Freelancerprofil: Z22249
Projektleiter / Senior Business Analyst , Investment Banking and Asset Management
- IT-Erfahrung seit:
- 2001
- Position:
- IT Analyst / Architekt
IT Beratung / Consulting
| Projekte im Werdegang |
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| 06/2001 - | Fonds Accounting Business Analyst. Definition of new Workflows and business requirements to outsource fund accounting and custodian information. Additional responsibilities for program design and test management for portfolio data (positions / transactions) translation and custody messaging. Extensive liaison with end users and outsource firm to define business / IT workflows Senior,Business Analyst |
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| 03/2001 - 06/2001 | Clarify Barclays Private Bank, Senior Business Analyst. Coordination review and enhancement of global requirements process for Order Management and back office systems. Defined business functional flows to clarify requirements and plan integration of new products: specific responsibility for OTC and Exchange Traded Options, FX Trading and Structured Notes products. Worked with users at all levels across Barclays Senior Business Analyst |
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| 07/2000 - 01/2001 | Asset and Liability Management UBS / GAM (Global Asset Management), Senior Business Analyst. Cross divisional impact analysis of business requirements for Client Relationship Management (CRM) system post merger between GAM and UBS. Produced tender documents for replacing existing system. Produced requirements for Portfolio Modelling system Client Reporting and calculation of performance related fees system Worked with users at all levels Senior,Business Analyst |
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| 06/1998 - 07/2000 | Transactions in Securities, UML Project Co-ordinator within Securities division. Business and IT impact analysis as a result of Securities division and Investment bank merger Business areas covered: Order Management, Back Office and Client Reporting. Analysed back office process flows as basis for applications replacement using UML. Responsibility for project management, planning, leading business workshops and mapping business processes, defining business requirements and working with all levels of business. Analysing business and systems requirements for defining replacement strategy based around 'best of breed' package approach Conducting gap analysis and package selection. The strategic imperative included the provision of a Straight Through Processing (STP) solution to reduce risk, failure rates and cost reduction. Reviewed STP solutions such as Salerio and specified migration from existing systems Defining messages between trading systems using Infinity model Introduced structured methods and utilised available in-house SDLC methods during analysis. Reviewed requirements and solutions for Workflow Management, Document Imaging, Flexible reporting Document storage retrieval and distribution Extensive business co-ordination and preparation for Euro and Y2K user acceptance and Business Recovery planning and testing. Undertook reviews with major third party service providers (Reuters, LSE, Euroclear) Thomson, Rolfe & Nolan and related parties). Co-ordinated and executed delivery of testing services linked to in-house compliant environment. Also managed Business with IT Contingency test co-ordination Senior Business Analyst,Project Co-ordinator |
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| 06/1997 - 06/1998 | Business Analyst / System Test Coordinator within Equities division. Business areas covered: Sales Order
Management, Position Keeping, Client Compliance Monitoring
Settlements, Performance Measurement and Administration. Specified outline for future STP requirements based on product line (i.e. equities rollout in London, New York and European offices)
Co-ordinated business analysis, test strategies, plans and execution of test scripts. Defined business requirements and user acceptance test plans
Organised and chaired business requirements and IT test reviews throughout testing cycles with business, testing and internal audit teams
Liased extensively with management, both business and IT to manage
expectations and review post-test leading to further business requirements
Business Analyst / System Test Coordinator
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| 01/1996 - 06/1997 | Requirements definition for the implementation of a global cross-border
Order Management and Administration system. Business areas covered
Performance Measurement , Portfolio Modelling , Compliance (Client)
Guideline Monitoring) , Order Management, Back Office (including
Settlements ETC/ETD, Reconciliation, Valuations, Corporate Actions
Administration) and Fee Processing
Project Responsibilities for: Requirements definition, Preparation of
Request for Proposal, Gap Analysis, Package evaluation, selection, business process review and re-design, definition of test planning and documentation standards. Developed new workflows based on pilot solution
Business Analyst
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| 01/1995 - 10/1995 | Requirements definition, design and UAT testing of enhancements to Fund
Management and Investment Accounting bureau service. Attended LIFFE
Futures and Options course. Implemented LIFFE recommendations to report Futures and Options in Portfolio Valuations
Enhanced functionality for Performance Measurement and Settlements systems. Defined procedures for calculation of Fund Expense Accruals
Researched and developed Regulatory changes. Extensive contact with
Datastream clients. Utilised LBMS Systems Engineer for Process and Data
Modelling
Business Analyst
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| 04/1994 - 12/1994 | Onsite role as Project Leader at Saudi Arabian client. Undertook Business
Process modelling to define requirements, gap analysis and user system acceptance criteria for the implementation of software packages for offshore Mutual Funds, Investment Administration and Workflow (AWD) systems
Project Leader,Business Analyst,Project Leader
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| 07/1993 - 03/1994 | Various assignments to define requirements for software houses
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| 08/1992 - 06/1993 | Information Engineering Wesleyan Assurance System, Quality Assurance Analyst. Extended the implementation of Information Engineering methods via LBMS Systems Engineer. Defined standards for Process / Data modelling. Project secondment to train analysts and end users in use of Process and Data modelling techniques and tools Review and support project compliance to standards and completeness of business data captured. Introduced proven process measurement methods to assess IT project productivity. Training Courses Attended: Project Management. Introducing Information Engineering to the Wesleyan Analyst |
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| 01/1989 - 07/1992 | Asset and Liability Management Defined requirements to implement Order Entry and Back Office Asset Management systems for Unit Trust, Life and Pension funds. Implemented 'Threads¿ administration system. Co-ordinated management and redefined workflows all implementation, phases: Requirements Definition Package Selection, Data Conversion, implementation of package enhancements and End User training. Extensive contact at all levels of the organisation Specified requirements for new General Ledger system. Produced Request for Information document. Evaluated vendor responses for the Unit Trust Investment Management and General Ledger systems. Conducted Business Impact/Gap Analysis and developed end-user training courses Business Analyst |
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| 09/1987 - 12/1988 | Data Management Enhanced and supported global Investment Administration system utilising external data feeds for the provision of key portfolio management information to senior management. Produced a corporate data model from the AS400 relational database using the STRADIS methodology and Excelerator CASE toolset. Introduced a Back Office Automated Cash Processing system. Training Courses Attended: * NCC Certificate in Structured Systems Analysis and Design (Professional) * STRADIS Methodology (Structured Business Systems Analysis and) Design). * Relational Database Logical and Physical Data Modelling * Communications and Networks Business Analyst |
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| 08/1985 - 09/1986 | MVS/OS-390, ISPF, TSO, JCL IBM (UK) Limited, Analyst/Programmer. Intern placement as part of BSc (HONS) Information Systems degree. Developed PL/1 applications for IBM Europe. Undertook Systems Design and PL/1 Programming. Technical - MVS, ISPF/TSO, JCL Analyst/Programmer. Intern |
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| englisch | (++++) | ||||||||||||||||||||||||||||||||||||||||||||||
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Kontakt
people4project GmbH
Lörenskogstr. 3
85748 Garching bei München
Lörenskogstr. 3
85748 Garching bei München
+49 (89) 55 29 39 - 40
