Summary
Overview
Work History
Education
Skills
Personal Information
Accreditations
Timeline
Generic

Orla Phelan

Cabinteely

Summary

A reliable, honest, and hard-working individual committed to achieving the highest standard of work. A good problem solver and communicator who can work on own initiative to resolve challenges and generate results. Capable of multi-tasking, working to tight deadlines, and achieving business goals. Strong leadership capabilities and transferable skill sets.

Overview

22
22
years of professional experience

Work History

Director, Global Head of Data Governance, Records Management and Data Ethics

Fidelity International
01.2022 - Current
  • Owner of global framework and policy for data governance and records management at FIL
  • Leader of global team operating and working to define 2 LOD capacity, Risk type controller for Data and Records management at FIL
  • Oversee and attend various data and records committees across FIL businesses
  • Responsible for data maturity assessments, industry best practice, records management maturity, policy compliance assessments
  • Partner to strategic and cross-functional programmes where data and data management is impacted
  • Part of the Enterprise Data Team collaborating on the implementation of the Data Strategy alongside others such as data privacy and cyber security
  • Partner and member of the FIL AI (Artificial Intelligence) working group

Global Head of Data Governance (Associate Director), Data Governance Office

Fidelity International
12.2019 - 01.2022
  • Led a global team managing the data governance function and records management function
  • Ensured policies and standards supported business units and measured adherence
  • Developed and rolled out data scorecards to measure data organization, issues, and programmes
  • Managed data oversight committees, steward forums, and data council

Senior Manager, Data Governance Office

Fidelity International
04.2017 - 12.2019
  • Oversaw the Data Governance Office team, ensuring policies, standards, and framework were up to date
  • Managed issue resolution across FIL Global Sites
  • Built data quality scorecards and business rules for data quality dimensions
  • Promoted Data Governance across FIL

Programme Manager: TA Regulatory Change – Product Development team

JP Morgan Ireland Limited
06.2016 - 03.2017
  • Managed client change and regulatory items for Alternative Investor Services
  • Worked on regulatory projects such as FATCA, CBI MMIF return, and MIFID II

Vice President – AIS Product Development

JP Morgan Ireland Limited
08.2013 - 09.2015
  • Managed client change items and regulatory projects
  • Developed solutions for client change items and assessed costs

Assistant Vice President – Fund Services Operations

JP Morgan Ireland Limited
08.2012 - 08.2013
  • Managed client allocation and workflow, meeting tight deadlines
  • Motivated and managed a large team of account managers

Assistant Vice President – Hedge Fund Services

JP Morgan Ireland Limited
01.2010 - 08.2012
  • Managed client allocation and workflow, completing weekly, monthly FOHF NAV’s
  • Participated in special projects and other duties as directed

Fund Accountant Supervisor

JP Morgan Ireland Limited
01.2007 - 01.2010

Fund Accountant

JP Morgan Ireland Limited
06.2004 - 12.2006

Fund Accountant (work experience)

JP Morgan Ireland Limited
02.2003 - 09.2003

Education

Certified Risk Management Professional (CRMP) -

theKnowledgeacademy
12.2024

Specialised Certification in Data Science -

University College Dublin – Professional Academy
12.2023

Certified Information Management Professional (CIMP) -

eLearning Curve
01.2021

Associate CDMP (Certified Data Management Professional) -

DAMA
02.2020

Certified Diploma in Business Analysis -

IBAT College
05.2019

Certified Diploma – Level D Accreditation in Project Management -

01.2014

Bachelor of the Arts Degree - Financial Services

Waterford Institute of Technology
01.2004

National Diploma in Business Studies - Financial Services

12.2003

National Certificate in Business Studies -

12.2002

Skills

  • Communication
  • Stakeholder Management
  • Problem solving
  • Team work
  • Collaboration
  • Decision Making
  • Self-Motivation
  • Metacentre & Collibra Data Catalogue
  • Power BI – Data Scorecards
  • MS Office 335 inclusive of co-pilots
  • Issues resolution

Personal Information

Date of Birth: 07/24/81

Accreditations

EDM Council, 01/01/17, Data Ethics, DCAM (Data Capability Maturity)

Timeline

Director, Global Head of Data Governance, Records Management and Data Ethics

Fidelity International
01.2022 - Current

Global Head of Data Governance (Associate Director), Data Governance Office

Fidelity International
12.2019 - 01.2022

Senior Manager, Data Governance Office

Fidelity International
04.2017 - 12.2019

Programme Manager: TA Regulatory Change – Product Development team

JP Morgan Ireland Limited
06.2016 - 03.2017

Vice President – AIS Product Development

JP Morgan Ireland Limited
08.2013 - 09.2015

Assistant Vice President – Fund Services Operations

JP Morgan Ireland Limited
08.2012 - 08.2013

Assistant Vice President – Hedge Fund Services

JP Morgan Ireland Limited
01.2010 - 08.2012

Fund Accountant Supervisor

JP Morgan Ireland Limited
01.2007 - 01.2010

Fund Accountant

JP Morgan Ireland Limited
06.2004 - 12.2006

Fund Accountant (work experience)

JP Morgan Ireland Limited
02.2003 - 09.2003

Certified Risk Management Professional (CRMP) -

theKnowledgeacademy

Specialised Certification in Data Science -

University College Dublin – Professional Academy

Certified Information Management Professional (CIMP) -

eLearning Curve

Associate CDMP (Certified Data Management Professional) -

DAMA

Certified Diploma in Business Analysis -

IBAT College

Certified Diploma – Level D Accreditation in Project Management -

Bachelor of the Arts Degree - Financial Services

Waterford Institute of Technology

National Diploma in Business Studies - Financial Services

National Certificate in Business Studies -

Orla Phelan