Corporate & Asset Finance Resume Samples

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J McKenzie

Jeramy

McKenzie

840 Dulce Neck

Philadelphia

+1 (555) 651 3045

840 Dulce Neck

Philadelphia

Phone

p +1 (555) 651 3045

Experience Experience

San Francisco, CA

Corporate Asset Finance

San Francisco, CA

Schneider Inc

San Francisco, CA

Corporate Asset Finance

Management of the Welcome Pack process
Checking legal documentation (including ancillary documents for accuracy, legality and compliance) to approval conditions
Management of Account Reconciliations
Financial analysis to understand projected performance and valuations under a range of scenarios
Manage the receipt and storage of original documentation
Management of the Asset Protection Insurance Scheme
Management of the invoicing process

Philadelphia, PA

Corporate & Asset Finance

Philadelphia, PA

Wisozk LLC

Philadelphia, PA

Corporate & Asset Finance

Providing timely and accurate advice and data to Client Managers, Finance and other teams within the business
Transaction management including funding, cash management, reconciliations, and communications
Have a proven track record in providing Executive Assistant support within the Financial Services or Legal industry
Presenting transactions to senior management within CAF and the Risk Management Group
Providing high levels of service and support to both the client and internal management teams including Credit and Legal
Providing constructive advice and assisting the originations team and other execution staff in structuring of new transactions
Assisting new starter set-ups, transfers, leavers and visitors

present

Los Angeles, CA

Corporate & Asset Finance Lending

Los Angeles, CA

Marvin-Littel

present

Los Angeles, CA

Corporate & Asset Finance Lending

present

Extensive diary and telephone management
Assisting new starter set-ups, transfers, visitors and exits
Assist and lead on projects and assume paralegal responsibilities
Corporate assistance including updating powers of attorney, arranging notaries and document seals
Assisting with PowerPoint presentations, and formatting of documentation
Contacts management on Outlook and meeting tracking
Co-ordination and booking of business travel, including flights, accommodation, visas, meetings and restaurants

Education Education

Bachelor’s Degree in Business Administration

Emory University

Bachelor’s Degree in Business Administration

Skills Skills

Strong attention to detail and the ability to remain proactive and organised in a dynamic environment
Excellent organisational skills and ability to work to deadlines
Strong written and oral communication skills
Managing internal and external stakeholder requests
Helping with preparation of materials for new business pitches e.g. creating PowerPoint slides or undertaking Excel tasks
Analysis and implementation of process improvements
Supporting office management tasks and related projects
Close liaison with operational teams including Finance, Data and Reporting
Facilitating front, middle and back office collaboration and acting as a bridge between the operational and new business teams particularly as deals are taken from execution into business as usual
1-2 years experience working in a similar role within banking or finance

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Corporate & Asset Finance Resume Examples & Samples

Liaising with Client Managers to ensure data integrity and to report on the progress and completion of tasks
Day to day processing including maintenance of transactions, cash application and monitoring of the businesses Oracle Lease Management system
Providing timely and accurate advice and data to Client Managers, Finance and other teams within the business
Data querying and reporting
Investigation of issues
General system set-up and maintenance requests
User access set-ups
Communicating with global team members across various time zones

Business Analyst Corporate & Asset Finance Major Client Resume Examples & Samples

Build positive working relationships with key stakeholders across multiple levels and areas of the organisation (Senior executives to more junior staff)
Strong ability to elicit and gather requirements using a range of methods including one-on-one discussions, workshops, review of feedback, competitive product analysis etc
Produce detailed business requirements to a high standard and for multiple audiences
Undertake Usability Design activities to support online and user application development
Design future state process maps and flows
Map complex data structures to support reporting and analytics initiatives
Apply commercial judgement and take a practical approach - able to demonstrate an understanding of relevant operational and business drivers and determine critical and non critical business needs
Possess strong analytical and problem solving skills
Excellent communication and interpersonal skills, and be able to effectively tailor communications to a diverse range of business and technical stakeholder groups
Have the ability to work well under pressure to provide timely and accurate solutions to business opportunities and challenges
Be a self-starter that can work well both independently and as a team. Evidence of developing effective working relationships with team members, senior management and external parties required

