Yvonne Powers
Glasgow
Summary
A compassionate, motivated and highly organised professional transitioning into a new sector after a successful 25‑year career in financial services and change management. I bring strong communication skills, empathy, emotional resilience and a genuine passion for supporting others. Alongside my professional background, I have developed hands‑on experience through volunteering with the elderly and completing a Mental Health Awareness qualification, as well as working towards the COSCA Counselling Skills Certificate. I am now employed as a Support Worker in palliative care, where I provide person‑centred assistance and companionship, and I am committed to continuing my development within the Health and Care sector.
Overview
27
27
years of professional experience
Work history
Support Worker
Community Care Choice
Glasgow
2026.04 - Current
- Holistic care delivery — Providing person‑centred support to adults with varying care needs, ensuring dignity, comfort and emotional wellbeing at all times.
- Daily living assistance — Supporting service users with personal care, mobility, meal preparation and medication prompts while promoting independence wherever possible.
- Emotional and social support — Building trusting relationships through companionship, active listening and reassurance, reducing loneliness and supporting mental wellbeing.
- Safeguarding and reporting — Observing and documenting changes in health or behaviour, escalating concerns promptly and following all safeguarding, confidentiality and infection‑control procedures.
Portfolio Lead (Change)
Nucleus Financial
Edinburgh
2024.01 - 2026.01
- Spearheaded creation and management of new risk-based regulatory remediation and engagement portfolio in January 2025 to ensure on-time and in-budget delivery of multiple concurrent initiatives aligned with change framework and governance standards.
- Prioritised projects in alignment with strategic objectives and assessed risks using a personally developed scoring matrix.
- Facilitated c-level stakeholder management and reporting to ensure effective decision-making processes.
- Facilitated portfolio roadmap creation and orchestrated resource capacity planning.
- Engaged and managed external third-party suppliers to optimise service delivery.
- Facilitated mentoring and succession planning for all direct reports to enhance team capability and leadership continuity.
- Assisted in managing portfolio budgets and tracking risks and issues. Supported teams in identifying potential project risks and developing mitigation strategies. Facilitated communication regarding budget adjustments and issue resolutions.
- Led regulatory and mandatory portfolio from January 2024 to January 2025, achieving successful project delivery of LTA abolishment to enhance outcomes for non-workplace pensions and uphold consumer duty for regulatory compliance.
Change Project Manager
Nucleus Financial
Edinburgh
2023.04 - 2024.01
- Directed project management of multiple regulatory initiatives, ensuring concurrent deliveries align with the change framework and overseeing project working groups.
- Executed completion of all mandatory project artefacts at each lifecycle stage-gate, securing approval and sign-off in accordance with established project governance.
- Cultivated strong relationships with project sponsors through regular and effective communication, ensuring clarity in reporting to project steering committees.
- Delivered SMPI climate disclosure and adviser fees review projects on time and within budget.
Change Manager
Evelyn Partners
Glasgow
2015.07 - 2023.04
- End-to-end management including the initiation, planning, execution, monitoring and closure of Change Initiatives and Project Workstreams. Engaging with key stakeholders ranging from external third-party software vendors to IT and Operations teams to Directors, Investment Managers and Board Members, across various office locations.
- Defining project requirements, achieving sign-off on specifications, costs, and documentation. Providing progress updates, reviewing milestones and timelines. Establishing dependencies, outlining risks, and working closely with the business and IT to expedite changes.
- Coordinating user acceptance testing of system enhancements, overseeing the creation of test plans, providing feedback to the project and the business after each testing cycle.
- Key successes included - Change Lead on the launch of the Lifetime ISA product and API for the business, Settlement Operations Change Lead on the rebranding of Smith & Williamson to Evelyn Partners, integral part of the Process Optimisation Project, looking at education and process improvements via RPA developments or system enhancements to achieve a time saving for the department of 35hrs per week, implementation of the Avaloq system in the business as part of the Settlement Operations workstream and Change Lead on the subsequent decommissioning of the legacy systems.
Investment Business Analyst
First State Investments
London
2010.06 - 2015.06
- Investment Business Lead in product and fund launches and project working groups. Providing input to Portfolio Construction Parameters, Prospectus’, IMAs and KVG Investment Guidelines.
