Jason Naik

Global Equities Operations Business Manager

• Work closely with the head of Global Equities Operations to develop, deliver , communicate and implement the operations strategy
• Support Senior Leaders, serving as trusted and reliable partner

Key responsibilities include:

• Partnering with the Operations head to define and implement the groups objectives, including materials to support the delivery of key messages
• All business governance including driving the management teams weekly agenda, business reviews & organizational design
• Communications aspects of business performance to the operations management team, including at town halls, off-site's, business reviews and for external regulators
• Management of large scale budgets and associated processes to proactively monitor headcount, expenses and ensure we stay on track to hit our targets. This includes providing insightful analysis to drive efficiencies
• Own and drive production of non-financial metrics to aid with business decisions, conduct analysis to identify trends and thematic
• Manage a global team of business managers, with the ability to influence the team to deliver high standard of business and financial support across the operations group
• Coaching and mentoring extended teams members across the globe
• Lead representative in supporting our junior resources on the grad program in London across different functions in our wider F&BM department

Technology Finance & Business Manager - Back Office, Front office, Cyber and Technology Controls

Responsibilities include

• Executive level presentations on strategy, budget, project delivery, controls and risks
• Drive Town halls, off-site's and weekly management meetings
• Partner with senior technology managers in building financial plans with associated budget/forecast/variance analysis and assist in understanding the inputs to and conclusions that can be drawn from, the analysis of performance vs. plan and financial forecasting.
• Ensure processes are in place to provide levels of transparency on expenses with a focus on key drivers
• Drive large scale productivity agendas. Identify areas of cost savings opportunity across the organization.
• Continuous review of processes providing timely and accurate Management Reporting
• Partner with Senior Management to provide insight and transparency around the technology expense base, delivery schedule, and efficiency and resource agendas
• Provide Senior Manager proper management reporting, communication and client reporting, focusing on the overall business unit performance against objectives. Proactively highlight issues and risks to the objectives, derive solutions and drive remedies to completion.
• Act as lead of the planning and forecasting process for the leads within Technology
• Build strong relationships with central accounting, P&A, and reporting to manage:
• Lead Annual Planning & Monthly Forecasting processes
• Track and communicate status and achievements of technology group and how they relate to the overall financials
• Develop multi year staffing plans
• Hiring status
• Location/Building strategy
• Management of junior resources globally

Expense manager

Responsibilities include

• Rolling out Global Fixed asset process
• Global Procurement to Pay implementation including working in Asia & US for he roll out in those locations
• Financial controller for Non-Comp expenses
• Expense analysis and reporting with high quality commentary
• Vendor expense analysis with recommendations on efficiencies