About Operations Reference Data Services (ORDS)
- Operations Reference Data Services (ORDS) is responsible for provision of operational support and management of Party (Client), Product, Org and Instrument Reference data to facilitate KYC and enable client business and trading relationships and associated downstream processes including Regulatory and Tax obligations. ORDS is driving the Group Party and Instrument Data Strategy across CIB, the key elements of this strategy are:
- Providing a single, authorized source of Party (cRDS) & Instrument Data to all areas across CB IB, that contains accurate and complete Party & Instrument Data with full coverage
- Distributing the common Party & Instrument data elements/attributes across the organization to ensure a single identifier is used front-to-back and there is consistency, alignment and common usage of Party & Instrument data attributes front-to-back
- Identify and align common Parties, and their associated common attributes, across the Group (CB, IB, CRU & PB)
About the Team
- The Operations Reference Data Program Management team supports the CBIB Party Data Program for delivering projects related initiatives. Our Program Management team are working with cutting-edge technology to transform the way that we work.
- You will be tasked to support the programs strategic direction, as well as creating and managing status of the projects. You will also be in charge to support the program director in the co-ordination, planning and control of the project. Youll be working on innovative projects implementing strategic goals set by the organization.
- You will be working in an agile environment and will be tasked to to support the larger program needs. Our team of experts will be there to coach and support your development to ensure you excel in this role. Enhance your career prospects through exposure to these advanced technologies and tools.
Overview
The Program Director leads a group of programs and has the ultimate responsibility and accountability for the delivery of the value and strategic outcomes of the items in their portfolio. The Program Director will lead program managers, own the engagement with business sponsors and key stakeholders, optimize their portfolio delivery and ROI by ensuring that inter-program or strategic initiative risks and dependencies are identified and mitigated and ensure that costs are managed and benefits delivered. Program Director functionally reports to the relevant initiative/program steering groups. This Program Director Role has responsibility for:
- Building and managing a Portfolio Management Office to effectively track and manage the portfolio of programmes that require reporting into DBs Change Management Governance framework for both Reference Data and KYC Change.
- Programme Director for one or more of the key change programmes within the Client Data Change Portfolio. For example:
- Master Data Management Sourcing trusted external data to facilitate the automated maintenance of DBs Client Data records
- Industry Classification Codes Re-engineer the technology and operational processes to determine the appropriate codes for DBs client base
- Alignment of Investment Bank, Corporate Bank, Retail Banks and Wealth Client records
Your key responsibilities
- Responsible for capturing and refining business and/or system requirements
- Works with stakeholders to understand their needs, analyse problems, and capture their requirements, and then working closely with the Development Team to refine the requirement into specifications that can be executed by the team
- Possess a working knowledge of the business and/or technical domain in reference data
- Leverages experience and understanding of stakeholder need to help create a solution, envisions the solution to solve a problem (Application/Tool Based)
- Performs Cost/Benefit Analysis to align the technology to business strategy
- Gathers & catalogues functional, non-functional, and technical requirements for stakeholder requests
- Determines the impact of modifications and enhancements on the application
- Specify the workflow & systems enhancements to satisfy business & reporting needs
- Conduct review, analysis and support for Front to back testing
- Perform data analysis, design of data architecture requirements and mapping
- Acts as the product(s) subject matter expert to support scope and requirement decisions
- Ensures changes to the application are compliant with bank standards and policies
- Assists users and development team with application testing and troubleshooting, and may help configure test solutions to validate functional and system needs
- Identifies, document and troubleshoot application related problems. Documents process, procedures and workflows associated with applications
- Leads or participate in continuous improvement efforts; Building expertise in creating, analysing, and improving processes
- Creates, maintains and presents training materials for end-users
- Implementation and ongoing management of Clarity across all program workstreams, in conjunction with Technology, in order to improve timeliness and accuracy of reporting and improved compliance with Bank reporting standards
- Embedment of Agile methods and ways of working within Operations, in collaboration with Technology, to promote effective execution. Ensuring roles and responsibilities are embedded in Operations and cross-feature team dependencies are identified and managed
- Plan the programs from start to completion involving deadlines, milestones and processes
- Devise evaluation strategies to monitor performance and determine the need for improvements
- Supervise all program and project managers involved to provide feedback and resolve complex problems
- Discover ways to enhance efficiency and productivity of procedures and people
- Apply change, risk and resource management principles when needed
- Read reports prepared by managers to determine progress and issues
- Ensure program operations and activities adhere to legal guidelines and internal policies
- Keep senior management informed with detailed and accurate reports or presentations
- Analysis of large amount of reference data (cRDS) for various operational regulatory upstream vs downstream usage.
Your skills and experience
- 15+ years of a track record in Global Program Management, Change management, experience in supervising and displays ability to work in virtual global teams and a matrix organization preferably full-spectrum banking groups (retail, corporate, wholesale, investment banking).
- Experience in regulatory projects, preferably global/cross product will be beficial.
- Relevant experience in Change Management, Data Analysis and driving large transformation projects.
- A proven, considerable level of analytical, problem solving and resource planning skills
- Experience in Data Management, Data Analytics, Business Analysis and Financial Services
- Strong and well-developed relationship / stakeholder management skills
- Basic knowledge and awareness of (related) business solutions in the marketplace
- Open minded, able to share information, knowledge and expertise with peers & team members
- Demonstration of excellent communication and influencing skills
- Experience in managing Client relationships to drive change
- PMP, Scrum Master certification Good to have
- Knowledge of Python, Alteryx good to have
- Cross workstream plan and risk, issue and dependency management
- Production of Executive level reporting to ensure progress is understood and key risks/issue updates are communicated effectively
- Experience with Program Management tool and associated reporting standards
- Understanding of Agile ways of working and methods to enable effective partnership with Technology
- Production of Executive level reporting to ensure progress is understood and key risks/issue updates are communicated effectively
- Experience with Clarity Programme Management tool and associated reporting standards
- Understanding of Agile ways of working and methods to enable effective partnership with Technology
- Line management experience
