Asif Idris has 17 years of experience as a business architect and project manager, specializing in capital markets. He has delivered complex projects involving business architecture, target operating models, and regulatory compliance. His areas of expertise include fund launches, trading lifecycles, and regulations like EMIR, Dodd-Frank, and AIFMD. Currently he is a strategic portfolio project manager at an investment firm.
Strong analytical skills used in requirements gathering and converting them into effective solutions.
Understand other processes and methodologies and can speak intelligently about them and leverage other techniques to provide value to a team/enterprise
Understand basic fundamentals of software development processes and procedures.
Understand backlog tracking, burn down metrics and task definition
Keen problem solving skills allowing rapid assimilation and resolution of complex problems.
Excellent written and oral communication skills with the ability to communicate appropriately to business and technical teams at all levels.
Experience of both of clients and developers viewpoints in outsourcing situations.
Vast experience in Project Management, IT Business Analysis and functional & technical designs.
Experience in working with Multilingual Clients & multiple vendor models.
Highly experienced and skilled BUSINESS ARCHITECT/ANALYST of 14 years with a proven track record for delivery in major financial and legal institutions, healthcare regulation, and contact centre environments. Extensive full project lifecycle experience, including waterfall and Agile methods.
Experienced in managing, training, and mentoring Business Analysts of all levels in the latest industry-leading techniques. Hugely passionate about raising the profile of business analysis, increasing competency of practitioners and demonstrating how it enables faster and higher quality project outcomes to the customer.
Whitepaper - Connected Project Portfolio Management in the Oil & Gas IndustryAshwin Menon
One vital question often asked by executives dealing with an ever-changing market landscape is, “How should my company most effectively invest in in order to grow our revenue, capture market share, and increase profitability?"
To sustain long-term growth, companies must manage a number of projects at different stages of maturity. Many organizations struggle with capturing the voice of the customer, and translating that input into executable projects staffed with the right resources, while also ensuring adequate due diligence to make certain that projects align to corporate strategy and meet market expectations. Companies that more effectively manage this process position themselves for greater revenue realization, market share, and/or profitability.
Capital project portfolio management is all about making decisions about investment mix, matching investments to objectives and aligning them to strategy, allocating the right resources to the right projects, and balancing risk against performance.
This document offers our point of view on how capital project portfolio management must be implemented, how SAP can help, and some of the leading practices we have seen.
Technical Project Manager; recent implementation MS Dynamics, SharePoint 2013, MS365, SAP, many ERP implementations, major contributor to PMO start-up in Fortune 100 company, integration specialist
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
Strong analytical skills used in requirements gathering and converting them into effective solutions.
Understand other processes and methodologies and can speak intelligently about them and leverage other techniques to provide value to a team/enterprise
Understand basic fundamentals of software development processes and procedures.
Understand backlog tracking, burn down metrics and task definition
Keen problem solving skills allowing rapid assimilation and resolution of complex problems.
Excellent written and oral communication skills with the ability to communicate appropriately to business and technical teams at all levels.
Experience of both of clients and developers viewpoints in outsourcing situations.
Vast experience in Project Management, IT Business Analysis and functional & technical designs.
Experience in working with Multilingual Clients & multiple vendor models.
Highly experienced and skilled BUSINESS ARCHITECT/ANALYST of 14 years with a proven track record for delivery in major financial and legal institutions, healthcare regulation, and contact centre environments. Extensive full project lifecycle experience, including waterfall and Agile methods.
Experienced in managing, training, and mentoring Business Analysts of all levels in the latest industry-leading techniques. Hugely passionate about raising the profile of business analysis, increasing competency of practitioners and demonstrating how it enables faster and higher quality project outcomes to the customer.
Whitepaper - Connected Project Portfolio Management in the Oil & Gas IndustryAshwin Menon
One vital question often asked by executives dealing with an ever-changing market landscape is, “How should my company most effectively invest in in order to grow our revenue, capture market share, and increase profitability?"
