A dedicated and highly motivated Senior / Lead Business Analyst with over four years experience in Banking and Asset Management Change. Having worked within both domestic and international arenas - recent contributions include working on the integration (TA Migration) of the recently acquired IGNIS Asset Management into Standard Life Investments. Prior assignments include an International Exit Programme - involving the withdrawal of Barclays Operations from two high risk international jurisdictions, Legal Entity Rationalisation (LER) within Barclays Stockbrokers / Barclays Capital involving extensive engagement with CASS Regulatory Control (Client Money) design, Asset Servicing, RSU, Network Vendor Management and several large European Banks. Previous assignments include RDR, Products, International Payments, Client Migration, Current Account Mandatory Switching, FATCA and Multi Channel Sales. Furthermore I have previously worked on the largest Financial Services divestment project within the UK. An extremely personable individual who is able to build relationships quickly at all levels.
Brian has built up extensive experience in the following:
- Asset Management Change
- Wealth & Investment Management
- Investment Banking
- Retail Banking
- Business Design
- BOM & TOM Design
- Architecture and Business Flow creations and reviews
- Fund Manager Experience:
* Front / Middle / Back Office
* Confirmations / Settlements
* Operations
* Cash Management
* Asset Pricing
* Corporate Actions
* RSU
* TA Migration
* Fund Migrations
- Acquisitions / Integrations
- Vendor management
- Workshop Facilitation
- Risk Assessment
- Change Impact Assessment
- Budget Control
- Creation of:
* Business Case
* Benefits Case
* TOR
- Project Planning
- RAID Log Management
- Messaging Template Design
- Process modelling (Visio and IBM BPM)
- Worked successfully within cross functional teams and multi-supplier environment.
Lead Business Analyst @ ALLOY PROGRAMME - INVESTMENT MANDATE AGREEMENT (IMA) INSTRUCTION PLATFORM (Via Salesforce) - September 2015 – Present:
• Designing, documenting and leading the design and build of Salesforce (CRM) solution for third party Life Company Client(s) IMA requests. (Including Phoenix / IGNIS).
• Leading, documenting and managing the design and build of the platform including defining flows for various Discretionary Asset Pools including Rates, Gilts, Cash, Credit, Equities, Property and Derivatives.
• Creating and documenting efficient processes for managing various Instruction types including In Specie, Trades, APMs, Cash Transfers and Derivatives.
• Reviewing manual processes and leading solution design for various fund types including SICAV, Shareholder, Non Profit, With Profits, Unit Linked, Unit Trusts and segregated funds
ALLOY PROGRAMME - TRANSFER AGENCY MIGRATION
December 2014 – October 2015:
• Working on the Transfer Agency (TA) Migration - tasked with the efficient transitioning of the current Standard Life Investments (SLI) Transfer Agent - BNYM to IFDS.
• Leading the MI Reporting Workstream which includes mapping the SLI MI Suite (currently provided by TA BNYM) and ensuring full transition to IFDS.
• Reporting to the Technology Programme Manager and Project Manager - working in collaboration with the Solution Designers, Solution Architects, third party providers (Including Syntel, CITI, HSBC, IFDS, BNYM (RUFUS), Millennium, Broadridge / Bonaire and Bravura Solutions),
• Working in collaboration with wider SLI business including Finance, Strategy & Operations. Operations, Asset Pricing, Product and Business Management in order to create Functional and Non Functional Requirements Specifications for the Relational Data Warehouse (RDW), General Ledger (CODA), Revenue Management (Revport) and various other platforms within the TA transitioning.
• ownership and coordination of the Requirements Traceability Matrix. From December 2014 to Present (1 year 1 month) Edinburgh, United KingdomSenior Business Analyst (Contractor) @ INTERNATIONAL EXIT PROGRAMME - March 2014 - December 2014:
• Strategic Programme tasked with co-ordinating and executing the withdrawal of Barclays Operations from two high risk International jurisdictions. (Includes client exits and migration to alternative booking centres).
• Reporting to the Programme Director - acting as Programme wide 'troubleshooter' and responsible for co-ordinating and preparing Steerco papers.
• Liaising with local (International) Senior Stakeholders and Finance teams in order to analyse and highlight Business / Benefits Case changes.
LEGAL ENTITY RATIONALISATION - CASS (LER - CASS) - August 2013 - March 2014:
• Commercial project tasked with restructuring a number of legal entities within Barclays Capital under the adherence of CASS Regulatory Control.
• Workstream Lead for the design, documentation and implementation of the FXCM & SAXO International Trader CASS Client Money Calculation Process (Under the supervision / guidance of CASS stakeholders) for the new legal entities.
• Closely liaising with CASS Regulatory Control (Client Money), NVM, Transfers, Asset Servicing, Front Office, Settlements, Payments (Internal & External - including International Payments), RSU Legal and Compliance.
• Working with external suppliers FXCM, Saxobank and a number of other large European Banks.
• Extensive engagement with Auditors PwC and FCA.
RETAIL DISTRIBUTION REVIEW (RDR) - February 2013 - August 2013:
• Creating, implementing and supporting processes involved in transition of existing client assets to an RDR compliant class.
