Teams at RBFCU Wealth Management

Design and implement automation and reporting solutions for Controllership using Python, Power BI, and Microsoft Fabric. Build reconciliations, dashboards, controls, and drive finance transformation while partnering with stakeholders across Finance, Risk, Compliance, Technology, and Data.

Provide legal advice and support to the Institutional business across EMEA, drafting, reviewing and negotiating Investment Management Agreements, intra-group and distribution agreements, managing external counsel, advising on regulatory and fund-structure developments, and supporting UK and offshore pooled products including LDI and unit-linked products.

Lead the Enterprise Technology Resilience programme across EMEA/APAC, coordinate incident response, drive resilience testing and improvements, translate regulatory findings into remediation, partner with business and technology stakeholders, and report resilience posture to senior leadership.