Corporate & Asset Finance Group Lending Mba Summer Opportunity Resume Examples & Samples

Fundamental company and industry research. This usually includes speaking with management teams, industry experts and in-house Macquarie resources
Financial analysis to understand projected performance and valuations under a range of scenarios
Liaising with financial and legal advisors in structuring deals as well as with internal counterparties
Presenting investment opportunities to the team as well as decision-making bodies
Assisting the senior members of the team in the opportunity screening and selection process
Involvement in the legal analysis of credit agreements and enforcement considerations
Most importantly, contributing to investment decisions with our senior team

Corporate & Asset Finance Group Business Systems Operations Analyst Resume Examples & Samples

First contact point for systems issues, providing investigation and initial analysis
Review and analysis of system changes, providing options and recommendations
Assisting in project specifications documentation and stakeholder discussion
Assisting in testing and release management
Writing and running reports
An appreciation of key business drivers and an understanding of the IT impact upon the business
Relevant qualifications in IT or Business
Intermediate Microsoft Office experience
Excellent communication skills with a customer service focus
Excellent problem solving abilities
Ability to manage multiple tasks and prioritise where necessary
Leasing or financial services experience desirable
Business Objects / Crystal Reports

Process Business Analyst Corporate & Asset Finance Resume Examples & Samples

Work closely with all levels of business to understand the business need. Capture these requirements in functional requirements and/or use cases
Facilitate walk throughs to ensure all Product Delivery teams clearly understand the business, function and/or process requirements and solutions
Work with the external vendor, PegaSystems, to drive delivery and act as an interface between Vendor and business
Understand current process flows and look for opportunities for process improvements
Lead, prepare and conduct user acceptance testing and/or coordinate user acceptance testing with end users and SMEs to verify system results
Liaise with Senior Business Analysts and Program Manager to understand project scope and ensure change request process is strictly adhered to
Preparing course material and conduct conducting training sessions

Corporate & Asset Finance Executive Assistant Resume Examples & Samples

Booking meeting rooms, conference calls, restaurants etc
Ad-hoc assistance on various projects and events for the broader team
Maintain various databases
Registration of team members for seminars/conferences & training
Assisting new starter set-ups, transfers, leavers and visitors
Printing, binding, gathering meeting materials

Corporate & Asset Finance Internal Account Manager Resume Examples & Samples

Provision of telephone based sales support for Brokers
Achieve agreed sales targets and KPI's in terms of volume and conversion levels
Attend external and internal Broker meetings
Assistance in the production of quotations, credit applications, & documentation checks
Proactively manage by telephone Brokers within an agreed contact strategy to review performance via management information,
Partner with operations and risk in assisting with issues where appropriate
Account manage Broker relationships proactively by telephone, and to develop incremental business opportunities
Create and distribute management information on a monthly basis to the Brokers
Work with colleagues across the business to deliver the goal of increased volume and conversion levels for the division whilst maintaining a focus on customer service
Confident, enthusiastic, ambitious individual with the ability to build relationships over the phone or in person
A thorough understanding of asset finance and the Broker channel
Strong understanding of finance products, pricing and documentation
Possess strong verbal and written communication skills
Be conscientious and have strong attention to detail
Be a team player with the ability to work unsupervised and independently
Be self motivated and performance focused
Possess an ability to adapt to change
Ability to analyse financial accounting information

Corporate & Asset Finance Resume Examples & Samples

Identify and action process improvement opportunities
Review month-end balance sheet and profit and loss positions for both Australia and UK leasing businesses
Ensure accuracy, completeness and delivery of finance, tax and regulatory reporting deliverables
Implementation of best practice financial control
Interpretation and analysis of trading results
Transaction support
A strong sense of ownership
Ability to work independently as well as being a strong team player
Good communication and negotiation skills
The ability to handle on-going change in business
Desire to follow tasks through to completion and communicate progress effectively

