United States | United Kingdom
• Leading the build, delivery and scale of an AI - powered financial services marketplace, connecting buy - side institutions with the top 15% of global financial specialists, and enterprise. training, and solutions partners • Driving international expansion, including the US buy - side launch, with structured onboarding of enterprise clients, vetted professionals, and partner firms • Aligning internal functions of product, legal, finance, and partner solutions into a unified execution framework, ensuring speed, quality, and governance across global operations • Establishing operational excellence frameworks covering compliance, contracts, and delivery standards to support investor readiness and client trust • Acting as the operational bridge between commercial growth and day - to - day delivery, ensuring investor strategy matches business development and translated into executable business outcomes • Embedding a culture of control, intelligence, delivery, and impact, balancing entrepreneurial agility with the structure required for scale
• Lead strategic and transformational engagements with clients across Wholesale Lending • Partnering with clients to provide strategic solutions to Lending Operations and Capital Markets infrastructure • Managing multiple global delivery teams to ensure efficient and quality execution to clients across the US • Developed a Middle Office Center of Excellence spanning capital markets to present cross - product capability • Responsible for setting up and providing delivery oversight to large offshore teams located across delivery centers in Costa Rica, India and Sri Lanka
• Partnering with Product Managers and COO Team to execute regulatory driven end - to - end infrastructure review for Wholesale Lending, Banking and Capital Markets to highlight business, operational & market risk ◦ Senior stakeholder management on project progress and execution ◦ Accountable executive for Operations on managing timeline for delivery • Consideration of regulators' Consent Order and determining prioritization of review and resolution steps • Implementation of operating improvement opportunities for Lending Operations and Capital Markets • Partnering with wider Operations teams to implement new workflow for Wholesale Lending • Analysis and development of new technology platforms for middle office across Loans, Equity and Bonds
• Delivered a new global operating model and business plan for Lending Operations, restructuring the support model for the syndicate business. Stabilized the group following multiple location moves over five years and re - designed support for the front office syndicate origination and secondary trading desks • COO role as Product Manager for Loans; ownership and accountability for all transformation initiatives • Partnered with trading desk to explore new trading concepts including variations on warehousing and new CLO modeling and the operational viability of such structures with advanced trigger mechanisms • Engagement with Compliance and Front Office to ensure securitization of CLOs could be as automated as possible to ensure regulatory compliance and internal efficiency • Delivery of new control process for Lending, overseeing regulatory deliveries for US Lending Operations, and a training program to deliver excellence across the teams and management control infrastructure Capital Markets • Leading the Capital Markets and Wholesale Lending Operations mobilization for LIBOR Reform, including engagement and analysis across internal partners ensuring a one - firm approach minimizing risk and leveraging technology and operations process / delivery • Represented Barclays at industry forums for LIBOR reform, discussing and negotiating with regulators and market peers to coordinate remodeling of market mechanics • Accountable executive for operations LIBOR Reform regulatory compliance • Loan IQ implementation accountable executive – liaison between technology and business for execution
• Developed company presence in the Loan Trading and Origination markets in North America and Europe supporting Operations, Compliance and Technology, to deliver strategic solutions to clients • Selected and managed support teams at leading investment banks and hedge funds • Reset strategic approach to Syndicated Loan market for existing clients including both operational workflow models and location strategy execution to deliver seamless delivery of operational and technology projects
• Drove partnership opportunities with investment banks to broaden client base through project execution and supplementing Capital Market Operations teams • Delivered strategic operational and technology Target Operating Models (TOMs) to clients and managed ongoing relationship development during pre and post implementation phases • Conducted client training and capital markets education courses for clients in Toronto and New York
• Detailed analysis of new regulatory reforms, leading internal and market discussion around guidance and impact - leading to multiple client engagements • Leveraged knowledge of regulatory change to broaden client base internationally by expanding business coverage from Houston to Toronto, also pivoting the knowledge from big banks to hedge funds • Delivered projects at a leading energy company for technology implementation improving the cost efficiency of LNG tankers around the world and reducing operational processing risk
• Restructured the operations team to deliver improved market performance, and internal and external client experience while trading volume increased YoY by 200%, and resolved several legacy client relationship issues • Loan IQ migration from existing in - house platform – accountable Loan Operations executive • Represented Barclays as Speaker at LSTA industry conferences on settlement and operational risk awareness Head of US Derivative Operations • Ownership of the Documentation and Settlements functions for Equity, Interest Rate, Credit and FX Derivatives. Group comprising of 7 teams and ~120 headcount • Execution of Target Operating Model across multiple asset classes and regions. • Completed a high profile 2013 global location strategy and outsourcing engagement of Operational functions from New York to Houston and Mumbai, with complex products residing in New York
• Managed groups performing trade support and operational functions for Distressed and Par Loan Trading desks • Managed Loans Agency Team and TRS product through severe market disruption and significant volume fluctuations
• Re - designed the Sovereign Loan Trading operations' infrastructure restoring customers' confidence and business • Managed physical settlement of Prom Notes processed liaised with small businesses in Japan and South America
• Partnered with Credit, Debt Capital Markets & Legal personnel for closing new financing deals with critical timing across Europe and South Americas, supervising the delivery team
• Managed problematic deals in the Project Finance portfolio; high profile deals financing energy plants in Indonesia, covering issues affecting the project such as supplier default, project reliability tests and company budgeting
• Reviewed FX client utilization and limits, rising to Supervisor role and improving credit risk processes across products