John Rolo

Senior Consultant | Investment Operations | Integration & Change Management at Liqueo
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Epsom, England, United Kingdom, UK
Languages
  • Afrikaans Native or bilingual proficiency
  • English Native or bilingual proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Desigan Pillay

John was critical in the success of our support and consulting team servicing high profile and demanding clients and always went the extra effort to assist wherever he could. Highly recommended for any project as he is a quick learner, excellent at what he does and takes full responsibility of issues until they're resolved.

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • LinkedIn Creator Mode
    LinkedIn
    Jul, 2023
    - Sep, 2024
  • Business Analysis Foundations
    LinkedIn
    Jun, 2023
    - Sep, 2024
  • Business Analysis: Essential Tools and Techniques
    LinkedIn
    Jun, 2023
    - Sep, 2024
  • Communicating with Emotional Intelligence
    LinkedIn
    Jun, 2023
    - Sep, 2024
  • Leading with Vision
    LinkedIn
    Jun, 2023
    - Sep, 2024
  • Program Management Foundations
    LinkedIn
    Jun, 2023
    - Sep, 2024
  • Project Management Skills for Leaders
    LinkedIn
    Jun, 2023
    - Sep, 2024
  • Root Cause Analysis: Getting to the Root of Business Problems
    LinkedIn
    Jun, 2023
    - Sep, 2024
  • What Is Business Analysis?
    LinkedIn
    Jun, 2023
    - Sep, 2024

Experience

  • Liqueo
    • United Kingdom
    • IT Services and IT Consulting
    • 100 - 200 Employee
    • Senior Consultant | Investment Operations | Integration & Change Management
      • Aug 2022 - Present

      Business & Technology Transformation: • Lead and manage large-scale transformation programs, driving organisational change and innovation.• Demonstrate expertise in assessing and identifying business needs and aligning technology solutions with strategic objectives.• Successfully implement new technologies and processes, improving efficiency and profitability.• Utilise strong communication and interpersonal skills to build stakeholder rapport and facilitate collaboration.Operating Model Design & Execution:• Design and implement new operating models to enhance organisational effectiveness.• Expertise in understanding and managing complex processes and streamlining operations for maximum efficiency.• Collaborate cross-functionally to build consensus among diverse teams, ensuring smooth execution.• Leverage strong analytical and problem-solving skills to identify and address operational challenges.Outsourcing Programmes:• Manage outsourcing programs, selecting and overseeing vendors to meet business objectives.• Demonstrate strong negotiation and contract management skills, optimising vendor relationships.• Effectively manage risks and ensure compliance with industry standards and regulations.Data Migration, Management & Transition:• Lead data migration efforts, successfully transferring data to new systems while maintaining quality and integrity.• Develop and implement data migration plans, ensuring minimal disruption to operations.• Utilise strong analytical and problem-solving skills to resolve data-related challenges.Fund Accounting:• Apply deep knowledge of fund accounting principles and practices to manage fund accounting systems.• Maintain strong attention to detail and accuracy in financial processes.• Work independently and collaboratively within a team environment to deliver accurate financial reporting. Show less

    • Project Manager | Investment Operations | Integration & Change Management
      • Jun 2021 - Jul 2022

      Liqueo was established to offer a fresh and exciting approach to management consulting within Asset and Wealth Management. Liqueo was chosen as it translates from Latin to mean Clear, Transparent, and Evident.Project Management:• Lead finance workstream for a prominent Tier 1 Life and Pension Fund company.• Successfully manage both Agile and Waterfall project methodologies.• Oversee large-scale Global Fund Accounting Change and Transformation programs.• Define and execute the product roadmap, program project plan, scope definition of product features, and deliverable Agile epics and stories.• Expertly manage the product backlog and sprints, utilising Atlassian Jira for backlog grooming and sprint planning to maximise delivery velocity.• Effectively mitigate and resolve inter- and intra-project risks, issues, assumptions, and dependencies (RAID).• Collaborate as a Senior Business Analyst on a Tier 1 Fund Accounting Change and Transformation program within a fully Agile/Scrum project team.• Demonstrate proficiency in daily usage of Atlassian Jira for story creation, estimation, sprint management, and delivery.• Identify solutions for business redundancies, suggest implementation changes, and contribute to developing specialist skills to meet project timelines.Stakeholder & Vendor Engagement:• Excel in stakeholder management within the Programme Steering Committee, Programme Working Groups, Design Authority, and Change Advisory.• Conduct daily vendor and stakeholder management to facilitate project progress.• Skilfully handle vendor management responsibilities, ensuring seamless collaboration. Show less

  • Temenos
    • Switzerland
    • Software Development
    • 700 & Above Employee
    • Senior Business Solutions Consultant | Temenos Multifonds
      • Dec 2018 - Jun 2021

