UBS Investment Bank - Specific Role Details

IT COO Management Chief of Staff Executive Director April 2009 – Sept 2009

Global Head of Business Technology & Education Executive Director June 2004 – April 2009

Ownership of the IT Executive MIS reporting – analysis of reporting to provide Board level summary
Partnered with senior stakeholders within Equities, FI, IBD IT etc to ensure all aspects of MI, including project status, sourcing and applications strategy were conveyed in a informed and consistent manner
Analysis of existing data from each of the divisions to highlight existing reporting methodology and anomalies between current and future state
Defined the IT Communications strategy for IB IT, client and IT engagement and short term deliverables
Completed comprehensive review of training materials, design and structure for IT Graduate Fundamentals

Global Head of Business Technology & Education Executive Director June 2004 – April 2009

Provided the overall strategic direction of the department including the commercialisation of services and global off-shoring and outsourcing to deliver the transformation of service offering from an application silo approach to an end to end business process model, educating revenue staff on the process and the technology throughout the full project lifecycle
Front office client relationship management on a global basis, across 7 business areas – eg Equity Cash and Sales Trading, IBD (including DCMG), FX and Fixed Income
Programme management and implementation of multiple complex projects across various asset classes, including full project life cycle of various business transformational projects, including Equities CRM tool, Advisory Upselling, Fusion and Sapphire trading tools as well as the HR Performance Management system
Senior consultant for the business analysis, requirements gathering, stakeholder management and negotiation, liaison with IT dev, business buy-in, driving user adoption and deployment
Resource Management of the global off-shoring program to centers in Hyderabad, Shanghai and Singapore, resulting in US$2m cost saving and 25% operating efficiency and on-going management of headcount and contract SLA’s to ensure compliance and optimisation
Outsourced various processes to an external vendor, including the management of the commercial contract
Revolutionised the service offering to include on-line “on demand” learning modules, which saved resources, time and improved the support model to drive user adoption
Provided financial analysis and performance metrics for the services provided to my client base with total cost transparency of IT spend within a c.US$5m budget
Winner of the UBS Leadership Award – Sole IT winner of all 3 categories (Clients, People and Infrastructure), from > 900 applicants

UBS Investment Bank - Continued

EMEA Regional Head of Business Technology & Training – Director March 2002 - June 2004

Project managed the end to end life cycle of various software deployments
Gathered business requirements from key clients within the business
Managed a team of twelve direct reports located in London and Zurich

Global Research Relationship Manager Associate Director June 1998 - March 2002

EMEA Regional Head of Business Technology & Training – Director March 2002 - June 2004

Managed the strategic priorities, whilst understanding regional differences
Provided training needs analysis for the Global Research department
Delivered a smooth transition between “run the bank” and “change the bank” priorities for Global Research software tools
Provided IT support for Equity Research and Trading as 'the trading floor' IT specialist

IT Training and Development Associate Director September 1997 - April 1998

Seconded to the T & D team to set up and manage a Presentation Team within the Zurich office as a two month assignment
Created automated templates for Corporate Finance Presentations using Word and PowerPoint on both PC and Mac

April 1998 - June 1998 - Travelling

Corporate Finance Presentations Operations Manager - Associate Director September 1995 - September 1997

IT Training and Development Associate Director September 1997 - April 1998

Deputy Manager of a team of approximately sixty personnel within a Corporate Finance support area
Responsible for work allocation and personnel scheduling to ensure timely creation and completion of Corporate Finance pitches, presentations and client related materials