Summary
Overview
Work history
Education
Skills
Timeline
Generic

Sergio Pereira-Lopes

Fleet,Hampshire

Summary

I am a natural, enthusiastic, and authentic leader with a strong track record in delivery within large financial enterprises. Relationship-focussed, disciplined and outcome-orientated, I inspire and lead collaborative organisational culture, performance, and growth.


Objective:
Enable organisations to thrive in the digital economy through establishing a culture of transformation and continuous improvement, thereby unlocking business productivity, creativity, and competitive advantage.
Delivered business & technology core modernisation transformation programs responsible for end-to-end delivery from inception to completion

Overview

22
22
years of professional experience

Work history

Enterprise portfolio manager

Allianz Insurance
Guildford, Surrey
09.2023 - Current

Enterprise portfolio manager responsible for the governance and delivery across Allianz commercial UK ensuring return on investment in line with corporate strategy.


Key responsibilities:

  • Led transformation programmes, establishing clear vision and standards for success.
  • Negotiated contracts, securing optimum conditions for business expansion.
  • Managed and negotiated with key stakeholders, ensuring their investment and support on present and future projects.
  • Analyse KPIs related to programme performance and participation, reporting findings to deliver data-driven insights.
  • Collaborated with senior stakeholders and external partners, influencing direction in complex environments.
  • Formulated business investment plans to increase growth and minimise cost for company.
  • Managed multiple partner relationships and internal projects simultaneously in fast-paced work environment.

Technology transformation consultant

Virgin Money
London, City of London
10.2022 - 09.2023

Lead transformation consultant responsible for implementation of new cloud platform (Azure) and enhancing digital teller solution whilst promoting agile delivery methods.


Key responsibilities:

  • Planning and executing organization's agile transformation strategy into Cloud
  • Collaborate with executive leadership team on portfolio delivery governance, facilitate the start or stop of teams based on investment decisions and ROI metrics
  • Conduct market research and RFI process for new digital teller system
  • Managed product development cycle, prototyping designs and coordinating mass production.
  • Collaborated with finance to develop robust business cases for product viability and profitability.

Enterprise portfolio manager

NatWest Group
London, City of London
10.2015 - 10.2022

Portfolio manager delivering software & hardware technology solutions to improve our customer journeys within the bank. Delivered technology capabilities/solutions in a self-serve, automated and secure way reducing cross team dependencies and decreasing time to market for consumers products in a simple, safe & smart way.


Key achievements:

  • Transitioned Identity service capabilities into a self-service model for 50% of total consumer demand, resulting in 125% improvement in deployment frequency, 150% improvement in velocity.
  • Implemented cultural transformation across IAM focusing on product development mindsets and adopting agile/DevOps methodologies resulting in happier and more productive teams
  • Migrated core infrastructure components to AWS supporting the banks ambition to be cloud 1st.
  • Delivered critical capabilities that in turn improved and secured our banking customer experience, through the adoption of multi-factor authentication, policy decisioning point and federated single sign on.
  • Managed an investment budget of over £30m per Annum.
  • Implemented continuous integration and continuous delivery/deployment capabilities increasing ability to deliver technology faster and safer.
  • Adhered to regulatory and financial regulations.

Programme/Project Manger

NatWest Markets
London, City of London
10.2010 - 10.2015

Management of multiple projects/programmes within front office trading, risk and finance and Asset servicing functions.


Key achievements:


  • Migration and segregation project of assets within RBS markets to reflect a streamlined strategic markets division aligned to commodities, derivatives, and equities.
  • Delivered EMiR & Dodd Frank client clearing solution, following guidelines set by CFTC and EMiR ensuring effective communication to all stake holders affected – Includes Trading, middle office, and operation heads of departments
  • Technology decommissioning project. Decommission global derivatives settlements platform and migrating the operational process onto a strategic settlement’s platform.
  • Delivered new operating model, organisational model, and capability model for risk solutions, focusing efficiencies of Risk weighted average (RWA) reporting ensuring greater resiliency of the platform and reducing reporting timelines. This resulted in significant operational and financial improvements.
  • Implemented Asset Servicing platform

Education

Professional Scrum Product Owner (PSPO) -

Scrum.org
London

AgilePM certification – Foundation & Practitioner -

APMG
London

Bachelor of Science - Business and Economics

University of the West of England
Bristol

Prince2 Project Management -

Alexos
London

Skills

    Key Skills


    Strategic innovator
    Systems thinker
    Transformational leadership
    Portfolio management
    Digital transformation
    Organisational culture change
    Software engineering lifecycle


    Domain Experience:
    Portfolio, Programme, and project management
    Cloud technology adoption (AWS & Azure)
    DevOps, Agile and Lean specialist
    Strategy definition and implementation

    Retail & investment banking
    Service management
    Identity services
    Risk management
    Derivatives
    Asset Servicing

Timeline

Enterprise portfolio manager

Allianz Insurance
09.2023 - Current

Technology transformation consultant

Virgin Money
10.2022 - 09.2023

Enterprise portfolio manager

NatWest Group
10.2015 - 10.2022

Programme/Project Manger

NatWest Markets
10.2010 - 10.2015

Professional Scrum Product Owner (PSPO) -

Scrum.org

AgilePM certification – Foundation & Practitioner -

APMG

Bachelor of Science - Business and Economics

University of the West of England

Prince2 Project Management -

Alexos
Sergio Pereira-Lopes