UBS Investment Bank
As an Executive Director in the Equities COO Office, most recently oversaw the Equities Technology portfolio and client-facing infrastructure, representing a total spend of $400 million per annum.
- Introduced a bank-wide investment appraisal methodology to Equities planning cycle to maximise ROI; also delivered a portfolio proposal that supported key business initiatives, despite a 20% budget cut.
- Facilitated the off-shoring of Equities Sales support and MI processes, decreasing staff costs and increasing process capacity.
- Transitioned client data management resources from Equities to a scalable bank-wide utility, reducing front office costs and increasing capacity for client data changes.
- Selected to represent the Equities business on the governance group for the Bank-wide client reference data programme, a $50 million multi-year strategic initiative.