To sustain long-term growth, companies must manage a number of projects at different stages of maturity. Many organizations struggle with capturing the voice of the customer, and translating that input into executable projects staffed with the right resources, while also ensuring adequate due diligence to make certain that projects align to corporate strategy and meet market expectations. Companies that more effectively manage this process position themselves for greater revenue realization, market share, and/or profitability.
Capital project portfolio management is all about making decisions about investment mix, matching investments to objectives and aligning them to strategy, allocating the right resources to the right projects, and balancing risk against performance.
This document offers our point of view on how capital project portfolio management must be implemented, how SAP can help, and some of the leading practices we have seen.
Technical Project Manager; recent implementation MS Dynamics, SharePoint 2013, MS365, SAP, many ERP implementations, major contributor to PMO start-up in Fortune 100 company, integration specialist
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
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Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
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A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
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Asif M Idris 2015 CV PM
1. Asif M Idris
Senior Project Manager & Business Architect
E: asif_idris1@yahoo.co.uk T: +44 (0) 793-921-3980
Professional Profile
An Imperial College MBA graduate with 17yrs of designing Business, Technology strategies and Functional Architecture, Project &
Programme Change Management and Business Analysis experience, Asif has a successful track record of delivering complex
Business Architecture projects and Target Operating Models within Investment Banking, Asset Managers and Hedge Funds reporting
to up to Director level on strategic initiatives and facing off to heads of businesses, key stakeholders and SME’s. Asif has proven ability
to deliver innovative business solutions in accordance with requirements, within time and on budget - whilst maximising ROI to the
business. Most recent focus is Alternative asset classes and EMIR, Dodd Frank, AIFMD regulatory front office requirements. Areas of
expertise are fund launches, front to back office: trade life-cycle for multiple asset classes such as Alternatives, fixed income, interest
rate derivatives, equities, FX, money markets and Equity Derivatives. Asif is seeking a challenging opportunity that will allow him to
leverage an in depth understanding of Capital Markets and Commodities, Governance and implementation of future state business and
systems architecture through effectively capturing detailed business requirements, target operating business models (TOM’s),
functional, technical specifications and managing risks. He has initiated studying his CFA.
Career Summary
NDA - Strategic Portfolio Project Manager Business Architect Nov 2014 – Present
Strategic Project Management at an investment firm, managing, designing strategic target operating model for a £5m project portfolio.
Responsibilities include developing strategic business and systems architecture according to Project Governance framework, business
requirement definition, define current and future state processes and target operating model and identify operational efficiencies,
engage front to back office users to capture detailed requirements and organisation augmentation analysis; develop technical systems
requirements as per full SDLC, infrastructure and support models. Instrumental in coordinating management team; building programme
of strategic initiatives, planning key projects, identifying major milestones/dependencies and risk mitigation. Expediting requirements
from management team, to design and build team. In-house system. Agile-Scrum project methodology.
State Street – Prime Brokerage Change: Front Office Business Architect June 2014 – Oct 2014
Defined governance structure, Target Operating Model (Visio) and Process Architecture in line with Business’ Investment Strategy and
full trade lifecycle. Manage a small team to capture detailed Business Requirements definition of a Prime Brokerage model for an
Enhanced Custody Equity Swap build. Providing institutional Alternative Investment Managers and Hedge Funds the ability to
efficiently execute long / short physical and synthetic equity positions using Portfolio Swaps. Work-streams include: Full OMS, FX,
Stock Borrow Lending, Portfolio Swaps, Settlements and Market Risk. Current and Target Operating Model to define STP process
capture. Also defined vendor selection/management (Fidessa, Calypso, Sungard). Defined governance and org structure: reporting
lines, RACI, Steering committee updates, project plans. Defined PID, Target Operating Model, Business Architecture mapping on to
Systems Architecture, process driven resulting in As-is and To-be processes (front to back), Operational risk, functional roadmap and
FIX message protocols. Agile-Scrum project methodology.
