Change Management Role - Investment Bank

Position Summary - Describe below the primary purpose and function of this job

To be responsible for the delivery and implementation of client initiated and client related projects through the provision of project management and/or business analysis within project parameters and deadlines.

The roles include managing complex projects or programs which cover the full life cycle and may include other specialist functions (e.g. Support Management, Release Management, Testing Management, Programme Office Management etc), in order to deliver required quality business solutions within agreed timescales and budget including post implementation support.

The function may also include direct line management responsibilities of other members of the Business Change Group.

ESSENTIAL FUNCTIONS -

Key Roles & Responsibilities: List up to 6 key roles and responsibilities of this job. (Percentages must sum to 100%) Percentage of Time

1. Lead and control change management projects, responsibilities include but are not limited to:

- Product Launch or enhancement.

- Services - Refers to a project pertaining to one of investment services: TA, FA, Custody, Trustee, Depobank, etc.

- Existing Business Enhancement: all those enhancements that pertain to existing clients.

- Operational Support Enhancement: related to increase of efficiency or reducing manual workarounds

- Technology Enhancement: related to those enhancements required to support Client requests and wider Technology initiatives across the group.

- Risk and Security Enhancements: developments that relate to all additional controls that minimise risk and increase security.

- Regulatory - Refers to an enhancement that is being driven by directives from country or European legal authorities. 20%

2. Manage goals, risks, issues and resources and ensure a QA process is applied through the project/service lifecycle.

- Construct effort-driven, resource-leveled project plans for assigned projects

- Analyse, define and prioritise business requirements (and functional specifications if required) spanning multiple business and technology areas, based on Client requirements and user needs. Translates into functional design, test planning and user documentation.

20%

3. Work closely with Project Initiators, Technology, Operations and/or the Client to ensure that effective communication takes place.

- Use standard project process / implementation methods to ensure efficiency

- Facilitate project meetings and workshops as appropriate 20%

4. Produce associated output from any project group sessions and issue to relevant parties for sign off and communication

- Escalate any issues that will impact significantly the delivery of the project or program to the Project/Program Sponsor

- Ensure a regular communication flow between all relevant parties to keep up to date on progress, slippage and issues arising (Weekly report, CAIR log, project plans)

- Co-ordinate project post implementation reviews. 20%

5. Provide clear direction and leadership to staff managed in the course of a project, including where appropriate setting individual objectives at the start of a project and reviewing outcomes during and at the end of the project.

- Manage communication with the various technology groups (including external suppliers) that provide services (directly or indirectly) to the business area, to ensure that related project activities in those groups are performed in line with agreed plans and budgets.

- Define and manage any project/program budget with regular tracking

- Have a sound understanding of products, services and clients.

- Lead allocated projects and programs in order to ensure successful delivery and implementation within deadlines

- Organise resources for project workshops/support with relevant managers in line with both business and project needs

- Ensure BCG Standard Methodology is used, quality controls are put in place in project plans and change control processes are implemented

- Ensure project deliverables are capable of achieving the benefits defined in the Business case

- Ensure all project commitments are met

- Monitor and report on progress of projects

- Evaluate potential risks and issues and determine appropriate actions/plans to contain them

- Provides consultation to the Client and the Business on applying technology to business opportunities and processes, including planning and implementing across functional applications or systems.

- Provides consultation to Clients and Internal Business groups on process improvements projects designed to improve business results.highly desirable. 20%

JOB DESCRIPTION CONTENT (continued)

LEVELING FACTORS

Business Expertise: Describe the requirement for knowledge and expertise about how various parts of the organization work together to achieve business objectives. Explain the degree of understanding required of the industry, commercial environment and of competitor's products and services.

- A strong understanding is required of the various functions within the Asset Servicing business and how they fit together

- A consistent ability to deliver, even under tough circumstances, within deadlines and manage client expectation

- Previous involvement in managing complex projects or programs

- Experience of working across the core Asset Servicing functions - Custody/Trustee, Transfer Agency & Fund Accounting

- The Business Change Manager/Business Analyst should have a sound understanding of the commercial environment and competitors- products

- Identify and manage issues, risks and change control throughout the project lifecycle

Problem Solving: Describe the nature and complexity of the problems this position encounters on a recurring basis. Include information regarding the level of innovation required, if any, and include mention of environmental factors that may add to the complexity of resolving issues.

- Innovative approach to problem solving

- Candidate will possess strong analytical and communication skills and be able to work independently and under pressure while adhering to strict deadlines

- Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems with sound prioritisation & time management skills

- Adapting approach and demeanor in real time to match the shifting demands of different situations.

- Take on new opportunities and tough challenges with a sense of urgency, high enery and enthusiasm.

Nature & Area of Impact: To what degree does this job affect the business (i.e., through interactions with customers, making decisions, defining or setting strategy, etc.)- What is the breadth of the impact that this job has, either positive or negative (i.e., affects own team, department, function, business unit, geography, entire business, etc.)-

- Has a strong understanding of decisions made elsewhere and how they impact locally, and can apply this information to achieve objectives and deliverables.

- Operates effectively, even when things are not certain or the way forward is not clear.

- Demonstrates an understanding of and how own project(s) impact upon other parts of the business from both operational and strategic perspectives

- Manages Client Expectations

Interactions / Interpersonal Skills: Describe the nature and level of interactions this job has with others, both internally and externally. Explain any specific interpersonal skills necessary to successfully perform this role (i.e., negotiation skills, represents business at external events or to governmental bodies, etc. )

- The ability to deal effectively with external clients and prospects including senior management

- Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.

- Ability to influence relevant parties to ensure targets are met where possible

- Team player with demonstrable skills in developing effective relationships with internal teams and clients

- Uses a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses and uses this for continued development and growth.

- Steps up to address difficult issues whilst gaining the confidence and trust of others through honesty, integrity and authenticity.

- Ability to adapt and act quickly to drive change by advocating innovative solutions and new ways of thinking.