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RESUME – KATTY DEMEULENEERE Mobile: +61 421 675 970
Email: kattydem@yahoo.com.au
SUMMARY
Accomplished, hands-on, multi-lingual financial services professional with over two decades of demonstrated success and
global experience in business management and project management in FICCE (Fixed Income, Commodities, FX, Equity cash
& derivatives. Multifaceted cross- border initiatives included:
• joint ventures and financial products launches
• policy, procedures and process flow design and training
• post-merger systems and procedures integration and roll-outs
• service transitions to low cost locations and corporate restructures
Proven track record in analysing and delivering strategic and tactical business initiatives and operational improvements:
performing cost/benefit analyses, delivering product and process training, conducting due diligence on third parties,
brokers and custodians, and advising senior management on optimal business structure.
Additional strengths include business/gap analysis, process re-engineering, reporting, and management of risk, compliance
and regulatory projects, stakeholders and change.
PROFESSIONAL WORK EXPERIENCE
Macquarie Group Ltd - SYDNEY, AUSTRALIA Aug 2014 - Present
Project/ Business Manager (Associate Director), Futures Division
Macquarie Group is a leading provider of banking, financial, advisory, investment and funds management services with
global operations in the world's major financial centres.
Responsibilities and achievements:
• Analysing the impact of new business initiatives on trade execution and back office processes and IT systems, and
presenting the business case with cost/benefit analysis to Senior Management.
• Writing new Product Approval documents and obtaining sign off from all stakeholders. (Compliance, Operational Risk,
Legal, Technology, Front Office)
• Project managing the timely and cost effective delivery of new business initiatives with the front office, operational
and IT teams and external parties.
• Developing and analysing management reporting and recommending opportunities for cost savings.
Macquarie Group Ltd - SYDNEY, AUSTRALIA Jul 2013 – Jul 2014
Business Manager (Associate Director), Market Operations Division (MOD)
Responsibilities and achievements:
• Delivered key strategic MOD change projects including Transition of services from home locations to Shared Services
(Manila) and Functional Alignment.
• Wrote and obtained approval for New Business/Products from global and regional stakeholders.
• Designed, delivered and facilitated business process re-engineering workshops.
• Implemented new management reporting.
• Assisted with development and roll-out of divisional strategy.
CLSA (Asia Pacific Markets) Ltd - HONG KONG 2008 - 2012
Chief Operating Officer, Equities 2011 - 2012
Business Manager, Equities 2008 - 2011
Reported to COO – Asia
CLSA Asia is a leading independent brokerage and investment group providing investment banking, capital markets, equity
broking and asset management services to global and institutional clients.
Responsibilities and achievements:
• Wrote strategy papers and recommendations to senior management on new product ideas and optimal business
structure in view of tax, regulatory and market changes.
• Documented and re-engineered business processes resulting in tighter controls, higher internal capacity limits and
reduced lead-time for new accounts.
• Developed business plans and budgets for new initiatives and resolved risk and audit points.
1
• Set up a Global Program Trading Joint Venture (JV) with European and US subsidiary, and subsequently extended the JV
into new emerging markets in US, Europe and Middle East on a 6-month secondment to Paris subsidiary. Analysed
trade and settlement processes, credit and market risk, regulatory requirements, tax, operational and capital
implications and designed the entire front to back flow.
• Designed the entire front to back process flow, wrote market summaries for clients and traders and detailed
operational and settlement procedures in preparation for trading equities in emerging countries. (Mongolia, Vietnam,
India, Indonesia).
• Managed the New Product Approval process and managed timely delivery of approved projects.
• Established global policies and procedures to ensure a well-controlled environment.
MERRILL LYNCH (ASIA PACIFIC) - HONG KONG 2006 - 2008
Business Manager, Pacific Rim Equity Linked Trading (ELP)
Reported to COO
Bank of America/Merrill Lynch is one of the world's largest financial institutions, serving individual consumers, small- and
middle-market businesses and large corporations with a full range of banking, investing, asset management and other
financial and risk management products and services.
Responsibilities and achievements:
• Conducted gap analyses of front office supervision in Merrill Lynch (ML) Asia Pacific offices and managed the
introduction of controls to bring all offices in line with ML head office standards. (India, Taiwan).
• Chaired and minuted Steering Committees and workshops to ensure proper prioritization and timely delivery of
tactical and strategic IT solutions within budget.
• Managed the approval by ML’s NPA Committee of investment proposals initiated by ML’s internal hedge fund, and of
new equity based risk management products initiated by the trading desks
• Analysed Profit & Loss (P&L) and other financial information, monitored balance sheet usage, managed expenses and
monitored Personal Account (PA) trading by front office traders.
