Shirley Sharif

Global Banking & Markets Public – Management & Strategy

• Engaged with global sales partners, legal, compliance, and internal audit to implement data protection standards, policies, best practices, and metrics process development to strengthen trust among key clients by leveraging data-driven insights.
• Partnered with domestic and global sales relationship managers to identify opportunities to deliver best-in-class product strategy to unlock wallet share with key clients, and track ROI (e.g., $12 million in net revenue within the equities one delta franchise in 2024).
• Collaborated with global business partners and maintained cross-functional relationships to drive and execute strategic initiatives by connecting the dots across data points to accelerate business growth and influence decision-making.
• Drove a transformation effort to standardize 200+ front office systems by partnering with sales, trading, and engineering leadership to limit access to sensitive data, improve platform scalability, and create a robust client reporting framework.
• Supported strategic projects concurrently, and partnered with cross-functional stakeholders to deliver innovative, data-driven solutions for top-tier clients, tracking success through clear milestones, KPIs, and ROI metrics.
• Oversaw a team responsible for user acceptance testing, data analysis, and functional implementation across multiple projects, roadmaps, and cross-functional teams to drive global operational excellence that aligns with organizational objectives.
• Coached and guided a cross-regional team to identify business opportunities, and collaborated with clients and stakeholders to design, plan, track, and implement sustainable strategic initiatives across the division.
• Developed and delivered executive-level presentations and action-oriented reporting to senior leadership, providing data-driven recommendations on business development opportunities to drive transformational and sustainable client solutions.

Operational Risk & Issue Management

• Created and implemented a robust issue management framework, governance, standards, and reporting to increase the transparency of high-risk issues to global divisional leadership.
• Assisted with building innovative and scalable solutions within operational risk, reducing resolution timelines for critical issues by 70%.
• Created and managed a global internal audit, compliance, and regulatory findings framework, including enhancing efforts to front-book processes, reducing audit issues and findings by 90%.
• Partnered with leadership and cross-divisional stakeholders to identify the root cause of issues, risk severity, prioritization, and worked with business leads to implement sustainable remediation plans for high-risk issues across multiple regions.
• Facilitated and managed a team responsible for tracking and closing large-scale risk and control remediation programs within the division.
• Engaged with senior stakeholders across legal, compliance, and sales, leading to the creation of procedures and standards that outline best practices and guidance in compliance with firmwide policies.
• Acted as the lead project manager and provided strategic guidance and implementation suggestions to team members to ensure successful control implementation across several strategic initiatives.
• Partnered with business and technology stakeholders to design and implement a new control framework to identify and resolve issues.
• Analyzed and presented key metrics to executive-level stakeholders, including key risk indicators, to prepare for meetings with regulators.
• Assisted with annual department business planning and budget analysis, including setting KPI benchmarking to support budget demands.

Global Banking & Markets Private (IBD) – Finance & Control

• Partnered with directors and senior leadership to successfully close merger advisory and capital markets transactions.
• Worked directly with senior leadership to manage cash associated with capital markets transactions and wire approvals for syndicate banks to meet FINRA obligations (FINRA Rule 11880).
• Approved cash wire transfers across more than 240 transactions in a given year, requiring impeccable attention to detail.
• Managed the Risk Control Self-Assessment framework to ensure risks are within the approved scope, to proactively anticipate high-risk challenges.
• Successfully implemented a streamlined process with equity underwriting to improve operational effectiveness.
• Partnered with leadership, controllers, and engineering to implement a reporting framework to conduct quarterly earnings, and backlog revenue.