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HomeSenior Business Analyst
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Freelance Senior Business Analyst Heathfield, East Sussex, UK

Senior Business Analyst with over 6 years experience of working on Investment Banking and Financial Services projects. Full Project Lifecycle and high quality project documentation.

Rating:Unrated (New)
Hourly Rate / Cost:£88.24 per hour (ex. VAT)
Daily Rate / Cost:£705.88 per day (ex. VAT)
Available From:Now
Candidate ID:351820
: Freelancer has their own limited company

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[ Top | CV | Skills ]

CV (Curriculum Vitae) / Résumé

Established Business Analyst with over 6 years experience of working principally on major investment banking projects. He has built a solid reputation for delivering project documentation to an exceptionally high standard. His previous seven years of hands on business experience often set him apart as a Business Analyst due to his trade lifecycle knowledge and experience of working in the back, middle and front office. This experience is indispensable when working with business users to produce process maps and re-engineer processes where empathy and insight into their daily challenges often produce a more robust solution.

His broad knowledge of the finance industry as well as cross asset experience enables him to add value across a variety of projects as well as being the archetypal all rounder business analyst.

Several recent projects have been within the “change the bank” space including migration and integration work as well as process mapping and creating risk reports at the behest of the FSA.

As well as product experience including Interest Rate and Credit Derivatives, Fixed Income and Cash Equities he is continually expanding his technical knowledge. Jonathan is capable of working with XML and understanding its content as well as working with relational databases and producing simple SQL queries. He also has an appreciation of networking and system architecture as well as message flows.

Employment History

(Jan 2011 to Oct 2011)

Senior Business Analyst


Migration of trade capture and post trade processing to Fixed Income system
Projects tasks:
- Project manage the migration from London viewpoint (Migrating system based in Paris with its own PM)
- Co-ordinate London development resource
- Provide training for new users

Technology used:
- In-house Deal Capture system (STAR)
- GECD (Global Equities, Commodities and Derivatives)
- MQ

Stress testing of Murex
Projects tasks:
- Simulate increase in volumes for existing systems and introduction of system interface for equities and commodities
- Plan exercise and test scenarios
- Co-ordinate resources in London and Paris – Developers and system support
- Capture metrics through scripts and log files
- Produce detailed report of findings and recommendations for stakeholders

Technology used:
- In-house Deal Capture system (STAR)
- Falcon (Treasury Collateral Management)
- GECD (Global Equities, Commodities and Derivatives)

SwapClear Default Management Process (LCH.Clearnet) Fire Drill
Projects tasks:
- BNPP co-ordinator for exercise
- Communicate results to LCH in a timely manner
- Participate in post exercise review with LCH and represent BNPP on forthcoming working group
- Manage BNPP participants – Risk, Quants and Developers in London, New York and Tokyo

Technology used:
- In-house Deal Capture system (STAR)
- Advanced Excel functionality for Pricing and Risk Calulations
- Wiki for process documentation and training material
- Curve libraries (RAMP)
- LCH.Cleanet Fire Drill web based file repository

Fixed Income Deal Capture IT Project to revalue collateral (LIBOR to OIS discounting for IRS trades)
Projects tasks:
- Work with developers to add additional collateral details (CSA Id) to files sent to settlement, finance and P&L systems
- Work with stakeholders in London and Paris (Murex) to ensure messages can be correctly processed by downstream systems
- Reconciliation of PV and Risk Measurements between legacy system (Murex) and STAR
- 2nd Line Production Support (rota basis)

Technology used:
- In-house Deal Capture system (STAR)
- Advanced Excel functionality
- Jira (Issue tracking)
- Wiki for process documentation and training material
- Curve libraries (RAMP)
- Murex 3.1 (Back Office system)
- Markitwire Client

(Mar 2010 to Jan 2011)

Senior Business Analyst

London and Brussels

Front Office Fixed Income IT Project to analyse PV differences between Fortis (Brussels) and BNP Paribas (London) using BNPP
The completion of this project is pivotal before the integration of the two banks can commence

Projects tasks:
- Work with Fortis Rates traders in Brussels and BNPP Quants in London to create interbank curves and discount spreads to value Fortis PV using BNPP methodology
- Manually create daily MI reports, using Pivot Tables and VLOOKUPs to monitor progress of PV difference validation by Front Office in Brussels
- Investigate various internal sources to ensure all trading books are included in valuations
- Work with developers to create and refine reconciliations between entities and fully automate process
- Work with developers to investigate and resolve data anomalies between static data and valuation reconciliation
- Meet with stakeholders in London and Brussels to analyse and document their requirements
- Assist deputy programme manager with ad-hoc requests – System access for testers, set up of project wiki

Technology used:
- In-house Front Office Risk and P&L systems (cross entity)
- Advanced Excel functionality
- Jira (Issue tracking)
- Wiki for process documentation and training material
- Curve libraries (RAMP)

(Aug 2009 to Feb 2010)

Business Analyst


Project to capture and identify Wrong Way Risk for Repos and Credit Derivatives.
Design and create reports for use by Credit Risk Officers and Credit Risk directors.

