Available to hire
I am an experienced Project Manager, Lead Business Analyst and Product Owner specializing in asset & wealth management, fund data, and operating model design. With over 15 years delivering enterprise-scale change, I’ve led workshops across business, operations, investment, risk and technology teams, translating outputs into clear process flows, BRDs, data flows and detailed requirements. I excel at discovery, TOM definition and solution design, shaping governance, reporting and data transformation programmes that boost accuracy and efficiency.
I thrive in complex, regulatory environments and pride myself on quickly understanding investment processes, product attributes, and governance frameworks. I guide stakeholders through discovery and solution design, mentor junior analysts, and deliver scalable operating models and automated reporting solutions that support strategic decision-making and strong governance.
Skills
Work Experience
Senior Manager / Senior Product Owner – Sustainable Investments Data & Reporting at Phoenix Asset Management
June 1, 2021 - November 1, 2025Led discovery, As-Is and To-Be process mapping and TOM definition for ESG and investment reporting across multiple fund/product types. Facilitated workshops with Investments, Risk, Performance, Product, Data, and Architecture teams to capture requirements, design data flows and define reporting processes. Produced BRDs, data dictionaries, interface specifications and business requirements for a golden-source ESG data platform. Integrated external data vendor feeds (ISS, Planetrics, Morningstar, S&P) into AWS cloud environments; defined business rules and data quality standards. Led regulatory reporting programmes (TCFD, SDR, PS21/24). Acted as Business Owner, SME and BA mentor.
Lead Business Analyst & Project Manager – Tripartite Programme at Standard Life Aberdeen
November 1, 2020 - April 1, 2021BA Lead responsible for end-to-end re-planning of the Tripartite Fund Oversight Programme, covering governance, investment oversight and fund management domains. Completed detailed analysis of every fund in scope, assessing attributes, data quality and gaps affecting reporting (Open-Ended, Closed-Ended, SICAV, UCITS). Facilitated workshops with senior fund governance, oversight and investment teams to agree complexity scoring, reporting requirements and process improvements. Produced MI requirements, dashboards, data requirements and backlogs. Identified and resolved critical data quality issues materially impacting regulatory oversight processes. Guided business teams through TOM decisions focused on consistent, repeatable Tripartite planning.
Lead Data Business Analyst – Product Master Data, GDPR and Attribution Reporting at Franklin Templeton Investments
May 1, 2017 - April 1, 2020Global BA lead for implementation of the Product Master data system covering ~1,400 fund/product attributes across fund classes. Facilitated workshops globally with Product, Marketing, Operations, Risk and Technology teams. Produced BRDs, data dictionaries, UI requirements, process flows, data lineage and governance rules. Documented As-Is and designed To-Be fund/product lifecycle processes. GDPR – Global Advisory Services: Mapped As-Is data flows for fund distribution, client data and advisory processes; defined To-Be processes and coordinated UAT. Fixed Income Attribution & Franklin Bissett Data Integration: reverse-engineered reporting outputs; designed To-Be data provision and operational processes for attribution and performance reporting; conducted workshops with Performance, Risk, Data & Technology teams. Achievements included delivering Group-wide Product Master implementation, consolidating global lifecycle processes into a unified TOM, producing 2,500+ data requirements and
Senior Regulatory BA / PM at Wood Mackenzie (Verisk)
January 1, 2015 - January 1, 2017Delivered Privacy Shield impact analysis; mapped cross-border data flows; facilitated multi-stakeholder workshops. Designed SOX-compliant processes, controls and evidencing frameworks. Led acquisition integration workshops and process mapping.
Lead Business Systems Analyst at Barclays Wealth
January 1, 2015 - January 1, 2015Facilitated workshops, produced process flows, use cases, sequence diagrams and backlog items. Designed To-Be payment and investment processes for the Smart Investor platform.
Lead BA / Work Stream Lead at J.P. Morgan Asset Management
January 1, 2013 - January 1, 2014Product Owner for Client Data Master Store; produced full BA artefacts, data mapping, requirements, TOM and ETL mapping. Delivered fund/client reporting in response to OCC Consent Order.
Reference Data BA / Stakeholder Manager at RBS / JPM Investment Bank
January 1, 2010 - January 1, 2013Delivered reference data BA projects, data mapping, regulatory reporting, TOM changes and stakeholder management.
Business Analyst at FNZ, Scottish Widows, Innovent Technology, Student Loans Company
January 1, 2005 - January 1, 2010Strong foundational BA experience: workshops, BRDs, UML, process design, prototype design, and product ownership.
Education
MSc Software Technology for the Web (Distinction) at Napier University
January 11, 2030 - February 5, 2026BSc (Hons) Astrophysics at University of St Andrews
January 11, 2030 - February 5, 2026Qualifications
Professional Scrum Master I (Scrum.org)
January 11, 2030 - February 5, 2026Industry Experience
Financial Services, Professional Services
Skills
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