Client Management Analyst Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the client management analyst job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

L Torphy

Lera

Torphy

65085 Sonia Flat

Los Angeles

+1 (555) 742 4213

65085 Sonia Flat

Los Angeles

Phone

p +1 (555) 742 4213

Experience Experience

Detroit, MI

Client Management Analyst

Detroit, MI

Fahey, Oberbrunner and Ankunding

Detroit, MI

Client Management Analyst

Give visibility of the onboarding process within a location to key stakeholders, including information about alignment with HSBC’s policies and controls e.g. AML
Provide the single point of contact for onboarding / renewal and off-boarding activity in a location (at Location, Sector or Sub-sector level depending on the scale of the location)
Working in a dynamic, pressurized, time-sensitive environment with interaction with internal stakeholders and demanding / advanced external clients
Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues
Ensure employees apply compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues
Promote an environment that supports diversity and reflects the HSBC brand
Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators

Detroit, MI

Analyst, Client Management

Detroit, MI

Keebler, Mills and Fritsch

Detroit, MI

Analyst, Client Management

Management of the Workflow or other tools
The coordination of Account and sub-account opening
Coordination of Traded Market Documentation Only (TMDO) requests
Enabling the reactivation of Account
Managing Static Data Maintenance request
The generation of the standard onboarding communication pack – liaising with key onboarding teams to identify information to support the onboard
Regulatory assessments and compliance name checking

present

New York, NY

Prospect Management & Client Coverage Analyst

New York, NY

Hickle LLC

present

New York, NY

Prospect Management & Client Coverage Analyst

present

Developing and analyzing metrics and customized reporting for senior management
Handling coverage questions and assisting with conflict resolution
Performing analysis to support prospecting policy decisions
Assisting in the coordination of strategic partnerships and revenue sharing negotiations
Executing connectivity/IPO account verification to determine existing accounts or relationships with key companies
Reviewing/processing reservation requests
Determining progress by referencing age of existing approved reservations and perusing existing call reports

Education Education

Bachelor’s Degree in Finance

Virginia Commonwealth University

Bachelor’s Degree in Finance

Skills Skills

Very good attention to detail essential
Ability to identify issues and problems, challenge the status quo and suggest viable alternative approaches
Able to build strong relationships with other functions and business units
Pro-active and self motivated attitude / able to work autonomously but within a team
Ability to work on multiple projects at one time and keep them all progressing
Strong numerical and analytical skills
Ability to work in a pressure environment
Strong written and verbal communication skills
Ability to prioritise, be flexible and respond to changing environments
Advanced skills in both Excel and PowerPoint and literate with Microsoft Access

Create a Resume in Minutes

15 Client Management Analyst resume templates

Read our complete resume writing guides

Analyst, Institutional Client Management Resume Examples & Samples

Bachelor’s Degree in Finance or related field
Exceptional financial industry/bank related credit/corporate finance/funding-liquidity solutions based skills
Ability to communicate (written & oral) & collaborate effectively with bankers, product partners and clients
Strategic and global mindset

Prospect Management & Client Coverage Analyst Resume Examples & Samples

Handling coverage questions and assisting with conflict resolution
Answering technical questions
Assisting in the coordination of strategic partnerships and revenue sharing negotiations
Developing and analyzing metrics and customized reporting for senior management
Reviewing/processing reservation requests
Determining progress by referencing age of existing approved reservations and perusing existing call reports
Responding to daily emails received within PMCC inbox
Executing connectivity/IPO account verification to determine existing accounts or relationships with key companies
Performing analysis to support prospecting policy decisions
Creating vendor prospect dossiers

Markets Client Management Analyst Resume Examples & Samples

Identifying target markets and priority clients
Identifying revenue gaps
Assessing resource allocation
Defining business metrics to track progress and identify problem areas
Ensuring execution of all action plans both in Australia as well as London, Asia and New York
Running bespoke client related initiatives
Identifying new client trends (tactical and strategic)
Regularly meeting with clients to understand Citi’s competitive position and opportunities
Deep analytical skills with a background in Client Management; Management consulting or business development and a background in Capital Markets
Deep numerical and analytical skills
Very good attention to detail essential
Ability to work in a pressure environment
Ability to manage and drive projects and multi taskmultipleprojects
Pro-active and self-motivated attitude / able to work autonomously but within a team
Ability to sift through large sets of data

