Jo Cowling

Experience

• 

  M&G plc

  Nov 2003 - Sept 2004

  Investment Consultant, Customer Service Centre
• 

  J.P. Morgan

  Sept 2004 - Feb 2006

  Investment Consultant, UK Retail Client Services
• 

  UBS

  Jun 2006 - Jun 2007

  • Equity Derivatives Trade Support

    Jan 2007 - Jun 2007

  • Equity Derivatives Control Analyst

    Jun 2006 - Jan 2007
• 

  Credit Suisse

  Jul 2007 - Apr 2012

  • Loans Administrator

    Apr 2011 - Apr 2012

  • Equity Derivatives Sales Support

    Feb 2010 - Apr 2011

  • Fund Linked Products Middle Office, Senior Analyst

    Jul 2007 - Feb 2010
• 

  Helen Rollason Cancer Charity

  Jul 2012 - Dec 2013

  Head of Sport fundraising and Community fundraiser
• 

  Northern Trust Asset Management

  Jan 2014 - Jul 2020

  Project Manager

  • Global Brexit project manager• Mifid 2• Performance & Reporting project• Global implementation of a corporate actions system• Project manage a number of smaller EMEA based projects/process improvements to deliver key business initiatives• EMEA & APAC business analyst for front office global technology project• Chair of Disability Business Resource Council • Mentor for University of Greenwich Business School

• 

  NHS

  Nov 2020 - Mar 2021

  Digital projects

  Support initiation, development and implementation of 13 new websites, embedding best practice project governance within the team.

• 

  Fidelity International

  Mar 2021 - now

  • LTAF SaaS implementation for Transfer Agency • SEC US T+1 Settlement • Build a new FX capability in Canada• Creation of a new Services business function• Launch ILF Money Market fund Global project manager responsible for the successful implementation of a Fixed Income US High Yield business in Canada.

  • Programme Manager

    Mar 2022 - now

  • Project Manager

    Mar 2021 - Mar 2022