Trading Wind Down

• Engaged in the delivery of a trading winddown (TWD) programme and created a multi-domain, cross workstream project and implementation plan.​

• Coordinated the PRA response to contain the description of the plan to deliver TWD across all entities and worked on the budget planning for the entire programme.​

• Created E2E process flows as part of TWD to flush out the requirements to construct a comprehensive log.

• Rapidly designed and tackled urgent Audit findings across annual DD and periodic testing process for IB clients.​

• ​Led the internal operating model redesign for the Reliance process across technology, People, systems, and process. Ran process Pilot to determine the operational and commercial viability of the revised process.​

• Managed the operational and strategic customer treatment through the data remediation process to ensure a robust go-forward annual DD/periodic testing environment.

Youth Banking Fintech Acquisition

• Delivered a review of Youth and Family banking strategy. Worked to assess the existing capabilities against market demand. ​

• Identified an opportunity to acquire a disruptive fintech and integrate its capabilities within the incumbent bank's existing product set.​

• Provided delivery assurance as the acquisition was made and drew up the implementation and integration plan for onboarding of the technology capabilities and personnel included in the acquisition.

Risk Aggregation

• Led a multi-disciplinary team of business SMEs and project resources to define the strategic architecture options to aggregate counterparty credit risk.​

• Facilitated multiple discussions with the ExCo and senior leadership team to bring them to a consensus on a single solution. ​

• Worked with business SMEs to define and deliver the roadmap and plan for the multi-year programme of work.

Inflation-linked Bonds and Cleared Proceeds Asset Swaps

• Worked with business SMEs in Treasury function to define an instrument to hedge inflation risk on a £10bn portfolio.​

• ​Determined requirements for the 3-part package trade made up of: Inflation Linked Bond, Cleared Proceeds Asset Swap and a Cleared Interest Rate Swap.​

• Facilitated workshops to set the target state operating model for the new trading instrument and embed processes.

Legacy Platform Stabilisation

• Reduced operational risk by fixing critical components of the legacy investment platform. ​

• ​Worked across a multi-jurisdictional, multi-server environment spanning both Linux and Windows components joined via API.​

• Lead the design and delivery of a project to upgrade all system components and eliminate operational and data security risks resulting from going out of support.

Strategic Asset Allocation

• Created the technology roadmap necessary to effectively support a thoroughly revised asset allocation strategy across various unitised funds.​

• Revised the asset allocation to meticulously design to seamlessly integrate environmental, social, and governance (ESG) considerations.​

• Streamlined risk assessment processes for enhanced client onboarding experiences.

Technology Transformation

• Provided comprehensive assistance to a prominent WM firm with assets totalling £47 billion with an aim to foster substantial growth in their advisory business.​

• ​Effectively mitigated any potential scalability costs that might arise from the expansion.​

• Engaged in the development and successful implementation of a cutting-edge technology strategy that revolved around leveraging cloud-based solutions, advisor platform's capabilities and facilitating the establishment of a unified CRM system.

CRM

• Diagnosed CRM issues as a result of deriving customer knowledge from a single, central, legacy investment platform.​

• Demonstrated the evolution of data and system architecture required to break out attributes into separate domains to deliver flexibility and scalability.​

• Developed a comprehensive set of business and technical requirements for implementation and commenced both technology and operating model delivery to enable a cohesive CRM capability.

Delivery of service oriented architecture (SOA)

• Delivered options analysis, solution design, and vendor selection to stand-up a service-oriented architecture (SOA) in a legacy mainframe environment. ​

• ​Led the transformation programme (£60m budget) to implement an enterprise service bus (ESB), delivered a suite of strategic services, defined the technology operating model and overarching services governance.​

• The ESB is now used for all Faster Payments traffic and to enable Open Banking.

Finance Operating Model

• Designed and implemented a new Finance operating model for the Global Treasury Finance team. ​

• Converted GL accounting detail down to deal level for all Treasury Companies, into Enterprise Data Warehouse (EDW) to improve data integrity.​

• Built the EDW scheme for all accounting details required to support the Bank’s Global Treasury products.

Regulatory operating model

• Successfully consolidated all regulatory divisions into one new regulatory reporting system. ​

• Established the Treasury area, managed transition from old to new reporting system and amalgamated fragmented returns into a centralized Group return - which could be sent to the Central Bank.​

• ​Produced the suite of statistical reports for the Central Bank and embedded best practice within the regulatory reporting area.

European Funds Banking Franchise design / delivery​

• Led strategy work and project delivery to build a European Funds Banking Franchise. Income uplift forecast at £48m / year within 5 years. ​

• ​Built overall business proposition, led go-to-market strategy to enable a phased product roll-out, and defined overarching Finance, Risk, and Compliance frameworks. ​

• Delivered technology and data architecture, including consideration for cross-border restrictions of data sharing.

Depository transformation and cloud data platform

• Redesigned the business model to position Depositary at the heart of an automated data-driven Funds ecosystem. ​

• ​Produced the Board strategy papers, defined the blueprint outlining architecture for an API-enabled cloud data platform and streamlined operating model. ​

• Shaped a 3-year £30m transformation, currently on track to deliver £100m income uplift over 5 years.

Treasury strategy and transformation

• Established a 3-year Treasury strategy and blueprint, worked with Treasurer and CFO – focused on BS management, and operating model. ​

• ​Designed all technology architecture and operating model transformation. ​

• Unlocked a capacity for £0.8bn of new lending, with a potential income uplift of £50m / year within 18 months from delivery.