Client Portfolio Management Analyst Resume Examples & Samples

1+ year of relevant experience
Bachelor’s Degree in Economics, Engineering, Mathematics, and/or related field
Experience working in financial market and/or economic research, portfolio or asset management, and/or high tech with an interest in financial markets and Big Data
Working knowledge of Matlab and Python

Client Management Analyst Resume Examples & Samples

Give visibility of the onboarding process within a location to key stakeholders, including information about alignment with HSBC’s policies and controls e.g. AML
Build alignment of the onboarding process to local and/or global standards as required in the specific location
Provide the single point of contact for onboarding / renewal and off-boarding activity in a location (at Location, Sector or Sub-sector level depending on the scale of the location)
Co-ordination of onboarding/renewal and off-boarding activity on behalf of the GBM Relationship Managers aligned to clients requirements
Working in a dynamic, pressurized, time-sensitive environment with interaction with internal stakeholders and demanding / advanced external clients
Ownership for the customer outcome – task focused but able to hold onto the required outcomes through the management of the individual tasks
Results focused individuals – driving the customer outcomes based on knowledge of the client outcomes and with expertise of the onboarding process
Exceptionally effective communicators able to build strong relationships with RM, RM Associates and the Client and provide transparency of activity e2e
Gravitas and experience to drive the required outcomes in any given situation, engaging with Sales, RM, Client and internally to achieve completion and monetize the onboarding pipeline
Fully engaged with the RM team for their sector / Sub-sector – co-location is key to enable quick and easy conversations when new requirements come in with the most appropriate people
Strong organization skills, able to manage a large number of activities at any one time; able to internalize activity in order to manage the complexity
Strong business knowledge and a working knowledge of onboarding and the products that are utilized but with the ability to gather SME’s when required to fill the skill gaps; Strong knowledge of the regulatory requirements
Commercially aware – understands the drivers behind the on-boarding requirement and the value to the bank of what is being requested and uses this knowledge to proactively manage the prioritisation, enabling function to align and deliver their activities
Excellent client service skills (must have minimum of 2 years service in a client facing role)
Solid and proven relevant work experience (supporting Relationship Managers, Sales or working in an operational middle office or client facing support function and focus on fund managers, hedge funds and complex products), within the banking / financial services industry.*
While this is a plus, it is not a requirement. The individual’s character, bearing and track record of sustained success in a customer facing, service delivery environment are of utmost interest

Client Management Renewal Analyst Resume Examples & Samples

2+ years of experience in a Client-facing role
Knowledge and/or a proven record of success in a role within the professional services industry that leverages knowledge of the tax issues facing multinational US banks, mutual funds, private equity, hedge funds or REITS in the reporting space
Fluency in foreign language, particularly Dutch and Portuguese

Markets Client Management Analyst Resume Examples & Samples

Deep analytical skills and ability to sift through large sets of data to find the relevant actionable outcomes for the business
Solid experience in business analysis – analysing information and data / identifying
Capital Markets experience or alternatively an analytical / consulting background with a level of financial literacy and understanding of Markets
Advanced skills with both Excel and Powerpoint and literate with Microsoft Access
Ability to work on multiple projects at one time and keep them all progressing
Pro-active and self motivated attitude / able to work autonomously but within a team
Good English language verbal and written skills
LI-W

Client Management Analyst Resume Examples & Samples

Excellent verbal and written communication skills. This role requires an individual to demonstrate an “Extrovert” personality type at times, who will need to be in constant communication with other HSBC units and external clients
Outstanding analytical and organizational skills
Strong ability to prioritize multiple requests for information, while ensuring integrity, accuracy, completeness and timeliness of data
Solid and proven relevant work experience (supporting Relationship Managers, Sales or working in an operational middle office or client facing support function), within the banking / financial services industry
Ability to prioritize multiple requests for information, while ensuring integrity, accuracy, completeness, and timeliness of data

