
With over 22 years of experience in financial markets, including 5 years managing trading floor operations and 15 years leading complex strategic and transformation projects within investment banking, my career has been defined by the ability to contribute to build strategic vision and translate it into operational execution, and act as a trusted partner to senior leadership in high-stakes environments. I bring a holistic understanding of capital markets and Clearing House activity, combined with ability to coordinate cross-functional teams, drive execution, and ensure strategic alignment across complex organizations; essential pillars for an effective Chief of Staff and Programme director.
Programme Director from inception to completion of strategic projects, overseeing and coordinating cross-functional teams (Legal, Compliance, Risk, IT, Operations, Finance), external parties' management, with very complex legal and regulatory frameworks.
Strategic
Track records/Project delivered on time and on budget implying solid programme director skills such as strategic vision, creation of cross-business synergies, leadership, team alignement and stakeholder engagement, risk management and mitigation, reporting, decision making
COMMODITY MARKETS DIVISION
Project Director from inception to completion of the project This involved creating the project timeline, cost management, governance and reporting, risk management and ensuring execution to a very tight deadline. Intensive and strategic project during lockdown. Responsible for driving final execution.
- Technical Work: data room management, market and trade analysis and reconciliation, including MtM and client data reconciliation; designing a bid structure and bidder selection criteria, helping the business with the novation process
- Relationship Management: operationally coordinating internal and external stakeholders, and acting as point person.
The discrepancies were impacting downstream processes including the annual closing accounts, and remediation was required by external auditors. Project was successful – the auditors did not require further action and did not require a provision to be made in the accounts (which would have adversely impacted pnl).
-Annual IT roadmap to meet business requirements and upcoming regulatory changes, campaigning for budget, scoping work to fit within the allocated budget, ensuring that what is delivered meets business requirements.
- Responsible for the annual IT budget and accountable to the business for the performance of the system. Deliverables included regulatory change implementation, and continuous improvement and expansion of trade capture methods (including expanding coverage and volume across the post-trade chain).
The project involved a complete overhaul of front-to-back architecture, including trade capture, risk, P&L, middle office, and post-trade processes. I coordinated IT, operations, and business stakeholders to deliver a streamlined, scalable, and regulatory-compliant solution aligned with new business and reporting requirements. This involved more than 30 IT systems, 20 teams across different regions and departments, around 200 clients and 50 operational processes related to market orders, trade capture, margin calls, data reconciliation, accounting methodologies, client reporting, and regulatory requirements.
Long-term vision to, among other things, enhancing execution capacity, improving booking Day-one execution was a success.
FIXED INCOME DIVISION
EQUITY DERIVATIVES DEPARTMENT - project manager
EQUITIES TRADING DIVISION
EQUITY DERIVATIVES CONSULTING TEAM
Transformation & Change Management: leading transformation programs, process optimization, and continuous improvement
Management of Complex Projects: end-to-end project governance, multi-stakeholder coordination, legal and regulatory frameworks, operational alignment, cost efficiency and budget oversight, negotiation and influence
Management of outsourcing activities: transition and knowledge transfer management, change management
Management of the performance: performance tracking, KPIs, continuous improvement and action plan
Definition & Deployment of Financial Market Strategies: front-to-back strategic design and execution
Investment Banking, Asset Management & Clearing Houses: strong knowledge of operating models, regulatory frameworks, and associated risks
Management of Multidisciplinary & Multicultural Teams: leadership, skill development, and international coordination
Operational Risk: control frameworks, process reliability, operational resilience and incident management
Strategic vision and business direction : design and development of the strategic vision for the business, scenario planning, business roadmaps (3-5 year vision), stakeholder engagement, risk assessment and mitigation