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Karl BroadwayKB

Karl Broadway

Project Manager, Business Analyst, Data Analyst

£500/day
London, GB
8-15 years

Average response time: 1 hour

About Karl

CFA charter-holding Business Analyst and Project Manager with extensive experience in Asset and Wealth Management. Intelligent, self-motivated individual who thrives on working under pressure, both within a team and independently.

Skillset:
• Stakeholder management
• Requirements gathering, analysis & documentation
• UAT design & implementation
• Process modelling & design
• Project management
• Vendor Selection
• Proficient in Excel, Visio, MSP, JIRA, SQL, Power BI
  • English

    Native or bilingual

Remote only
Primarily works remotely

Experience

  • CREDO GROUP
    Head of Projects and Change
    November 2018 - Today (7 years and 7 months)
    London, UK
    The Project Management Office at Credo is the bridge between the business and the in-house IT development team, as such, it is imperative we possess both the business and technical knowledge in order to communicate effectively. It is our responsibility to elicit, understand and relay requirements from the former to the latter, while simultaneously ensuring all requirements and projects are delivered on time and in budget. As PMO Manager, I am responsible for the successful delivery of all projects/ developments on the Credo project roadmap. The roadmap itself consists of a programme of projects affecting all departments and applications within Credo, with a current timeline of two years. I am also responsible for two other functions that sit within the PMO at Credo; IT Support and institutional client conversions.
    • Continually reviewing the PMO approach to ensure projects and tasks are being tackled in a controlled and well-planned manner;
    • Ownership of tools, standards and methodology (i.e. project management document templates etc);
    • Managing the day-to-day activities of PMO members, ensuring that projects, developments and support issues meet requirements and/or resolve the issue raised;
    • Liaising with heads of department and senior management to define, prioritise, plan and complete projects and developments;
    • Providing updates and reports to senior management (Credo Executive Committee) and stakeholders;
    • Training, monitoring and motivating team resources to achieve own and shared objectives;
    • Allocating tasks and projects as appropriate to achieve objectives;
    • Hiring and training new team members;
    • Team management (1-2-1's, appraisals, training etc);
    • Sprint planning;
    • Liaising closely with in-house development team;
    • Working with CTO, Head of Operations and Credo Executive Committee on strategy and long-term planning
  • CREDO GROUP
    Project Manager / Business Analyst
    June 2016 - November 2018 (2 years and 5 months)
    London, UK
    Project lead and business analyst for firm-wide implementation of MiFID II
  • Octopus Investments
    Business Operations Analyst
    April 2015 - June 2016 (1 year and 2 months)
    London, UK
    Client Communication Manager As an operations SME with extensive product and systems knowledge was responsible for ensuring new valuation formats were accurate (via extensive data analysis and scenario testing) and compliant with industry regulations. Front-to-back systems review: Member of the committee (consisting of COO, head of operations, head of IT, and head of projects) who interviewed and selected consultants Operations SME responsible for liaising with consultants ensuring they have a complete understanding of all operations, trading and fund management functions, ready for implementation into a new target operating model. Performance fee module for company EIS product Given brief by business-line manager and fund manager, was then responsible for the complete design and development of solution for internal system. Involved extensive data analysis, liaising with third-party system developers and continued discussions with the key project stakeholders. Delivery of FATCA report for submission to HMRC

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Education

  • Bachelor of Science
    University of Southampton
    2006
    Bachelor of Science (BSc), Mathematics with Actuarial Studies
  • A Level's in Maths, Further Maths, & History
    Duke of Yorks Royal Military School, Dover
    2003
    A Level's in Maths, Further Maths, & History

Skill set (12)

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