Lead Product Operations Manager

• Jan 2022 - Present

Operations Business Analyst

• Oct 2020 - Dec 2021

Operational and Product remit covering B2C gold trading app, alongside an organisational pivot towards a B2B service for institutional clients and international bullion suppliers. Initiated a comprehensive process documentation exercise for the retail app. The resulting streamlined operational processes and full procedure documentation significantly reduced the cost of app support. Complete redesign of app KPI infrastructure delivered improved data accuracy and speed of production… Show more Operational and Product remit covering B2C gold trading app, alongside an organisational pivot towards a B2B service for institutional clients and international bullion suppliers. Initiated a comprehensive process documentation exercise for the retail app. The resulting streamlined operational processes and full procedure documentation significantly reduced the cost of app support. Complete redesign of app KPI infrastructure delivered improved data accuracy and speed of production. Delivered successive new and enhanced app features working with front- and back-end developers, alongside third-party suppliers, through full Agile process from requirements elicitation, documentation, testing and release management. Extensive business process modelling of the new B2B operation in consultation with internal and external stakeholders, covering all aspects from process and requirements definition to operational readiness and client/supplier engagement. Worked with clients and metals dealers to understand disparate operating models and tailor processes to allow each to connect to the Goldex proprietary marketplace technology. Show less Operational and Product remit covering B2C gold trading app, alongside an organisational pivot towards a B2B service for institutional clients and international bullion suppliers. Initiated a comprehensive process documentation exercise for the retail app. The resulting streamlined operational processes and full procedure documentation significantly reduced the cost of app support. Complete redesign of app KPI infrastructure delivered improved data accuracy and speed of production… Show more Operational and Product remit covering B2C gold trading app, alongside an organisational pivot towards a B2B service for institutional clients and international bullion suppliers. Initiated a comprehensive process documentation exercise for the retail app. The resulting streamlined operational processes and full procedure documentation significantly reduced the cost of app support. Complete redesign of app KPI infrastructure delivered improved data accuracy and speed of production. Delivered successive new and enhanced app features working with front- and back-end developers, alongside third-party suppliers, through full Agile process from requirements elicitation, documentation, testing and release management. Extensive business process modelling of the new B2B operation in consultation with internal and external stakeholders, covering all aspects from process and requirements definition to operational readiness and client/supplier engagement. Worked with clients and metals dealers to understand disparate operating models and tailor processes to allow each to connect to the Goldex proprietary marketplace technology. Show less

Business Manager

• Apr 2018 - Sep 2020

Fast-growing startup offering innovative capital-raising services to high growth firms. Joined at pre-seed stage and played a key role in growing the firm to revenue generation and Series A round. As with most early-stage startups the role was incredibly wide-ranging, making full use of my project management skills to meet constantly evolving requirements. Primarily concerned with buildup of Operational and Regulatory Compliance functions – leading the successful process of obtaining… Show more Fast-growing startup offering innovative capital-raising services to high growth firms. Joined at pre-seed stage and played a key role in growing the firm to revenue generation and Series A round. As with most early-stage startups the role was incredibly wide-ranging, making full use of my project management skills to meet constantly evolving requirements. Primarily concerned with buildup of Operational and Regulatory Compliance functions – leading the successful process of obtaining FCA authorisation. Lead role in scoping, designing and documenting key operational policies and processes, whilst also playing key role on technical side through Agile product development. Responsible for liaison with grant-making bodies, producing business case proposals for innovative projects. Successful in securing over £100k to help the firm grow during pre-revenue stage. Focused on impactful and sustainable development of the firm: led successful participation in the Scottish government-supported “Purpose Pioneers” programme, the first step in an ongoing journey for the firm to become a certified B Corp. Show less Fast-growing startup offering innovative capital-raising services to high growth firms. Joined at pre-seed stage and played a key role in growing the firm to revenue generation and Series A round. As with most early-stage startups the role was incredibly wide-ranging, making full use of my project management skills to meet constantly evolving requirements. Primarily concerned with buildup of Operational and Regulatory Compliance functions – leading the successful process of obtaining… Show more Fast-growing startup offering innovative capital-raising services to high growth firms. Joined at pre-seed stage and played a key role in growing the firm to revenue generation and Series A round. As with most early-stage startups the role was incredibly wide-ranging, making full use of my project management skills to meet constantly evolving requirements. Primarily concerned with buildup of Operational and Regulatory Compliance functions – leading the successful process of obtaining FCA authorisation. Lead role in scoping, designing and documenting key operational policies and processes, whilst also playing key role on technical side through Agile product development. Responsible for liaison with grant-making bodies, producing business case proposals for innovative projects. Successful in securing over £100k to help the firm grow during pre-revenue stage. Focused on impactful and sustainable development of the firm: led successful participation in the Scottish government-supported “Purpose Pioneers” programme, the first step in an ongoing journey for the firm to become a certified B Corp. Show less