Corporate & Asset Finance Resume Examples & Samples

General Office Administration for the Transportation team
Extensive diary management including arranging both internal and external meetings
Regular interaction with assistants (internal and external companies) including coordinating conference calls with international offices and managing different time zones
Extensive booking of business travel and accommodation, visas, meeting rooms, conference calls, restaurants etc
Client and inter-departmental liaison
Update executive contacts in both Outlook and Macquarie's client management system (macRM)
Answering the telephone and dealing with all calls professionally
Compilation of out-of-pocket expenses and completion of expense claims and invoices
Printing, binding, scanning, gathering meeting materials
Assisting with PowerPoint presentations, formatting, creating slides
Coordination of Client/Staff Events

Corporate & Asset Finance Resume Examples & Samples

Managing a portfolio of leasing clients
Providing high levels of service and support to both the client and internal management teams including Credit and Legal
Managing existing leases through to end of life
Supporting and engaging new business by ensuring documentation, system requirements and internal controls are satisfied

Corporate & Asset Finance Resume Examples & Samples

Your Responsibilities will include
Reviewing and analysing proposed transactions with counterparties to ensure that they are well structured, meet appropriate return hurdle and are within prudent limits
Counterparty credit reviews
Credit analysis on mid to large size corporates across a range of industries
Ongoing regular monitoring of a portfolio of counterparties
Legal analysis of documentation, to unearth any covenants or clauses that may impact the structure or pricing of transaction
Analysis of new leasing opportunities including both organic and acquisitions
Preparation of proposition summaries for the consideration of senior management
Presenting transactions to senior management within CAF and the Risk Management Group
5+ years of experience in the credit analysis of mid size corporate gained in a financial services institution
Exposure to a broad range of credit and facility types, typically $5-50 million
Well developed due diligence, quantitative and financial modelling skills (financial statement/ P&L)
Strong project management and multi-tasking skills
Experience with asset finance transactions over a variety of asset classes, including mining equipment, semi-conductor manufacturing equipment, IT and motor vehicles
Experience with cross-border asset finance transactions, particularly in South America and Africa
Experience with credit due diligence of lease facilities and business operations in connection with large portfolio acquisitions ($100m-$1b).Strong oral and written communication skills
Demonstrate the ability to build strong relationships with colleagues and clients
Tertiary education gained in finance/commerce and law
CA or CFA qualification is desired
Advanced MS Excel skills

Corporate & Asset Finance Resume Examples & Samples

Providing a high level of service and organisational support to the Origination, Finance and Prudential teams
Operational analysis of proposed new business, products and acquisitions
Ensuring business compliance with internal policies and procedures
Transaction management including funding, cash management, reconciliations, and communications
Management of CAF's internal funding positions and other strategic funding arrangements
Identification and escalation of CAF's market risks – FX and interest rate risk
Analysis and implementation of process improvements
Supporting office management tasks and related projects
Supporting Business Resilience Governance initiatives
Managing internal and external stakeholder requests
Facilitating middle and back office collaboration

Corporate & Asset Finance Resume Examples & Samples

Gathering and documenting business requirements
Facilitating workshops with the business
Analysing and documenting gaps
Developing functional specifications
Designing and modelling business processes
Preparing and performing functional and regression testing
Demonstrating newly developed functionality to the business
Liaising closely with business users, the development team and the testing team
Configuring various system platforms

