Experience

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  Ballamy woodhouse

  Jun 2011 - Jun 2012

  Work experience

  •Worked together with accountants specialising in forensic legal work

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  Sodexo prestige

  Jul 2012 - Aug 2012

  Bar staff
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  Hsbc

  Apr 2013 - Apr 2013

  Spring programme

  •Experienced HSBC culture and gained insight. Chosen for the Assessment Centre in January

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  Rbs markets & international banking

  May 2013 - May 2013

  Spring week

  •Shadowed different areas of the bank, participated in networking and interactive sessions

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  Ifx - international foreign exchange

  Jun 2013 - Jun 2013

  Work experience

  •Shadowed various teams including those with sales, trading and advisory roles•Produced the daily market report to a high standard for clients and employees

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  Oriental club

  Aug 2013 - Aug 2013

  Client retention advisor
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  Investec

  Aug 2013 - Sept 2013

  Summer internship

  •Worked together the High Net Worth Banking Team presenting deals to credit and structuring lending facilities for clients. Presented my innovative idea of how to increase brand footprint

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  Rothschild

  Dec 2013 - Jan 2014

  Off cycle internship

  •Applied my knowledge of choosing successful stocks to managing more diverse portfolios within the Wealth Management team. The team’s main clients are large charities•Undertook the most challenging part of the group presentation task and suggested a more efficient way to sort the client data in order to use referrals to increase the client base

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  Hsbc global banking and markets

  Jun 2014 - Aug 2014

  Summer internship

  •Worked within the Hedge Fund coverage team in Global Banking & Markets. Following this, offered a graduate position starting in 2015. The role encompassed maintaining relationships with clients and tailoring solutions for them via interactions with the product teams•Presented a new, innovative opportunity for clients in the asset backed finance space

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  Hsbc

  Aug 2015 - Feb 2021

  Project : Bounce Back Loans Role: PMO and Product Owner- Implemented government Bounce Back Loans to aid business- Championed new governance frameworks through creation of procedures and training materials for offshore teams; decreased error rate by over 60% and reduced costs by 80%- Managed stakeholders across cultural boundaries, clearly communicating business requirements- Oversaw process automation, RAID and RACI tracking, and Project Charter documentation- Mentored cross-functional team of graduates, including SME knowledge in Scrum/Agile and LoansProject : End-to-end Client Switch Role: PM- Within 12 months, facilitated switching of 10 companies with income value ~£2m- Developed MI documentation for senior leaders to show ability to decrease timescales by <5 weeks- Planned and facilitated time boxed events including sprint planning, daily stand-ups, sprint review and retrospectives to ensure continuous improvement by sharing best practice- Increased revenue by over £1m in year 1 through introductions for RMs to win new business Show less •One year in Hedge Fund coverage and September to present spent on the Multinationals coverage team•Clients have annual turnover of over USD 5bn•Advanced interpersonal skills while helping senior coverage bankers generate income and deepen relationships through pitching a wide range of products and learning about clients in detail•Added value to client meetings, contributing appropriate product ideas and taking ownership to follow up with action points. Provided a useful point of contact between the client and internal service team •Developed technical knowledge and attention to detail through submissions to credit, presentations to clients and team projects •Enhanced knowledge of processes such as the credit and KYC process, documentation negotiation / execution through reading available information and exposure to client activity•Generated commercial awareness and organisational skills through focused client plans and tailored solutions •Developed ability to critically analyse and understand the risks to the bank as opposed to simply executing tasks Show less

  • Regional Project Manager

    Nov 2018 - Feb 2021

  • Associate Director

    Jan 2018 - Nov 2018

  • Analyst

    Aug 2015 - Jan 2018
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  Delta capita

  Feb 2021 - Dec 2022

  Project & programme delivery manager

  Managed multiple workstreams and books of work for IB products; implemented best practice and created MI for senior and board level stakeholders- Integral to the Data Team, worked with technology partners & CCO to delivery key strategic data controls across platforms such as RMS, Actimize, Summit, Trappist, Kondor & Magellan- Managed DQ direct with data council responsibility – reduced backlog of issues from 76 to 7, remediated issues with upstream teams, challenged stakeholders to ensure measures put in place to prevent repetition of issues. I also held meetings, reporting to senior stakeholders within AFC, governance boards and the FED- Created product delivery roadmaps for each asset class for board members and business plans to manage the budget with senior management- Key Achievements:25% productivity increase$5m saving based on Trade Surveillance dataSuccessful external audit investigation; improved from previous amber view Show less

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  Deutsche bank

  Dec 2022 - now

  Change manger

  Delivered the complete re-write of the Personal Account Dealing Policy for all 90,000 employees worldwide across Deutsche Bank- The project was recognised at Board Level due to the importance and it was noted although the re-write had been attempted three times previously but failed due to the complexity- Performed exceptionally under incredibly short time scales and managed teams across the globe, gathering the necessary approvals and inputs from Regional Leaders- I managed all Working Groups, governance, communications to all employees, updated Global process documentation and applying a principle based, risk proportionate approach to requirements for financial instruments, Related Parties and Contingent Workers Show less