Owen James

Senior Asset Management Systems Architect specializing in high-risk OMS and platform migrations across Private Equity, Private Debt, and Credit markets. Over 20 years delivering Wall Street Office (WSO), Allvue Everest, and Private Capital implementations for leading investment managers in the UK, Europe, and the United States. Known for stabilizing complex environments, bridging business and technology, and delivering migrations that work in production — not just on paper.

Trusted advisor to business leaders, vendors, and delivery teams on mission-critical transformation initiatives.

Technical Business Analyst at Shinfi Capital (2023-08 – Present)

Built a mobile-first fintech payments platform supporting customer and merchant journeys.

• Designed and implemented QR and NFC/tap-to-pay payment flows, wallet interactions, transaction confirmations, and merchant collection tools.
• Developed split-bill payment logic with staged payer tracking, merchant-side scanning, and transaction completion states.
• Integrated KYC and KYB onboarding workflows for customer verification, merchant verification, and compliance-ready account setup.
• Added customer payment controls including spend limits, confirmation preferences, and security checks for tap and scan payments.
• Built banking and payment-rail functionality across wallets, payouts, settlements, merchant accounts, and transaction records.
• Integrated Flutter front-end features with a Supabase-backed data layer for users, wallets, merchants, payments, and verification flows.
• Delivered a polished dark fintech UI across payment, wallet, profile, security, onboarding, and transaction screens.
• Optimized app flows for performance, reliability, and secure transaction handling.
• Resolved Android/Flutter build issues and refined payment flows through real-device testing.

Consultant – Business Analyst (Private Equity Systems) at FEDERATED HERMES (2023-02 – 2023-07)

• Led implementation of the Qashqade platform to automate waterfall and carried-interest calculations
• Replaced spreadsheet-based processes with auditable, production-grade workflows
• Defined target operating model, epics, user stories, and testing strategy
• Acted as primary liaison between business stakeholders, vendor teams, and delivery partners

Consultant – Data & Business Analyst (Private Debt) at ARCMONT ASSET MANAGEMENT (2019-03 – 2020-10)

• Scoped and designed Allvue Everest OMS implementation for a Private Debt business
• Designed and delivered custom integrations between Everest, Wall Street Office, and BMS modules using Agile-first analysis, writing user stories with measurable acceptance criteria and supporting test design/UAT readiness.
• Led migration of office and trading applications to Microsoft Azure and Office 365, removing on-prem infrastructure
• Built C#, SQL Server, JSON, and Power BI solutions for data integration and reporting.
• Documented end-to-end calculation and approval workflows in BPMN 2.0 to provide a precise, stakeholder-friendly process baseline for the vendor and internal teams

Consultant – Data Business Analyst at BABSON CAPITAL (BARINGS) (2012-07 – 2014-08)

• Delivered large-scale Allvue OMS migration/consolidation across US and UK investment platforms
• Designed complex performance attribution and analytics models across multiple asset classes including Equities and Fixed Income.
• Built an Agile delivery backlog with user stories and acceptance criteria covering integrations, reporting, data migration, and operating model needs
• Built custom reporting and NAV calculation solutions using SQL Server, SSRS, and Excel models
• Partnered closely with vendors to deliver platform enhancements aligned with business requirements
• Used BPMN 2.0 to model key trade/loan lifecycle and operational processes (handoffs, exceptions, approvals), improving clarity for implementation and testing

Consultant – Business Analyst at ALCENTRA (Benefit Street Partners) (2007-12 – 2012-07)

• Managed the implementation of Black Mountain Systems Everest an OMS combining two Wall Street Office databases into one Everest Database. Asset types included equities, Bonds, loans and other fixed income assets such as ABS.
• Responsible for the creation and implementation of various pricing data feeds from Bloomberg, Markit and FX rate feeds from XE.Com.
• Created custom reports using Markit WSO (Wall Street Office) Reporting system.
• Created a Fund performance reporting system enabling European Fund performance to be tracked against the European Leveraged Loan Index (ELLI) and US Fund Performance to be tracked against Leverage Loan Index (LLI)
• Performed day to day maintenance of both Markit WSO (Wall Street Office) system and Everest.
• Created Performance data used to help launch the Alcentra European Floating Rate Income Fund which is listed on the London Stock Exchange

Consultant – Business Analyst at Fastnet (Credit Agricole) (2006-12 – 2007-12)

Fund administrator for European Credit Management

• Led Wall Street Office OMS implementation for a loan administrator, including data migration, integrations, and reconciliations.
• Mapped as-is loan administration workflows and designed-to-be processes aligned to operational and control requirements.
• Designed data feeds and a reconciliation approach to match positions at the contract level between upstream/downstream systems.
• Produced requirements documentation, test plans, training materials, and procedural documentation for operations teams.
• Supported operational functions at Crédit Agricole Investor Services subsidiary, facilitating seamless daily operations and client service.

Consultant – Data Business Analyst at European Credit Management (2005-10 – 2006-12)

• Helped the Loan Operations team to successfully migrate 3 billion Euros of Loan assets from their legacy system to the Wall Street Office OMS system, whilst simplifying the loan administration process for the operations team.
• Further simplified the loan administration process by outsourcing the categorization of agent notices to JP Morgan in Dallas. This made it possible for the categorized notices to be viewed online as PDF documents via the web.
• Coordinating with the Finance, Loan Operations and IT departments to- create requirements documentation. Legacy data migration to the new system. Setting up and installing the new system.
• Creating custom data feeds to existing trading systems.
• Building advanced reports.
• Creating custom interfaces to update Wall Street Office data
• Resolving technical problems.
• Performing version upgrades.
• Creating test plans.
• Training.
• Documentation and SQL Server Administration

Consultant (Ad Hoc) at Intermediate Capital Group (ICG)

• Responsible for creating complex management reports using data from Markit's WSO Administrator and Markit WSO Compliance.
• Reports that used to take days to complete were automated to run in a few minutes showing Portfolio Credit Quality, Coverage Test Compliance, Capital Structure, Collateral Characteristics

Consultant (Ad Hoc) at Park Square Capital

• Responsible for creating complex management reports using data from Markit's WSO Administrator and Markit WSO Compliance.
• Reports that used to take days to complete were automated to run in a few minutes showing Portfolio Credit Quality, Coverage Test Compliance, Capital Structure, Collateral Characteristics

HND in Mathematics & Computing – Metropolitan University