HSBC Security Services– Alternatives AIFMD: Senior Project Manager Dec 2013 – May 2014
Senior Project Manager on Target Business Architecture on Regulatory Change programme (AIFMD ) – design Corporate Strategy for
a Regulatory filings programme (£4m) project. Define detailed Target Operating Models and requirements capture and analysis: Global
Custody, Depositary, External Prime Broker and Client On-boarding for future state Fund Services. Providing updates into Project,
Steering / Management Committees. Authorised Fund Management – requirements definition based on COLL rules. Agile-Scrum
project methodology.
BlueBay Asset Management – Consultant / Advisory Oct 2013 (4 weeks)
Governance structure: design a corporate strategy for business architecture to reflect Regulatory (EMIR, Dodd Frank, AIFMD and
Volcker) strategic road map, defined deliverables requirements for a BA team to deliver within regulations and ensure compliance of
multiple Directives/regulations. Deliverable: Business Architecture advisory for Strategic design proposal for Asset Manager. Agile-
Scrum project methodology.
Scottish Widows Investment Partnership (SWIP) - Programme & Senior Project Manager Mar 2012 – Aug 2013
1. Business Architecture, Target Operating Model of a new product to the UK onto thinkfolio. Fund launch of a manager of manager
UCITS scheme focusing on “alternative” investments and comprising of a diversified portfolio of strategies and trading styles. Multi
Manager Diversified Alpha a £1.BN fund accesses Hedge Fund Manager selection from a segregated pooled fund and defined: Design
corporate strategy, a business case including fund migration, target operating model and functional roadmap, AIMA submission, KYC
client on-boarding, Front Office Cash Management solution, Legal agreements, Operational due diligence and Regulatory compliance
(AIFMD, EMIR, FATCA, DODD-FRANK, VOLCKER). Private Equity Fund and Commodities fund launch using TRS’s using thinkFolio.
Stakeholder management, governance framework, target operating model and validation with 3rd party bodies for due diligence.
Considerable regulatory compliance with the FCA and bespoke documentation with Counterparties, Central clearers, Collateral
Management solutions devised and negotiations with Hedge Funds, Custodians / Transfer Agents for IMA’s and ISDA’s. Significant
engagement with FCA, Trustees, Custodian and Transfer Agent to define Operational Risks. FCA approval achieved in May 2013.
2. EMIR / Dodd-Frank / AIFMD – Project Manager and Lead Business Analyst:
Front office target operating model. Business requirements elicitation on OTC Derivatives leading to Business Requirements Definition,
front-office Target Operating Model (process flow capture using Visio), Initial Margin calculation and functional implications on system,
2. on-boarding of Clearing Houses and Brokers and negotiation of term-sheets using model portfolio, portfolio reconciliation, compression
and client documentation. Working closely with front office to run this Change program: designing model portfolio for IRS, CDS/CDX
compliance EMIR Dodd-Frank close collaboration with regulatory risk and legal, stakeholders and client onboarding (Goldman Sachs).
Impact of IOSCO regulations, SEF rules and minimum block trades. Agile-Scrum project methodology.
Commodities Trading Advisor (CTA) (non-disclosed due to NDA) Jan 2011 to Oct 2011
Project Management – Energy and Metals Openlink &
Provide an Energy Trading & Risk Management Framework and vendor selection matrix aligned to business requirements, functional
scope to the Commodities arm of this Investment Bank (NDA in place). Including Real-time market data feed, extrapolation of published
pricing models, real time position management and real time credit and risk limits; customization of structuring and pricing facilities
Business alignment to Endur “Lifecycle of a Trade”; configuration of Energy and Metals products on strategic platforms to reflect
Architectural roadmap, ensuring vision and strategy is defined and updated using PID’s, Requirements Definition and Functional matrix.
Provide real time price and valuations feed to trading desks. Providing a framework to scope the functional requirements and ensure
team has clear guidelines for each work stream. Refinement of Target Operating Model and strategy for Endur trade lifecycle
alignment. Trader desktop configuration, Reference Manager: counterparty and legal entity configuration; limit checking of on complex
structures (soft and hard); Reset conventions amended on ComSwap. Trade Processing flow capture of end-to-end front to back office.
Commodities trade capture (including metals base and precious). Provided a detailed project plan of functional deliverables. UML
models created based on state transition diagrams and activity diagrams. Agile-Scrum project methodology.
