Summary
Overview
Work history
Skills
Affiliations
Timeline
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Jacob Henry

Glasgow,Scotland

Summary

Experienced change professional working within CTB Global Operations at Morgan Stanley, with a proven track record in change, financial services & automation.


Seasoned in spearheading complex projects with regulatory and senior management oversight. Capable of driving business growth and improving operational efficiency through innovative application design and system enhancements. Able to leverage a deep understanding of AI & complex technologies, as well as people management skills to consistently deliver.


Overview

6
6
years of professional experience

Work history

Change Lead, Regulatory Applications

Morgan Stanley
Glasgow
07.2022 - 11.2024
  • Responsible for alignment of 12 applications, with divisional and strategic objectives and day to day BAU of teams
  • Department automation expert utilizing AI and low code automation tooling. Provides capacity generation, $ savings and reduction of manual controls
  • Automated supervision of MS's globally outsourced activities. Resulted in capacity generation of 450,000 hours, reduced manual processes and risk
  • Investigated, designed and implemented ways to reutilize automated email DLP tooling within the payments space to prevent misdirected payments, with savings of 1.8BN GBP to date
  • Key player in facing off to senior management, fleet level budgeting, utilization of headcount and delivery of critical reg work
  • Ensuring compliance with mandatory firm wide initiatives, hygiene upgrades to infrastructure and planning multi year strategies
  • Provides comprehensive training on any newly developed applications, facilitating smooth transitions for users

Business Analyst

Department of Health and Social Care
London
10.2020 - 06.2021
  • Led a team of 5 to provide government with real time, accurate, data driven information to assist in policy making decisions
  • Oversaw the creation of RPA models to assist the Prime Minister's office in regards to the isolation payments scheme, and predicting the spread of the virus nationwide
  • Created the test and trace research analysis and information library; (TRAIL) a centralized repository for completed documentation, research, and analysis from the DHSC, The cabinet office, PHE, NHS-D and the Joint Biosecurity Centre
  • Liaised with senior legal and data protection teams from each organization, presenting the work to 3 separate boards
  • Successfully completed 7 projects in 5 months as a team, nationally commended for the team's dedication and hard work

Strategy Analyst

HSBC Investment Bank
London
03.2020 - 08.2020
  • Instrumental in designing and implementing parts of the future global strategy, part of the banks 2, 5, and 10-year vision
  • Primary report to the operations executive committee
  • Key player in the creation of the business case for the APAC region during a major restructuring
  • Worked with country/regional heads on strategy developments and ensured adherence to key deliverables set by the exec committee
  • Organized complex workshops across APAC, used automation to overcome language barriers, paper-based restrictions & time zone differences
  • Partnered with global head of risk and compliance & legal teams, ensured strategies were not in breach of country, regional or bank level regulations & laws
  • Coordinated HC offshoring, what needed to remain on-shore to satisfy regulators, eliminated restraints such as key man risks, paper-based restraints through automation, language barriers
  • Challenged regulatory restrictions raised by the countries


Business Intelligence Analyst

Newton Investment Management
London
11.2018 - 02.2020
  • Assigned lead - commercial estate, provided leadership on technical solutions during daily scrums, articulated complex technical solutions in plain terms, as well as solving complex process bottlenecks
  • Intimately familiar with the financial products being reported on within the space
  • Primary role consisted of turning financial and CRM data into meaningful intelligence
  • Creation of detailed dashboards and reports to help stakeholders make decisions based upon viable data insights
  • During a rebranding of the NA entity, led and coordinated the effort of departments to replace affected data. Prevented failures which would have led to reg breaches and fines
  • As a skilled team member working with GDPR, MiFiD II and MNPI; he is meticulous, diligent and risk averse

Skills

  • Change Management
  • AI model and SDLC lifecycles
  • Automation Tooling
  • Agile & Scrum Methodologies
  • Risk & Governance
  • AI/ML Awareness (Lifecycle, Tooling, Ethics & Governance)
  • Cross Functional Team Leadership
  • Project Leadership
  • Business Analysis
  • Stakeholder Management
  • Application Design
  • Systems Integration
  • Extract, Transform, Load (ETL) & analysis

Affiliations

  • Hillwalking and Hiking
  • Motorcyclist

Timeline

Change Lead, Regulatory Applications

Morgan Stanley
07.2022 - 11.2024

Business Analyst

Department of Health and Social Care
10.2020 - 06.2021

Strategy Analyst

HSBC Investment Bank
03.2020 - 08.2020

Business Intelligence Analyst

Newton Investment Management
11.2018 - 02.2020

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Jacob Henry