Senior Consultant

• May 2021 - Present

Senior consultant for Liqueo, a management consultancy firm specialising in Asset and Wealth Management Senior consultant for Liqueo, a management consultancy firm specialising in Asset and Wealth Management

Lead Business Analyst

• Jul 2019 - Mar 2020

Reporting workstream of project SWIFT Reporting workstream of project SWIFT

Business Analyst

• Mar 2018 - Jun 2019

Working on the client and product reporting project (Apollo) Working on the client and product reporting project (Apollo)

Business Analyst

• Nov 2016 - Feb 2018

BA working on the Performance and Reporting workstream for Russell Investments outsource BA working on the Performance and Reporting workstream for Russell Investments outsource

Business Analyst

• Jun 2013 - Jun 2016

I was contracted at Fidelity as a BA in Enterprise Technology working mainly on their ‘Performance Hub’ and ‘Fund Reporting Database’ (FRD). The main business sponsor was the Business Publications team. FRD stores the data used for all reporting including data extracts for monthly reports, quarterly investment reports, factsheets, third party extracts and for Fidelity’s internal reporting portal, Product Central. The role included – • Working on the monthly release of small scale enhancements (SSE) including gathering of business requirements, liaising with IT developers based in India, UAT and health checks for the weekend releases. This mainly related to data used by the Business Publications team in their client reports • All requirements were written in Confluence and all SSEs logged in JIRA backlogs on dashboards. Fidelity were moving to an Agile methodology • Working on Oracle Business Intelligence Enterprise Edition (OBIEE) making data stored in FRD readily available to business users providing a self-service function to create extracts and reports. Responsible for testing of the application and providing training to the business users • Working on the new ‘Performance Hub’ responsible for testing of the new platform and then subsequent SSEs • Working on the initial stages of the PRIIPs project • Assisting with the co-ordination of testing for Vermilion upgrades which was used for KIID production and some client specific reports • Creation of a new portal on Sharepoint to provide a central location for all things related to the Enterprise Technology team. This included information about each of the platforms, training guides, contacts, newsletters and other updates and was available to all areas of the business Show less

Business Analyst

• Jun 2011 - Mar 2013

Working as BA on KIID project (regulatory reporting) • Bespoke template design for clients plus review of output and amendments of templates • Design of a standard template to be used by clients (minimal amendments allowed by the client such as font, logo, colours) • Review of regulatory guidelines to ensure template meets the requirements • Uploading of data to the KIID template and set up of a file structure (client, fund, share class etc) • UAT testing • Set up of workflow and review / approval / sign off stages • Defining process flow for year end / adhoc reporting • Working with internal stakeholders to define business requirements and with external vendors to test and implement requirements • Design of dashboard • Time and effort analysis of KIID production • Review of initial process flows for possible improvements / lessons learnt • Vendor review for partial outsource of KIID • Translation process • Onboarding of new clients as they sign up to the KIID process (30 clients) • Involved in outsource of production to NT offices in Bangalore and Limerick Show less

Business Analyst

• Sep 2009 - Apr 2011

Business Analyst

• Jul 2008 - Jan 2009

Business Analyst

• Jan 2007 - Jun 2008

Client Reporting / Business Analyst

• Sep 2000 - Dec 2006

Investment Accounts

• 1990 - 1998