Annabel Thompson

Experience

• 

  Fidelity Investments

  Jan 2001 - Mar 2004

  Responsible for the UK Retail Customer Relations group, managing a team of forty staff. Responsible for the onboarding and maintenance of European Retail Clients investing in offshore UCITS Funds. Relocated to India for 10-month assignment, and successfully transferred core Transfer Agency business functions from European offices to India.

  • UK Customer Relations Supervisor

    Jan 2004 - Mar 2004

  • Transfer Agency Operations Manager

    Jan 2001 - Jan 2003
• 

  JPMorgan Chase & Co.

  Jan 2004 - now

  Responsible for a programme of strategic initiatives for the Global Custody business, covering regulation, legal entity strategy and custody credit risk Responsible for the bank’s largest asset manager client, accountable for the retention and growth of the EMEA book. Product Development Manager, led programme of work for the definition, design and delivery of Collateral Management Products for Investor Services clients Defined the strategy and technology roadmap for J.P. Morgan’s online tools and electronic data exchange for Custody and Fund Services (CFS) Clients. Led the definition and design of complex multi-product services to support Client demand within the Custody and Fund Services (CFS) group. Technology lead for sales support, onboarding and ongoing relationship management for key franchise clients within the Custody and Fund Services Group (CFS). Delivered key client driven change initiatives across the Middle Office client base, ranging from large scale Front Office re-platforming, regulatory change to fund launches and mergers. Managed the impact assessment, solution design, and control governance for scope change during the onboarding phase of outsourced Middle Office services from a leading Asset Manager.

  • Securities Services - Head of Operational Resiliency; Executive Director

    Jan 2023 - now

  • Custody Product Management, Executive Director

    Jan 2017 - Jan 2023

  • Asset Managers Sales Manager, Executive Director

    Jan 2014 - Jan 2017

  • Collateral Product Development Manager, Vice President

    Mar 2013 - Jan 2014

  • E-Solutions Product Lead, Vice President

    Jan 2012 - Jan 2013

  • Global Fund Services Product Solutions Manager, Vice President

    Jan 2010 - Jan 2012

  • Technology Relationship Manager, Vice President

    Jan 2008 - Jan 2010

  • Middle Office Client Change Project Manager, Assistant Vice President

    Jan 2005 - Mar 2008

  • Middle Office Outsourcing Project Analyst, Associate Treasurer

    Jan 2004 - Jan 2005