Client Manager, Corporate & Asset Finance Resume Examples & Samples

Professionally manage the Macquarie clients and account relationship with clients and suppliers to ensure ongoing renewal and growth of profitable business
Provide a high level of service and organisational support to the Account teams
Work on closing new deals, ensuring all documentation and system requirements are satisfied
Actively manage the Client Relationship as the prime point of contact and ensure client needs and issues are identified and resolved
Manage the drawdown process for clients; including preparing documentation, settlements, interest rate risk management, third party liaison and system work
Be the interface point with the client for day-today activities
Action outstanding reconciliations relating to clients leased assets
Liaise with the Asset Management team to ensure client's asset management needs are fully satisfied
Provide timely and accurate advice to senior management on key facility events and processes
Ensure documentation and system needs meet prudential, financial, operational and risk requirements
Coordinate return/extension/sale of equipment at end of lease, working closely with client, broker and internal stakeholders to ensure secondary income targets are achieved
Work with Finance team to ensure invoicing and receipting is completed on time and accurately
Liaise with external Banking contacts for management of Bank accounts
Work with internal Company Secretarial team on regulatory reporting requirements
Other Administrative duties as required

Corporate & Asset Finance Resume Examples & Samples

Research, prepare and decision credit applications both via a credit matrix and through structured credit analysis
Exercise a delegated credit discretion and demonstrate the ability to recommend those where a higher credit authority is required
Confidently be able to assess credit applications using only a credit bureau search and demonstrate an understanding of the data provided within these
Liaise with various stakeholders in the business, introducer sources and where necessary directly with customers both face to face and by telephone
Review and approve the accreditation of third party business sources in line with Macquarie policy and procedures
Where necessary support other members of the MEF team including proposal submissions, raising documents and payouts
Previous experience in both a credit and asset environment
A background in leasing finance or asset finance is preferable but not essential
Strong analytical skills including credit, accounting and financial analysis
Good negotiation and influencing skills
Flexibility, display commerciality and strong problem solving skills
A hard-working attitude and the desire to succeed in a fast-paced and team-oriented environment
Excellent written and verbal communication skills, and be able to effectively tailor communications to a diverse range of business and technical stakeholder groups
The ability to work well under pressure to provide timely and accurate solutions to business opportunities and challenges
Demonstrated that they are capable of working in a team, adopting a flexible work approach
Excellent organisational skills and thrive in a busy environment
Displayed initiative, enthusiasm and commitment to a role

Corporate & Asset Finance Resume Examples & Samples

Preparing product documentation for introducers (as required)
Checking legal documentation (including ancillary documents for accuracy, legality and compliance) to approval conditions
Entering payments instructions into our internal systems for authorisation
Preparing Welcome Packs
Managing the approval pipeline to ensure conversion rates are maintained to a high level
Any other duties as required

Corporate & Asset Finance Resume Examples & Samples

 Management of all 30 day+ arrears cases, ensuring timely resolution to arrears positions
 Management of any asset repossession instructions, liaising with external Collection Agencies
 Direct report of 1 collections officer
Management of arrears under 30 day to a pre-determined level
 Analysing bad debt positions and escalating to litigation if required and cost effective
 Managing and arranging sale of any repossessed assets in a timely manner
 Liaison with the Remittances team in Sydney in relation to payment allocation
 Management of Account Reconciliations
 Preparation and delivery of Management Information, to be presented to the MEF board

Corporate & Asset Finance Resume Examples & Samples

Liaising with other senior staff in relation to commercial strategies, and assisting our UK and US businesses to deliver on their commercial strategies
Leverage existing and future digital and IT platforms to drive growth
Develop and produce reports on coherent marketing strategies by utilising Australian head office resources
Examine and analyse data to deliver strategic input into pricing and financial models
Monitor changing regulatory environments that may impact product delivery
Project leadership and management experience across a broad range of stakeholders, and provide training where necessary

IT Trainers, Corporate & Asset Finance Group Resume Examples & Samples

Delivering training sessions to the end users of the system at their offices and places of business
Liaising with the end users on the logistics of the training sessions, e.g. agreeing dates, in conjunction with the project team
Answering user questions on the systems and processes during training sessions
Providing ad-hoc telephone support to users as required
Some (limited) development of supporting training material
Some travel within Australia
Prior experience delivering systems training to business users
Commercial / business financial services experience highly desirable
Able to quickly understand systems
Strong systems knowledge
Highly organised

