County Dublin, Ireland
An experienced and innovative leader with a successful track record of delivering results and possessing expertise in operational management and risk, system / process transformation, regulatory compliance readiness, program management and execution, team leadership, business acquisitions / divestitures, commercial strategy and talent development. An effective communicator, with frequent collaboration with C-level executives to define new operations, business and technology strategies. With focus on implementing global reference data and client on-boarding solutions, aimed at driving regulatory compliance, operational efficiency and improved client service across business lines. A control and governance minded thinker with extensive knowledge and a consistent history of building processes and procedures to mitigate operational risk, identifying, developing, and retaining talent, financial budgeting and management, and commercial business execution within large and complex international organisations. An engaged, meritocratic and motivation leader with global experience managing large cross functional multi cultural teams for some of the world’s most pre-eminent investment and financial intelligence firms located in the United Kingdom, Europe, and North America. Specialities: ● International General Management & Business Development ● Financial Content, Analytics & Valuation ● Governance & Risk ● Financial Markets ● Strategic Partnerships ● Financial Regulation ● Operational Management & Compliance ● Business Strategy ● Operational Relocation & Transformation ● Leadership ● Business Alignment and Integration ● Investment Banking ● Investment Management ● Program Management ● Open Innovation ● Fintech & Regtech ● Digital Strategy, Transformation & Marketing ● Outsourcing ● Cost Rationalisation and Business Utilisation ● Big Data Analytics ● Artificial Intelligence & Machine Learning ● Client Onboarding & Customer Experience
Executive leadership position at a national agency focussed on building and leading multi stakeholder collaborations between Government, Industry and Higher Education that assist in addressing national and international policy positions on technology and technology talent transformation for business in Ireland. # Developing and delivering company-wide short and long term strategic planning and direction. # Responsibility for strategic partnerships and alliances including talent related content, channel and solution partners. # Responsibility for transformation focused on end-to-end talent proposition delivery. # Driving business improvement and diversification through the development of both core and non-core channels and digital and technology adoption strategies for business across multiple industry sectors. # Accountable for Identifying and implementing new business models and innovations to drive engagement, performance, impact and growth. # Developing frameworks to ensure best in class; organisational structure, team and leadership accountabilities, innovation excellence, talent needs identification and procurement, career development and succession planning. # Responsibility for priority planning, operational capacity development, governance and partner mobilisation for successful delivery of growth initiatives. # Responsibility for managing Skillnet Ireland's relationship with the European Commission and Directorate-General groups. # Leading the performance, business development and KPI delivery for over 70 national enterprise and industry groups.
The European DIGITAL SME Alliance is the largest network of the small and medium sized ICT enterprises in Europe, representing about 20,000 digital SMEs. The alliance is the joint effort of 30 national and regional SME associations from EU member states and neighbouring countries to put digital SME at the center of the EU agenda.
Created and executed a product readiness strategy for EU BMR, PRIIPs, FRTB, MiFIR, MiFID, GDPR, NPL's, Solvency II and SEC Liquidity Risk Management 22e-4 - identifying risk areas around policy and directive changes for all contributed real-time and non real-time content across the Financial & Risk Business segments. # Managed the end-to-end planning and program execution complexities of regulatory change and reform with external Banking, Insurance and Asset Management customers, and internal product proposition, go-to-market and operational stakeholder teams. # Identified, developed and managed partnership and business incentives with key industry associations and regulatory bodies globally (ESMA, IOSCO, ECB, EBA and IMA) to facilitate improved contribution channels for regulatory changes; MiFIR, Solvency II, and PRIIPs. # Led and built partnering and commercial co-sell propositions with industry Fintech/Regtech, compliance specialists and domain experts focused on areas such as; regulatory risk analysis, reporting, predictive analytics, stress testing, strategic allocation and investment optimisation. This was successfully achieved through the concept of entering into co-funded PoC’s.
