Claudette Ghioalda

• Senior Project manager for the Performance Measurement and Risk sub-Value Stream. Responsible for all elements of change delivery for the Performance and Risk product, e.g. Estimation of RFPs, New product deployment, system upgrades, client change requests, client on-boarding, system or process enhancements, etc.
• Responsible for delivery team resource planning, demand and supply management as well as recruitment, training, and day-to-day management. Led, motivated and coached the IT and delivery teams to achieve collective delivery as a unit.
• Rebuilt the team twice over the course of 11 years on the back of strategic adjustments and out-sourcing of functions with no impact to delivery.
• Implemented change management structures and processes including operating as a value stream for delivery with the use of tools like Confluence and JIRA, these have been in operation for several years. The approach used has ensured continuity of service and transparency on all delivery aspects for the whole team.
• A key element of the role is ensure effective team delivery aligned to the agreed strategic product roadmap, meeting goals and achieving deadlines. Ensuring team alignment to relevant governance frameworks as outlined, i.e. Update of RAID logs, implementation matrix, Impact Assessments, as well as team procedures and relevant training documentation.
• Defined project scope, milestones and task allocation to establish and maintain clear progress plans for several projects over the period, currently coaching the team to deliver independently.
• Delivered exceptional service to clients, maintaining relationships for future business opportunities.
• Led several client projects successfully achieving high client satisfaction through consistent delivery and communication, this task has since been delegated to the team for implementations and change requests and I now provide a support and escalation function.
• Proven track record of minimal disruptions to production on the back of projects delivered through rigorous management and testing through delivery cycles.

• REASON FOR LEAVING: end of contract
• Assisted with the implementation of new segment definition module for investment performance measurement system (Statpro).
• Project involved the analysis of existing segment definitions and implementation of new tree structures making use of synergies where possible.
• New tree structures were created and relevant clients and benchmarks assigned.
• New reports were designed and created to incorporate the new structures
• Reconciliation between legacy reports and new reports were conducted
• Also worked as performance analyst within BAU environment as required.

• REASON FOR LEAVING: end of contract & maternity leave
• Project managed several pricing location migrations leading cross-functional geographically dispersed teams.
• Owned and managed the project plans for various operational pricing location migrations and their various streams.
• Led project resources to deliver against agreed milestones.
• Managed key stakeholders against their respective deliverables.
• Ensured that the projects were completed on time, within the approved budgets and within stated strategic business goals.
• Prepared standard and ad hoc project and program reports to support the program manager.
• Ensured risks and issues were effectively escalated and monitored.
• Represented the workstream at various stakeholder meetings to feedback on migration progress.

• Focusing on dissertation: MSc Information Systems Project Management.

• Initially signed up to a 3-month contract (extended twice until Apr 09) with Ignis Asset Management.
• Assisting with the implementation of a new performance measurement system(Statpro).
• Project was already initiated and ran into some difficulties, I was asked to come on board to assist in turning the project around.
• I offered to have a more hands on role than traditional project management.
• I worked with the performance measurement team on various tasks across the implementation phase of the project till project closure.
• The day to day activities involved, setting up new funds and indices on the new system, transferring existing funds from the legacy system to Statpro, including reconciliation checks to ensure funds transferred correctly, setting up customized reports per fund requirements, ensuring reporting output generated was correct and amended where necessary, stock classifications for market as well as fund data were accurate and correcting where necessary, transaction types from the legacy system to the new system were mapped correctly to accurately reflect performance results
• Submitted and presented regular reports to project meetings on progress of work undertaken and scheduling of future activities.

REASON FOR LEAVING: maternity leave / company bought over, took redundancy after maternity leave.

Maternity Leave (Aug 2007 - Aug 2008)

Project / Programme Manager (Jun 2006 - Aug 2007)

• During this period the objective was to concentrate on completing projects outstanding from the previous year. These included:
• Hedge Fund training and handover of the administration to BAU.
• Development of a hedge fund module within in-house administrative software - Financial Portfolio Management (FPM).
• Outline requirements for a new Order Entry module for FPM.
• Review and redesign of Investment Administration work practices.
• Testing and implementation of compliance module for FPM.
• Review and change of 3rd party data and systems providers.

Marketing and Project / Programme Manager (Apr 2005 - Jun 2006)

• The objective was to expand project management expertise within the organisation, while handing over responsibility for the Investment Trusts marketing to a colleague. Projects managed during this period included:
• Set-up and launch of an OEIC.
• Set-up and launch of a Hedge Fund including training and handover to BAU.
• Back and front office systems review – including changes to 3rd party data and systems providers.
• Review and streamlining of investment administration procedures.
• Review of Financial Portfolio Management (FPM) – administration system - to ensure optimal use.
• Development and implementation of new Investment Guideline module in FPM in conjunction with other external users and suppliers.
• Outline of new portfolio management and order entry module for FPM.
• Implement new sector changes required for performance (Statpro) and administration (FPM) systems.
• For this project, involved in all aspects of the project lifecycle
• Involved in sourcing performance systems, liaising with vendors and creating specification plans
• Gathering business requirements with end users
• Creating solutions
• Creating test plan strategies
• Facilitating project meetings and tracking project milestones
• Involved in User Acceptance Testing and test plans
• Implementing solutions

Client Executive / Project Manager (Sep 2000 - Mar 2005)

• Primary contact with a wide range of existing investment trust shareholders both institutional as well as retail clients. This task involved numerous activities from dealing with ad hoc investor enquiries, liaising with 3rd party suppliers, producing product literature to the promotion of the Investment Trusts and related products to the market place.
• During this time, I was also Project Manager for several projects:
• Gaining GIPS / UKIPS Performance Compliance.
• Set up and maintenance of an Investment Guideline monitoring module within the current administrator system – Financial Portfolio Management (FPM).
• Set and maintenance of a Client Relationship Database – Goldmine.
• Set up and launch of Investment Trust wrapper products e.g. ISA and Children's Plan.
• Redesign and update of all product literature relating to Investment Trusts. i.e. Monthly factsheets, Wrapper product brochures, presentations, etc.
• Transfer of wrapper product administration to new administrator.
• Research and Implementation of a new Performance and Attribution System (Statpro).
• Analysis and review of all 3rd Party service providers.
• Development of a company website (Project re-allocated due to redistribution of workloads).

• REASON FOR LEAVING: end of contract
• Contracting through Joslin Rowe
• Analyst reconciling bank deposits across various banks and branches.

• REASON FOR LEAVING: Moved from South Africa to Scotland (UK, Global Funds under management reporting
• Global Funds under management reporting.
• Portfolio performance reporting.
• Management and performance fee calculations and reporting.

• Responsibilities varied, from producing quarterly management reports to reviewing budgets, liaising with auditors and property letting agents re: day to day administrative issues
• Prior to this I was the assistant equity trader.