COMMONWEALTH BANK OF AUSTRALIA (CBA) - SYDNEY, AUSTRALIA 2002 - 2006
Business Manager, Global Markets
Reported to Global Head of Trading
CBA is Australia’s leading provider of integrated financial services including retail banking, premium banking, business
banking, institutional banking, funds management, superannuation, insurance, investment and sharebroking products and
services.
Responsibilities and achievements:
• Designed and delivered training to 6,000+ users across all CBA divisions on new systems, procedures and products.
• Led international and Australia-wide roll outs of systems within the project deadline and budget. (Bank bill processing
system, option pricing system).
• Wrote New Product Reviews (NPR) and resolved issues raised by the front office and support functions to obtain their
sign off. (Commodity based risk management products and debt equity hybrids).
• Implemented a new risk approval framework with Risk and Compliance teams resulting in more efficient approvals of
limits and new products.
• Wrote Product Disclosure Statements (PDS) for all new products and trading limit papers for Risk committees and
senior management.
• Improved P&L reporting and revenue attribution by designing new reports and statistics on sales and trading revenue,
product performance, expenses and budgets.
• Liaised with regulators and provided information and answers to their questions.
DEUTSCHE BANK AG/ BANKERS TRUST CO - SYDNEY, NEW YORK AND LONDON 1997 - 2002
Vice President - Global Securities Operations - New York and London 2000 - 2002
Manager-Trade Support and Client Automation -Sydney, 1997 - 2000
Reported to Managing Director, Global Securities Operations
Bankers Trust Co (BTCo) was the custody arm of Bankers Trust, providing securities services to institutional investors as a
custodian bank.
Responsibilities and achievements:
• Designed and facilitated the training and change management process for the rollout of a new trade capture system
(“Faxserver”) in NY Back Office resulting in a transition with minimal losses and client complaints.
2
• Designed and facilitated training to clients onsite in Asia and Europe on new systems and processes during the rollout
of a new global trade processing and reporting system resulting in increased client satisfaction and successful rollout
within tight deadlines.
• Streamlined global custody processes & systems working closely with counterparts in NY, Sydney, London, Edinburgh,
HK and Singapore resulting in increased straight-through- processing (STP) rates.
• Integrated the back office systems and processes of the Deutsche Bank-BTCo Global Custody business post-merger
achieving the smooth transition of staff and clients to Deutsche Bank’s systems and products.
• Led Asia’s Trade Support team of 21 people split over 2 shifts and improved custody processes and team morale
reducing losses and working hours by 15% and staff turnover by 30%.
SYDNEY FUTURES EXCHANGE (SFE) - SYDNEY, AUSTRALIA 1996 - 1997
Manager – Business Development reporting to the Head of Business Development.
The SFE was the 10th largest derivatives exchange in the world, providing derivatives in interest rates, equities, currencies
and commodities. The SFE is now part of ASX.
Responsibilities and achievements:
• Updated the “SFE Registered Representatives” course, trained advisers in rural Australia, and conducted the course
examination.
• Presented training courses on SFE derivative products to the investment community in Australia.
• Designed and project managed the delivery of the 1st CD based ‘SFE Registered Representatives” course after a year of
no progress due to a dispute with the vendor.
LONDON INTERNATIONAL FINANCIAL FUTURES & OPTIONS EXCHANGE (LIFFE) - LONDON, UK 1993 - 1996
Assistant Manager - Business Development 1995 - 1996
Research Analyst 1993 - 1995
Reported to Head of Business Development/ Managing Director Equity Products.
LIFFE was the biggest futures exchange in Europe by the end of 1996. LIFFE is now part of NYSE Euronext.
Responsibilities and achievements:
• Reviewed and amended option contract specifications to increase single stock and index equity options trading.
• Negotiated contract and trading proposals with LIFFE market participants, committees and industry groups to obtain
their buy-in for new derivative products on singles stock and indices.
• Wrote committee papers and presented these to LIFFE committees for their vote, achieving an 85% acceptance rate.
• Presented training courses on LIFFE derivative products to an international investment community at user forums in
UK, Europe and Asia.
BANQUE BELGE LTD (100% subsidiary of Fortis Bank) LONDON, UK 1989 - 1992
Account Manager – Private Banking
EDUCATION
1987 – 1988 MA in Management Systems -University of Hull, UK
1983 - 2987 BSc (Hons) in Economics. First Class Honours - University of Leuven, Belgium
LANGUAGES
Fluent in English, Dutch and French
PERSONAL
Community: Volunteer for Macquarie Foundation Group , participant in environmental and cycling initiatives for
charities.
