What the world sees.
This is Alex’s public CareerID — shareable with recruiters, collaborators, or anyone they choose. Skills are the centrepiece. Job titles are just context.
Alex Morgan
Transformation & Operations Leader · Financial Services · London, UK
🎯 Skills & Evidence — by role
💼 Investment Operations Manager · Harlow Asset Management (2019–2024)
- Implemented end-to-end operational risk framework across 3 business lines, reducing incidents by 34%
- Reduced new client onboarding time by 40% through process redesign and automation
- Led cross-functional transformation project (12 people, £2.1m budget) delivered on time and within cost
- Rebuilt stakeholder governance model across front, middle and back office — adopted firm-wide
💼 Senior Operations Analyst · Caldwell Capital Partners (2015–2019)
- Designed and owned EMIR regulatory reporting workflow, achieving 100% on-time submission for 3 years
- Built internal MI dashboard used by 4 teams to track operational KPIs
- Mentored 3 junior analysts; 2 subsequently promoted within 18 months
💼 Operations Associate · Stanmore Bank (2010–2015)
- Managed daily settlement for fixed income portfolio — average 800+ trades per day
- Resolved longest-standing client reconciliation dispute (6 months open) through structured analysis
- Selected for firm-wide process improvement taskforce in first year
💼 Career break · Family caring responsibilities (2013–2015)
- Coordinated complex care plan across multiple providers — demonstrating planning and negotiation skills
- Volunteered with local financial literacy charity; delivered 6 community workshops
🧠 Career narrative
⚡ AI-assisted summary — reviewed and approved by Alex. Not used for automated decisions.Alex Morgan is a transformation and operations leader with nearly two decades of experience in financial services. Beginning their career at Stanmore Bank in trade settlement and client operations, Alex developed deep technical grounding in fixed income and derivatives workflows before moving into analytical and management roles at Caldwell Capital Partners.
After a two-year career break for family caring responsibilities — during which they also delivered financial literacy workshops — Alex returned to the sector at Harlow Asset Management, where they rose to Investment Operations Manager. In this role they led a cross-functional transformation programme, redesigned the client onboarding process (reducing cycle time by 40%), and built an operational risk framework that reduced incidents by over a third.
Alex’s record demonstrates consistent capability across process improvement, stakeholder management, and regulated environments. Their career break is counted as part of their professional development, not a gap.
🏆 Evidence highlights
🎯 ESCO-aligned skills
Proficiency levels are self-assessed unless otherwise indicated. Evidence records are linked to each skill. Scores shown are illustrative for this demo.
Investment Operations Management
Process Improvement & Redesign
Trade Settlement & Reconciliation
Change Management
Stakeholder Management
Programme Management
Operational Risk Management
Regulatory Reporting (EMIR/MiFID)
Internal Controls & Audit
Data Analysis & MI Reporting
Workforce Analytics
📅 Career history (context for skills above)
2024 — Present
Head of Operations Transformation
Harlow Asset Management · London, UK
2019 — 2024
Investment Operations Manager
Harlow Asset Management · London, UK
2015 — 2019
Senior Operations Analyst
Caldwell Capital Partners · London, UK
2013 — 2015 — Career break
Family caring responsibilities
+ financial literacy volunteering
2010 — 2013
Operations Associate
Stanmore Bank · London, UK
2005 — 2010
Graduate → Junior Analyst
Stanmore Bank · London, UK
ⓘ Career breaks are shown as part of Alex’s professional record, not hidden or excluded. Skills gained during breaks are mapped and evidenced.
🎓 Education & credentials
2022 — In progress
Chartered Management Accountant (CIMA) — Strategic level
Chartered Institute of Management Accountants
University of Leeds
BSc Business & Economics (2:1)
United Kingdom
🤝 Voluntary engagement
Why this view exists
Skills seen. Not inferred.
Skills-first by design
Job titles don’t transfer well across sectors or decades. ESCO-mapped competencies do. Alex’s identity starts with what they can do — not where they sat.
Controlled visibility
Alex decides what appears here. Sensitive data — compensation, health, private development notes — never reaches this view. Architecture enforces it.
Evidence over assertion
Every skill is linked to verifiable records. 40% onboarding reduction. 34% risk reduction. Not claims — counted, dated, sourced evidence.
Breaks counted, not hidden
Alex’s career break is part of their professional record. Skills gained during it are mapped. The system treats non-linear careers as strengths.