Rita Racz-Simko

On Leave at Maternity leave
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Contact Information
us****@****om
(386) 825-5501
Location
Greenhithe, England, United Kingdom, UK
Languages
  • English Full professional proficiency
  • Spanish Limited working proficiency
  • Hungarian Native or bilingual proficiency
  • German Elementary proficiency

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5.0

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Lauriecell Du

I work with Rita on her capacity as a Project Manager, Product Owner and Test Manager. She is able to wear multiple hats successfully and drive new topics autonomously. Rita is driven and diligent, these were evident on the detailed plans she made on testing, requirements she wrote as a Product Owner and how she coached, and refined them with our designers and developers. Looking forward to working with Rita again once she is back.

Kristopher Greek

I worked with Rita in my roles as a Director and Vice President at Morgan Stanley, interacting in my Data Quality and Brexit Project roles. Beyond that we both worked to roll out LEAN training to the Budapest Operations Team. My team and I worked with Rita on pulling the FATCA, CRS and MIFID projects that she worked on into the globalized data quality framework. The groundwork she had done during project execution and ruleset development made it easy to move forward: we know the relevant documents and data points, and how they were expected to be executed once in business as usual. Our work together on Brexit was the most critical, and quickly demonstrated her agility and planning mindset. When faced with uncertainty, she was able to quickly break down MIFID requirements into constituent parts, rally the relevant stakeholders, and provide options on how to move forward. Again it was her project planning and experience in the buildout that made her invaluable; she had the historical context and contacts to understand who made decisions and how we could move forward based on those Rita kind, helpful and tenacious - she holds herself to a high standard and expects the same from you. I would highly recommend Rita for any role where you need scenario planning and stakeholder management.

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Credentials

  • Level 3 Certificate in Investment Operations
    Chartered Institute for Securities & Investment (CISI)
    Nov, 2016
    - Oct, 2024

Experience

    • Financial Services
    • 300 - 400 Employee
    • On Leave
      • Jul 2021 - Present

    • Switzerland
    • Banking
    • 700 & Above Employee
    • Business Analyst / Project Manager AVP
      • Nov 2019 - Aug 2022

    • United Kingdom
    • Education Administration Programs
    • 700 & Above Employee
    • IT Business Analyst / Project Manager
      • Aug 2019 - Oct 2019

    • Career Break
      • May 2019 - Jul 2019

    • United States
    • Financial Services
    • 700 & Above Employee
    • Operations Director (AVP) - PM/BA responsibilities
      • Oct 2016 - Apr 2019

      Acting as a Business Analyst, Project Manager and Subject Matter Expert implemented and maintained the MiFID II regulatory program and the Best Execution process IT ruleset for client onboarding, managed a team responsible for non-AML regulatory programs (CRS, FATCA, CVA, Negative News Screening, Regulatory Documentation) and built out the client onboarding exception processKey tasks: - Requirement gathering, Data Analysis, Creating and Presenting proposed solutions to senior management - User Acceptance Testing (UAT), End User Support and Reporting - Process Efficiency review, Value Stream Mapping Show less

    • Operations Team Lead - PM/BA responsibilities
      • Feb 2015 - Sep 2016

      Acting as a Business Analyst and Subject Matter Expert, coordinated the implementation of FATCA and CRS regulatory programs, and hired a team to complete client remediationKey tasks: - Requirement gathering, Data Analysis, Creating and Presenting proposed solutions to senior management - User Acceptance Testing (UAT), End User Support and Reporting - Coordinating the remediation of 25.000+ clients for the programs

    • Operations Associate
      • Jul 2014 - Feb 2015

      Know Your Customer (KYC) and Anti Money Laundering (AML) review of Morgan Stanley clients

    • Recruiter (various roles)
      • Feb 2011 - Jun 2014

      Covered various areas including the end-to-end recruitment process for experienced IT, Finance and Operations professionals, IT graduates and interns

    • Researcher Assistant
      • Feb 2010 - Aug 2010

      Creating and writing research papers for the for-profit sector. Creating and writing research papers for the for-profit sector.

    • HR intern
      • Jun 2008 - Aug 2008

      Providing assistance for the recruiters. Providing assistance for the recruiters.

Education

  • Szent István Egyetem
    Master of Science (MSc), Management and Leadership
    2013 - 2014
  • Universitat de Barcelona
    Master, Work, Organizational and Personnel Psychology
    2010 - 2011
  • Eötvös Loránd University
    BA, MA, Social and Organizational Psychology
    2006 - 2011
  • Herman Otto Grammar School
    1998 - 2006

Community

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