• Working in collaboration with a number of third party Asset Managers (Including Aberdeen Asset Management, Blackrock, BNY Mellon, Cazenove, Invesco, Fidelity, JP Morgan, Merrill Lynch, RBC & PIMCO).
• Leading ISA Conversions Workstream - Third-party wrap platform - Pershing / BNYM
• Managing third party stakeholders including Fund Managers - acted as conduit with FM's for resolving issues with fund conversions. From February 2013 to December 2014 (1 year 11 months) Business Analyst (Contractor) @ RAINBOW PROGRAMME - RETAIL DISTRIBUTION REVIEW (RDR):
• Worked as part of the small dynamic Retail Distribution Review Team (RDR) within the high profile Rainbow Programme (The largest Financial Services divestment programme in the UK) within Retail Change Management (RCM).
• Worked closely with Project Manager, Senior Business Stakeholders (Including Local CEO & COO) to develop various project documents including Business Case, Terms of Reference (ToR) and defining business structures.
• Supported several work streams. Led PWG, Co-ordinated PCC documentation, maintained full project budget control and engaged with senior business stakeholders, Programme Directors, Project Managers and third party suppliers.
• Managed & controlled RAID log. Managed approval and closure gained through appropriate forums.
• Acted as primary conduit between several cross functional teams, bridging the knowledge gap and ensuring efficient transition of communications between geographical sites, including Edinburgh, London & Manchester.
MULTI-CHANNEL SALES PROGRAMME:
• Worked within a dynamic Business Design Team of the large, high profile - market leading Multi Channel Sales platform within RCM.
• Conducted extensive analysis within Online Banking, Faster Payments, International Payments and CHAPS and establishing the impact of these on design.
• Directly involved in the delivery of business requirements specifications, including the design and delivery of a number of key retail product customer journeys including Current Accounts, Savings Accounts, Upgrades, Loans and Credit Cards.
• Communicated effectively with vendors / suppliers including Williams Lea, Thunderhead, Worldpay, Customer Messaging, Infosys and Cap Gemini.
• Appointed Lean 'Continuous Improvement' Champion. Played a key part in implementing solutions across both the programme and wider RCM department.
• Presented with an internal award in 2012 for contributions to the programme. From May 2011 to January 2013 (1 year 9 months) Edinburgh, United KingdomLoans Operations Team (Change Management Secondment) @ • Gained extensive experience with Change Management, primarily involved in data gathering, interviews and presentations.
• Experience in process mapping using Visio, including Loans, savings and collections and recoveries.
• Involved in the embedding of new processes and functions to continually learn and develop our existing processes both within Tesco Bank.
• Significant focus on building relationships in view of the dual responsibility with RBS ensuring service to customer is seamless.
• Involved in assisting in the coaching and mentoring of other team members to share best business practice and transfer skills and capability through new team. From December 2010 to May 2011 (6 months) Glasgow, United KingdomOperational Change Analyst @ • Proactively developed teams and increased average sales (Area) by 22% over 6 month period.
• Responsible for managing elements of workstreams within several change projects.
• Carrying out observations and documenting evidence within (BAU) a dynamic customer services environment, in order to promote effective developments.
• Process mapping of process flows within Stores and Contact Centre using Visio, utilising existing procedural data for 'as is', and identifying 'to be' thereby conducting gap analysis to bring in line with key deliverables.
• Providing input into the training needs analysis and design aiding the strategic development of the 'Customer Voice' initiative. Conducted meetings and training workshops with operational staff providing information and business change communication.
• Assisted in the set up of a complaints management team to reduce overall complaints, successfully doing so by 60% and reducing costs 55% over 6 months. From November 2009 to July 2010 (9 months) Various Relationship Management & Sales / Service Positions @ • Responsible for identifying and discussing customer needs.
• Recommended and sold suitable retail banking products whilst providing an exceptional level of customer service throughout.
• Pro-actively coached and supported a team of Sales advisors to increase mortgage referrals within branch ensured 'Best Advice' played a pivotal role in driving business.
• Additionally provided cover on the Cash Desk at peak times, which allowed me to obtain detailed knowledge of counter transactions, core cash management products and the bank clearing system. From January 2008 to November 2009 (1 year 11 months) GlasgowDirector @ • Residential Property Management Consultants providing Rental Valuation, Tenant Find Service, Full Marketing Process and Tenant Vetting.
• Comprehensive Property Management Service including co-ordination of third-party Utility appliance Inspection / Certification, Property Development and Landlord Advisory Service.
• Fully CeMAP Qualified Mortgage Advisor providing comprehensive Mortgage Consultation, identifying client product needs and sourcing Mortgage and Protection Products suitable to client. From February 2006 to January 2008 (2 years) Various Management Roles @ From July 2005 to August 2007 (2 years 2 months)
Business Studies, -, 2:1 @ Glasgow Caledonian University From 2000 to 2004 Carluke High School From 1993 to 1999 Brian Wilson is skilled in: Stakeholder Engagement, Workshop Delivery, Requirements Gathering, CeMap Qualified, Customer Service, Customer Engagement, Sales Process, Sales Operations, Line Management, Problem Solving, Process Improvement, Continuous Improvement, Disaster Recovery, Operations Management, Change Management