Corporate & Asset Finance Resume Examples & Samples

Reviewing and analysing transactions proposed with counterparties across multi business channels and to ensure that they are well structured, meet appropriate return hurdle and are within prudent limits. It should be noted the multi channels include mid-sized corporates, SME's introduced by third party brokers and consumers introduced from dealerships and brokers
Credit analysis on mid size corporate entities (with a focus on fleet companies and their customers)
Due diligence of documentation, to unearth any covenants or clauses that may impact the structure or pricing of transaction
Ensure a first class service level to our customers
Manage the productivity statistics of the proposals and ensure a high level of efficiency in the department
Ideally experience in the credit analysis of mid size corporate gained in a financial services institution, alternatively we welcome the profiles of recent graduates with experience in financial analysis /financial due diligence
Ideally gained exposure to a broad range of credit and facility types, typically $5-50 million AUD
The ability to build strong relationships with colleagues and clients
Tertiary education in finance/commerce
Part qualified CA or CFA qualification is desired

Corporate & Asset Finance Group Resume Examples & Samples

Managing the settlements team to ensure that documented processes are followed as per regulatory requirements
Processing documentation received from customers ensuring accuracy and fulfilment of compliance requirements prior to payout
Handling all ad hoc customer queries by both telephone and email
Ideally previous experience working with Hire Purchase, Lease or similar products
An aptitude for numbers and high level attention to detail
Intermediate MS Office skills

Corporate Asset Finance Resume Examples & Samples

Management of the Welcome Pack process
Handling Customer Service related enquiries from both Customers and Introducers received via telephone, email and post
Processing of Customer Service tasks including but not limited to; change of address, copy invoice requests, complaint management, change of bank details, early settlement requests, Novation process
Managing the Direct Debit processing system including submission of new instructions, processing the daily DD files, managing any returned instructions
Management of Account Reconciliations
Manage the receipt and storage of original documentation
Management of the invoicing process
Management of the Asset Protection Insurance Scheme
Managing End of Lease terminations

Corporate & Asset Finance Resume Examples & Samples

Booking business travel and accommodation (visa applications)
Assisting with PowerPoint presentations
Management and processing of expense claims and invoices (through Concur and P2P systems)

Corporate & Asset Finance Resume Examples & Samples

Provision of operational support for the team across a range of assigned tasks, including drawdowns, payments, funding forecasts etc
Preparation of regular reports according to an agreed schedule
Close liaison with operational teams including Finance, Data and Reporting
Helping with preparation of materials for new business pitches e.g. creating PowerPoint slides or undertaking Excel tasks
Facilitating front, middle and back office collaboration and acting as a bridge between the operational and new business teams particularly as deals are taken from execution into business as usual

Corporate Asset Finance Resume Examples & Samples

Being internal point of contact for specific introducers
Liase with introducers, vendors and clients to obtain additional information where required
Preparing agreements for payout

Corporate & Asset Finance Resume Examples & Samples

Modify and improve filing systems
Eliminate outdated or unnecessary materials, destroying them or transferring them to inactive storage according to file maintenance guidelines and/or legal requirements
Add new material to file records, and create new records as necessary
Enter document identification codes into systems in order to determine locations of documents to be retrieved
Perform general office duties such as typing, operating office machines, and sorting mail
1-2 years experience working in a similar role within banking or finance
Ownership and commitment to the completion of tasks
Strong attention to detail and the ability to remain proactive and organised in a dynamic environment
Excellent organisational skills and ability to work to deadlines

