Shirley Sharif

Global Banking & Markets Public – Management & Strategy

• Engaged with global sales partners, legal, compliance, and internal audit to design and launch data protection standards, policies, best practices, and process enhancements to improve risk control framework, strengthening relationships with key clients.
• Partnered with clients and sales leads to deliver best-in-class product strategy, unlocking wallet share and growth opportunities with key clients to meet business performance objectives (e.g., $12 mm increase in net revenue within the equities one delta franchise in 2024).
• Collaborated with sales leadership and engineering to design and build a division-wide dashboard to track KPI metrics/quarterly revenue.
• Created and maintained cross-functional relationships to drive and execute strategic control initiatives to accelerate business growth and influence decision-making by leveraging qualitative and quantitative research/insights.
• Led a division-wide initiative to transition sales functions from Salesforce to an internal CRM platform (ClientHub).
• Partnered with sales and client engineering to design and test an AI service to support division-wide client inquiries and escalations.
• Oversaw a transformation effort that reengineered 200+ systems by partnering with sales, internal audit, and engineering leadership to improve platform scalability, enhance data completeness/accuracy, and create a robust client reporting framework.
• Implemented OKRs and developed business requirements across concurrent strategic initiatives to deliver innovative, data-driven solutions for top-tier clients, tracking success through clear milestones, KPIs, and performance metrics.
• Oversaw and coached a team responsible for designing, testing, and implementing solutions across a portfolio of projects, roadmaps, and cross-functional teams, increasing scalability to drive global operational excellence.
• Prepared presentations and action-oriented reporting to executive leadership, providing data-driven recommendations on business development opportunities to drive transformational client solutions.
• Led business planning, budget allocation, headcount strategy, and performance oversight for a cross-regional team.

Global Banking & Markets Public - Risk & Project Management

• Partnered with internal audit leadership to design and implement a robust issue management framework, governance, standards, and reporting to increase the transparency of high-risk issues to global divisional leadership.
• Built innovative and scalable solutions within operational risk, reducing resolution timelines for global critical issues by 70%.
• Created and oversaw global internal audit and regulatory findings framework, including enhancements to front-to-back processes and documentation of global functions, reducing global high-risk issues by 90%.
• Partnered with executive level leadership and cross-divisional stakeholders to identify the root cause, risk severity, pain points, and prioritization: worked with business leads to implement scalable remediation plans.
• Engaged with senior stakeholders across legal, compliance, and sales to the create procedures and standards that outline best practices and guidance for global high-risk issues, ensuring compliance with firmwide policies and regulatory guidelines.
• Acted as lead project manager, providing oversight and guidance to cross-regional team to ensure successful control implementation across concurrent large-scale projects which were managed in Jira to ensure streamlined issue tracking.
• 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 banking leadership and clients to close complex M&A transactions and manage client cash payment processes.
• Worked with IBD leadership, clients, and syndicate banks to manage funds and wire approvals associated with capital markets settlements to meet regulatory obligations - FINRA Rule 11880.
• Approved cash wire transfers across more than 200 M&A/banking transactions each year, requiring impeccable attention to detail.
• Managed the M&A RCSA framework to ensure risk remained within approved scope, proactively anticipating high-risk challenges.
• Established and streamlined the M&A and equity underwriting front-to-back processes, procedures, and reporting to improve operational efficiency by 80%, including expense balance sheet management and reporting.
• Partnered with M&A bankers, controllers, and engineering to build quarterly earnings/backlog revenue reporting framework and platform.