Client Management Analyst Resume Examples & Samples

Solid experience in business analysis - analysing information and data / identifying issues / building reports / documenting and summarising findings and trends in Powerpoint slides
Strong undergraduate degree or post graduate qualification
Advanced skills in both Excel and PowerPoint and literate with Microsoft Access
Experience in using BI tools advantageous
Business analysis experience advantageous

Client Management Analyst Resume Examples & Samples

Fluent Mandarin language skill is required
Minimum of 2 years in a client facing role
Excellent client service skills
Effective interpersonal skills and the ability to handle conflict and manage expectations. Demonstrate high energy; be PRO-ACTIVE, extremely positive and have a ‘driver and achiever’ mentality

Client Management Analyst Resume Examples & Samples

Work closely with GBM to capture requirements for new requests and to raise new requests as required. Client Managers should be working with Relationship Managers (RM’s) prior to new request being raised so that they are fully aware of the requirements
Responsible for ensuring all required information is available to ensure the smooth completion of the request end to end, including information required by all downstream functions
Responsible for ensuring all requests are prioritized, resolved within agreed timeframes, work-flow pipeline optimized, priorities identified early and issues escalated accordingly
Be the KYC Renewals Subject Matter Expert (SME); developing a detailed understanding of the clients, KYC Renewals functions, system, process and procedures in order to advise the Business, Clients and near shore Client Managers
Own and orchestrate, to completion, cross-border requests, in multiple jurisdictions if needed for clients that they own and by working closely with other Client Managers across the globe
Support the RM and Client through the conversion to new Global AML standards, including having a clear understanding of the additional due diligence requirements and how they will impact the client and support clients and functional SME’s in the gathering of this information
Adhering to all service level agreements and metric requirements at all times

Analyst, Client Portfolio Management Resume Examples & Samples

Work with team members to conduct research for presentations, white papers, and marketing material
Provide ad hoc reporting and analysis such as market data, fund attribution and analysis, actuarial content, stock stories, thought leadership research, etc
Assist in the development of investment presentations and written pieces including performance updates, commentaries, and client meeting decks
Assist in updating, revising and developing marketing material
Assist in responding to requests from internal/external clients
Provide and coordinate RFP/RFI/Data responses
Work on project submission to the Marketing Review Unit
Help create and customize Powerpoint slides and charts
Provide assistance for ad-hoc projects
Bachelor’s degree mandatory, finance/economics major a plus
Demonstrated research skills and ability to work with financial concepts
General knowledge of investment products across asset classes
Familiarity with various distribution channels
Proficiency in Excel, Powerpoint, Morningstar Direct
Factset a plus

QIS Client Portfolio Management, Analyst Resume Examples & Samples

Serve as a product expert on QIS investment products and hedge funds to both internal and external clients of the Division and Firm
Work closely with sales force and prepare relevant marketing materials
Educate internal and external groups on focused products
Devise detailed marketing campaign
Monitor feedback and highlight opportunities with persistent follow-up
Work with team members to identify client solutions/products to market
Work with investment team to develop product
Conduct competitive analyses, peer group analyses and overall market research
Either a recent graduate of a quantitative discipline, or someone with experience working at analyst level within another financial institution (i.e. asset manager, hedge fund, investment bank etc)
Quantitative orientation; finance and statistics knowledge
Detail orientation, organizational skills, initiative, motivation and a strong work ethic
Integrity and the ability to thrive in a team environment
Strong PowerPoint and Excel skills
Creativity and problem-solving skills
Familiarity with equities
Working with data
Solid understanding of statistics

Analyst, Client Management Resume Examples & Samples

Successful candidates must exhibit CIBC’s values of trust, teamwork and accountability
Demonstrated interest in capital markets / investment banking
Expertise with Excel and PowerPoint

Client Management Analyst Resume Examples & Samples

Strong process co-ordination and collaboration experience required
Experienced within a global markets / banking type environment
Excellent problem solving, organisational and analytical skills
Outstanding written / verbal communication and presentation skills
Excel, Word, PowerPoint skills preferrable
Ability to identify issues and problems, challenge the status quo and suggest viable alternative approaches
A high level of drive to meet deadlines and targets
Ability to prioritise, be flexible and respond to changing environments

