Senior Consultant

• Oct 2020 - Present

Senior Business Analyst

• Jun 2018 - Apr 2019

Role comprised both the upgrade to CR IMS 18R2 and the Integration project at ASI. I was involved in all aspects of the upgrade - testing, identifying and resolving issues, training, analyis and documentation of new and existing functionality. For the integration project, I was involved in determining the stakeholder requirements - work processes, data analyisis, mapping and sourcing of data; developing and implementing new processes (new data, new funtionality etc). Role comprised both the upgrade to CR IMS 18R2 and the Integration project at ASI. I was involved in all aspects of the upgrade - testing, identifying and resolving issues, training, analyis and documentation of new and existing functionality. For the integration project, I was involved in determining the stakeholder requirements - work processes, data analyisis, mapping and sourcing of data; developing and implementing new processes (new data, new funtionality etc).

Portfolio Compliance Manager

• Jul 2017 - Dec 2017

Review and maintenance of the compliance module in CR IMS. Identification and resolution of technical, data and mandate issues. Managing issues identified by the stakeholders - documentation, analysis and resolution. Training of compliance staff in best practice for coding rules. Review and maintenance of the compliance module in CR IMS. Identification and resolution of technical, data and mandate issues. Managing issues identified by the stakeholders - documentation, analysis and resolution. Training of compliance staff in best practice for coding rules.

Project Manager

• Feb 2017 - Apr 2017

Implementation of mandates for NAB into Charles River (Version 9.6). Implementation of mandates for NAB into Charles River (Version 9.6).

Senior Business Analyst - CR IMS

• Apr 2016 - Sep 2016

Follow on phase in the Investment Guidelines Monitoring: Implementation of mandates in Charles River (Version 9). Interpretation of mandates (German, French, English, Italian); coding and testing of compliance rules. Review of existing rules and funtionality. Identification, analysis and resolution of technical, data and coding issues. Follow on phase in the Investment Guidelines Monitoring: Implementation of mandates in Charles River (Version 9). Interpretation of mandates (German, French, English, Italian); coding and testing of compliance rules. Review of existing rules and funtionality. Identification, analysis and resolution of technical, data and coding issues.

Senior Business Analyst - Charles River

• Jun 2015 - Nov 2015

Working with stakeholders to identify their requirements for the migration from CR IMS to Aladdin. Identifiying data requirements and issues. Working with stakeholders to identify their requirements for the migration from CR IMS to Aladdin. Identifiying data requirements and issues.

Business Analyst

• Sep 2014 - Dec 2014

V9.2 Upgrade of CR IMS. V9.2 Upgrade of CR IMS.

CRIMS Application Support Analyst

• Feb 2014 - Jul 2014

Part of the CR IMS support and project department. Analysis and resolution of operational queries; preparation of test cases, testing of fixes for bugs, analysis and documentation of issues ; implementaiton of new configurations and functionality; documentation of process flows. Part of the CR IMS support and project department. Analysis and resolution of operational queries; preparation of test cases, testing of fixes for bugs, analysis and documentation of issues ; implementaiton of new configurations and functionality; documentation of process flows.

Central Business Support Manager

• Oct 2011 - Oct 2012

Management of daily compliance processes including data feeds, resolution of system issues. Specific projects - advising on application of new functionality, training of staff. Liason between system users and IT technical groups. Management of daily compliance processes including data feeds, resolution of system issues. Specific projects - advising on application of new functionality, training of staff. Liason between system users and IT technical groups.

Business Analyst

• Mar 2011 - Jun 2011

Implementation of a software application to improve the quality of information when a new fund/client is set up. The focus was on the setting up of mandates and compliance rules, and the streamlining of various workflow stages. The compliance rules were to be created in Charles River. Implementation of a software application to improve the quality of information when a new fund/client is set up. The focus was on the setting up of mandates and compliance rules, and the streamlining of various workflow stages. The compliance rules were to be created in Charles River.

Account Implementation Manager (Business)

• 2005 - 2008

Operations Control Co-ordinator/Analyst

• Mar 2004 - Dec 2004

Business Analyst

• Oct 2001 - May 2002

Business Analyst

• Jun 2000 - Apr 2001

Consultancy project at Commerzbank (London, Frankfurt & Tokyo) to review the control processes in the investment bank (front to back office). Consultancy project at Commerzbank (London, Frankfurt & Tokyo) to review the control processes in the investment bank (front to back office).

Group Accountant

• 1987 - 1993