Interests: Yoga, cycling, rowing/kayaking, travelling and film.
Visa Status: Belgian citizen, Australian Permanent Resident.
REFEREES Available on request
3

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K. Demeuleneere_10May2015

  • 1. RESUME – KATTY DEMEULENEERE Mobile: +61 421 675 970 Email: kattydem@yahoo.com.au SUMMARY Accomplished, hands-on, multi-lingual financial services professional with over two decades of demonstrated success and global experience in business management and project management in FICCE (Fixed Income, Commodities, FX, Equity cash & derivatives. Multifaceted cross- border initiatives included: • joint ventures and financial products launches • policy, procedures and process flow design and training • post-merger systems and procedures integration and roll-outs • service transitions to low cost locations and corporate restructures Proven track record in analysing and delivering strategic and tactical business initiatives and operational improvements: performing cost/benefit analyses, delivering product and process training, conducting due diligence on third parties, brokers and custodians, and advising senior management on optimal business structure. Additional strengths include business/gap analysis, process re-engineering, reporting, and management of risk, compliance and regulatory projects, stakeholders and change. PROFESSIONAL WORK EXPERIENCE Macquarie Group Ltd - SYDNEY, AUSTRALIA Aug 2014 - Present Project/ Business Manager (Associate Director), Futures Division Macquarie Group is a leading provider of banking, financial, advisory, investment and funds management services with global operations in the world's major financial centres. Responsibilities and achievements: • Analysing the impact of new business initiatives on trade execution and back office processes and IT systems, and presenting the business case with cost/benefit analysis to Senior Management. • Writing new Product Approval documents and obtaining sign off from all stakeholders. (Compliance, Operational Risk, Legal, Technology, Front Office) • Project managing the timely and cost effective delivery of new business initiatives with the front office, operational and IT teams and external parties. • Developing and analysing management reporting and recommending opportunities for cost savings. Macquarie Group Ltd - SYDNEY, AUSTRALIA Jul 2013 – Jul 2014 Business Manager (Associate Director), Market Operations Division (MOD) Responsibilities and achievements: • Delivered key strategic MOD change projects including Transition of services from home locations to Shared Services (Manila) and Functional Alignment. • Wrote and obtained approval for New Business/Products from global and regional stakeholders. • Designed, delivered and facilitated business process re-engineering workshops. • Implemented new management reporting. • Assisted with development and roll-out of divisional strategy. CLSA (Asia Pacific Markets) Ltd - HONG KONG 2008 - 2012 Chief Operating Officer, Equities 2011 - 2012 Business Manager, Equities 2008 - 2011 Reported to COO – Asia CLSA Asia is a leading independent brokerage and investment group providing investment banking, capital markets, equity broking and asset management services to global and institutional clients. Responsibilities and achievements: • Wrote strategy papers and recommendations to senior management on new product ideas and optimal business structure in view of tax, regulatory and market changes. • Documented and re-engineered business processes resulting in tighter controls, higher internal capacity limits and reduced lead-time for new accounts. • Developed business plans and budgets for new initiatives and resolved risk and audit points. 1
  • 2. • Set up a Global Program Trading Joint Venture (JV) with European and US subsidiary, and subsequently extended the JV into new emerging markets in US, Europe and Middle East on a 6-month secondment to Paris subsidiary. Analysed trade and settlement processes, credit and market risk, regulatory requirements, tax, operational and capital implications and designed the entire front to back flow. • Designed the entire front to back process flow, wrote market summaries for clients and traders and detailed operational and settlement procedures in preparation for trading equities in emerging countries. (Mongolia, Vietnam, India, Indonesia). • Managed the New Product Approval process and managed timely delivery of approved projects. • Established global policies and procedures to ensure a well-controlled environment. MERRILL LYNCH (ASIA PACIFIC) - HONG KONG 2006 - 2008 Business Manager, Pacific Rim Equity Linked Trading (ELP) Reported to COO Bank of America/Merrill Lynch is one of the world's largest financial institutions, serving individual consumers, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. Responsibilities and achievements: • Conducted gap analyses of front office supervision in Merrill Lynch (ML) Asia Pacific offices and managed the introduction of controls to bring all offices in line with ML head office standards. (India, Taiwan). • Chaired and minuted Steering Committees and workshops to ensure proper prioritization and timely delivery of tactical and strategic IT solutions within budget. • Managed the approval by ML’s NPA Committee of investment proposals initiated by ML’s internal hedge fund, and of new equity based risk management products