Corporate & Asset Finance Resume Examples & Samples

Providing integrated legal support to CAF's various asset finance activities in EMEA
Liaison with central risk management functions including Credit, Tax, Operational Risk and Compliance
Assisting in developing internal know-how, documentation and internal policies
General transaction structuring and execution management
Instructing and managing external counsel and advisers
Drafting or reviewing internal credit and related approval papers
Ensuring compliance with applicable group policies, procedures and applicable external regulations
Structuring and advising on potential and existing business and their activities across EMEA
Negotiating complex legal transactions alongside respective deal teams; and

Corporate & Asset Finance Resume Examples & Samples

Extensive diary and telephone management
Processing of payment and record keeping of invoices
Coordination of meetings, ensuring thorough advance preparation
Contacts management on Outlook and meeting tracking
Assisting new starter set-ups, transfers, visitors and exits
Adhoc requests from the broader team
Providing cover for other Executive Assistants as required
Be resourceful and have the ability to work independently as well as within a team
Have excellent verbal and written communication skills

Corporate & Asset Finance Resume Examples & Samples

Providing constructive advice and assisting the originations team and other execution staff in structuring of new transactions
Performing due diligence, solving problems and writing credit papers
Have strong tertiary qualifications in finance, accounting, law, economics, or mining
Have 4-5 years experience in credit risk, project, corporate or structured finance
Experience with mining & natural resources would be favourably considered
Have experience writing deal summaries, performing credit analysis and preparing financial models
Have the ability to grasp, determine, understand and mitigate risks associated with lending in the mining industry
Possess a sense of urgency
Experience working on projects in foreign jurisdictions would be favourably considered
Be highly motivated, proactive and able to execute critical work streams with limited supervision and direction
Have the ability to establish good working relationships with both the business and technical teams
Have the ability to prioritise competing demands
Have an adaptive and flexible approach to work
Have flexibility to work in with the timezone restrictions of other offices
Be available to travel for project work, if required

Business Analyst Corporate & Asset Finance Resume Examples & Samples

Financial and industry analysis of new customers and the analysis of proposed transactions to ensure that they are appropriately structure
Providing constructive advice and assisting the origination teams and the execution staff in structuring new transactions
Completing the underlying analysis and preparing papers for approval by senior management for both credit decisions and new product approvals
Credit structuring and considering legal/regulatory implications for both new and existing transactions
Involvement in the due diligence process of portfolio acquisitions
Deal pricing and portfolio management
Adhoc project work for a variety of business growth opportunities

Corporate & Asset Finance Resume Examples & Samples

Operational management of a portfolio of syndicated and bilateral loan facilities, and other related debt and equity products
Settlement and closing of secondary trades
Coordinating internal stakeholder approval processes for new transactions
Assist senior management in the identification and implementation of new strategies to improve business processes and value creation initiatives across the portfolio
Providing timely and accurate advice to senior management on key facility events and processes
Managing deal cash flows, updating liquidity requirements, and other general cash management

Corporate & Asset Finance Group Resume Examples & Samples

Reviewing, interpreting and analysing detailed reporting on residential mortgage portfolios
Liaising with external servicers in relation to performance data and servicing decisions
Preparing internal reporting
Operational management of portfolios in Germany which includes review and ongoing interactions in German
Providing a high level of service and administrative deal support to the Origination, Finance and Risk Management departments
Supporting the business' compliance with Macquarie Group's risk management framework, policies, and procedures
Managing the requirements of internal and external key stakeholders

Corporate & Asset Finance Lending Resume Examples & Samples

Co-ordination and booking of business travel, including flights, accommodation, visas, meetings and restaurants
Compilation and processing of expenses
Managing document approval and execution
Corporate assistance including updating powers of attorney, arranging notaries and document seals
Filing and maintaining closing documentation
Assist and lead on projects and assume paralegal responsibilities
Planning and coordination of entertainment and events for both internal and external staff, for both small and large scale events, including coordination with internal Events Team
Assisting with PowerPoint presentations, and formatting of documentation
Coordination of documents including printing, binding, scanning
Have intermediate skills in MS Word, PowerPoint and Excel and advanced skills in Outlook
Highly organised and have excellent time management skills
Have the ability to work well under pressure, manage workload, conflicting priorities and deadlines effectively
Have the ability to work with various personality types and be an effective virtual assistant if required

