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Paul Davis

Paul Davis

Finance Analyst

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location of Paul DavisLondon, England, United Kingdom

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  • Timeline

  • About me

    Director, Structured Notes Platform

  • Education

    • University of Limerick

      2009 - 2010
      MSc. Financial Services Finance, General 2.1 honours

    • University of Limerick

      2005 - 2009
      Bachelor of Business Studies (with Economics and Finance Major) Business 2.1 honours

  • Experience

    • Lombard International Assurance

      Jan 2008 - Sept 2008
      Finance Analyst

      Supported Finance operations within a global wealth and succession planning provider.

    • Credit Suisse

      Oct 2010 - Mar 2023

      Led front-to-back transformation and risk control initiatives, delivering regulatory change, valuation framework enhancements, and improved operational efficiency. Implemented a global Target Operating Model (TOM) for structured note issuances, driving operational transformation and regulatory compliance through front-to-back control alignment, process automation, legal entity migrations, and SOX remediation. Oversaw financial reporting, P&L and balance sheet controls, and risk governance across multiple legal entities.

      • VP - Structured Notes Platform

        Dec 2019 - Mar 2023

      • AVP - Structured Notes Support Group

        Sept 2013 - Dec 2019

      • Product Controller

        Oct 2010 - Sept 2013

    • UBS

      Mar 2023 - now
      Director - NCL Structured Notes Platform

      Driving the operational wind-down of Credit Suisse’s structured notes portfolio and its strategic integration onto UBS infrastructure.

  • Licenses & Certifications

    • Chartered Global Management Accountant

      CIMA
      Oct 2012