Senior Business Analyst - Charles River Investment Management System (IMS) - Elgin White - London, England
(2025-10)
Client – Union Asset Management. Responsible for managing and delivering Charles River IMS on-prem to SaaS upgrade across PM & Trading, IBOR, Compliance and Data Integration workstreams.
- Reviewed and challenged CRD project plan. Corrected and finalised plan. Kicked off project. Managed full project governance and communications.
- Enhanced and finalised workstream plans after review. Held regular meetings with workstream leads.
- Proactive tracking of project progress against plan. Timely information to client of potential delays and difficulties and provided recommendations for resolution. Revised project plan when needed.
- Led discovery workshops to define scope, challenge assumptions, capture requirements and agree future-state solutions. Produced Business Requirements Documents (BRDs), Functional Specifications and Process Maps.
- Proactively identified RAID items and resolved promptly to avoid impact on the project.
- First point of contact for all issues. Resolved these in a timely manner to mitigate impact to project.
- Regular reporting for client Project Delivery Leads and Steering Committee. Reviewed CRD status reports and challenged when needed.
- Formulated Testing Strategy and assisted workstream leads with planning and executing test cases.
- Performed functional testing and supported User Acceptance Testing.
- Managed production cutover, go-live planning, hypercare and transition into BAU support.
Senior Business Analyst - Charles River IMS - Elgin White - London, England
(2022-11 - 2025-10)
Client – N91, Pekao Asset Management. Responsible for managing and delivering new Charles River IMS SaaS implementations.
- Set up agile framework and created project plans covering all workstreams. Presented plan to client and senior management and obtained sign off. Lead project kick-off.
- Produced Business and Functional requirements documents across front-to-back investment lifecycle including portfolio management, order generation, trading, compliance, IBOR, allocations, confirmations, settlement, accounting and reporting.
- Defined requirements across Fixed Income, Equities, FX, Listed and OTC Derivatives.
- Designed future-state Target Operating Models for Front Office, Trading, Compliance, Operations and Technology teams supporting enterprise investment management platforms.
- Led discovery workshops with Portfolio Managers, Traders, Operations, Compliance and Technology teams to define scope, challenge assumptions, capture requirements and agree future-state solutions.
- Coordinated data migration planning, reconciliation and validation activities across investment platform implementations.
- Created and tracked Jira/ADO tickets, managed multiple priorities and assigned to team members accordingly.
- Managed change in priorities and delivered to tight deadlines.
- Managed Implementation Consultants, Technical Consultants and SaaS resources.
- Maintained a RAID log, escalated as appropriate, tracked progress, presented to senior executives.
- Resolved all issues in a timely manner to mitigate impact to project.
- Proactive monitoring and tracking of budget. Successfully obtained additional budget when needed.
- Proactive tracking of project progress against plan. Timely information to client of potential delays and difficulties and provided recommendations for resolution. Revised project plan when needed.
- Ran Project Sponsor and Steering Committee meetings - attended by client's C-Suite board members.
- Ensured compliance with internal governance and control frameworks and software development lifecycle.
- Performed functional testing and supported User Acceptance Testing.
Senior Business Analyst - Charles River IMS - Elgin White - London, England
(2022-02 - 2022-10)
Client – Janus Henderson.
- Managed and led teams of Business Analysts and Developers across multiple workstreams.
- Prioritised project delivery tasks and milestones, split into dev and analysis items, created jira tickets, assigned to team members accordingly and participated in defect triage meetings.
- Created and tracked the project plan, managed RAID log, assigned items and assisted with resolving RAID items.
- Managed scope creep, resourcing conflicts and task prioritisations.
- Presented updates to senior management in the Programme Management Committee meetings and attended Change Advisory Board meetings.
- Managed relationships with senior management and external vendors.
Senior Business Analyst – Charles River IMS Upgrade - Railpen Investment - London, England
(2021-02 - 2022-02)
Managed the project from kick off to Closure to upgrade Railpen onto CR IMS SaaS.
- Created a Project Brief, Plan and Project Initiation Document to obtain sign off from Project Sponsor.
- Worked with Project Sponsor to create a Steering Committee and a working group.
- Led project kick off meeting. Held initial Steering Committee meeting to discuss roles and responsibilities, scope, project plan, budget, communication plan and obtained sign off to proceed.
- Managed stakeholder expectations by ensuring regular updates were provided and feedback or approval sought.
- Liaised with 3rd party vendors to analyse requirements, agree costs, assign resources and testing.
- Monitored and managed project progress and tracked budget. Proactively identified and mitigated potential issues.
- Prepared materials and held regular project working group and Steering Committee meetings.
- Managed RAID log, assigned items, obtained updates and ensured quick resolution of issues.
- Monitored progress and monitored and managed resource availability.
- Escalated issues to Project Sponsor and sought assistance when needed.
- Revised project timelines, raised Change Requests, when needed, and obtained sign off from Steering Committee.
- Held project closure meeting, handed over platform to Production Support with appropriate documentation.
Senior Business Analyst– Charles River IMS Implementation - Legal & General Investment Management - London, England
(2018-08 - 2021-02)
Business Analyst on LGIM's largest Front Office change and transformation project to implement Charles River IMS.
- Devised a project plan and resource plan and lead project kick off. Provided regular updates to all stakeholders.
- Lead Sprint Planning meetings and scrum meetings with business analysts, developers and testers.
- Produced current-state and future-state process maps (Visio) covering front-to-back investment workflows across Portfolio Management, Trading, Operations and Technology.
- Designed future-state Target Operating Models for Front Office, Trading, Compliance, Operations and Technology teams supporting investment management platforms.
- Coordinated data migration planning, reconciliation and validation activities.
- Led discovery workshops with Portfolio Managers, Traders, Operations, Compliance and Technology teams to define scope, challenge assumptions, capture requirements and agree future-state solutions. Requirements across Fixed Income, Equities, FX, Listed and OTC Derivatives.
- Completed extensive analysis of Options, TRS, CDS and IRS for Liability Driven investing.
- Performed data analysis pertaining to Portfolio Management and Trading to identify gaps in data, define requirements, ensure data accuracy and availability and performed data modelling.
- Presented solutions to business users for feedback and further refinement.
- Wrote business requirements document to gain sign off from Front Office business stakeholders and vendors.
- Represented Portfolio Managers and Traders in internal and Charles River workshops and meetings.
- Performed functional testing and supported User Acceptance Testing.
Brexit Business Analyst – Corporate Finance - Deutsche Bank - London, England
(2017-08 - 2018-08)
- Analysed existing booking model of all CF business areas and devising proposed future booking model.
- Managed new product approval process and trading book migration and setup.
- Provided status update to the bank wide Brexit program inclusive of senior management.
- Analyses Global Markets Brexit strategy and liaised with them for dependency management.
MiFID II Business Analyst – Corporate Finance - Deutsche Bank - London, England
(2017-08 - 2018-08)
Managed delivery of the MiFID II Market Structure program consisting of Best Execution, Transaction Reporting, Pre & Post Trade Reporting, Clearing, Training, Voice Recording, Record Keeping and Research.
- Reviewed Global Markets' (GM) analysis and solutions and performed gap analysis to identify additional requirements for Corporate Finance.
