Summary
Overview
Work History
Education
Skills
Awards
Football (soccer), Basketball, Swimming, traveling
Timeline
Generic

Raphael Nzirubusa

Data Management Director
Rego Park,NY

Summary

Highly motivated executive director with 20+ years of experience in data management and strategy. Demonstrated success in driving business growth, enhancing operating environment through the deployment of well designed data solutions. Currently serving as Deputy CDO and Head of Change and Strategy at UBS Asset Management. Previously held positions at JP Morgan CIB and Asset & Wealth Management Data Organizations, serving as a global product lead for Change and Strategy for Core Reference Data domains.

Overview

27
27
years of professional experience

Work History

Executive Director – Deputy CDO, Head of Change and Strategy, Asset Management CDO

UBS
08.2023 - Current
  • Defined the data strategy and execution plan; leading the implementation of a new framework that seeks a strong alignment with business priorities including Credit S integration, transformation of the portfolio management platform, UBS commitment to Sustainable investing, Client and Regulatory reporting transformation, integration/convergence of data, analytics and AI
  • Key milestones towards Objective and Key Results (OKRs): Reconstructed a plan to enable data architecture simplification, a strategic divisional objective with its key results: i) Completed 21 Data Domain assessment and integration into the overall data governance (domain canonical data model and data element registration), ii) Design and implementation of centralized “data exchange market” as the single golden authoritative distribution source (ASD), architected on an upgraded tech stack underpinned by Data Bricks (data marts) and Denodo solutions (virtualization)
  • Redefined the strategy for Core foundational Ref data including instrument, pricing, BM, party and linked data – ESG, credit ratings – on track to achieve $2.5 MM in savings as a resulted of the rationalization of an outsourced service
  • Defined the Target Operating Model (TOM) including integration with Group capabilities for Core reference and ESG Data.

Executive Director – Global Product Lead, Change & Strategy - AWM CDO

JP Morgan
07.2016 - 08.2023
  • Led a multi-year core reference data strategy
  • The implementation involved the design, development, and deployment of new strategic master sources of records (SORs) for core reference data domain as well as the establishment of a target operating model and data management framework (i.e
  • New data policies and standards)
  • Simplifying the data architecture was the top OKR
  • The integration with firmwide/CIB systems of records which provided scale and efficiency to my line of business was one of the key pillars of the strategy
  • Among other benefits, the initiative on track to deliver $ 7.2 MM in saving (maintenance/Operations) from the decommission of components (30+ applications and data stores) in the legacy architecture
  • Separately Initiated a modernization of the architecture that supports instrument party data (issuer, counterparty, and issuer related data)
  • The objective was to build and deploy a strategic solution required by credit research Analysis, investment risk, fund product development, portfolio construction, investment management guidelines, compliance and reporting mandates
  • Maintained a tight collaboration with portfolio managers, research, risk and investment operations leads
  • Leveraged Sources of Records (SORs) foundational infrastructure to solve for: i) critical business priorities including sourcing and integration of ESG data, regulatory e.g
  • MiFID, EMIR, ERISA, STS/SR, Solvency II, PTE 98/ LEI, Client Restrictions and other Investment Guidelines; ii) required speed to market to support newly launched Beta business, new fund products, efficient integration of strategic acquisitions, re-platform of managed account solutions in Global Private Bank and onboarding of sub-advisory businesses
  • Highlighting other notable accomplishments: i) implementation of a new asset classifications for Multi Asset Solutions and Wealth Management, re-engineering of the new issue workflow for the Global fixed Income, Currency and Commodity; ii) IPO process for equities; iii) major end-to-end remediation of party data (issuers, counterparties and clients); iv) re-engineering of country sovereign rating which resulted in the elimination of more than 800 manual client guidelines rules; v) Implemented a new and improved framework for data quality issue resolution life cycle management; the new data architecture has brought in new and better standards including a comprehensive taxonomy of data elements, data quality lineage and sourcing.

Global Head -Core Reference Data: Corporate and Investment Bank (CIB)

JP Morgan
09.2010 - 07.2016
  • Led a major Instrument Reference Data transformation initiative under the JPM IB Value for Scale Program with the objective to build and lead the adoption of a new strategic instrument reference data architecture
  • Key results included: Asset class-based releases of the Global Instrument Data Master, the rollout into BAU with a fortified operating model supported by global organization of data analysts, Tech BAs, scrum masters and engineers working together under an agile framework
  • Adoption and migration/retiring legacy platforms were part of “change the bank”
  • Other key components of the execution involved skills in business relationship management, data governance, business alignment, and vendor relationships (Bloomberg, Refinitiv, S&P , Moody’s, FactSet, IDC/ICE, etc.)
  • Remediated 100% of data quality issues that impacted CCAR, Liquidity Risk Infrastructure implementation, Credit, Market, Country Risk, Compliance, Trade Surveillance, Regulatory mandated related streams e.g
  • Dodd-Frank/LEI, MiFID, Solvency II, FTT, CFT 1.73, 12 CFR, FATCA
  • Other notable firm wide delivered initiatives: Remediation of Instrument, Entity and Client Data; US Debt Ceiling, Euro Crisis Contingency planning.

