Apr 2019 – Jan 2021 · 1 yr 9 mos

• Project Manager/Business Analyst – Deutsche Bank
• Responsible for the alignment of front office investment banking systems to a global on-boarding and KYC platform. Implemented this connection through Straight Through Processing (STP) and Change Data Notification (CDN), as a strategic distribution channel to enable the automation of the account opening process in downstream systems.
• Managed global, cross-functional projects in parallel using both Waterfall & Agile project management techniques, using JIRA Software to track the individual projects/tasks. Aided with the creation of detailed governance documentation such as Project Charters, Business Requirement Documents, Target Operating Models. Involved in the oversight of the project's lifecycle from initial engagement with the proposed systems through to analysis, development, testing, and subsequently deployment.
• Led regular working groups with multi-jurisdictional stakeholders from business, operations, technology, regulatory and data analytics teams across Transaction Banking, Markets and Corporate Finance divisions. Updating stakeholders including Opco and programme management, ensuring alignment of project timelines and advising on key risks. Acted as the relationship manager between our data platform and the downstream systems being adopted.

Jul 2018 – Mar 2019 · 8 mos

• ETD Business Data Analyst - Union Bank of Switzerland (UBS)
• Performed thorough analysis of the bank's Exchange Traded Derivative (ETD) and Prime Brokerage trade flow architecture using UNIX operating system. Using Secure File Transfer Protocol to manipulate the inflow and outflow of client trade files, through the application of an adequate mapping scheme, allowing internal systems to capture and process these external files. Carried out Gap Analysis to identify the deficiencies between the current and future state of various ETD trade systems architecture within the bank.
• Led a data clean-up strategy of a global Execution, Clearing and Reporting System (used in Europe, APAC and North America). Identified specific areas that required analysis in the front-end of the system, and consequently used SQL to investigate the data in the back-end, logging all items in a RAID log. Engaged various data/system SMEs, local IT teams and Level 2/3 Support to discuss and eventually approve the removal of the data, scrutinising the operational risk/impact.
• The results of this project also emphasised the need to address the poorly connected database across the global regions, due to various data migrations, that were never re-addressed. Consequently, this analysis increased the efficiency and overall performance of the User Interface (UI), and also highlighted areas that were notably cost-saving to the department and the specific stakeholders involved.

Aug 2017 – Jun 2018 · 10 mos

• MiFID II Regulatory Change Analyst - Union Bank of Switzerland (UBS)
• Involved in enhancing the User Experience and performing Functional/User Acceptance Testing, for a newly created software for a MiFID II Trade Reporting System. Delivered requirements for the software's continuous upgrades and improvement to keep up with the project's evolving business and functional requirements. As well as designing new processes around exception management for trade reporting to ensure regulatory compliance.
• Identified procedural and technical problems, triaged them, and delegated the remediation to the relevant technology, front office, or reference data teams; managing this resolution process until issues are solved, using project management tools such as JIRA to track the progress.
• Frequent interaction with senior stakeholders, front office, and IT teams on a day-to-day basis in addition to leading weekly working groups (with specific business areas) presenting our analysis, including producing Management Information/Metrics. Wrote out comprehensive Standard Operating Procedures and User Guides to document the processes, and subsequently trained the BAU team in using the software and carrying out the exception management processes.

May 2017 – Aug 2017 · 3 mos · Sheffield, United Kingdom

• Involved in the production of data analysis; undertook in-depth research for colleagues abroad (South Africa, Botswana, Swaziland and Malta) using financial software such as MorningStar, PerTrac and Risk Plus.
• Assisted consulting team in providing asset consulting and transaction services to institutions such as banks, stockbrokers and insurance companies focusing on mitigating downside risk through product diversification, innovation and asset allocation.
• Led projects to assess potential models, execution strategies and performance of asset managers against ‘Value at Risk’ targets, incorporating stress tests of different portfolios (extensive research and numerous face to face meetings with asset managers to better understand the quantitative risks potentially uncovered).

Dec 2016 – Apr 2017 · 4 mos · Austria

• Responsible for the operations and service in a luxury 20 person chalet for corporate and private guests. Hospitality duties required, alongside leading team members and establishing client rapport quickly to encourage and confirm repeat business.

Jan 2016 – Nov 2016 · 10 mos

Sep 2015 – Dec 2015 · 3 mos · Penistone, South Yorkshire, United Kingdom

Sep 2014 – Jul 2015 · 10 mos · Bridgend, South Wales

Sep 2012 – Jun 2015 · 2 yrs 9 mos · Cardiff, United Kingdom