KYC Client Risk Evaluation Management Analyst Resume Examples & Samples

Provide advice, including an indication of the potential for significant risk, from AML Compliance for all clients Risk Rated High-High and High-Medium, or where required by certain high risk triggers in the KYC Record to the Business in an appropriate timeframe
Provide advice from an AML Compliance perspective on issues escalated by the Business
Confirm all reputational risk information, including information relating to sanctions, bribery or corruption has been initially assessed and analysed by the relevant Business or AMLCO, if necessary, to determine if the information relates to the client and any concerns and comfort levels have been appropriately documented
Help evaluate reputational risk searches that were conducted by the BSU using CitiScreening, Factiva, and other platforms
Consult with relevant stakeholders such as AML Advisory, Anti Bribery and Corruption (A B and C), Sanctions team, Legal etc. for their expertise in related topics and refer the case to AML Investigation team including Corporate Security and Investigative Services (CSIS), Global Investigation Unit (GIU) for complex investigations
Prepare weekly and monthly metrics for Compliance Reviews, Negative News, Manual Investigations or any adhoc reports related to KYC to senior management on a timely basis
Update the CREM procedure and ensure the alignment and compliance to Citi Policies and Standards including Global Operating Procedure as required
Perform Manager Control Assessment (MCA) to seek out observation for any control weakness or non adherence to policies, procedure and standards. This may include any recommendations to improve any processes during CREM review
Investigatory experience / skills to assist with undertaking KYC, Customer Due Diligence (CDD) reviews and / or account activity reviews
Recent working knowledge of relevant AML legislations and regulatory requirements
Demonstrable use of Microsoft Office applications
Demonstrated ability to work well under pressure and prioritise tasks

Senior Analyst, Client Interact Management Resume Examples & Samples

The design and execution of multi-channel client and prospect campaigns via campaign management software (SAS)
Working with campaign managers to understand their requirements as it relates to meeting their objectives
Preparing clients lists for communication within various interaction channels
Transform data requirements which support various activities related to client analytics, predictive analytics, master data management, external demographics, and external marketing partnerships into data processes and routines
Establishing and managing data quality and monitoring processes
Maintaining a production workflow of automated and event triggered campaigns and data processes
Collaborating with peers in IT to ensure that campaign data and informational requirements are addressed through the development of the data warehouse
Continually ensuring data security

Business / Client Management Analyst Resume Examples & Samples

Partner with the Leadership Team to assist with monthly forecasting and reporting, headcount planning/tracking
Plan and participate in people and communications agenda including weekly staffing meetings town halls and extended management team meetings
Contribute to management presentations including Business Reviews
1 – 3 years experience with forecasting, metrics and reporting
Excellent task management and organizational skills
Proven ability to work under pressure and within an environment of rapidly changing priorities

