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Delivery focussed business analyst in wealth & investment management space
Tony Wardle
,
Winchfield, United Kingdom
Experience
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Skills
I'm offering
Senior Business Analyst & Project Manager, experienced and delivery focused with a successful track record in implementing large, complex change integration, migration and EDM projects in the front and middle offices of wealth, investment & fund management organisations.
A deep understanding of the end to end trade and investment lifecycle across all asset classes and the platforms and technology to support the process.
Experienced in both Agile and Waterfall techniques to delivery and working in globally located, multi-disciplinary teams.
Currently studying System Security Certified Practitioner (SSCP) from ISC2.
A deep understanding of the end to end trade and investment lifecycle across all asset classes and the platforms and technology to support the process.
Experienced in both Agile and Waterfall techniques to delivery and working in globally located, multi-disciplinary teams.
Currently studying System Security Certified Practitioner (SSCP) from ISC2.
Markets
United Kingdom
Links for more
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Industries
Language
English
Fluently
Ready for
Ongoing relation / part-time
Available
My experience
2018 - 2019
job
Business Analyst (Agile / Scrum)
Legal & General Investment Management (Investment Operations Change).
LGIM sold its Mature Savings business to SwissRe, this resulted in the administration of 200+ funds migrating to HSBC whilst LGIM retained the discretionary investment management. This required the design of a new Target Operating Model (TOM) and technology components to support the integration with HSBC and SwissRe. Working on the investment operations workstream my deliverables and responsibility includes:
* Worked with fund managers, investment operations and 3rd parties to design and document the end-end TOM and key business processes (Visio). Presentation of TOM to key stakeholders.
* Completed the business and data analysis to capture and document the architecture/business flows and requirements to support integration with the new web-services, existing applications, HSBC and Swiss Re.
* Documented business requirements for new outbound trade blotters to HSBC and SwissRe for OTCs, futures, funds and collateral movements.
* Designed new web-service to route and consume fund trades & cash instructions.
* Captured user stories in Jira for development and testing of new business requirements.
* Documented detailed test scenarios for end-end UAT and managed test execution with business teams, HSBC and SwissRe.
* Worked with fund managers, investment operations and 3rd parties to design and document the end-end TOM and key business processes (Visio). Presentation of TOM to key stakeholders.
* Completed the business and data analysis to capture and document the architecture/business flows and requirements to support integration with the new web-services, existing applications, HSBC and Swiss Re.
* Documented business requirements for new outbound trade blotters to HSBC and SwissRe for OTCs, futures, funds and collateral movements.
* Designed new web-service to route and consume fund trades & cash instructions.
* Captured user stories in Jira for development and testing of new business requirements.
* Documented detailed test scenarios for end-end UAT and managed test execution with business teams, HSBC and SwissRe.
Integration, Processes, Web, Development, Testing, Analyst, Support, Architecture, Technology, Service, Test, Design, Management, Visio, User stories, Agile, Operations, Jira, Scrum, Administration, Data Analysis
2017 - 2018
job
Business Analyst / Workstream Lead
Fidelity Investment Ltd.
FIL Multi Asset successfully launched a new range of Manager of Manager (MoM) funds. This required the design and build out a new Target Operating Model (TOM) to support front office trading (Charles River), middle office and e2e integration with an outsourced Transfer Agent, Fund Adminstrator and Custodian, Brown Brothers Harriman (BBH).
* Completed the business analysis to design and document the TOM and architecture/business flows; led business analysis and documentation of new requirements and integration with the new Global Digital Wealth platform and existing applications.
* Documented analysis / business requirements use cases for new portfolio re-balancing / allocation algorithm to generate trades and cash flows to bring portfolios back to target.
* Documented detailed test scenarios for SIT and UAT and supported test execution with business teams and BBH.
* Completed the business analysis to design and document the TOM and architecture/business flows; led business analysis and documentation of new requirements and integration with the new Global Digital Wealth platform and existing applications.
* Documented analysis / business requirements use cases for new portfolio re-balancing / allocation algorithm to generate trades and cash flows to bring portfolios back to target.
* Documented detailed test scenarios for SIT and UAT and supported test execution with business teams and BBH.
Design, Business Analysis, Integration, Test, Architecture, Support, Analyst, Office, Agent, Manager, LED, File
2017 - 2017
temp
Business Analyst - Agile Delivery
Barclays Wealth (Investment Technology & Change).
Singapore and Pune.
Agile, Analyst
2016 - 2017
temp
Project Manager / Business Analyst
RailPen Investments.
Engaged as Charles River front office project manager/ business analyst, responsible for the successful Charles River upgrade from v9.3 to v9.6 (hosted SaaS)
* Led team of business analysts, Charles River developers and test team.
* Delivered front / middle office trade blotter migration from an in-house solution onto Charles River trade blotter.
* Provided daily positions, securities and prices from Northern Trust into Charles River and responsible for planning / RAID reporting.
* Led team of business analysts, Charles River developers and test team.
* Delivered front / middle office trade blotter migration from an in-house solution onto Charles River trade blotter.
* Provided daily positions, securities and prices from Northern Trust into Charles River and responsible for planning / RAID reporting.
Project Manager, Saas, Test, Analyst, Office, Manager, LED
2013 - 2014
temp
Senior Business Analyst
HSBC Funds Services.
Senior Business Analyst on development of reference data platform to consolidate, standardise and deliver reference data to external clients and internal front/middle office systems.
* Liaised with users and product owners to undertake detailed analysis and documentation.
* Analysed/documented new business processes, use cases for the provision of new and updated securities and static data onto the platform and then publishing (Markit EDM (Cadis) / MQ / XML).
