Graham Young

• Led cross-functional collaboration with Business, Actuarial, and Tech teams to refine backlogs, define user stories, and run retrospectives in Azure DevOps—cutting IFRS & SII base balance sheet delivery time from 25 to 10 working days.
• Owned end-to-end requirements analysis for new income and retirement products, a policy administration system (PAS), and Highly Predictable Cash Flow asset reporting, ensuring alignment with business goals and delivery timelines.
• Directed process mapping and gap analysis using Visio to assess current vs. future-state workflows, including SII QRT template changes and DB Change Investment Planning.
• Designed and delivered data-driven dashboards and reporting solutions to enhance financial and resource management, supporting migration to ServiceNow and aligning tools with business needs.
• Facilitated Agile ceremonies and PI Planning across multiple value streams; supported Sprint delivery cadence and acted as liaison between business users, delivery teams, and third-party administrators (TPAs).
• Developed key BA artefacts including Stakeholder Management templates, Communications Plans, and a Change Framework—strengthening governance and delivery capability across the change portfolio.

• Mapped current-state and future-state processes through workshops and stakeholder engagement for global fund launches under PEGP programme.
• Defined Agile epics and user stories in Jira and Confluence; supported backlog refinement, Sprint planning, stand-ups, and retrospectives.
• Led testing of MVP workflows in Appian, using test-learn-optimise approach to validate functionality and meet acceptance criteria.
• Built dynamic Gantt chart to visualise cross-border dependencies and timelines for Lux SICAV and US CIT product launches.
• Developed Data Dictionary to ensure consistency of business terms and data points across user stories and process documentation.

• Led workshops and produced over 50 Visio process maps (as-is/to-be) for onshore and offshore Bonds user journeys, covering Client Services and Investment Operations.
• Authored key migration artefacts including Tranche Migration Plan, Run-book, Fund Migration Process Document, and Operating Memorandum for Simplified Platform programme.
• Mapped data feeds between legacy and target systems; supported data cleanse, extraction, and migration, and contributed to requirements traceability matrix.
• Developed macro-driven Funds Reconciliation Workbook to compare internal records with Fund Manager and Custodian data, reducing trade breaks and operational risk.
• Supported system testing and business readiness for future-state platform (GBST Composer), and managed £5m project to deliver IT enhancements to offshore systems.

Value Assessment Programme

• Reviewed OEIC, PAIF, and Charity funds vs peers, assessing investor value per FCA COLL regulations.
• Analysed fund metrics across seven regulatory criteria, including AFM costs and economies of scale.
• Delivered future-state process models, MI reports, and contributed to Value Assessment methodology.

Target Investment Model (TIM) Programme – TTF Fund Launch

• Chaired stakeholder meetings with M&G and HSBC to progress securities lending workstreams.
• Facilitated workshops and mapped current-to-future processes for securities lending, repos, and collateral.
• Authored BRDs and test scripts; led SIT, UAT, regression, and NFR testing cycles.

IFRS 9 Implementation

• Created process models and Target Operating Model to support IFRS 9 delivery and stakeholder buy-in.
• Led 10 process architects producing 150+ capability maps using standardised methods.
• Mentored junior BAs on BRDs, RACI, RAID, run books, and cut-over planning.

Digital Business & Client Services

• Developed agile Terms of Reference and work plans for payment teams in Dublin and Belfast.
• Designed payments shift to hub model, enabling RPA/BPM and saving 15 FTE annually.
• Delivered process flows and solution designs to Architecture Review Board; prioritised backlog and user stories.

• Developed end-to-end operating models (‘as-is’, ‘to-be’, interim) for Life Company, Management Company, and third parties.
• Managed migration of Friends Life funds; produced detailed process flows for Insurance Accounting and Global Custody (£127bn+ assets).
• Supported launch of Friends Life ACS/TTF fund structures; analysed Treasury Product pricing, achieving 65% cost reduction.

• Conducted regulatory client reviews ensuring compliance with FSA guidelines, RDR, COBS, and Treating Customers Fairly (TCF).
• Reviewed client files to verify transparency, suitability of advice, and consumer protection.
• Ensured adherence to regulatory standards and improved compliance processes.

• Led 40+ compliance staff reviewing 22,000 clients’ portfolios to ensure alignment with risk and investment objectives.
• Implemented governance processes, chaired cross-functional meetings with Risk, Compliance, and vendors (PwC, KPMG).
• Managed MI reporting enhancements and supported rollout of new policies (KYC, AML, FATCA, RDR) and CRM system implementation.

• Reduced complex client change requests by 70% through process standardisation.
• Developed global product definitions, process maps, and integrated future-state product models using ProVision and Visio.
• Collaborated with Legal, Risk, and Compliance on custody agreements to assess exposure and risk.

• Managed cross-functional, multi-national team to migrate 2,000+ mandates and funds (€120bn AUM) post-merger.
• Coordinated Front, Middle, and Back Office functions, including Legal, Compliance, Risk, and Fund Accounting.
• Chaired Business Board for Go Live decisions and established governance for client onboarding and migration processes.