Experience

Strata
• United States
• Advertising Services
• 1 - 100 Employee
• Head of Change Practice

  • Jul 2022 - Present

BNP Paribas Securities Services
• France
• Financial Services
• 700 & Above Employee
• Global Programme Manager

  • Aug 2018 - Jul 2022


Aviva Investors

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Project & Programme Manager

  • Oct 2015 - Jul 2018

  Entered the contracting and consulting arena by providing key investment fund project, migration and implementation skills to on-board over £25bn of Friends Life assets on to the Aviva Investors Aladdin front office and associated middle and back office suppliers systems (all part of the broader merger between Aviva and Friends Life). Managed an effective Aviva Investors project team to drive the migration of heritage Friends Life OTC and collateral services from HSBC to J.P. Morgan reducing operational complexity and delivering a key strategic element of the Aviva and Friends Life merger. Tax Transparent Fund programme implementation manager for Friends Life Funds Limited – provided full fund lifecycle implementation skills set from driving FCA prospectus submissions; implementing multiple operating model modifications; obtaining client approval to transfer Life and Pension fund assets; and managing and completing the on-boarding and injection process across Aviva Investors and Blackrock Investment Management (UK) Limited. Launched 21 Tax Transparent Funds and introduced over £15bn of assets into Friends Life Funds Limited. Show less



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Head of Change

  • Jul 2011 - Sep 2015

  Relocated from Cape Town, South Africa to introduce best practice to servicing a London based Asset Managers business development plans within an investment operations environment at J.P. Morgan. Developed and managed an effective change delivery team, with supporting process, technology and management information to produce a benchmark client change service enabling the successful delivery of over 250 client change initiatives per annum.• Modified the client engagement model and delivery team to improve elicitation of requirements, impact assessment quality, testing and interaction throughout the delivery lifecycle; whilst significantly improving implementation and client change commercial position.• Managed a portfolio of fund transitions and restructures for an investment managers business development including new wins, transitions to 3rd party managers and fund range restructures. • Provided programme management across regulatory deliveries for a significant J.P. Morgan investment management client. Focussed on improving internal governance, engagement and ownership to successfully deliver the required outputs.• Project managed significant multi-product investment operations proposals in response to key client requirements.Following a decision of an asset management client to migrate services from J.P. Morgan to a replacement service provider, initiated and implemented a programme of work to off-board fund accounting, custody and middle office services. • Co-developed and agreed a comprehensive exit plan, detailing: the approach to the off-board; key governance; milestones commitments; and organisational roles and responsibilities.• Managed the team that successfully migrated 120 ABOR funds and ready to off board 410 IBOR funds from J.P. Morgan to new service provider. All J.P. Morgan deliveries completed successfully strongly positioning J.P. Morgan from a contractual perspective. Show less

• Change Control Manager

  • Nov 2009 - Jun 2011

  Change Control Manager focusing on the delivery of Client and Internal JP Morgan change initiatives:* Implemented a revised Change control structure to improve delivery across Projects and Technology.* Managed Client Change initiatives in the following areas: Product launches, markets, securities, process and operating model enhancements, technical improvements, efficiency drives and risk reduction projects* Managed JP Morgan originating changes focusing on: process, technical, risk and efficiency initiatives.* Managed Change Advisory Board to effectively govern the Change process within JP Morgan Cape Town.* Chair the Joint Change Committee meetings with major South African Asset Managers.* Manage the Team that delivers over 300 Changes on an annual basis.* Implemented effective reporting covering Client Change status and monthly Key Performance Indicator packs; financial reporting and internal JP Morgan governance and management information reports Show less

• Client Executive

  • Feb 2008 - Nov 2009

  * Client Executive for OMIGSA (Old Mutual Investment Group South Africa)* Monitor and manage monthly adherence to contractual terms* Manage Client Change Request Projects relating to; transitions, new or enhanced products, technology changes and service amendments.* Manage Billing Process for OMIGSA* Manage Service Delivery and Key Performance Indicator reporting* Key Responsibilities include; being the key point of contact for service delivery between JP Morgan and OMIGSA, negotiation for the charges of new products and services* Project Management for the Change Control Projects driven through a Change Request Process* Escalated Issue Resolution between JP Morgan and OMIGSA.* Manage service reporting and Chair Operational Committee Meetings between JP Morgan, OMIGSA and recipient companies.SKILLS UTILISED IN THIS POSITION* Relationship Management* Project Management* Change Management* Communication Skills* Risk and Issue Management Show less

• Project Manager (Contract)

  • May 2007 - Jan 2008

  Operation and Client Services Workstream Project* Project entailed outsourcing of OMIGSA's back-office administration services to JP MorganKey Responsibilities Included:* development and agreement of a comprehensive schedule of services between OMIGSA and JP Morgan* development of a service level agreement and relationship model, including key performance indicators to assist management of the outsource relationship* development of the schedule of delegated activities for the OMIGSA - JP Morgan Power of Attorney* manage all business readiness activities, including the organisation of members of the Operations and Client Services Workstream to achieve project deliverables* Complete all necessary Project and Workstream documentation* Negotiation, Discussion Chairing.* Use of previous Project Management methodologies to assist in achieving successful project deliveries* Communication Skills* Risk and Issue Management* Resource Management Show less



Old Mutual

• United States

• Project Manager

  • Sep 2005 - Apr 2007

  PM for Siyakha Phase 2 - Group Assurance Project * Daily management to move the Corporate Groups Assurance Business to a new adminstration system (Sungard Compass) SKILLS UTILISED: * Team Management * Supplier Contracting and Negotiation * Budget development, management and reporting. * Prince 2 Project Mgt Methodology * Multiple Workstream Management * Communication Skills * Management of Inter-Intra Project dependencies * Risk and Issue Management * Resource and Change Mangement * IT Management Show less


Dragoco
• Spain
• Retail
• Fragrance Development Manager

  • 1997 - 1998