Credit Agricole Jun 2010 to Dec 2010
Senior Business Analyst & Project Manager - Commodities Transformation Program (Openlink & Solarc)
Background: Engaged by the head of Middle Office in order to conduct a Front to Back review of Commodities trade flows and deliver
solution to auto Confirmation generation, clearing and reconciliation. Full Base/Precious Metals, end to end process capture. Agile-
Scrum project methodology.
Responsibilities:
• Develop Target Process Architecture: Energy, Coal and Power
• Formulated corporate strategy, dashboard of progress, slippage, critical issues and risks to the stakeholders
• Project management: project planning, budget control and identified resource allocation.
• Evaluating and analysing business requirements of Middle and Back office
• Engaged as a user experience (UX) Project Manager providing integrated analysis, solutions, enhancements on Openlink v8
and Murex v3.1. Agile Methodology adopted
• Full deal life cycle from deal capture to settlement/confirmation/reconciliation – front-middle-back office
• Analysis completed on FpML Oil Physical Legs and data attributes for Natural gas storage and deals in Openlink Endur,
involving data mapping analysis with Murex, Trader P&L and Risk Management systems (impact of scheduling)
• As Is and To Be process capture of Precious Metals and Base Metals (physical and OTC) swaps, forwards, options
swaptions, collars, corridors, barriers
• Quality gate for requirement/functional specs, prioritization of business requirements, business process analysis of current
state and target-state; business testing strategy, UAT plan, script and parallel testing (Agile) and implementation. Trader
spreadsheet analysis: PnL Explain, Price shock scenarios including Gamma, Vega, Theta and PV. The instrument types
covered include swaps, forwards, options swaptions, collars, corridors and barriers. OLAP reports on Trader P&L.
Achievements:
• Extension of automating deal processing, with reduction in cost and time of deal processing
• Automated Confirmation generation, clearing and reconcilliation
• Full Front to back process capture of As Is and proposal of To Be process flow for Metals products
Sungard Consulting ` Oct 2009 to Mar 2010
Senior Manager / Consultant - Energy Trading & Risk Management - Change Program
Background: Engaged as a Lead PM/BA to deliver to existing top tier investment banking clients and project delivery within the ETRM
space (oil, gas, power and metals) on a Transformation Program
Responsibilities:
• I have developed a Global Project Management Methodology and training for consultants to adhere to on a firm-wide initiative;
this includes the full software development life cycle (SDLC) including comprehensive governance policies, guideline, tool kits
and templates on process modelling as-is and to-be states.
• I have received training in and implemented ZaiNet / Aligne the SunGard Energy trading platform. Including: Data Model,
Static Data Entry, Configuration of book hierarchies and trading accounts; Deal Capture: trade blotter, product templates;
Pricing: multiple settlement prices, interest rates, price formula syntax, report writing on P&L, MTM position. I usually report
into the CTO or Program Manager.
Achievements:
• Designed benchmark documentation templates for the full SDLC
• Developed Project governance templates
• Systems comparative analysis of Commodities trading platforms
Bank of America Merrill Lynch for Sapient Corporation (Consultancy) Aug 2008 to Aug 2009
Senior Manager in Energy Trading & Risk Management - Transformation Program
Background: As Senior business analysis at Merrill Lynch Commodities, define a strategic roadmap for the end-state architecture and
lead a team of business analysts and developers to support the pricing and MtM of trading instruments in London, Houston and India.
