About Reza
A seasoned professional with extensive experience leading Business Change and Transformation initiatives within the technology and financial sectors. Specialises in aligning technology with business objectives to efficiently manage complex projects, while enhancing operational performance and ensuring compliance across multi-disciplinary environments. Proven track record of engaging stakeholders at all levels, from internal teams to C-suite executives, influencing decision-making and aligning programme goals with business priorities. Consistently delivers impactful results that drive long-term growth and organisational success.
English
Native or bilingual
Can work on-site
London (up to 50km)
Experience
- Rothschild & Co, Five ArrowsProject Manager / Business Change LeadMarch 2023 - Today (3 years and 3 months)London, United Kingdom• • Led a high-level feasibility review of R&Co's IT architecture, identifying system overlaps, data gaps, and optimisation opportunities across Private Equity, Credit, Direct Lending, and Multi-Strategy Fund of Funds. Oversaw vendor selection and RFPs for 100+ users across Europe and the US, managing a team of 3 Business Analysts through successful execution.• • Enhanced iLevel's architecture with Acuity to support Fund of Funds and Secondary strategies, integrating with R&Co's Microsoft Fabric data lake for automated CAGR and weighted average calculations, and delivering portfolio-level insights via Power BI dashboards.• • Partnered with Alpha Alternatives (Lionpoint) and S&P consultants to standardise portfolio company financial reporting, leveraging AI-powered data recognition to automate iLevel ingestion and improve real-time performance monitoring.• • Led procurement negotiations across Legal, Compliance, and Procurement teams to secure favourable platform pricing. Managed implementation of iLevel, Sentry, LevPro, and Power BI, while overseeing all project artefacts (PID, RAID, RACI) and applying NPV modelling for cost–benefit analysis.
- Mobius Life Limited, Investment Administration ServicesProject Manager / Business Change Lead –May 2021 - March 2023 (1 year and 10 months)• • Managed a team of 3 Business Analysts to prioritise deliverables, including the implementation of "Diligend" for automating ESG data collection and the £1M upgrade of the "InvestPro" platform. Oversaw project artefacts using Asana and JIRA, improving project efficiency by 40% and driving business transformation.• • Led a financial feasibility study across Finance, Operations, and Client Services to standardise Mobius's Target Operating Model across both Defined Contribution (DC) and Defined Benefit (DB) pension schemes. Streamlined workflows to enhance scalability and operational consistency.• • Spearheaded the Banking Integration project, automating £300 million in daily transactions from "InvestPro" to HSBC Custody, significantly increasing payment processing efficiency. Led the phased Agile implementation of the "InvestPro" platform, optimising processes and delivery.
- Dolfin Financial, Wealth and Asset ManagementBusiness Change Lead / Senior Lead Business Analyst –September 2019 - May 2021 (1 year and 8 months)• • Led a team of 4 Data Analysts to develop a centralised data warehouse aggregating client transactions, holdings, and AUM across multiple third-party custodians. Embedded CASS compliance by reconciling firm-held client positions with custodian records, ensuring integrity of asset segregation and reporting.• • Facilitated cross-departmental workshops (Treasury, Compliance, Ops) using MoSCoW prioritisation during the Olympic Banking System integration. Supported MiFID II transaction reporting via UnaVista, ensuring timely and accurate regulatory submissions.
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Education
- Project Management Professional (PMP)Project Management Institute2023Project Management Professional (PMP)
- Agile / PRINCE2 Foundation & PractitionerAssociation of Project Managers Group / AXELOS2020Agile / PRINCE2 Foundation & Practitioner