Jessica P.

Jessica P.

Investment Manager

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location of Jessica P.London, England, United Kingdom

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  • Timeline

  • About me

    Head of Fund Governance and Product Distribution at Barclays Wealth Management | Senior Business Leader | Board Member| Seeking new roles Non Executive Director

  • Education

    • CFA Society

      -
      CFA LEVEL 1
    • CFA Society UK

      -
      Investment Management Certificate
    • Rand Academic University

      -
      Hons. Econometrics Econometrics and Quantitative Economics
    • Rand Academic University

      -
      Bachelor of Commerce - BCom Economics

      Additional Specialisations - Commercial Law, Industrial Psychology and Finance

    • Quantic School of Business and Technology

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      Master of Business Administration - MBA Distinction
    • Cranfield University

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      MSc. Business and Strategic Leadership
  • Experience

    • Barclays Wealth

      Jun 2010 - Oct 2012
      Investment Manager
    • Barclays

      Oct 2012 - Mar 2018
      Risk Control and Governance -
    • Barclays Wealth Management

      Mar 2018 - Dec 2024
      Head of Fund Governance and Product Support
    • Barclays Private Bank

      Nov 2018 - now
      Head of Fund Governance - Product Distribution - Investor Communications

       Performed as Risk Partner to diverse functional areas, namely Private Assets, Insurance & Pensions, Investment Due Diligence, Operational Due Diligence, Mutual-Funds and Hedge Funds, Commercial Management and Barclays UCITS, OEIC's and AIF Funds. Led the improvements of oversight and risk environment Managed introduction and socialisation of enterprise risk management framework, including embedment. Established as Subject Matter Expert for Risk, Governance, Financial crime and operations in relation to Funds. Implemented risk-based testing for Investment Strategy, Behavioural Finance & Research, Asset Allocation, Investment Due Diligence, Single Asset Class Selection, Portfolio Construction, Investment marketing, In House Funds, Third Party Mutual-Funds and Hedge Funds, Private Assets, Insurance and Pensions, Operational Due Diligence as well as Investment Risk and Analytics. Created and implemented independent monitoring of core activities, including oversight, test creation, creation of, controls library and MI CIO functions . E2E Implementation of risk management system for UCITS reporting across complex multimanager fund structure and Management Company appointment Creation of Fund policies, risk profile and regulatory Risk Management Processes for Fund Companies  Created and rolled out improved reporting for Risk Management, Pricing and Fair Value and Tier 1 & 2 Supplier Oversight Forums. Led implementation of SAA changes and managing over £2 billion pounds of trading, hedging and FX management. Project SME for creation of new Authorized Corporate Director (ACD) and termination of previous. Implementation of new rebalancing and dealing system (Simcorp) to replace in house system and Multi-Currency Share classes for Luxembourg and Ireland fund structure Oversaw the operational launch SME for new Luxembourg MultiManager Funds (2006) & Ireland MultiManager Funds. Show less

  • Licenses & Certifications

    • Jessica Perry

      The Open University
    • Advanced Corporate Level Strategy

      Quantic School of Business and Technology
      Oct 2021
    • Startup Entrepreneursip

      Quantic School of Business and Technology
      Oct 2021
    • Level 7 Senior Leader Masters Degree - Distinction

      ILM
      Sept 2021
      View certificate certificate
    • Venture Capital

      Quantic School of Business and Technology
      Sept 2021
    • Venture Capital

      Quantic School of Business and Technology
      Sept 2021
    • Jessica Perry

      The Open University
    • Strategic Thinking

      Quantic School of Business and Technology
      Nov 2021
    • Supply Chain and Operations

      Quantic School of Business and Technology
      Nov 2021
    • Game Theory

      Quantic School of Business and Technology
      Sept 2021
    • Membership (MCGI) of the City and Guilds of London Institute

      City & Guilds
      Sept 2021
      View certificate certificate