3. Responsibilities:
• Delivering work streams for a globally distributed platform for Base and Precious Metals (Physical and OTC);
• Reporting of Front, Middle and Back Office (Project Titan) and an architecture work stream to provide a Business Intelligence
proof-of-concept
• Analyse trade data repository - being developed covering Order Management, Trader P&L, Market Risk and global
requirements including Use Cases and as-is and to-be states
• Exposure gained with Product Control - price determination of energy derivatives; Accounting and reporting to the
Commodities CTO. The roadmap for a target operating model presented. Delivery and execution of projects - plans, reports
using metrics, resources, budgets, issues/risks, dependencies and critical path tracking. I developed a Global Project
Management Methodology including governance policies, guideline, toolkits and templates
Achievements:
• Consolidation of London and Houston trade repositories
• Automated reporting for Trader P&L
• CVAR - reporting for Finance
MBA Thesis – Imperial College Jan 2008 – Aug 2008
Thesis: “Asset Allocation, Style Analysis and Performance Measurement of US Long-Short Equity Hedge Funds using Sharpe’s Multi
Factor Model and BARRA Indices”. During my sabbatical I also constructed a detailed framework for a Global Project Management
methodology including comprehensive governance policies, guideline, toolkits and templates
Royal Bank of Scotland Dec 2006 to Dec 2007
Senior Business Analyst and Project Manager - Rates Transformation Program. Developed a Front Office Money Markets Sterling
Funding & Liquidity solution. Delta Rates Strategic Change Program: Developed and defined the Delta Rates Strategic Change
Program.
Responsibilities:
• Established: Programme Framework, Reporting hierarchy, Planning, Resourcing, Issues/Risks, End-state Architecture,
Strategic Road maps, Interim-state.
• Financial Reporting for Funding & Liquidity – for Bank of England, FSA & RBS Treasury
• Included complete end-to-end Business Process Re-engineering: as-is and to be states
• Funding and Liquidity front office efficiency drive for Money Market desk
• Determine: Reserve Balance Adjustments, Projections and Asset Holdings
• Calculate: Asset Stock, Total Liquid Assets, Wholesale Sterling Outflow and Sterling Liquidity Ratio, RBS position vs Bank of
England requirements – defining functional gap analysis
• Risk requirements gathering/definition and analysis. Delivery of P&L and Risk Aggregation
• Market Sensitivity Reporting; Scenario Shocks by Risk factor; Risk Factor hierarchy
• Generating Bank of England and Treasury reports for reconciliation
Bond Syndication Origination desks – collaboration with vendor (Marketpipe) for system implementation
• Requirements gathering and requirements definition from Origination desk
• Requirements prioritization with origination desk
• RFP for vendors during vendor selection process
• Weighted scorecard assessment of vendors – evaluated with Origination desk
• Functional roadmap in line with Business strategy
Enhanced MIS: IRD sales team - optimize Sales strategies to target key a/c
Achievements:
• Delivery of automated Liquidity solution for Money Market desk
• Evaluation of a vendor solution for Origination and Bond trading desk
Fortis Bank (Brussels) Dec 2005 to Dec 2006
Senior Business Analyst and Project Manager – Front Office Interest Rates & FX
Develop a Derivatives Strategic Change Program: analysis of market environment and business drivers to leverage and position Fortis
into Derivatives global market. Provided Sophis and Murex functional requirements analysis.
Responsibilities:
• Strategic initiatives developed into business requirements of a failing portfolio of projects - definition and scope into process
flows, focusing on Interest Rate Exotic Derivatives product analysis: Tec10, CRAN, TARN’s and Snowballs and Snowblades
• Risk requirements: future vision Risk Model and business analysis of Greek sensitivities, Curve Risk Factor, Market
Value/Volatility risk factor
• Interest Rates Desk: Requirements Definition for: Deal Entry, Pricing, partial / total termination, perform gapping, curve
selection, modifying schedule/deal/structure, algorithm for trigger date/payment date/period begin & pricer
• Enhancements were undertaken on Sophis for Money Market, FX Cash current business process flow captured and future
cash flow captured
4. Achievements:
• End to end process flows for FX instruments
• Detailed analysis of Interest Rate Derivatives
Rolfe & Nolan Sept 2005 to Dec 2005
Senior Business Analyst & Project
Establish a Requirements Engineering practice for clients' business requirements. Created the Requirements Engineering Practice for
this Derivatives ASP provider to the investment banking community. Client facing in a consulting capacity to senior investment bankers,
extrapolating high level requirements, analysing detailed business requirements and functional framework - providing business
modelling and UML use cases to the business and IT.