initiated by the trading desks • Analysed Profit & Loss (P&L) and other financial information, monitored balance sheet usage, managed expenses and monitored Personal Account (PA) trading by front office traders. COMMONWEALTH BANK OF AUSTRALIA (CBA) - SYDNEY, AUSTRALIA 2002 - 2006 Business Manager, Global Markets Reported to Global Head of Trading CBA is Australia’s leading provider of integrated financial services including retail banking, premium banking, business banking, institutional banking, funds management, superannuation, insurance, investment and sharebroking products and services. Responsibilities and achievements: • Designed and delivered training to 6,000+ users across all CBA divisions on new systems, procedures and products. • Led international and Australia-wide roll outs of systems within the project deadline and budget. (Bank bill processing system, option pricing system). • Wrote New Product Reviews (NPR) and resolved issues raised by the front office and support functions to obtain their sign off. (Commodity based risk management products and debt equity hybrids). • Implemented a new risk approval framework with Risk and Compliance teams resulting in more efficient approvals of limits and new products. • Wrote Product Disclosure Statements (PDS) for all new products and trading limit papers for Risk committees and senior management. • Improved P&L reporting and revenue attribution by designing new reports and statistics on sales and trading revenue, product performance, expenses and budgets. • Liaised with regulators and provided information and answers to their questions. DEUTSCHE BANK AG/ BANKERS TRUST CO - SYDNEY, NEW YORK AND LONDON 1997 - 2002 Vice President - Global Securities Operations - New York and London 2000 - 2002 Manager-Trade Support and Client Automation -Sydney, 1997 - 2000 Reported to Managing Director, Global Securities Operations Bankers Trust Co (BTCo) was the custody arm of Bankers Trust, providing securities services to institutional investors as a custodian bank. Responsibilities and achievements: • Designed and facilitated the training and change management process for the rollout of a new trade capture system (“Faxserver”) in NY Back Office resulting in a transition with minimal losses and client complaints. 2
  • 3. • Designed and facilitated training to clients onsite in Asia and Europe on new systems and processes during the rollout of a new global trade processing and reporting system resulting in increased client satisfaction and successful rollout within tight deadlines. • Streamlined global custody processes & systems working closely with counterparts in NY, Sydney, London, Edinburgh, HK and Singapore resulting in increased straight-through- processing (STP) rates. • Integrated the back office systems and processes of the Deutsche Bank-BTCo Global Custody business post-merger achieving the smooth transition of staff and clients to Deutsche Bank’s systems and products. • Led Asia’s Trade Support team of 21 people split over 2 shifts and improved custody processes and team morale reducing losses and working hours by 15% and staff turnover by 30%. SYDNEY FUTURES EXCHANGE (SFE) - SYDNEY, AUSTRALIA 1996 - 1997 Manager – Business Development reporting to the Head of Business Development. The SFE was the 10th largest derivatives exchange in the world, providing derivatives in interest rates, equities, currencies and commodities. The SFE is now part of ASX. Responsibilities and achievements: • Updated the “SFE Registered Representatives” course, trained advisers in rural Australia, and conducted the course examination. • Presented training courses on SFE derivative products to the investment community in Australia. • Designed and project managed the delivery of the 1st CD based ‘SFE Registered Representatives” course after a year of no progress due to a dispute with the vendor. LONDON INTERNATIONAL FINANCIAL FUTURES & OPTIONS EXCHANGE (LIFFE) - LONDON, UK 1993 - 1996 Assistant Manager - Business Development 1995 - 1996 Research Analyst 1993 - 1995 Reported to Head of Business Development/ Managing Director Equity Products. LIFFE was the biggest futures exchange in Europe by the end of 1996. LIFFE is now part of NYSE Euronext. Responsibilities and achievements: • Reviewed and amended option contract specifications to increase single stock and index equity options trading. • Negotiated contract and trading proposals with LIFFE market participants, committees and industry groups to obtain their buy-in for new derivative products on singles stock and indices. • Wrote committee papers and presented these to LIFFE committees for their vote, achieving an 85% acceptance rate. • Presented training courses on LIFFE derivative products to an international investment community at user forums in UK, Europe and Asia. BANQUE BELGE LTD (100% subsidiary of Fortis Bank) LONDON, UK 1989 - 1992 Account Manager – Private Banking EDUCATION 1987 – 1988 MA in Management Systems -University of Hull, UK 1983 - 2987 BSc (Hons) in Economics. First Class Honours - University of Leuven, Belgium LANGUAGES Fluent in English, Dutch and French PERSONAL Community: Volunteer for Macquarie Foundation Group , participant in environmental and cycling initiatives for charities. Interests: Yoga, cycling, rowing/kayaking, travelling and film. Visa Status: Belgian citizen, Australian Permanent Resident. REFEREES Available on request 3