 2024• Global Product Deployment Leadership: Spearheading the international roll-out of a comprehensive suite for client onboarding, encompassing Financial Crime, Legal Workflows, and Operational Management tools, ensuring alignment with large-scale program objectives. • Project Scheduling & Value Delivery: Strategically defining project timelines and deliverables, achieving regular value delivery in key regions including APAC, The Americas, EMEA, and the UK. Expertly facilitating working groups and status meetings to maintain project momentum. • Agile Process Management: Orchestrating feature planning and sprint requirement definitions within an Agile framework, enhancing product development cycles and feature road mapping. • Strategic Decision-Making: Directing global deployment strategies, prioritizing client onboarding workflows and case management solutions to optimize client service delivery. • Software Demonstration & Advocacy: Conducting software demonstrations in collaboration with capability owners to showcase new releases and functionalities. • Interim Product Ownership: Assuming the Product Owner role when required, aligning personnel, processes, and resources to maximize team productivity and project outcomes. • Performance Coaching: Mentoring and empowering team members to enhance their efficiency and output, fostering high-performance standards and quality delivery. • Team Empowerment & Engagement: Implementing team-building strategies to promote empowerment and engagement, ensuring global team integration and contribution to project success. • Strategic Collaboration with Management: Partnering with senior management to refine product epics and features, aligning strategic planning with overarching business goals • AI Strategy Initiative: Engineered a distinct initiative as an AI Strategist, pioneering AI-driven enhancements to business transformation processes, thereby establishing new standards for operational excellence and innovation.

Stonehage FlemingBusiness Analyst/Project Manager

Nov. 2019 - Sep. 2021London, United Kingdom• Regulatory Project Vendor Management: Directed the vendor selection for key regulatory compliance projects, ensuring MIFID II alignment with a focus on Market Abuse and Transaction Reporting. • Project Initiation & Stakeholder Engagement: Crafted Project Initiation Documents (PIDs) to secure executive sponsorship and RFP funding, leading to decisive management of functional requirements. • Functional Specification Development: Authored detailed functional specifications, particularly for client fee capture processes, integrating regulatory compliance with operational needs to uphold stringent company standards. • Change Management Framework Innovation: Devised and implemented a novel change management framework, overseeing project delivery for significant business mergers and workspace transformations. • Change Delivery & Process Documentation: Managed comprehensive change delivery, encompassing meticulous documentation, testing, and training on revised business processes. • Communication & Reporting Excellence: Delivered effective status reports and maintained communication channels with high-level stakeholders, ensuring transparency across various domains, including Fixed Income, FX, and Equities.

SchrodersBusiness Analyst

Feb. 2019 - Jul. 2019London, United Kingdom• Operational Oversight & Business Change: Orchestrated the documentation and refinement of UK operational oversight and business change methods within the SIM Global Operations Strategy Programme, bolstering Fund Accounting operations. • Stakeholder Collaboration & Workshops: Spearheaded workshops across European and UK teams to integrate existing processes into the newly established "UK Fund Accounting Operational Oversight team," securing stakeholder endorsement. • Process Re-engineering & Regulatory Compliance: Guided by Operational business leads, streamlined processes to enhance efficiency, trained new team members, and ensured compliance with financial regulations, including MiFID II. • Test Script Coordination & Management: Led the development and execution of test scripts, overseeing test management to ensure project deliverables met stringent timelines. • Specialized Fund Accounting Expertise: Specialized in restructuring Front Office Fund Accounting processes for Fixed Income, Derivatives, and FX, with a keen focus on maintaining regulatory compliance and risk management

Pension Insurance CorporationBusiness Analyst

May. 2018 - Dec. 2018• Strategic Vendor Selection Leadership: Directed the vendor selection for a cutting-edge asset regulatory risk system and Order Management System (OMS), incorporating a redesign of the Target Operating Model (TOM). • Business Process Analysis & Workshop Facilitation: Conducted in-depth business process analysis and facilitated workshops to achieve comprehensive process mapping and definition. • Requirements Engineering: Excelled in gathering business and functional requirements, capturing user stories, and translating them into actionable functional specifications. • Vendor Assessment & RFP Management: Managed the vendor assessment process, from creating a long list for demonstrations to conducting vendor workshops, overseeing the RFP process, and ensuring transparent evaluation of responses. • Executive Stakeholder Engagement: Engaged with senior stakeholders, articulating findings and recommendations up to the board level with clarity and confidence. • Cost-Saving Initiatives & Financial Analysis: Conducted invoice analysis and optimized data calls, delivering significant cost savings exceeding £1 million annually.