Corporate Asset Finance Resume Examples & Samples

Legal analysis of credit agreements and debt indentures to optimize our point of investment in the capital structure
Liaising with financial and legal advisors in structuring deals
And most importantly, contributing to investment decisions with our senior team

Business Operations Analyst Corporate & Asset Finance Resume Examples & Samples

Some experience in a systems working environment
Microsoft Office experience
Good problem solving abilities
Ability to manage multiple tasks and prioritize where necessary
Ability to work well in a team and to work independently with minimal supervision

ETL Developer Corporate & Asset Finance Resume Examples & Samples

Comprehension of the functional and technical requirements of the project
Ability to fix modules /defects with no supervision required
Optimisation of runtime performance of ETL scripts, stored procedures and report’s query at the application and at the database design level
Creation and execution of test plans
Development of detailed flowcharts to show processing logic for medium to complex database programs
Ability to work in conjunction with the team’s Data Modeller to implement data consumption layers using SQL

Corporate & Asset Finance Group Resume Examples & Samples

Supports leadership with project management of the projects within the Asset Finance project portfolio, which consists of multiple complex, cross-functional projects in support of strategic business initiatives and regulatory requirements
Manages multiple projects, workstreams and/or subprojects as required, including business requirement definition, provider selection, project and resource plan development, managing of internal and external stakeholder communication, preparing and monitoring project budgets, coordination of project deliverables, testing, implementation and post-go-live initiatives
Oversees functional and technical project workstreams to ensure project objectives are met and all necessary project perspectives have been considered
Manages project resources on- and offshore by applying a virtual PM approach and using the corporate set of tools which are applied amongst global organisations – such as the Atlassian suite of products, Clarity and MS Project for PMO tracking
Collects and collates information to support reporting through agreed governance structures by preparing summarized status reports and meeting with senior management stakeholders on a regular basis
Liaises with other groups within the organisation, such as Corporate Technology, Corporate Data Governance, Legal, Risk, etc. to collect information, validate assumptions, assess project risks, prepare for key decisions or sign-offs, or obtain additional support for project activities
Assists with ongoing intake and prioritisation of projects in the EMEA project portfolio, including resource, budget and technology roadmap planning
Monitors project budgets and financials and proactively identifies budget risks
Assists in preparing facts for decision-making, assists in managing the resolution of business process or project issues, managing internal and external communication, and tracking such activities
Plays an active role in the implementation and/or administration of project governance requirements from a corporate PMO perspective and/or driven by the nature of the project
Provides feedback for process improvement, lessons learned, programme enhancements, and strategic alignment with business or other programmes
Develops and delivers management and project-related presentations as needed
Assists in coaching and mentoring of less experienced team members as required
A graduate degree / post-graduate degree in management, finance or technology
Project Management certification (PMI or Prince2, or equivalent)
5+ years of experience as a project manager, or comparable experience
Preferably UK / EMEA financial industry experience and knowledge of financial organisations, operations and technology
Ability to work with a variety of staff and interested parties at managerial, functional and technical level – i.e. senior stakeholders, functional SMEs, technical BAs, external consultants, etc
Experience with medium to large projects from start to finish with specific experience in
Business requirements analysis and blueprinting
RFQ Management / Vendor selection process
Digital transformation projects
Legacy system migrations
Data migration management
Web application / portal / API integration management
Agile project management / agile software development
Process improvement assessments / implementation
Must possess leadership skills and be proactive in approach
Ability to quickly establish rapport, credibility, trust, and respect throughout the organisation
Ability to work with ambiguity by assessing risks and assumptions and managing the project with suitable transparency
Ability to lead meetings, facilitate resolution of differing views
Ability to work independently and with all levels of management