David Morisset

Experience

• 

  BNP Paribas - Securities Services

  Jan 2001 - now

  Investment & Fund Services Global IT-Engineering- Connectivity expert. SWIFT global coordinator and point of contact with ALFI / ALMUS- Digital-expert BNPP: Digi-Master certification - Let's get digital 2.0, Fablab Factory, COOC – Artificial Intelligence (1st ex-aequo in individual challenge, 1st in team challenge)- Fund Distribution Inbound Product Owner (RTO, Client reporting, Legal Archiving, Compliance filtering)- Business Analysts coaching and follow-up- Responsible for changes prioritisations, respect of milestones/deadlines, and quality (ensuring that solutions meet client’s expectations. Coordinating the migrations and the change management)- Communication: giving visibility on planning, achievements, risks, issues, and inter-dependencies- Documentation: ensuring all is done and up-to-date (PMP, budget, planning, steering committee support, meeting minutes, dashboards, BRD, Requirements in QC, test packs etc.). - Solutions: ensuring that solutions meet client’s expectations. Coordinating the migration and the change management. Voir moins - Organise, run and motivate the team, divided in 2 poles (with assistant manager):Pole 1- Trade CaptureAnalysis and orders processing + controls on the orders and payment instructions (signatures etc). Set-up of a new orders management tool (Workflow)Pole 2- Client Documentation ManagementAnalysis and handling of client documents (application forms, compliance documentation etc). Creation of a new documents processing tool.- Regional Transfer Agency Operational Coordinator:Responsible for the operational organisation of this new product, putting in place the flow between all the operational teams, managing the business implementation with the clients, ensuring that they are fully satisfied with the service provided (from march 2009 to march 2010).- Statistics, elaboration and monitoring of KPIs (quality, risks, productivity)- Planning and organisation, due to Fortis / BGL / BNP Paribas merge Voir moins - Managing the parallel run to pass the activity to the appropriate team in USA- Organise, run and motivate the team (6 people):- Put in place the systems flows to stabilize the EQD reconciliation process (matching keys, custody model…)- Control the reconciliation process (progress of individual members and overall performance of the team) and ensure to remedy any knowledge gaps within the team.- Control the management of the cash activity linked to the Credit Facilities clients- Statistics, elaboration of KPIs (quality, risks, productivity), follow-up of the high risk breaks with Finance and Control (to calculate the provisions)- Ensuring the communication and information flows between locations (Paris clients, New York front office, Milan IT Reconciliation and Investigation systems, Luxembourg teams) Voir moins - Responsible for the coordination and monitoring of the business implementation of the clients.- Managing Client migration and administration process with external counterparts and opening of the accounts with the sub-custodians (Creation of a database for the SSI).- Ensuring proper set-up of the client accounts by establishing effective relationships with all the BP2S internal divisions involved in London and Paris.- Restructuring of the accounts at the sub-custodian level, to minimize risks.- Responsible for the training of the other members of the team: one regarding the tax documentation, one regarding the accounts set-up.- Enhancement and improvement of client account opening process (creation of a new database monitoring all data related to client account set-up/opening).- Dealing with the tax and market documentation (Creation of an electronic client's master file).- Responsible for the development of a new database to control the risk due to all kind of incidents (possible P & L etc). Administrator of the database for Banking Operations UK. Voir moins - In charge of providing high quality service and employer/customer relationships, working in the Dutch settlement area for major brokers/dealers investing on the Dutch market. - Providing clients with timely and accurate information and an accurate feedback relating to all aspects of their Dutch activity.- Pro-active follow-up of OTC unmatched trades with counterparties and interventions on the settlement system to ensure maximum settlements. - Management of the client’s cash accounts. Voir moins

  • Fund@ccess IT Project lead & Global Solution Architect

    Sept 2022 - now

  • Senior Project Manager - Distribute strategic project

    Jan 2019 - Jan 2022

  • Senior Project Manager & Product Owner

    Nov 2013 - Jan 2019

  • Global Engineering Business Analyst

    Jan 2012 - Oct 2013

  • Team Manager within Transfer Agent department

    Jan 2009 - Jan 2012

  • Fund Dealing Services Account Manager

    Sept 2008 - Jan 2008

  • Equity Derivatives Reconciliation Team Manager

    Jan 2007 - Sept 2008

  • Transition Manager

    Jan 2006 - Nov 2007

  • Travel in all South America

    Oct 2004 - Jan 2006

  • Senior account Manager

    Mar 2003 - Oct 2004

  • Operational Risk Controler

    Jan 2001 - Mar 2003