Columbia Threadneedle Investments EMEA APACSenior Business & Test Analyst

Feb. 2017 - Mar. 2018London, England, United Kingdom• Global Test Coordination: Led test coordination for a global program focused on the migration to BlackRock Aladdin, ensuring seamless integration and system functionality. • Progress Reporting & Issue Management: Diligently reported on testing progress and managed issues, escalating concerns to IT and business program managers during SIT and UAT phases. • Defect Management Leadership: Held comprehensive management responsibility for ServiceNow, ALM, and QC defects, overseeing user testing and facilitating global defect calls with daily reports to senior management. • Data Management & System Setup: Collaborated with data management teams to ensure precise setup of brokers, portfolios, financial instruments, and Legal Entity Identifiers (LEIs), maintaining data integrity. • Trade Processing & Product Expertise: Gained a profound understanding of business manager requirements, contributing to the effective implementation of trade processing models across various asset classes and derivatives. • Testing Cycles Coordination: Orchestrated internal and third-party UAT cycles, aligning testing efforts with project timelines and quality standards. • Quality Assurance Advisory: Provided critical insights on quality risks and potential issues to project and IT program managers, enhancing project deliverables. • Third-Party Relationship Management: Fostered strong relationships with third parties, pivotal in the successful completion of the software testing process. • UAT Environment Specification: Defined the UAT environment and support requirements, including batch processing, data loading, and job scheduling. • MiFID II Project Secondment: Contributed to MiFID II compliance, focusing on data integrity and reconciliation, ensuring readiness for go-live with Thinkfolio, Minerva, and the Aladdin MiFID II solution.

HSBCBusiness Data Analyst

Feb. 2016 - Jun. 2016London• Solvency II Project Oversight: Supervised Solvency II compliance projects, delivering regulatory client reporting packages for multiple HSBC clients. • Quality Centre Management: Efficiently managed defects and queries within Quality Centre, ensuring timely data analysis and resolution. • Business Requirements Documentation: Authored business requirements and specification documents, effectively communicating changes to clients. • Testing & Specification Adjustment: Conducted rigorous testing for new data files, refining specifications to address and resolve emerging issues.

Fidelity InvestmentsBusiness Data Analyst

Sep. 2015 - Dec. 2015London• Data Requirements Leadership: Spearheaded the definition and documentation of data requirements, focusing on Fixed Income and FX, while cultivating a proficient delivery team. • Agile Project Contribution: Managed the complete lifecycle of data requirement development from initial definition and design to delivery, employing Agile methodologies and occasionally assuming the role of a de facto product owner. • UAT Preparation and Execution: Assumed comprehensive responsibility for the business by orchestrating user test procedures and leading User Acceptance Testing (UAT) to ensure seamless data integration and functionality.

Aberdeen Standard InvestmentsBusiness Analyst

May. 2014 - Apr. 2015London• Business Analysis & Solution Design: Operated in a client-facing capacity, executing comprehensive requirements gathering, solution design, testing, and implementation in a dynamic front office environment. • Requirements Specification: Expertly defined business requirements across multiple domains, notably in Fixed Income, and authored functional specifications to Aberdeen Asset Management's precise standards. • Process Documentation & Re-engineering: Crafted detailed documentation on systems and business procedures, re-engineering processes to onboard new clients in compliance with regulatory frameworks like MiFID II. • Cross-functional Collaboration: Served as a pivotal liaison among dealers, portfolio managers, internal technical teams, and external vendors, ensuring coherent communication and project alignment. • Project Implementation Oversight: Directed the planning and successful execution of projects involving key financial systems such as Charles River, Cadis, and Webfolio

ICAPBusiness Analyst

Jul. 2013 - Jun. 2014London, England, United Kingdom• Strategic Analysis Expertise: Conducted comprehensive SWOT and risk assessments, as well as gap/impact analyses across multiple projects within various markets such as Shipping, FX brokerage, Derivatives, and Futures to synchronize with the Target Operating Model (TOM). • Front Office Brokerage Dynamics: Engaged in high-level front office interactions within a fast-paced brokerage environment, adeptly managing complex stakeholder relations in a demanding and dynamic financial setting.

ASHCOURT ROWAN INVESTMENT MANAGEMENT LLPBusiness Test Analyst

Mar. 2013 - Jun. 2013London• Regulatory Compliance Reengineering: Instrumental in the reengineering of front office operations to align with regulatory standards, strategically directing a specialized team of Business Analysts and Project Managers to ensure adherence to crucial timelines.

Various CompaniesOperational, Front Office & Analytical Roles Held

Aug. 1996 - Dec. 2012London• Excelled in numerous operational, front office, and analytical roles, driving financial strategy, client satisfaction, and portfolio performance. • Streamlined operations and led front office initiatives, enhancing revenue growth and operational efficiency.