Senior Innovation Manager

• Dec 2016 - Apr 2018

One of two senior managers leading a team of 13 providing business analysis, project management and product ownership support to the UK's leading charity for building a more integrated society. Responsible for providing imaginative and robust solutions to the operational departments charged with The Challenge's delivery of National Citizen Service (NCS), a government funded programme delivered to 40,000 young people each year and involving the integration of over 5,000 temporary staff… Show more One of two senior managers leading a team of 13 providing business analysis, project management and product ownership support to the UK's leading charity for building a more integrated society. Responsible for providing imaginative and robust solutions to the operational departments charged with The Challenge's delivery of National Citizen Service (NCS), a government funded programme delivered to 40,000 young people each year and involving the integration of over 5,000 temporary staff into the organisation over the course of programme delivery. Managing a wide range of concurrent projects, from the procurement and integration of telephony solutions to manage out-of-hours emergencies involving young people on the programme, to the Agile development of Salesforce software products to meet complex logistical requirements. Both performing, and leading the team in the provision of, business analysis and product ownership functions - translating business needs into defined requirements, process analysis and design, documentation, risk management and more. The role required effective resource allocation and the development of strong relationships across the organisation in order to meet the needs of each business unit. Show less One of two senior managers leading a team of 13 providing business analysis, project management and product ownership support to the UK's leading charity for building a more integrated society. Responsible for providing imaginative and robust solutions to the operational departments charged with The Challenge's delivery of National Citizen Service (NCS), a government funded programme delivered to 40,000 young people each year and involving the integration of over 5,000 temporary staff… Show more One of two senior managers leading a team of 13 providing business analysis, project management and product ownership support to the UK's leading charity for building a more integrated society. Responsible for providing imaginative and robust solutions to the operational departments charged with The Challenge's delivery of National Citizen Service (NCS), a government funded programme delivered to 40,000 young people each year and involving the integration of over 5,000 temporary staff into the organisation over the course of programme delivery. Managing a wide range of concurrent projects, from the procurement and integration of telephony solutions to manage out-of-hours emergencies involving young people on the programme, to the Agile development of Salesforce software products to meet complex logistical requirements. Both performing, and leading the team in the provision of, business analysis and product ownership functions - translating business needs into defined requirements, process analysis and design, documentation, risk management and more. The role required effective resource allocation and the development of strong relationships across the organisation in order to meet the needs of each business unit. Show less

Business Analyst, Integrated Middle Office Service Line

• Apr 2016 - Oct 2016

• Led a major project to rationalise a large, complex portfolio of off-shored business functions, leading to a more scalable and robust operating model. • Also led a global project to outsource regulatory reporting processes from onshore hub locations. • Dealt with large amounts of complex data, differing processes, distinct legal entities and corporate systems. • Ran workshops within the business to define key issues, bring internal stakeholders on board and identify… Show more • Led a major project to rationalise a large, complex portfolio of off-shored business functions, leading to a more scalable and robust operating model. • Also led a global project to outsource regulatory reporting processes from onshore hub locations. • Dealt with large amounts of complex data, differing processes, distinct legal entities and corporate systems. • Ran workshops within the business to define key issues, bring internal stakeholders on board and identify solutions. • Managed a diverse global stakeholder network spanning corporate grades, internal and external businesses and service providers. Show less • Led a major project to rationalise a large, complex portfolio of off-shored business functions, leading to a more scalable and robust operating model. • Also led a global project to outsource regulatory reporting processes from onshore hub locations. • Dealt with large amounts of complex data, differing processes, distinct legal entities and corporate systems. • Ran workshops within the business to define key issues, bring internal stakeholders on board and identify… Show more • Led a major project to rationalise a large, complex portfolio of off-shored business functions, leading to a more scalable and robust operating model. • Also led a global project to outsource regulatory reporting processes from onshore hub locations. • Dealt with large amounts of complex data, differing processes, distinct legal entities and corporate systems. • Ran workshops within the business to define key issues, bring internal stakeholders on board and identify solutions. • Managed a diverse global stakeholder network spanning corporate grades, internal and external businesses and service providers. Show less