Projects tasks:
- Gather business and technical requirements and produce business, functional and technical documentation
- Functional and technical design of Credit Risk Correlation Reports for Repos, and Credit Derivatives
- Organise and chair requirements workshops and document review meetings
- Data mapping between RBS Plc and N.V.
- Direct 2 dedicated Risk RAD developers
- Pre-UAT System Test and UAT execution management
- Regular contact with Credit Risk Officers, risk directors and risk global heads in EMEA, NA and AsiaPac
- High priority project with GBM board and FSA visibility
- Autonomous role with regular feedback to Project Manager
- Project management responsibilities to co-ordinate with ABN integration and interdependent systems
- BAU enhancement design and prioritisation

Technology used:
- Calypso and Bloomberg (Pricing and Static Data)
- Anvil and Sabre (Front Office Risk Management)
- RepoVaR (Trade data feed)

(May 2009 to Jul 2009)

Business Analyst-Finance


Project to split Northern rock into BankCo and AssetCo, in preparation for its eventual return to private ownership.
Documentation produced for FSA as basis for renewing banking licence.

Projects tasks:
- Work with all Finance directors – Management Reporting, Capital Management, Regulatory and Statutory Reporting, Tax and Cost Control – to ensure that all their procedures and processes were identified and documented
- Process Map all Finance processes and procedures, detailing inputs, outputs, departmental and system interactions (Visio)
- Identify and document interactions between finance areas and internal and external departments (Visio)
- Produce standardisation document for all Northern Rock departments when mapping processes using Visio
- Work with all Finance areas to assist with resource planning

(Sep 2008 to Oct 2008)

Business Analyst


Agile Development Project to create an internal hub capable of retrieving vendor data and allowing users to subscribe to feeds and
archived data.

Projects tasks:
- Provide business process and market data analysis for BGI Knowledge Management (KM)
- Compile functional and non-functional specifications and use cases based on business requirements
- Perform gap analysis with strategic infrastructures and vendor feeds
- Work alongside KM developers, support engineers and vendor relationship managers to design business processes, XML messaging and user interfaces to ensure the solution was flexible enough to accommodate future requirements
- Plan for and test new feeds and functionality
- Compile user and support guides
- Work closely with client and KM support to ensure the hand-off points are clearly understood, confirmed and documented
- Work with support engineers to ensure exception management process was robust and comprehensive
- Assist and input into project planning, resource estimation, task setting and milestone setting
- Design and document system security and access, to ensure compliance with Chinese walls policy and vendor licence agreements
Technology used:
- In house central data hub service (SaaS)
- Autosys
- Sourceforge

(Aug 2007 to Aug 2008)

Business Analyst


This project was the largest and highest profile within Swiss Re. Documents were viewed at Swiss Re board level.
The project involved migrating derivatives from Murex to Calypso. Role initially involved mapping IRS “as is” and “to be” processes
and to document Functional Business Requirements. As the project’s priorities changed the role involved documenting functional
requirements and Managing project tasks for Credit Default Swaps.

Products covered: Interest Rates Swaps and Credit Default Swaps

Interest Rate Swaps
- “As is” and “to be” Business Process Mapping (Visio)
- Document Functional Requirements
- Document Business Requirements

Credit Default Swaps
- Actively managed project task completion for IT Development, Risk Management, Treasury, IT Security, Compliance and Product Control. This was to assist a new PM who took over part way through the project.
- Set up User and Group Access within Calypso for new and existing users in conjunction with department heads
- Research and document migration plan document by referring to Calypso manuals and existing Swiss Re documentation
- Assist colleagues in the project team with Calypso user training
- Advised and assisted with UAT planning and test scripts
- Review training material and user guides for new Calypso users

Technology used:
- Calypso
- Markit
- Quality Center
- RDB/Chilli – Risk and P&L (In house system)
- Viper – Funding (In house system)
- DocIT (Documentum)

(Sep 2006 to Jun 2007)

Business Analyst


Role encompassed projects automating EMEA (sales trader) workflow:
Pricing->Trade Capture->Trader Approval->Confirmation->Risk Management->Settlement and Reconciliation

Products covered: Interest Rates Derivatives and Forward Rates Agreements

Project manage full software development lifecycle (SDLC):
- Gather Business Requirements
- Work breakdown structure (Mind Map)
- Produce Functional and Business Specifications
- Business Process Mapping (Visio)
- Work closely and communicate regularly with stakeholders and developers
- System Integration Testing
- Co-ordinate Global UAT and Regression Testing (London, New York and Singapore): Review test packs, raise issues found and work with developers to resolve, chair daily conference calls to monitor test progress and issues raised
- Post-Implementation Support