      Functional Expertise in Temenos Multifonds As a Senior Consultant at Temenos, I had a deep functional understanding of Temenos Multifonds, the flagship Fund Administration product. My responsibilities included: • Providing comprehensive Functional Expertise, Product Expertise, Solution Blueprints, and system demos to a broad spectrum of prospective customers, ranging from C-Level executives to End-Users. • Playing a pivotal role in account qualification, responding to Requests for Information (RFIs) and Requests for Proposals (RFPs), and crafting solution-oriented product presentations and demonstrations. • Executing customer Proof of Concepts (POCs) to showcase the capabilities and value of the Temenos Multifonds product. Pre-Sales Engagement and Solution Recommendation In my role, I drove the pre-sales phase by: • Introducing Temenos product and service offerings to potential clients, distributors, and partners, engaging with them at both business and technical levels. • Providing in-depth product demonstrations, covering functionality, system architecture, and other relevant aspects, to ensure prospects comprehensively understood the solution. • I was recommending tailored solutions that optimised the usage and utilisation of Temenos products and services. This included managing the full pre-sales lifecycle, from RFI response and requirement analysis to scoping exercises and engaging in prototypes/proof of concept activities for agreed-upon requirements. Expertise in Investment Accounting and Investor Servicing Software In my role, I also possessed a detailed knowledge of the functionality and technology behind investment accounting and investor servicing software. This expertise allowed me to provide valuable insights and guidance to clients and prospects, ensuring they made informed decisions regarding their investment operations. Show less

  • Milestone Group
    • United Kingdom
    • Events Services
    • 1 - 100 Employee
    • Implementation Consultant | pControl
      • Jan 2016 - Dec 2018

      Milestone Group provides advanced software solutions to the funds management industry for asset managers, fund product manufacturers, fund distributors, life and pension companies, and fund service providers.• Financial services industry experience with solid exposure to investment operations and custodian environments. • Implementing software in large financial institutions across multiple sites. • Analyzing information, data, identifying patterns and anomalies as well as assessing implications and formulating solutions. • Working knowledge of implementation lifecycle and testing methodologies. • Liaising with clients and working in a client environments. • Experience with high volume and large processing systems. • Experience and appreciation of implementations into production environments. • Ability to produce high quality documentation. • Ability to manage priorities and effectively time manage. • Self-motivation and to be robust and able to work under pressure. • Professional manner and excellent inter-personal skills. • Strong problem solving skills. • SQL and data query experience. • Understanding of complex business processes. Show less

    • Implementation Consultant | pControl
      • Apr 2014 - Jan 2016

      Milestone Group provides advanced software solutions to the funds management industry for asset managers, fund product manufacturers, fund distributors, life and pension companies, and fund service providers.• Financial services industry experience with solid exposure to investment operations and custodian environments. • Implementing software in large financial institutions across multiple sites. • Analyzing information, data, identifying patterns and anomalies as well as assessing implications and formulating solutions. • Working knowledge of implementation lifecycle and testing methodologies. • Liaising with clients and working in a client environments. • Experience with high volume and large processing systems. • Experience and appreciation of implementations into production environments. • Ability to produce high quality documentation. • Ability to manage priorities and effectively time manage. • Self-motivation and to be robust and able to work under pressure. • Professional manner and excellent inter-personal skills. • Strong problem solving skills. • SQL and data query experience. • Understanding of complex business processes. Show less

  • Advent Software
    • Consultant | Advent Geneva | Geneva World Investor
      • May 2012 - Mar 2014

      Advent Software was built out of a need to automate the then highly manual portfolio accounting function in the investment management business. • Working on Geneva World Investor and Geneva Partner platforms dealing with Investment Allocations, Profit/Loss, Private Equity and Family Offices. • Subject Matter Expert on Geneva World Investor and Advent Partner. • Advent Geneva Certified – Recognized by the Financial Service Industry. • Working with leading investment industry clients and vendors to manage their product solutions. • Fundamental and Technical analysis of Investment Portfolios. • Performance calculations on all asset classes and fund types. • Maintaining client portfolios that include but not limited to – Bank Debt, Fixed Income, Swaps and CFD’s. • Highly qualified in dealing with advanced asset classes and various fund types. • Provide high level and fundamental investment portfolio and technical support by phone and via email. • Identify and interpret client needs and determine appropriate action. • Interpret and validate technical issues, follow-up and test solutions. • Create and maintain all communication related to customer issues including: bug and change request submissions, status memos, logging of support incidents, and procedural or operation documentation. • Work closely with developers and QA in the design and testing of new releases. • Provide extensive, detailed instructional documentation externally and internally in the form of email responses to clients and Knowledge Base articles. • Provide 24/7 responsiveness to clients. • Absorb and stay current with changes to both the financial and technical global arenas. • Motivate clients and manage client expectations relative to new releases and resolution of issues. Show less

  • Morningstar
    • United States
    • Financial Services
    • 700 & Above Employee
    • Production Support Specialist | Morningstar Publishing System
      • Feb 2012 - May 2012

      Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services. • Managed all monthly production cycles for Morningstar fact sheets and critical investor data, ensuring on-time and high-quality deliverables. • Represented Morningstar professionally while communicating with vital institutional clients via telephone, email, ticket-based workflow systems, and face-to-face meetings. • Operated the Morningstar Publishing System efficiently to streamline production processes. • Proactively suggested system enhancements and improvements to relevant stakeholders, utilising strong influencing skills. • Thrived in a dynamic client-driven environment, finding solutions to ad hoc challenges under pressure. • Analysed and documented requirements arising from client change requests, effectively coordinating with internal teams using established processes. • Accurately and appropriately set client expectations to ensure transparent communication. Show less

  • SunGard
    • United States
    • Consultant | FIS InvestOne
      • May 2010 - Jan 2012

      FIS is an American multinational corporation which offers a wide range of financial products and services. FIS is most known for its development of Financial Technology, or FinTech. • Managed all monthly production cycles for Morningstar fact sheets and critical investor data, ensuring on-time and high-quality deliverables. • Represented Morningstar professionally while communicating with vital institutional clients via telephone, email, ticket-based workflow systems, and face-to-face meetings. • Operated the Morningstar Publishing System efficiently to streamline production processes. • Proactively suggested system enhancements and improvements to relevant stakeholders, utilising strong influencing skills. • Thrived in a dynamic client-driven environment, finding solutions to ad hoc challenges under pressure. • Analysed and documented requirements arising from client change requests, effectively coordinating with internal teams using established processes. • Accurately and appropriately set client expectations to ensure transparent communication. Show less

  • Nedbank
    • South Africa
    • Financial Services
    • 700 & Above Employee
    • Fund Accountant | Nedgroup Investments
      • Jul 2007 - May 2010

      At Nedgroup Investments, we hand pick independent managers in each fund category and partner with them to offer a range of expertly managed funds across all asset classes. This independence allows us always to put our investors first and to meet a full spectrum of investment and savings needs. • Managed all monthly production cycles for Morningstar fact sheets and critical investor data, ensuring on-time and high-quality deliverables. • Represented Morningstar professionally while communicating with vital institutional clients via telephone, email, ticket-based workflow systems, and face-to-face meetings. • Operated the Morningstar Publishing System efficiently to streamline production processes. • Proactively suggested system enhancements and improvements to relevant stakeholders, utilising strong influencing skills. • Thrived in a dynamic client-driven environment, finding solutions to ad hoc challenges under pressure. • Analysed and documented requirements arising from client change requests, effectively coordinating with internal teams using established processes. • Accurately and appropriately set client expectations to ensure transparent communication. Show less

  • State Street
    • United States
    • Financial Services
    • 700 & Above Employee
    • Fund Accountant | Institutional Fund Services
      • Sep 2005 - Jul 2007

      State Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. • Managed all monthly production cycles for Morningstar fact sheets and critical investor data, ensuring on-time and high-quality deliverables. • Represented Morningstar professionally while communicating with vital institutional clients via telephone, email, ticket-based workflow systems, and face-to-face meetings. • Operated the Morningstar Publishing System efficiently to streamline production processes. • Proactively suggested system enhancements and improvements to relevant stakeholders, utilising strong influencing skills. • Thrived in a dynamic client-driven environment, finding solutions to ad hoc challenges under pressure. • Analysed and documented requirements arising from client change requests, effectively coordinating with internal teams using established processes. • Accurately and appropriately set client expectations to ensure transparent communication. Show less

  • Standard Bank
    • 500 - 600 Employee
    • Trustee Officer | Unit Trusts
      • Jul 2003 - Aug 2005

      Standard Bank Group Limited is a major South African bank and financial services group. It is Africa's biggest lender by assets. • Managed all monthly production cycles for Morningstar fact sheets and critical investor data, ensuring on-time and high-quality deliverables. • Represented Morningstar professionally while communicating with vital institutional clients via telephone, email, ticket-based workflow systems, and face-to-face meetings. • Operated the Morningstar Publishing System efficiently to streamline production processes. • Proactively suggested system enhancements and improvements to relevant stakeholders, utilising strong influencing skills. • Thrived in a dynamic client-driven environment, finding solutions to ad hoc challenges under pressure. • Analysed and documented requirements arising from client change requests, effectively coordinating with internal teams using established processes. • Accurately and appropriately set client expectations to ensure transparent communication. Show less

Education

  • Academy Of Financial Trading
    Foundation Trading Programme, Financial Trading
    2013 - 2013
  • Advent Software, United Kingdom
    Geneva Certified, Investment Management
    2012 - 2012
  • New Horizons Computer Learning Centre
    Certificate: SQL Server 2008 - Transact SQL., Microsoft SQL
    2011 - 2011
  • Academy of Financial Markets, Stellenbosch Business School
    Investment Specialisation and Wealth Management, Investment Management
    2007 - 2008

Community

You need to have a working account to view this content. Click here to join now