* Detailed business requirements for consuming, validating and publishing the asset and static data for bespoke Cadis development.
* Undertook extensive and detailed data analysis to map security data for all security types from Bloomberg and Reuters into a consistent, standardised security data structure.
* Delivered fully documented logical data model (securities, counterparties, portfolios, positions, transactions etc) to confirm all business and data requirements.
* Undertook system and integration testing - plans and execution, SQL for data analysis.
* Liaised with users and product owners to undertake detailed analysis and documentation.
* Analysed/documented new business processes, use cases for the provision of new and updated securities and static data onto the platform and then publishing (Markit EDM (Cadis) / MQ / XML).
* Detailed business requirements for consuming, validating and publishing the asset and static data for bespoke Cadis development.
* Undertook extensive and detailed data analysis to map security data for all security types from Bloomberg and Reuters into a consistent, standardised security data structure.
* Delivered fully documented logical data model (securities, counterparties, portfolios, positions, transactions etc) to confirm all business and data requirements.
* Undertook system and integration testing - plans and execution, SQL for data analysis.
Sql, Data Analysis, XML, Integration, Security, Analyst, Testing, Development, Office, Processes
2012 - 2013
temp
Business Analyst
Barclays Investment Management.
Key role on the migration of a new investment business on to their core multi asset order management and trade execution platform based on Linedata's Longview OMS.
* Led a team of up to 3 staff. Reported to Director of Technology.
* Liaised with portfolio managers and traders to undertake the detailed analysis and documentation key processes.
* Analysed/documented current and business processes (Visio) and supporting use cases.
* Assessed new business processes, use cases and new business requirements for bespoke development to support the new investment business.
* Delivered target operating model to support new business and interfaces to external systems including transfer agency, fund accounting, brokers.
* Project management tasks included planning (MS Project), progress reporting risks, issues, weekly stakeholder meetings and co-ordinating development resources.
* Led a team of up to 3 staff. Reported to Director of Technology.
* Liaised with portfolio managers and traders to undertake the detailed analysis and documentation key processes.
* Analysed/documented current and business processes (Visio) and supporting use cases.
* Assessed new business processes, use cases and new business requirements for bespoke development to support the new investment business.
* Delivered target operating model to support new business and interfaces to external systems including transfer agency, fund accounting, brokers.
* Project management tasks included planning (MS Project), progress reporting risks, issues, weekly stakeholder meetings and co-ordinating development resources.
Project Management, Visio, Management, Technology, Support, Analyst, Development, Processes, UP, LED
2011 - 2012
temp
Business Analyst
Mondrian Investment Partners.
Key player in the successful upgrade of the Linedata Longview (LVTS) OMS to v7.2.4 and re-designing end-to-end business processes to support Equity and Fixed Income Portfolio Modelling, Order Management and Trading.
* Undertook the detailed analysis and documentation of current business processes (Visio) and supporting use cases.
* Analysed and documented new business processes, use cases and new business requirements for bespoke development.
* Analysis / design for new fixed income re-balancing tool to replace in-house MS Access, re-balance on convexity, duration, maturity and generate trades for approval /dealing desk
* Delivered solution design to implement these new processes and requirements in LVTS 7.2.4.
* Prepared system and user acceptance test cases and data, and executed systems testing.
* Delivered UAT support for portfolio managers and traders.
* Undertook the detailed analysis and documentation of current business processes (Visio) and supporting use cases.
* Analysed and documented new business processes, use cases and new business requirements for bespoke development.
* Analysis / design for new fixed income re-balancing tool to replace in-house MS Access, re-balance on convexity, duration, maturity and generate trades for approval /dealing desk
* Delivered solution design to implement these new processes and requirements in LVTS 7.2.4.
* Prepared system and user acceptance test cases and data, and executed systems testing.
* Delivered UAT support for portfolio managers and traders.
Design, Visio, Management, Test, Access, Support, Analyst, Testing, Development, Processes
2010 - 2011
temp
Business Analyst / Project Manager
Fidelity Investments.
Hired to work on the development of a Reference Data Service that sources and provide all reference data (securities, issuers, brokers, benchmarks and indices) for Charles River and the middle office services.
* Fidelity International implemented the Charles River order management system v9.1 and 4 new middle office systems to support Fixed Income trading in Bonds, Swaps & Derivatives.
* Led a team of up to 4 business analysts to document requirements as input to development.
* Defined the architecture, business flows and processes to integrate with data suppliers (internal & Bloomberg), Charles River, front and middle office services.
* Delivered business analysis of the interface requirements to deliver data to Charles River to support trading. The technology is an MQ publish / subscribe and SOA architecture.
* Project management tasks included planning (MS Project), progress reporting to working group and steer co, risks & issues, co-ordination of local and offshore development resources.
* Fidelity International implemented the Charles River order management system v9.1 and 4 new middle office systems to support Fixed Income trading in Bonds, Swaps & Derivatives.
* Led a team of up to 4 business analysts to document requirements as input to development.
* Defined the architecture, business flows and processes to integrate with data suppliers (internal & Bloomberg), Charles River, front and middle office services.
* Delivered business analysis of the interface requirements to deliver data to Charles River to support trading. The technology is an MQ publish / subscribe and SOA architecture.
* Project management tasks included planning (MS Project), progress reporting to working group and steer co, risks & issues, co-ordination of local and offshore development resources.
Support, LED, UP, Manager, Processes, International, Office, Development, Analyst, Project Management, Offshore, SOA, Architecture, Technology, Service, Management, Business Analysis, Project Manager
My education
Manchester University
BSc, Engineering
BSc, Engineering
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