London, England, United Kingdom
**Currently project manager for the delivery of M&G's new active ETF fund range.** Successful Financial Services professional with experience gained in over twenty years of banking and investment management. During this time I have built-up an extensive understanding of operations, client services, relationship management, and project management. I have a detailed knowledge of operational processes, risks and drivers, which combined with managerial experience, excellent analytical and problem solving abilities, have resulted in a successful career and a proven track record. Specialties: PRINCE2 Registered Practitioner Experienced Relationship Manager Strong Operations background Agile / Scrum experienced PM
Leading a team of Product Engineers in London who: Advise and coordinate various stakeholders (internal and external) in the process of new products / mandates creation (institutional client, insurance companies, retail, structured and alternative products) for AXA IM, AXA Rosenberg, and AXA Framlington. Design and set up the front to back operating model underpinning the portfolio with the various internal stakeholders (fund manager, sales team, legal, risk, finance, operational support, etc.) and third parties (trade support, asset servicing, custodians, administrators, transfer agents, lawyers, auditors, etc.) Responsible for drafting, and getting validated by stakeholders, the Operating Memorandum which describes the front to back operating model. Responsible for coordinating mergers, liquidation, creation of new share class, creation of new instrument, change in custodians, administrators, transfer agents or investment teams. Support the Global New Business Committee process, and assist in analyzing the profitability and the operational feasibility of the proposals submitted to the Committee jointly with the Product Pricing team.
Advise and coordinate various stakeholders (internal and external) in the process of new products / mandates creation (institutional client, insurance companies, retail, structured and alternative products) for AXA IM, AXA Rosenberg, and AXA Framlington. Design and set up the front to back operating model underpinning the portfolio with the various internal stakeholders (fund manager, sales team, legal, risk, finance, operational support, etc.) and third parties (trade support, asset servicing, custodians, administrators, transfer agents, lawyers, auditors, etc.) Responsible for drafting, and getting validated by stakeholders, the Operating Memorandum which describes the front to back operating model. Responsible for coordinating mergers, liquidation, creation of new share class, creation of new instrument, change in custodians, administrators, transfer agents or investment teams. Support the Global New Business Committee process, and assist in analyzing the profitability and the operational feasibility of the proposals submitted to the Committee jointly with the Product Pricing team.
Senior Project Manager responsible for managing and implementing a portfolio of projects with benefits and costs in a £50,000 - £3,000,000 range. Key focus of role is the implementation of major business, tactical and strategic change into operational areas.
Providing Client Service solutions to financial institutions. Worked with Barclays Wealth on a number of Change Management initiatives and projects and spent time with RBS initiating a number of Relationship Management improvements.
Involved in the on-boarding of a new client. Responsibilities include due diligence, SLA and KPI creation, and operational readiness. Once the client is on-board I will be responsible for the client service and relationship management provision. Prior to this role I was the CRM for State Street IMS supporting PIMCO Europe (London)