Experience

• Provides advice to financial services companies to solve problems, improve operational processes, and reduce risk. Acts as a liaison with business and technical teams to help bridge the gap between design and implementation. Specific focus on Portfolio Management, Trading and Post Trade solution development in Charles River Investment Management System.





• Lead business analyst for Pooled Fund Portfolio Managers on a Greenfield implementation of Charles River Investment Management System v9.3. The project will allow the Portfolio Managers to model £25bn of Assets, including fund of funds structure. Accomplishments ● Presented new Charles River v9.3 functionality to Portfolio Managers, COO, and Project Team ● Captured requirements of system implementation and prototyped solutions to Portfolio Managers ● Made use of “New” MWB enhancements with a focus on ease of manipulating data to gain useful insights into portfolio composition including fund of funds structure ● Created simple trade workflow and custom export process to ensure correct positions are available while working with T-2 data ● Liaised with external dealing desk technical teams to look at feasibility of establishing electronic trading functionality ● Set up multiple Asset Allocation structures allowing the Portfolio Managers to compare their funds against a model ● Set up compliance rules to monitor tilts away from model Show less



• Jonathan was brought in as a Charles River Development version 9 Subject Matter Expert on a Charles River v8.2 to v9.1.4.5 upgrade. The primary focus was on Dealing and Portfolio Managers workflows but with oversight of all configuration. Accomplishments ● Senior Business analyst in a small team, worked closely with Head of Dealing and Portfolio Managers ● Managed completion of the project on time and within budget ● Gap analysis of Charles River Fixed Income functionality versus Thinkfolio ● Converting v8 privileging up to v9 best practices, ensuring a sensible modular approach ● Reduced complexity of previous customisation ● Reviewed and improved Advisory Model (SMA Wrap) process Show less



• Charles River Lead for new Asset Allocation process allowing multiple asset classes to be managed from within Charles River Investment Management System including some assets that are managed externally. Running regular workshops with the business to demonstrate progress and functionality. Worked on the upgrade from v9.1.4.3.4 to v9.1.4.5.4 reviewing new features and bug fixes. Removing previously implemented work-arounds that has been subsequently fixed between releases. Accomplishments ● Working directly with the Head of Fixed Income to capture and analyse Asset Allocation requirements and implement these in Charles River v9.1.4.5.4 ● Asset Allocation model process involved securitised versions of internal and external funds allowing the fund manager to easily subscribe or redeem money to and from the various funds split by asset class ● QA on-boarding of OTC Swaps functionality, building test scripts, and helping users through testing cycles in Quality Centre ● Trained Portfolio Managers and Support Teams with new Asset Allocation process Show less



• Working directly with the Fixed Income Portfolio Management team, my role was to configure and demonstrate a number of Manager Workbench profiles that would allow the fund managers to move away from existing Excel Spreadsheets. Focus was on high level consultancy to get the projecting moving forward. Accomplishments ● Reviewed current fixed income implementation on Charles River v9 ● Made recommendations around data fixes to some of the fixed income analytics ● Held weekly presentations with the Fixed Income investment team prototyping solutions in CRD ● Showed best practices on Charles River to other members of project team Show less



• Exciting Greenfield project involving the setup of an entirely new Investment Team. I was a key member of small front office team implementing Fixed Income on Charles River v9 in five months on a unique Greenfield site. Accomplishments ● Project completed on time with a satisfied user base ● Working directly with portfolio managers and using them as our test team helped keep the project moving ● Appointed Interim Front Office Application Manager and helped train permanent hire Show less



• Assisted with the setup of a new Emerging Markets Debt desk onto Blackrock Aladdin. Worked directly with the Portfolio Managers and Dealers. Accomplishments ● Quickly picked up some of the finer details of Blackrock Aladdin ● Worked closely with investment and dealing teams to ensure the software was implemented to their requirements ● Organised the integration of Market Axess and Bloomberg TSOX into Aladdin, establishing a solid STP workflow ● Captured existing FX hedging workflow to streamline the process between London and Sydney Show less



• Designing and developing technical solutions to business problems around Charles River IMS. Full Charles River Certification. Accomplishments ● Fully immersed in all technical aspects of Charles River IMS ● Particular focus on C# Custom Blotter Actions ranging from simple ‘macro’ type buttons to complex Win Forms ● Experienced with SQL Stored Procedures, Triggers, CRD specific Export and Import customisation



• Support for 50 Users of Back Office Accounting system Quasar. • Responsible for running daily administrative tasks on Quasar system. • Ensured daily checks were in place in order to maintain the stability of the system. • First point of contact for any support issues. • Main liaison between users and vendor, escalating problems when needed. • Produced daily ad-hoc reports for various members of back office.