Client Reference Data – Programme Manager recruitment

• Manage and coordinate delivery of a diverse and exclusively-sponsored inter-dependent Client Reference Data Change portfolio, including, but not limited to,  the  following initiatives: -

o                    Liquidity Risk Management (Client Data component)

o                    Erebus – Market Risk reporting project (Client Data component)

o                    FATCA (Remediation, Onboarding, Integration and Withholding/ Reporting streams for client reference data)

o                    Project Link (U.S. Chapter 3 Tax Reporting automation)

o                    Dodd Frank (specific to client reference data component)

o                    Articulation of a target state functional model – driven by Operations but in concert with Global Credit, business units and ORF.

• Progress current activity and productive stakeholder discussions to define and deliver a plan for approval for a future state functional model by addressing current state issues

• Introduce a high level of subject matter expertise from a specific client reference data background allied to programme management experience derived from a track record of managing similar initiatives.

PRIMARY RESPONSIBILITIES 

Management and coordination of the client reference data component within the programme from initiation through delivery to execution, encompassing people, processes and tools.

Establishment of the correct level of project and programme governance required in partnership with project sponsors, Project Management Office and, as necessary, Project Managers for each individual stream

Assurance that business goals are satisfied through translation into a cohesive plan reflecting requirements, priorities and deadlines

Responsible for maintaining control over Operations project expenditure

Definition, management and maintenance of control over client reference data components of project plans throughout the project life cycle.

Management of project scope through a formal change control process, escalating issues, as necessary, to Sponsor, Steering Committee etc.

The reporting of project status in line with accepted governance requirements to the agreed set of stakeholders through periodic communications as agreed at inception

Manage the quality of a project through formal early stakeholder engagement and an adherence to phase entry and exit criteria

Manage and lead the project team, through the coordination of internal resource, the hiring of external resource, resolution of cross-functional and intra-project conflicts and dependencies

Monitor project progress and performance, actively manage risks, assumptions, issues and dependencies, making decisions or recommendations for adjustment as necessary

Definition and implementation of “Day One” support model

KEY RELATIONSHIPS

• The position reports directly to the Head of Operations Engineering Strategy (Europe and Asia-Pacific)

• The position reports indirectly to functional heads and project steering committees, project sponsors in multiple locations

• Positions reporting directly or indirectly  into this role include, but are not limited to, the following in multiple locations, as necessary: -

o        Subject matter experts

o        Business analysts

o        Test manager

o        Project architect

o        Infrastructure project manager

o        Application development manager

• Steering Committees and Working Groups

EDUCATION /OR EXPERIENCERequired

• A proven and demonstrable track record of delivery as a Project or Programme Manager in a similar organisation

• A demonstrable track record of delivery of similar initiatives within a similar environment

• A proven history of working within the client reference data environment

• Good working knowledge of project governance best practice

 Preferred

• An appreciation of up and coming regulatory requirements within the investment banking sector for which there is a dependency upon client reference data

• A professional qualification attesting to experience and expertise within a project management role

COMPETENCIES Behavioural

• Have clear and concise communication acknowledging the target audience

• Strong leadership skills

• Have an inclusive work ethic to foster and promote collaboration across business streams and locations

• Test and challenge thinking in a non-confrontational manner

• Adopt a risk-averse approach to decision making

• Take a decisive lead ensuring that momentum is maintained

• Plan realistically at the task and resource level, including budget, benefits management, delivery timeframes, milestones and deliverables

Technical

Have a good working knowledge on processes which have a high dependency upon client reference data, including, but not limited to: -

• Client take-on/ ‘Know-Your-Client’ procedures

• Account Opening

• Mergers and Acquisitions

• Client data hierarchy structures

• Confirmation messaging

• Standard Settlement Instructions

• Data remediation/ data maintenance

• Provision of industry classification and agency ratings codes

Have a good working knowledge of client reference data providers and their services in the market, including, but not limited to: -

• Bloomberg

• AVOX

• Bankers Almanac

• Dunn Bradstreet

• Omgeo

• Alacra

A good working knowledge of the system tools required of a Project/ Programme Manager

• MS Office (including Visio, PowerPoint and Project)