Summary
Work History
Overview
Education
Skills
Timeline
Generic

CYRUS FARZAD

Westfield,NJ

Summary

  • TRANSFORMATION EXECUTIVE
  • Business and technology strategist that designs and executes complex global initiatives, including acquisitions & divestitures, re-organizations, and platform implementations.
  • Leads organizations by articulating vision & objectives, establishing culture, and empowering colleagues.
  • Identifies roadblocks around the corner and resolves issues with a balanced approach to drive results.

Work History

Head of Strategy & Transformation / Crew Lead

UBS
Weehawken, NJ
10.2020 - Current
  • Founded Asset Management’s Chief Digital & Information Office (CDIO) center of excellence as part of UBS agile organizational reset – establishing mission statement, five-year vision, and OKR for 850 staff
  • Transitioned into Crew Product Lead role to rescue underperforming hedge fund platform by developing roadmap, setting priorities, restructuring team, and leading day to day activities
  • Enabled $20B+ net new money to be onboarded to Separately Managed Account (SMA) platform by program managing joint Asset Management and Wealth Management initiative to transform SMA offering delivering multiple projects to uncover sales opportunities, eliminate manual processes, and mitigate risks
  • Led central PMO team responsible for governance and reporting of $85m+ program portfolio and execution of Asset Management Technology complex change initiatives

Chief Administration Officer & Head of Strategic Planning

MUFG Investor Services
New York, NY
12.2015 - 12.2019
  • Owned strategic initiatives, organizational design, internal communications, governance, and real estate management to help organization grow from team of 200 to over 1,000 employees and $200m in revenue
  • Planned & executed location strategy leading to 28% reduction in office footprint across eight countries
  • Reorganized teams using span of control framework delivering 20% reduction in middle management
  • Managed acquisition with responsibility for due diligence, integration planning, and oversight of $20M in revenue and 150 staff across eight locations

Head of Product Development and Delivery

MUFG Investor Services
03.2017 - 11.2018
  • Launched robotics center of excellence by cultivating internal champion, driving vendor selection, and defining acceptance protocols
  • Partnered with CIO to build roadmap to harness and structure data across investor services universe to streamline operations & reporting, as well as open new revenue streams
  • Delivered portal with new client experience within 6-months despite previous challenges by clarifying objectives, publishing success criteria, and aligning stakeholder priorities and milestones

Chief Administrative Officer

UBS Alternative Fund Services, AFS
New York, NY
07.2014 - 12.2015
  • Transferred internally to newly created role to lead team of eight responsible for change management, business management, operational & credit risk, and execution of sale of global AFS business to MUFG
  • Arranged sale process of AFS business by developing all diligence materials, formulating management presentation, and communicating milestones and progress to align all stakeholders
  • Program managed all work streams for AFS transfer from UBS to MUFG including plan development, coordination with counterparties, issue resolution, and delivery leading to on-time and successful closing

Executive Director

UBS Investment Bank
New York, NY
08.2005 - 07.2014
  • Collaborated with IT to architect and implement platform to streamline investment banking management, optimizing user adoption, team structures, error reduction, and analytics to influence decision making
  • Program managed transition to new Investment Bank organization by structuring requirements and navigating matrixed organization leading to successful of Corporate Client Solutions business unit
  • Facilitated 25% reduction in risk weighted assets by designing and coordinating effort to review and re-underwrite every corporate loan to certify achievement of new required return targets

Overview

18
18
years of professional experience

Education

Master of Science - Biomedical Engineering

University of Pennsylvania
05.2000

Bachelor of Science - Biomedical Engineering

Columbia University
05.1999

Skills

  • Strategic Planning
  • Product Development
  • Target Operating Models
  • Governance
  • Business & IT Alignment
  • M&A Integration

Timeline

Head of Strategy & Transformation / Crew Lead

UBS
10.2020 - Current

Head of Product Development and Delivery

MUFG Investor Services
03.2017 - 11.2018

Chief Administration Officer & Head of Strategic Planning

MUFG Investor Services
12.2015 - 12.2019

Chief Administrative Officer

UBS Alternative Fund Services, AFS
07.2014 - 12.2015

Executive Director

UBS Investment Bank
08.2005 - 07.2014

Master of Science - Biomedical Engineering

University of Pennsylvania

Bachelor of Science - Biomedical Engineering

Columbia University

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CYRUS FARZAD