Janus Henderson Investors

Head of ESG Operations 

ESG Programme Manager 

NBCUniversal Media, LLC

PMO Lead, Global Finance Transformation

NEST - National Employment Savings Trust

- Governance and oversight over the outsourced Scheme Administration activities
- Prioritise areas where risks and improvements can be proactively managed   
- Relationship management contact for NEST and outsourced provider

Service Delivery Manager

Reporting to the Head of Service Delivery the focus of this role is to identify and prioritise Member Service Improvements that represent a step change in the user journey and experience. Using critical analysis, stakeholder engagement and influencing skills to gain agreement and project manage their end to end implementation, working closely with the outsourced provider.

Interim Business Analyst

Fidelity International

1. Supported the Global Chief Investment Officer, Equities in formulating the strategy, 5 year business plans and annual goals for the Equities business, including a review of current product offerings, portfolio management assignments, research offering and trading

2. Accountable for delivery of Board Reports on investment performance and strategic initiatives 

3. Finance engagement lead on RTB/CTB budgets, cost optimisation & profitability analysis 

4. Co-ordinating changes required under MIFID II spanning the Operating Model, Technology and Client communications. CIO representative at steering/working committees for regulatory change & business initiatives like SMCR, Trade Oversight, Scale & Efficiency, Seed Capital

5. Supporting launch of the ESG Governance framework and Exclusion Lists, initially focusing on global conventions and principles like UNPRI around Cluster Munitions. Multiple work-streams across Sales, Marketing, Compliance, Investment Research, use of external ESG scores and integration of ESG in the investment process

Associate Director - Business Manager, Investment Management

1. Operational Development covering project and change management activities including scoping, resourcing and delivery of changes. Major projects included running 2 work-streams for Pensions Reform 2012 and early process design for FATCA, Workplace ISA and SIPP implementation

2. Customer experience improvement - implementation of Net Promoter Score programme for corporate pension clients including setting up a governance model to oversee feedback from multiple sources of client and member interactions

3. Business process re-engineering, identification and prioritisation of potential process improvements. Implementation of Risk & Control Matrix, Global Benefits Reporting

Associate Director - Operational Development, DC Pensions

Led the UK based staff and supervisors in the Client Account Management and Pensions Service Centre, providing excellent service to pension scheme members and corporate clients. Supporting Relationship Directors in prospect conversion

Senior Manager - Operational Development & Customer Services

Change of client servicing model in terms of voice and non-voice processes. Optimal resource utilisation based on shared skill sets, overflow of calls and cross functional resource management

Senior Manager - Operational Development

Site set up, stabilisation and leadership of new Business Continuity Location and Production Site in Chennai, India

Transition of key Transfer Agency processes and recruitment of over 100 staff

Senior Manager

Project Manager for the Phones Re-structure project. Led one of the most significant customer focused  initiatives at the time aligning the customer services teams to the expanding needs of the business and developing a model to cater to the the dynamic customer base in the investment management industry.

Project Manager

Leadership of Back Office (Transfer Agency Operations) and Customer Services Teams (Voice)

Manager/Asst.Manager/Team Leader/Associate

Deutsche Bank AG

The Trade & Risk Services Department with Deutsche Bank AG is the operations wing of the Bank mainly involved in International Trade Finance transactions and also involves marketing of Trade related products. I have been involved in handling of the Imports and the Exports desk with an insight into UCP 500, URC 522, FEDAI & FEMA guidelines and also the Exchange Control Manual.

Trade & Risk Services Specialist

Director level professional with over 20 years’ experience across Projects & Change Management, Finance Transformation, Investment Management, Pensions, Operations & Customer Services. Deploying relationship management and influencing skills with senior stakeholders. Having the ability to balance the big picture with a detailed, hands-on approach to problem solving. Keen interest in practical mentoring support & developing staff. 	 

Specialties: C-suite support, COO, Project & Change Management, Board level reporting, Financial budgeting, Cost management, Investment performance reporting, Operations and customer services, People management, Business Continuity Planning and Disaster Recovery implementation.

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