CIB Americas Operations Process Management is a team that supports nine Operations units:
• Control & Regulatory Oversight,
• Product Control,
• Derivatives Execution and Clearing,
• Securities, Execution and Clearing,
• Collateral Management and Treasury Liquidity & Forecasting Management.
• Trade & Treasury Support
• Financing Solution Operations
• Credit Middle Office
• MM/FX settlement
The Process Management objective is to provide a set of services to implement Operations Units initiatives such as:
- Subject Matter Expertise in product and operation knowledge,
- Defining and implementing target operating model,
- Process reengineering,
- Systems improvement and enhancements.
- Continuously reconcile expectations of numerous stakeholders in the process (regional vs global, function vs business line)
- Foster coordination and knowledge management on transversal undertakings across teams involved and across geographies
- Develop project management plans including business requirements, test plans, risk assessments and communication strategy in coordination with relevant teams
- Drive project(s) to their completion and manage risks inherent to execution or consequence of the changing context
- Review work for completeness, accuracy and effectiveness of staff assigned to the project to ensure high level of qualify on all project deliverables
- Act as support and work on ad hoc assignments as needed including, but not limited to, quantitative analysis, data consolidation and crunching, driving a specific part of the project end to end, prepare recommendation
- Write procedures or other documentation to record rule analysis and impact assessment, flow charts, RACI analysis and other diagnostic documentation as well as business requirements and other design documents
- Participate to the organization and preparation of Project and Steering Committees
- Attend project meetings, prepare meeting notes and distribute to identified stakeholders
- Produce project reports; request, collect, analyze, query, verify consistency and completeness and integrate weekly status reports from projects work streams
- Collect project documentation and insure proper archiving in available project management information systems
- Follow-up on the changes to project management plan and update project master plan
- Follow-up with project managers to ensure timeline is being respected and deliverables are to be met on schedule
- Keep updated action and issue logs, contact list, project distribution list and other registers
- Perform quality assurance, insure the completeness and adequacy of deliverables
- Proven ability to lead and manage a team
- Ability to think strategically and analytically
- Solution centric mindset and creativity
- Initiative, autonomy, self-motivated, self-starter
- Executive oral and written communication
- Ability to build and maintain relationships with various types of stakeholders
- High energy, tenacity, resilience, capacity to keep going under pressure and meet demanding deadlines
- Attention to detail and the ability to manage multiple undertakings at the same time and with different level of granularity, constantly keeping focus on priorities
- Very strong work ethic and ability to deal with confidential information
- Experience working successfully in a multicultural environment
- 8 + years in Financial Services industry
- Bachelor’s degree from accredited university
- Strong written and verbal communications
- Product Knowledge:
- Mexican Government Bonds, Repo (all financing activity),
- FX (Spot, Futures, Forwards, Swaps & NDF’s on MXN vs G10currencies),
- OTC & Exchange Traded Interest rate derivatives (MXN & currency swaps),
- Interbank & IM/VM Loans & Deposits,
- Unsecured lending & borrowing,
- Demand deposit accounts.
- Strong Knowledge on the front to back operational process
- Comprehensive knowledge of the Back office organization and infrastructure.
- Ability to understand and direct workflow and process changes across all Operational teams.
- Experience in project management for a company with a global footprint in a multicultural environment with large scale projects
- Proficiency in Microsoft Office (Word, Excel, Powerpoint, Project)
- Languages: French and/or Spanish
- Experience in operations for Prime brokerage or delta 1 activities
- In depth knowledge in equity swaps and/or portfolio swaps
- Strong sense of risk and critical thinking
- Display good relationship qualities, team spirit, and ability to work cross-functionally.
- PMP certification a plus