Focused on defining the transformation strategic direction and operating model for mutual fund and collective investment contributed content within key EMEA markets, through process management initiatives, industry, customer and business sector relationship building and engagement. Responsible for managing an active portfolio of intellectual property assets within the Financial & Risk division, rebalancing resources committed to each asset within the portfolio according to strategic or tactical shifts in end-user requirements or exogenous market factors. # Defined the content contribution needs and drive the prioritization strategy across the EMEA markets # Owned the EMEA strategy and manage through the development of targets, progress scorecards and operational metrics # Led engagement with technology development and architecture teams in order to secure estimates, plans, priorities and progress support # Created and drove strategy based on company mission, business objectives, and understanding of end-user and market imperatives # Engaged with affiliated global business partners to align, consolidate and create unified strategic asset roadmaps # Created a compliant KYC approach to the on-boarding of new funds / asset classes. # Managed existing $500m annual revenue and created new core growth opportunities throughout Thomson Reuters # Created several innovation initiatives to drive new business sector opportunities
Promoted to lead the 400+ person operations division. Division consisted of operations, technology, research and project management teams across 16 locations in the US, Europe and Asia. # Developed and executed the content market growth and ongoing coverage strategy in support of Thomson Reuters' $250 million+ revenue earned from funds and portfolio holdings content related products. # Program managed a 2-year USD5M strategic global offshoring transformation project to relocate 300 content operations professional staff from the UK, Central Europe and US to Poland, Thailand and Philippines - resulting in a 40% savings in annual operating expenses – also achieving an 11% improvement in attrition rates, and 22% improvement in productivity. # Served as business operations lead at client advisory council board meetings in the US and throughout EMEA. # Improved client engagement overall global scores from 68% to 80% through career progression planning, tailored functional training programs and overall improved employee accountability and empowerment. # Partnered with business development, sales and product management to deliver and integrate critical fund data content and expand revenue opportunities across Thomson Reuters Financial & Risk and Enterprise wide sectors and business units – Legal, News and Tax and Accounting.
Responsibility for the infrastructure requirements and change management process to support the in-sourcing of derivative operational business from investment management organisations. # Managed all aspects of operational readiness and creation and on going management and control of the support group structure for go-live # Management of a team of 20 Operational Specialists / Business Analysts, and 2 Business Managers # Led the requirement presentations to third party software vendors and internal JPMC technology groups as part of a due diligence analysis and evaluation. # Co-ordinated derivative product/trading strategy training programmes for all operational and investment accounting staff # Presented justification for the business strategy and budget allocation to senior JPMC management and executive Investment Council members # Responsible for delivery management for both a tactical and strategic solution applications to support the reconciliation, margin calculation, validation and funding for all exchange traded derivative business # Co-ordinated the planning and developing of support processes, procedures and infrastructure build requirements for the support of Interest Rate, Credit Default and Total Return Swaps, Equity Collars, Covered Calls, Currency Options, Credit Linked Notes and Collateral Debt Obligations, as well as other ‘Exotic’ Swap and Option products and strategies # Defined and drafted detailed business requirements to incorporate all required initaitive attributes # Created a centre of excellence and robust operational support structure able to manage multiple products, services and clients # Delivered the capability to provide the flexibility to migrate business functions to an established multi product technology platform supporting all OTC and Exchange Traded products
Responsible for managing the Derivative Operations Middle Office and Finance group supporting all trading activities throughout EMEA and the U.S. # Management of up to 25 Trading Desk Support/Client Relationship Specialists including 4 Managers in London # International Secondment to New York heading up the Equity Derivative Finance and Operational Support groups, which included the management of 40 specialists, and 4 managers # Trading Desk Support management for OTC Equity Exotic and Vanilla Derivatives including Equity Options; Equity and Interest Rate Swaps; Asset Swaps; EMTN’s; ETF’s; Convertible Bond Options; Contracts for Difference and Futures & Listed Options # Client Relationship Management, incorporating Client Valuations, Performance scorecard analysis, Service agreements and offerings analysis # Delivered the lauch strategy for Convertible Bonds, EuroCertificates and Warrant new issues # Developed new product/trading strategy review management and co-ordination, to define workflow strategy and procedural control # Created the conceptual design and global project management for the Equity Derivative Valuation E-Commerce Initiative # Introduced operational control procedures, and tactical support flow enhancements to streamline and automate working practices