Lastminute.com, Aug 2004 to Aug 2005
Lead Business Analyst
Objective to ensure traction on a failing strategic program for firm wide system consolidation
Responsibilities:
• Senior BA at boardroom level, dealing with CEO, COO, CIO on strategic evaluation of firm-wide and cross border
consolidation
• Lead BA (6) to provide Business requirements into functional specifications, analytics of 14 acquired businesses and
systems across Europe-wide initiative to decommission legacy systems and build functionality (pricing, order status flow,
payment processing)
• Requirements capture, prioritization and management; scope analysis; UML business modelling (Rational Rose); Use-Case
specifications
Stentra - BNP Paribas Jan 2004 to June 2004
Senior Business Analyst – FX Trading Change Program
Objective to FX trading-floor project to process re-engineer various electronic and proprietary channels. Systems: FXAll, Currenex,
FXDi. Responsibilities:
• Analysis of Pricing and Execution of trade processes undertaken for BNP Paribas FX Change program
• Current and future state workflow analysis was undertaken, interviews of senior traders, salespersons business stakeholders
to enhance future e-platform trade flow
• Analysis of: FX Spot, Forwards, Options, Barriers (Digitals, Barriers, Reverse Barriers, Multiple Barriers). RFP created.
Bank of Bermuda (Sandfield Consultants) Sept 2003 to Nov 2003
Lead Business Analyst and Project Manager – Strategic Reporting Program
Objective to develop global requirements definition for a web based reporting solution for clients
Provided a formal Business Requirements Definition for the proposed solution, a web-based enabling a fast, efficient and easily
deployable solution to the increasingly complex needs of both the investor and fund manager community for the purposes of viewing
performance and transactions from a pending & historical basis. I provided an RFP for requirements and vendor analysis. RUP
methodology was adopted.
Deutsche Bank Mar 2003 to Sept 2003
Senior Business Analyst and Project Manager - OTC Derivatives
Objective to capture end-to-end process flow of As-Is and To-Be for all Credit Derivative products. Business Analyst – within Credit
Derivatives working on: Trade Capture – this project entailed functional enhancements of the credit derivatives trade capture screens
and how they could be streamlined for purposes of quick verification. Additionally I captured strategic business process mapping of
trade events for all Credit Derivative instruments including trade lifecycles and state-transitions.
PatSystems Apr 2002 to Sept 2002
Lead Business Analyst and Project Manager
A fixed-term contract for the development of the Enterprise Edition of J-Trader front office Derivatives trading system functional
specification. Responsibilities: functional requirements gathering from traders on dealing floor at client sites to assist in pricing futures
and options. Change Management program transition towards an Enterprise edition. Functional specifications (Use Cases) written for
developers in India.
Deutsche Bank (DoubleHelix) Dec 2000 to Sept 2001
Senior Business Analyst – Custody Banking
As a consultant for a technology firm on assignment as a business systems analyst and test team manager at Deutsche Bank (in New
York) developing a Custody Transaction Entry and Settlement System. I gained significant business process mapping awareness in
Equities and was responsible for gathering requirements and creating a functional specification.
JP Morgan (DoubleHelix) Dec 1999 to Dec 2000
5. Senior Business Analyst & Project Management – Swaps Transaction System
As part of the team converting Arcordia’s Swaps Transaction Systems system for rollout to 3rd party client users:
• Equity & Equity Derivatives data migration, conversion & QA
• Business analysis and project analysis
• Project analyst, implementation co-ordination and producing implementation plans
• Requirements gathering, elicitation and documentation
• Implementation/tracking of business processes/procedures/flows
• During Data Conversion phase responsible for: Trade simulations on test environments Business process mapping/flow and
exception raising conducted for NY, Tokyo, London
Hermes Investment Dec 1998 to Dec 1999
Business Analyst
Derivatives Back Office System Implementation. A fixed term contract identifying business flows within fund management. Business
Change Management workshops, strategy and planning. Documentation, transition planning, development, implementation and
tracking. Implementation of derivatives back office system (DBOS) by Eclipse. Implementation of Quantum Front & back office
implementation and thinkFolio.
