Assistant Manager, GPS PMO at Fidelity International (2025-06 – Present)
Runs PMO governance and project management support across 18 plus concurrent wealth management and transformation programmes for Fidelity's Global Platform Solutions function.
- I maintain RAID logs across 18 plus programmes, tracking risks, assumptions, issues and dependencies. When something needs escalating, it reaches the right person with a recovery option, not just a problem.
- Governance forums happen 6 to 8 times a month across 12 to 15 stakeholders. I prepare the agendas, capture minutes, assign actions and chase follow-through. Zero missed governance deadlines across tenure.
- Built the milestone governance framework for the GPS portfolio from scratch. Exco no longer asks where the data comes from before Executive Committee reviews because it is always there and always accurate.
- I own Clarity PPM for the entire portfolio. Every MIS report, KPI dashboard and steering committee pack flows through me. Senior management has reliable, decision-ready data on demand.
- Track project budgets and resource requirements across the portfolio, maintaining financial oversight and flagging variances to senior management as they emerge.
Senior Intelligent Automation Developer at Fidelity International (2023-03 – 2025-06)
Led project coordination and PMO support across 30 plus wealth banking automation initiatives, managing action trackers, risk logs and stakeholder coordination throughout each delivery lifecycle.
- Coordinated delivery across five stakeholder groups spanning Business, Technology, QA, Operations and Product throughout each project lifecycle. Action trackers, milestone monitoring and risk escalation all owned end to end.
- Delivered 30 plus automation solutions that reduced manual effort by 45% across 19 wealth banking operational teams, recovering 1,200 plus man-hours per quarter at 98% uptime, validated by project sponsors.
- Maintained risk logs and escalated issues proactively throughout each delivery cycle. Zero post-production incidents across all 30 plus solutions over two years.
Developer, Process Simplification and Optimisation at Fidelity International (2020-08 – 2023-02)
Provided project coordination and PMO support across 25 plus wealth management process improvement initiatives spanning Transfer Agency, Fund Dealing and Client Operations.
- Maintained project plans, milestones and action trackers across 25 plus concurrent initiatives. Coordinated project meetings, prepared agendas and minutes, and tracked action items across cross-functional delivery teams.
- Built the project coordination standard adopted as the team baseline. Reusable templates, action tracker frameworks and handover checklists that eliminated rework across 25 plus consecutive deliveries.
- Five to six production releases per year across Transfer Agency, Fund Dealing and Client Operations. Three years, zero post-production incidents.
- Two quality reviews per day across wealth banking fund operations. Ninety-eight per cent error reduction over two years by identifying systemic gaps before audit. Built the QC framework still used as the team compliance baseline.
- Contributed QA governance to cross-functional change projects, ensuring deliverables met global regulatory standards before sign-off.
- One hundred plus UK client re-registration and transfer cases per day at 95 plus per cent SLA compliance over three years. That is where I built the Transfer Agency and wealth banking domain knowledge that underpins every PMO and governance role since.
- Enterprise technical support within SLA. The communication and diagnostic discipline built here has shown up in every stakeholder-facing role since.
Senior Quality Assurance Specialist at Fidelity International (2018-06 – 2020-08)
- Two quality reviews per day across wealth banking fund operations. Ninety-eight per cent error reduction over two years by identifying systemic gaps before audit. Built the QC framework still used as the team compliance baseline.
- Contributed QA governance to cross-functional change projects, ensuring deliverables met global regulatory standards before sign-off.
Re-registration and Transfer Associate at Fidelity International (2015-08 – 2018-05)
- One hundred plus UK client re-registration and transfer cases per day at 95 plus per cent SLA compliance over three years. That is where I built the Transfer Agency and wealth banking domain knowledge that underpins every PMO and governance role since.
Technical Support Analyst at Dell (2013-08 – 2014-08)
- Enterprise technical support within SLA. The communication and diagnostic discipline built here has shown up in every stakeholder-facing role since.