Manage European Rates Technology Markitwire relationship
- Roll out Markitwire Software upgrades to Global Rates users
- Regular communication with Markitwire to discuss: development work, system enhancements and product additions

- Work with business users and developers to resolve bugs and enhance systems
Projects delivered:
- STP of Overnight Index Swaps (OIS) Pricing->Trade Capture->Trade Matching->Confirmation->Risk Management
- Markitwire software upgrade. Rolled out to EMEA, NA and AsiaPac. Document bug fixes and enhancements and publish to users. Agree global “Go Live” date. Co-ordinate global UAT and Regression testing. One week post-implementation support.
- “Internals Project” – Implement solution that would allow in-house risk management system to “recognise” internal trades as being unique when their trade reference numbers were identical. Best solution involved creation of a complex identifier that impacted downstream systems therefore creating issues that required resolution.
- Assisted with Project that removed need to dual key in trade capture system and Markitwire. Mapped current and future business processes. Worked with developers to create X-Path rules to route trades to correct process/system.

Technology Used
- Pricing (In house software)
- Risk Management AS400 (In house software)
- Markitwire
- Trade Router (In house software)

(Jan 2005 to Aug 2006)

Business Analyst, Support Analyst and Software Tester


Role encompassed support and development of trade capture system

Products covered: Interest Rates Derivatives and Forward Rates Agreements, Basis Swaps, Overnight Index Swaps, Basis Swaps, Inflation Swaps, Swaptions, FX Options and Exotic Options

Manage vendor relationship
- Ensure development work and bug fixes were delivered as agreed
- Work with product and account manager when adding new products or functionality

User Support and Training
- Assist users with queries relating to trade capture system
- At desk training for new users
- Manage user access
- Raise and track system bugs
- Obtain quotes, from vendor, for development requests from users

Software Development
- Gather and document requirements from business users relating to enhancements
- Create and manually execute UAT test scripts
- Roll out software to users and provide on-desk support for one week following go live

Projects Delivered
- Integration of Prebon systems into Tullett’s as part of merger. Worked with Data teams to migrate static data. Trained users on new system. Supported new users at their desks for two weeks after change over.
- Capacity Planning – Upgraded server that hosted Trade Capture application and database to standalone server with high specification. User experience greatly improved with noticeable latency improvement
- Worked with in-house developers and project managers to enhance web based trade notification application for FX Options

Technology Used
- Citrix
- Markitwire
- BT Radianz
- Dameware/VNC
- Drive (City Networks)
- Crystal Reports
- MS SQL Query Analyser & Enterprise Manager
- Remedy

(Feb 2000 to Jun 2004)

Head of Trading

Edward Jones Investments, London

Head of Trading and Trade Support June 01 – June 04
- Responsible for “Best Execution” of Equities, Gilts and Corporate Bonds.
- Manage two dealers and trade Support Analyst.
- Oversee and prioritise department’s workload.
- System development. Testing
- Managed securities data and pricing using Interactive Data

Project Involvement
- Worked on migration project as a business user. Custody and settlement were moved in house from a third party. Checked data integrity and tested new functionality. Trained dealing team on new system.
- Worked with UK Directors investigating strategic expansion throughout Europe
- UAT script writing and test execution for system migration and software upgrades
Technology Used
- Topic Trader (Thomson Reuters)
- Bondscape (Retail Fixed Income Web based etrading)
- Bloomberg
- G2 and Nucleus (Pershing Securities)
- Tarot 2000 (ADP Wilco)

Execution only dealer April 2000 – May 2001
UK, European, US, Canadian and Australian Equities, UK Gilts and Corporate Bonds. Assist/cover Trade Support

Trade Support Analyst February 2000 – March 2000 (Temporary)
CREST checking. Active management of Failed Trades.

(Sep 1998 to Oct 1999)

Trade Support Analyst

ABN Amro, London

Trade Support Analyst Sept 98 – Oct 99
Cross Border Arbitrage desk covering: UK, European ADRs and South African equities. Monitored and reported trader’s P&L and stock positions, rebooked trades, traded currencies to cover trader’s FX exposure, investigated and resolved trading “breaks”. Worked with Collateral Management to cover short positions.

Cash Management Analyst March 1998 – August 1998 (Temp to Perm)
Prepared SWIFT payments for Emerging Markets, European and UK ADR traders. Investigated and corrected “breaks”.

Professional Qualifications

BCS Professional Certificate - Software Tester (October 2004)


(Sep 1992 to May 1993)

Glasgow Metropolitan College

HNC Business Administration with Travel and Tourism

Professional Memberships

Member of the British Computer Society-Chartered Institute for IT (MBCS)

Associate Member of the Chartered Institute for Securities and Investment (ACSI)

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