Lehman Brothers Apr 1998 to Nov 1998
Business Analyst
OTC Derivatives. Business Analysis of the OTC Equity Derivatives Trading Project. Implementation: Global Equity Derivatives System
GEDS (NT4). 9 weeks spent in New York to meet ‘go-live’ deadline, whilst collaborating with technology group, trading services and
finance; progressing to London to conduct mini and full parallel testing in collaboration with all user groups. Provided functional
requirements enhancements support to user acceptance testing, training to traders. Systems: GEDS & FIdessa.
Merrill Lynch Jun 1997 to Dec 1997
Graduate Trainee - New York
6 months in New York for the Merrill Lynch Corporate Systems Program and business/ banking training before joining a business
applications development team on Corporate Systems (SQL, OOA&D and UML). Provided functional enhancement requirements from
data model gap analysis for Equity Derivatives trading desk.
Coopers & Lybrand Jan 1995 to Sept 1995
Internship - Data Analyst
Academic internship within the Audit division (PSA) as a data analyst for Value for Money managers .
Core Competencies
• Project/Program Management – Project Definition, Planning, Governance, Reporting, Delivery, PMP, Prince2, Agile/Scrum
• Business Process Re-engineering – Target Operating Model, GAP analysis, Managing Transformation, BPR
• Change Management – Roadmap Definition and Implementation of Change Release Processes, TOM design & socialisation,
communications plans, establishing Change Frameworks & Forums, user training, benefits realisation
• Business Analysis – Req’s Gathering Workshops, Req’s Definition, Functional Design, Process Implementation, UML, RUP
• Test Management – Testing Strategies, Methodology, Approach, Planning, Scripts, Test Execution in Quality Centre
• Technology (adopted in Projects): C++, C#, J2EE, Java, .NET, Windows, Sophis, Wall St, Openlink, Murex 3.1, thinkFolio
• Regulatory Change: EMIR, Dodd-Frank, AIFMD
• Front Office – Trade Capture, Deal querying, P&L shock scenarios, pricing of instruments
• Middle Office – Liquidity Management, P&L, Market Risk, Investment Risk, Operational Risk
• Back Office – Confirmation, Settlement, Accounting, Reconciliation
• Fixed Income - FX, Bonds, Interest Rate Derivatives (OTC – FRA, IRS, CDS, CLN, CDO, Swaption)
• Interest / Credit / Equity Derivatives - Swaps, Options, Exotics, CDX
• Foreign Exchange – Cash, Spot, Forwards, FX Options, FX Swaps, NDFs
• Equities – Derivatives, Cash
Education & Training
CFA (Level 1) - current private study 2015
Energy Risk - GARP London - Commodities and Energy Risk course attended – private study 2014
Masters Business Administration: Imperial College Business School, London Finance, Strategy, Venture Capital and Technology
Entrepreneurship. Thesis: “Asset Allocation, Style Analysis and Performance Measurement of US Long-Short Equity Hedge Funds
using Sharpe’s Multi Factor Model and BARRA Indices” 2009
6. Diploma in Management Science: Imperial College Business School 2009
BA(Honours) Economics & Information Systems: Bristol University of West England, UK. 1997
CERTIFICATIONS/TRAINING
• Agile & Scrum Certified, Program Management, Project Management, Merrill Lynch – SDLC
• Advanced Presentation skills and Methodologies,
• Commodities Trading: Metals, Oil/Gas, Energy Risk, Anti-Money Laundering
Hobbies:
Tennis, Squash, Badminton, Cricket, Swimming, Scuba Diving, Digital Photography, Speaker on Finance & Technology
7. Diploma in Management Science: Imperial College Business School 2009
BA(Honours) Economics & Information Systems: Bristol University of West England, UK. 1997
CERTIFICATIONS/TRAINING
• Agile & Scrum Certified, Program Management, Project Management, Merrill Lynch – SDLC
• Advanced Presentation skills and Methodologies,
• Commodities Trading: Metals, Oil/Gas, Energy Risk, Anti-Money Laundering
Hobbies:
Tennis, Squash, Badminton, Cricket, Swimming, Scuba Diving, Digital Photography, Speaker on Finance & Technology