Charles Douglas

Charles Douglas

Business Analyst & Consultant

I am a business analyst & consultant who has worked for major finanicial services institutions as an analyst in projects that include risk management and client intelligence.



Senior Client Intelligence Analyst

Barclays Wealth March 2014 - September 2014

  • Created a Management Information (MI) dashboard for the Private Bank business using SQL server, Teradata and SSIS within Business Intelligence Development Studio.
  • Create weekly reports on clients who are still to be transitioned from the Private Bank business to the new Private Client Service.
  • Provide ad-hoc reporting on clients who are moving to a new service within the bank.
  • Update SQL scripts to pull out further information for scheduled reports used by management within the business.
  • Create SQL scripts on an ad-hoc basis to provide information to the business on various operations within the Private Bank and Private Clients Service./li>
  • Analyse data to find opportunities in developing markets for the Private Bank to extend to including a comprehensive report on the private banking market in Singapore.
2013 - 2014

Information Security Analyst

Morgan Stanley June 2013 - February 2014

  • Undertook testing of JAVA applications in a UAT environment and provided documentation of errors.
  • Submitted complete documentation for change requests to existing software and provided support until changes went into production.
  • Gathered user stories to create a list of desirable features in systems.
  • Utilised QlikView to view and manage data from multiple sources.
  • Trained new employees within the team
  • Provided technical support and assistance to upper management across the globe during reviews of up to 1.5 million records.
  • LIasied with business units to ensure revocations are processed in a timely manner.
  • Produced weekly high-level reports for management and business units
2012 - 2013

IT & Marketing Executive

Wise Property Care March 2012 - June 2013

  • Assisted with the launch of a company-wide database solution that transformed how the company operated
  • Undertook rigorous UAT testing to ensure system met the original specification and the software performed as intended.
  • Liaised with third party software provider to ensure scheduled changes are thoroughly tested and widely communicated.
  • Led staff training sessions and produced supporting materials.
  • Developed new functionality within the new system to support core business objectives and strategy that made the UI more simplistic whilst retaining functionality and assisted the sales team close sales in a more efficient manner.
  • Created and delivered a survey and reporting tool for a sub-brand within the organisation. Operating within a limited budget, fixed IT products and agreed delivery within tight timelines this tool was recognised and acknowledged as having driven business efficiencies by reducing sales lead-time and streamlined end user process thorugh a more intuitive interface.
  • Developed company's presence on social media platforms to interact with customers and build the business, in doing so developed fruitful relationships with other organisations in the industry.
2011 - 2012

Project Manager

iLomond October 2011 - February 2012

  • Managed the creation of a large-scale database driven website.
  • Created a detailed project specification for functionality and design. After receiving feedback from the client an updated version was provided.
  • Awarded the development contract to an organisation based in India.
  • Communicated with the offshore development team to ensure that the project specification was understood, there was a high quality of work and deadlines were met.
  • Liaised closely with the client to update them on progress and to find out further information as required.
  • Undertook rigorous testing before any modules were released to the client to ensure they were error free.
2010 - 2012

Internet Marketing Specialist

Discover Swimming April 2010 - February 2012

  • Provided marketing advice in relation to their website that included starting a company blog and changing the structure of the website to make it more user-friendly.
  • Created, managed and evaluated an online advertising campaign with a budget of £200 / month that saw an increase of 50% to their website and an increased uptake in clients.
  • Tutored the Managing Director to use social media effectively to manage customer relations and drive traffic to the website.


2007 - 2011

BA (hons) Business Technology & Marketing

The University of Strathclyde

  • Achieved a 2:1 degree in Business Technology & Marketing.
  • Achieved high marks in ‘Management of Business Processes’ and ‘Project Management’.
  • Attended networking events and conferences to gain knowledge from experienced voices in the industry.
  • Went the extra mile in projects to achieve the highest possible mark that included interviewing the editor of The Times newspaper and project manager for The Riverside Museum in Glasgow.
  • Used innovative technology to create and present a presentation that gained critical accolade from the teaching staff and a mark of 81%.
  • Developed a digital marketing strategy for my honours dissertation that achieved a mark of 67% and saw visitors to the website increase by 76% and sales figures by 100% (December 2009 compared to December 2010).


  • Advanced MS Excel including VBA
  • MS Access, SQL Server and Teradata
  • Agile project management
  • Qlikview analysis
  • Software Development Lifecycle
  • Strong analytical mindset
  • Excellent written and verbal communication
  • HTML & basic PHP
  • Writing project specifications
  • Windows, Mac and Unix operating systems
  • Management of business processes
  • Testing in UAT environments

Contact me

Glasgow, Scotland

  0141 628 8555