← Experience

Asset management · Earlier in-house experience

Connecting investment models with a working operation.

Combined investment analysis and hands-on software development, connecting analytical work with daily investment operations.

The setting

Working inside an investment business, I helped connect research and analytical models with the systems needed to run the operation.

My contribution

I developed analytical tools and automated data processing and reporting. The role combined financial reasoning with practical software development and ongoing maintenance.

What the work established

The team connected investment analysis with a repeatable trading and reporting operation. My contribution was to turn analytical requirements into working tools.

Why it informs my advisory work

I have worked inside the operation as well as advised from outside. That keeps my attention on how an idea will be tested, run and maintained after its initial delivery.

Other assignments.

All experience
International bankDeloitte Consulting

A client-review programme from design to rollout.

Led the consulting team through a periodic client-review redesign and rollout, connecting business, risk, technology and operations.

Client lifecycle managementKYC / AMLOperating modelProgramme governance
Media groupDeloitte Consulting

Building an analytics capability people could use.

Led technology work and later the engagement, helping a media group establish a usable analytics environment and the team to operate it.

Data strategyAnalyticsCapability buildingOperating model