
Jessica P.
Investment Manager

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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 EconomicsAdditional Specialisations - Commercial Law, Industrial Psychology and Finance

Quantic School of Business and Technology
-Master of Business Administration - MBA Distinction
Cranfield University
-MSc. Business and Strategic Leadership
Experience

Barclays Wealth
Jun 2010 - Oct 2012Investment Manager
Barclays
Oct 2012 - Mar 2018Risk Control and Governance -
Barclays Wealth Management
Mar 2018 - Dec 2024Head of Fund Governance and Product Support
Barclays Private Bank
Nov 2018 - nowHead 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 TechnologyOct 2021
Startup Entrepreneursip
Quantic School of Business and TechnologyOct 2021- View certificate

Level 7 Senior Leader Masters Degree - Distinction
ILMSept 2021 
Venture Capital
Quantic School of Business and TechnologySept 2021
Venture Capital
Quantic School of Business and TechnologySept 2021
Jessica Perry
The Open University
Strategic Thinking
Quantic School of Business and TechnologyNov 2021
Supply Chain and Operations
Quantic School of Business and TechnologyNov 2021
Game Theory
Quantic School of Business and TechnologySept 2021- View certificate

Membership (MCGI) of the City and Guilds of London Institute
City & GuildsSept 2021
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