Senior Client Management Analyst Resume Examples & Samples

Associate’s Degree, Bachelor's degree preferred
Seven (7) years or more of Total Information Technology experience
Five (5) years of workstation level experience in a medium to large network environment (4000+ Workstations)
Three (3) years of experience troubleshooting networking components, utilizing remote technologies (Altiris, Systems Management Server, RDP, Rapport, etc.) and advanced knowledge of Active Directory
Certified comprehension of at least one supported computer operating system through Microsoft related certifications (MCSA)
Certified comprehension of deployment tools for operating system images (ACE – Altiris Certified Engineer, Microsoft Certified on Systems Management Server or other equivalent application)
Two to three years continuous experience with one of the following skill specializations
Utilizing scripting tools for building software installation packages, applications and hardware (Wise Package Studio, MSI Packaging, Visual Basic Scripting)
Patch management protocols and implementation, including the use of MBSA (Microsoft Baseline Security Analyzer) and HFNetChkPro
Understanding of IBM MVS and RISC6000 architecture (Terminal Emulation, Attachmate, IBM)
Project management, including planning, developing and implementing processes for departmental/enterprise system deployments. This includes the management of resources (i.e. contractors and application tool sets)
Exemplary communication, interpersonal, customer service, and analytical skills
Exemplary planning and organizational skills
Demonstrates commitment to the Partners-in-Caring process by integrating our culture in all internal and external customer interactions; delivers on our brand promise of “we advance health” through innovation, accountability, empowerment, collaboration, compassion and results while ensuring one Memorial Hermann
Develops, implements and maintains software tools to automate the installation of Operating System images and application software across the MH enterprise. This includes Altiris Client Management Suite and Microsoft Systems Management Server
Responsible for advanced troubleshooting of system software and hardware problems
Maintains updated Microsoft Critical Patches across all Client devices on the MH infrastructure, including vendor workstations utilizing Altiris Patch Management 6.0 and backend scripting
Maintains 1st Tier security perimeter on all client devices via Trend Antivirus system, including the deployment of constant pattern file updates
Develops and maintains a central repository for all packaged applications and installation documentation for all of Desktop solutions to utilize
Develops and maintains intranet site to serve as a forum/knowledgebase for Desktop Solutions staff
Configures and maintains mainframe MVS term IDS and backend print routing tables
Develops basic to complex applications to be utilized on client devices for security, maintenance and support of those devices. These applications are created in Delphi, Visual Basic and C++
Works independently and manages people and/or resources to provide tasks assistance for all levels of projects
Manages Remedy Queue, prioritize work assignments and ensures that proper problem resolution and asset information is entered into the tracking system
Escalation resource for Desktop Solutions staff and Client Systems Analyst on problems requiring advanced technical comprehension
Develops and implements new functionality for workstation technologies and desktop applications through the management of information system projects, technical research, and development
Ensures safe care to patients adhering to policies, procedures, and standards, within budgetary specifications, including time management, supply management, productivity, and accuracy of practice

Analyst, Prudential Client Management Resume Examples & Samples

Prepare research summaries and ad hoc reports on various business items: topics to include client business priorities, pension / retirement income, investments, insurance and annuities
Contribute to thought leadership and collateral material development and execution
Anticipate needs of team and clients (internal and external) through strong working relationships and coordination
Have broad understanding of each Prudential’s businesses, distribution, products and markets (includes Retirement, PGIM, Group Insurance, Annuities and ILI) and an understanding of each business unit’s current and emerging business priorities and capabilities
Propose recommendations for improvement or standardization of processes
The position requires attention to detail, the ability to manage several projects simultaneously, meet aggressive deadlines and at times, work independently
Bachelor’s degree required. Relevant designation (or actively pursuing) preferred (eg, FSA, CFA)
Minimum of 5 years of work experience in financial services
The individual should possess a balance of sales, marketing and analytical skill sets
Ability to think strategically and analytically and connect a variety of internal and external inputs

Client Selection & Management Analyst Resume Examples & Samples

Comprehend Financial Investigation reports generated by the compliance team that relate to matters of money laundering, layering, structuring
Strong ability to comprehend complex corporate structures, tax positions and legal/global structure to access whether stated activity is reasonable within customer KYC or otherwise
Solid understanding on how to read and interpret financial statements, business literature, account policies and foreign currency rules and regulations especially within group members
Effective oral and written communication with branch network and customers to ensure effective communication when probing/interviewing clients to determine KYC
Accurately complete EDD documentation and to ensure onboarding and risk is within the Bank’s Risk Tolerance
Strong analytical skills necessary to identify any Compliance or risk information related to the customer entity
SCC client file reviews and sales / transaction activity reviews, completion of CRRT documents
Strong interviewing and probing ability to gather all required KYC within first client meeting
Reports to In Country CS Secretariat Head
Ability to execute role with a level of autonomy while being mindful of when to seek guidance and approval
Ability to articulate conversation and provide it in a comprehensive format in the EDD documentation to compliance
Ability to understand and work through complex org structures to identify ultimate beneficial ownership and gathering of Full KYC
Expert level of knowledge as it pertains to AML KYC Compliance, sanctions, Industry, business and reputational risks
Produces relevant management reports, as required
Ensuring adherence to global internal and external standards of client service, KYC (Know Your Customer), risk management and compliance
Minimum of 7 years branch banking leadership experience with proven and progressive Operations experience
Basic knowledge of complex corporate structures, financial statements , accounting and taxation
Strong effective communication and interpersonal skills
Self-motivator, able to demonstrate good judgment and exercise independent discretion at all times