Business Analyst, Transaction Management Group

• Sep 2013 - Dec 2015

• Part of project management team facilitating the development of new corporate software to ensure that all transactions are carried out against agreed standards, and within relevant dealing limits. • Lead requirements definition workshops, resulting in the production of user story-based requirements documentation for the Agile development of the software. • Created and managed robust project processes to enable smooth communication of requirements between end users and developers… Show more • Part of project management team facilitating the development of new corporate software to ensure that all transactions are carried out against agreed standards, and within relevant dealing limits. • Lead requirements definition workshops, resulting in the production of user story-based requirements documentation for the Agile development of the software. • Created and managed robust project processes to enable smooth communication of requirements between end users and developers, ensuring corporate visibility of project progress utilising JIRA software, and identifying and solving problems arising from project implementation. • Designed and implemented a scalable process to ensure timely and accurate risk remodelling of a large portfolio of complex derivative-backed securities.

Manager, Rates & Credit Solutions Middle Office

• Feb 2012 - Sep 2013

• Central role in the creation of a new Middle Office team to support a newly merged Credit and Rates business. • Quickly gained an understanding of new businesses in order to integrate controls, systems and processes in order to successfully deliver a robust support model for the business. • Department-wide “Book of Work” lead, reaching across numerous teams and interfacing with Business, Support Functions and Technology to advance the Change Agenda across a diverse range of initiatives.… Show more • Central role in the creation of a new Middle Office team to support a newly merged Credit and Rates business. • Quickly gained an understanding of new businesses in order to integrate controls, systems and processes in order to successfully deliver a robust support model for the business. • Department-wide “Book of Work” lead, reaching across numerous teams and interfacing with Business, Support Functions and Technology to advance the Change Agenda across a diverse range of initiatives. • Championed an improved performance and development culture, setting up a framework for members of the team to track their development and progress towards objectives. This ensured that team members focused on the development of their behavioural competencies as much as checking off achievements.

Manager, Asset Backed Trading & Structuring Middle Office

• May 2010 - Feb 2012

• Manager of a team of seven people looking after a broad portfolio of business, dealing with issuance and management of various structures including SPV issuances, CLNs, CDS, Property Derivative and complex bespoke stand-alone deals. • Created a global new business support structure, liaising with numerous Front Office, Middle Office and Structuring teams across Europe and Asia to ensure a robust process existed to manage new product on-boarding. • Devised a method of tracking training… Show more • Manager of a team of seven people looking after a broad portfolio of business, dealing with issuance and management of various structures including SPV issuances, CLNs, CDS, Property Derivative and complex bespoke stand-alone deals. • Created a global new business support structure, liaising with numerous Front Office, Middle Office and Structuring teams across Europe and Asia to ensure a robust process existed to manage new product on-boarding. • Devised a method of tracking training required and undertaken across the wider department, producing MI to highlight progress and risks. • Designed and led a project to assess controls and processes across numerous teams, aimed at achieving efficiencies by migrating appropriate processes to low-cost locations. As a result, teams were able to absorb more work whilst reducing headcount and costs.

Transaction Manager, Repackaging Middle Office

• Mar 2007 - May 2010

• Senior transaction manager with specific responsibility for structured product transactions, but also covering a wide range of other products. The role required close collaboration with the trading desk and many support functions. • Key role in the implementation of a new transaction management application, designing and carrying out test packs and ensuring timely migration of all relevant data.

Client Account Manager

• Jul 2006 - Mar 2007

• Senior team member responsible for client relationship management and the administration of a portfolio of synthetic CDO transactions. • Required highly developed organisational skills owing to the size and complexity of the client portfolio. • Senior team member responsible for client relationship management and the administration of a portfolio of synthetic CDO transactions. • Required highly developed organisational skills owing to the size and complexity of the client portfolio.

Client Account Manager

• Nov 2000 - Sep 2002

• Responsible for client relationship management and the administration of a portfolio of synthetic CDO transactions. • Required highly developed organisational skills owing to the size and complexity of the client portfolio. • Responsible for client relationship management and the administration of a portfolio of synthetic CDO transactions. • Required highly developed organisational skills owing to the size and complexity of the client portfolio.

Foreign Exchange/ Money Markets Operations Officer

• Jul 1999 - Nov 2000

• The role involved the processing of a high volume of financial transactions, requiring numeracy and attention to detail in a highly pressured environment. • The role involved the processing of a high volume of financial transactions, requiring numeracy and attention to detail in a highly pressured environment.