- Collaborated with Portfolio Managers, Operations and Dealing to design and document effective and stable workflows, with the least operational risk, e.g. for derivatives trading.
- I played an integral role in the implementation of an Emerging Markets Debt and Fixed Income Investment Team and the BlackRock Aladdin system as a new OMS in 2011.
- Responsible for the provision of support services to Portfolio Managers and Dealers to effectively complete the investment and transaction lifecycle so that all cash management and liquidity requirements were met.
- Managed the EURUSD currency hedging across all EM Debt Portfolios valued at USD1billion.
- Managed the on-going approval and review process of trading counterparties and suppliers in accordance with agreed procedures, including the trading account set-up for Bonds, Equities, Foreign Exchange and Derivatives.
Fund Management Support Analyst
First State Investments
Edinburgh
2006.08 - 2010.06
Mutual Funds Reconciliations Analyst
Standard Life Investments
Edinburgh
2004.08 - 2006.08
Investment Analyst
State Street Bank & Trust
Edinburgh
2003.06 - 2004.08
Reconciliations Senior Administrator
Bank of New York
Edinburgh
2002.11 - 2003.06
Banking Team Manager
Prudential
Stirling
1999.12 - 2002.10
Education
COSCA Counselling Skills -
Murray's Inititative
Glasgow 2025.09 -
Awareness of Mental Health Problems - undefined
North East Scotland College
2025.01 - 2025.07
MSP Foundation - undefined
Managing Successful Programmes (MSP)
2024.03 -
PRINCE2 Practitioner Certificate - Project Management
PRINCE2
2019.08 -
PRINCE2 Foundation Certificate - Project Management
PRINCE2
2019.01 -
APM Project Fundamentals Certificate - undefined
Association for Project Management
2018.03 -
IMC Unit 1 - Investment Environment
CFA Society UK
2013.05 -
Level 3 Certificate - Investment Operations
Chartered Institute for Securities & Investment (CISI)
2009.11 -
Highers - Economics, English, Management & Information Studies, German, Biology
Dunblane High School
Skills
- Strong communications skills
- Person-centred approach
- Empathy
- Critical thinking and analytical evaluation
- Problem solving
- Microsoft Office
- Adaptability
- Excellent planning and organisational skills
- Project Management (Waterfall & Agile)
- Highly focussed attention to detail
HOBBIES
Yoga, Indoor Climbing
VOLUNTEERING EXPERIENCE
No.1 Befriending, Glasgow, 2025-06, Present, Friendship and companionship for the elderly to help combat loneliness and isolation
Timeline
Support Worker
Community Care Choice
2026.04 - Current
COSCA Counselling Skills -
Murray's Inititative
2025.09 -
Awareness of Mental Health Problems - undefined
North East Scotland College
2025.01 - 2025.07
MSP Foundation - undefined
Managing Successful Programmes (MSP)
2024.03 -
Portfolio Lead (Change)
Nucleus Financial
2024.01 - 2026.01
Change Project Manager
Nucleus Financial
2023.04 - 2024.01
PRINCE2 Practitioner Certificate - Project Management
PRINCE2
2019.08 -
PRINCE2 Foundation Certificate - Project Management
PRINCE2
2019.01 -
APM Project Fundamentals Certificate - undefined
Association for Project Management
2018.03 -
Change Manager
Evelyn Partners
2015.07 - 2023.04
IMC Unit 1 - Investment Environment
CFA Society UK
2013.05 -
Investment Business Analyst
First State Investments
2010.06 - 2015.06
Level 3 Certificate - Investment Operations
Chartered Institute for Securities & Investment (CISI)
2009.11 -
Fund Management Support Analyst
First State Investments
2006.08 - 2010.06
Mutual Funds Reconciliations Analyst
Standard Life Investments
2004.08 - 2006.08
Investment Analyst
State Street Bank & Trust
2003.06 - 2004.08
Reconciliations Senior Administrator
Bank of New York
2002.11 - 2003.06
Banking Team Manager
Prudential
1999.12 - 2002.10
Highers - Economics, English, Management & Information Studies, German, Biology
Dunblane High School