Client Guideline Management Analyst Resume Examples & Samples

Read, identify, and interpret investment restrictions from guidelines and various other sources used for effective account management
Code rules into our compliance applications from client guidelines
Test new investment restrictions in UAT and document test cases to ensure coding is accurate in Compliance systems
Perform data integrity checks in the compliance applications and address gaps by working with Data Management and Technology to source or update information
Develop and perform manual testing for portfolio constraints/rules that cannot be coded into the compliance systems
Based on the results of automated and manual tests, assist Compliance team in researching potential incidents/breaches
Provide reporting on incidents/breaches and their ultimate resolution
Produce reports, document records, maintain and archive such records and reports
Bachelor’s degree in Finance, Economics, Accounting or another relevant discipline
2+ years’ experience in the financial services industry; compliance experience is ideal
Experience working with a team and meeting time sensitive deadlines
Experience with compliance tools is a plus, though we would consider training someone
Familiarity with Fixed Income instruments is a plus

Analyst, Client Management Resume Examples & Samples

Management of the Workflow or other tools
The coordination of Account and sub-account opening
Coordination of Traded Market Documentation Only (TMDO) requests
Enabling the reactivation of Account
The generation of Customer Identifiers (where required, liaising with Entity Maintenance to request Entity Record creation/updates)
Managing Static Data Maintenance request
The generation of the standard onboarding communication pack – liaising with key onboarding teams to identify information to support the onboard
Sourcing the required information/Documents from various sources
Regulatory assessments and compliance name checking
Supporting account closures and exits (conducting account discovery, liaising with product teams and Ops
Facilitation of account set-up or engagement with product teams, preparing accounts based on direction given by the Client Manager in line with the products being requested
Highlight problems / blockages and use initiative to suggest ideas to change and improve processes
Strong emphasis on the maintenance of an effective and rigid control environment ensuring quality and adherence is never compromised
Requirement to provide accurate / regular status updates to the business in terms of on-boarding requests and other related issues / events
Take charge for associated administrative tasks (system updates etc.) Complete other related duties as required
Strive to become subject matter expert in all aspects of client onboarding process (e.g. KYCS, Regulatory framework, Legal documentation, Ops Ref Data etc.)
Be a positive and reliable representative of the Client Management sector team
Opportunity to become familiar with regulatory framework and all requirements to fully onboard a client (e.g. KYCS, AML, Documentation
Credit Services, Account Maintenance etc.) Banking Middle Office’s core objective is to provide customer groups with a single, global on-boarding / account maintenance service and to deliver high-quality client service, robust client diligence, process excellence and standardization across each on-boarding function from one integrated global team
Working in a dynamic, pressurized, time-sensitive environment, where there will be frequent interaction with internal stakeholders and demanding / advanced external clients
AML qualification and or post graduate Compliance degree is an advantage
KYC or Client Due Diligence experience will enhance the candidates profile for this role,
Thorough understanding of legal structures of various client types including financial institutions, corporate organisations, funds, SPVs etc
Proficiency in using MS Office software is essential, particularly MS excel, PowerPoint and Word
Good understanding of Lexis-Nexis, World-Check, Banker’s Almanac, Bloomberg and other data sources used in the AML world.*
Good product knowledge (Global Markets)
Good abilities in use of internet search engines
Fluent in English (written and spoken) and a local language for location where English is not the preferred Business Language
Solid 2- 3 years of work experience minimum (in Investment Bank environment) within financial services industry
Strong business knowledge and a working knowledge of onboarding and the products that are utilised but with the ability to gather SME’s when required to fill the skill gaps; Strong knowledge of the regulatory requirements
Proven business and operational experience with sound knowledge of a wide range of fund/corporate structures. Experience in risk management field, and proven experience in supporting the development of business activities whilst robustly applying risk management disciplines and controls