V.P. - Reference Data, Global Consumer Manager

Deutsche Bank, AG
06.2008 - 09.2010
  • Led the deployment of a global data management team including the creation of data operation hub in Bangalore, India – Enable the business to scale and respond to regulation and improved clients’ experience Principal in a strategy realignment of the program including the globalization of the data operation and adoption of best practices in choices of architecture and applications Led an adoption project of the platform by new downstream business applications Principal in the OSI implementation at Deutsche Bank- a mandatory industry change Led business analysis and requirements development for content and functionality requests from LOBs
  • Led the migration project of DB/GTO business applications to a new GoldenSource Foundation Platform (EDM)

Director, Data Content Strategy

Fidelity Investments
10.2007 - 05.2008
  • Initiated a strategy evaluation of market data products and services; led pre-sales analyses of data enhancements requests that cover various asset classes including equities, options, futures, bonds, and funds
  • Led the implementation of two major industry-mandated symbology changes
  • Served on Fidelity Market Data Advisory Team under the sponsorship of Fidelity Global Operational Board (GOB)
  • The team identified enterprise-wide opportunities for (1) vendor and data sourcing rationalizations; (2) development of best practices in data management (EDM), reference data management, data catalogue, third party contract oversight, entitlements and reporting/compliance management

Sr. Director, Data Management

Standard & Poor's
03.1998 - 09.2007
  • Led the operational management of Standard & Poor's Global Securities Data and Corporate Actions Developed and managed the execution of the strategy for the acquisition, organization, usability, deployment, timeliness and integrity of data used within the institutional market services Led a restructuring of activities and resources, resulting in more than 60% reduction in operational costs and more than 50% increase in overall productivity by redeploying a new shared upskilled resource base that served the portfolio of products under S&P Data and Information Services and Segment level
  • Engineered the transformation of workflows and processes that resulted in scope expansion and overall operational and financial efficiencies
  • Led S&P Global Industry Classification operations.

Financial Data Researcher

Standard & Poor’s
01.1997 - 03.1998
  • Analysis of corporate and financial statements of US and global companies Modeling and templating financial data into value added data analytics which are widely used by Institutional clients

Graduate Research Assistant

Colorado State University
06.1995 - 05.1996
  • Assisted Research in Development Economics and Econometrics Conducted a summer seminar for international participants (Indonesia & Malaysia) on Cost/Benefit methodology in project evaluation.

Education

MBA - Finance And Operations

Colorado State University
Fort Collins, CO
05.2001

Master of Science - Agricultural Economics

Colorado State University
Fort Collins, CO
05.1995

Skills

  • Chief Data Office – Strategy, Execution and Governance
  • Data Architecture
  • Product Management
  • Agile Framework
  • Core Reference Data
  • Index & Benchmarks
  • ESG
  • Investment Data -Asset Manager
  • Risk Data -Market, Credit -Liquidity- Country
  • Regulatory, Compliance Data

Awards

  • Active volunteering sponsored by UBS e.g. Homeless Kitchen in Harlem (NYC), Park Maintenance as part of Earth Day.
  • JPM AWM CDO Team - CDO Quarterly Accomplishment Business Impact Winner. Junior Mentorship Program- Development and Leadership
  • Incubation Team Leader at DB
  • Multiple certificates of achievement, many S&P CQ & ACE Awards; Rated breakthrough performer for three consecutive years.
  • Board Membership: Data Policy, Diversity & Innovation Council, Local leadership committee, FT IDC institutional Operations Board
  • Omicron Delta Epsilon (an International Economics Honor Society)
  • Club1000 Feed the Children International

Football (soccer), Basketball, Swimming, traveling

Favorite hobbies

Timeline

Executive Director – Deputy CDO, Head of Change and Strategy, Asset Management CDO

UBS
08.2023 - Current

Executive Director – Global Product Lead, Change & Strategy - AWM CDO

JP Morgan
07.2016 - 08.2023

Global Head -Core Reference Data: Corporate and Investment Bank (CIB)

JP Morgan
09.2010 - 07.2016

V.P. - Reference Data, Global Consumer Manager

Deutsche Bank, AG
06.2008 - 09.2010

Director, Data Content Strategy

Fidelity Investments
10.2007 - 05.2008

Sr. Director, Data Management

Standard & Poor's
03.1998 - 09.2007

Financial Data Researcher

Standard & Poor’s
01.1997 - 03.1998

Graduate Research Assistant

Colorado State University
06.1995 - 05.1996

MBA - Finance And Operations

Colorado State University

Master of Science - Agricultural Economics

Colorado State University

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Raphael NzirubusaData Management Director