David Gwilliam Email & Phone Number

Melbourne, Victoria, Australia

Responsible for the creation, governance and delivery of solution architecture, with a particular focus on the provision of business architecture views in the context of a business capability syntax.Responsibilities include:- Design and Maintenance of business capability planning and design framework- Solution architecture consulting for projects across the enterprise- Provision of business architecture views to enable decentralised, holistic decision making- Design and maintenance process architecture- Establish and develop business cases for strategic initiatives- Consult in project/program delivery structure, methods and deliverables- Provide project delivery support in project management, business analysis and change management as required, inclusive of project schedules, change management plans and requirement managementProjects and Outputs- Solution Architect for significant investment management and operations transformation project, implementing major new portfolio management system and refining supporting operating model.- Designed and implemented Business Capability Planning and Design framework.- Supported design and implementation of portfolio management framework, including establishment of supporting reporting dashboards and design of operating model- Built and rolled out process architecture underpinned with BPMN2.0 process maps, including production of sharepoint site to encourage transparency and engagement

Melbourne, Australia

Senior Business Analyst responsible for the establishment and end to end delivery of client requirements and mentoring and support of the business analyst team, as well as contributing to enterprise architectural design.Responsibilities include:- Project management of strategic, complex change across all business units within the company- Managed team of up to 8 business analysts- Responsible for implementation and governance of business analyst best practice - Managed team of 4 Application Support Analysts- Responsible for implementation and governance of ITIL framework for service delivery- Lead Analyst across multiple major initiatives for all phases of the SDLC, from requirement gathering through to change management- Responsible to creation and maintenance of current state application, information and business architecture- Responsible for management of target state application, information and business architecture- Responsible for Senior Stakeholder ManagementProjects & Outputs Include:- Data Warehouse - Lead analyst responsible for defining architecture and requirements- Business Capability Planning - Responsible for defining IFM capabilities- FX automation across equity, debt and infrastructure portfolios- Implementation of Factset as core performance and attribution calculation tool- Implementation of SWIFT Gateway for reconciliation and corporate action processes- Implementation of Corporate Action Diary tool- Creation of templates and process flows for best practice Business Analysis- Implementation of ServiceNow application for ITIL Service Delivery of Application Support team- Implementation of Project Management and Test Management principals uitilising TFS- Creation of current & target state architecture artifacts, including models, matrices and catalogues- Contributed to Gap analysis and Architectural Roadmap creation- Implementation of Mulesoft API Management Tool- Implementation of UIPath RPA Tooling

Melbourne, Australia

As a member of the Business Architect team I am responsible for:- Providing High Level Solution Designs to provide architectural guidance for a new project or large change within an existing project.- Creating Target Operating Models.- Assisting the Product and Proposition team in ensuring that a clear and detailed understanding of the proposition is established with customers before the start of the project phase.- Intellectual Property Catalogues and Management.- Ensuring quality output from the Business Analysts that aligns to the overall architectural design of the platform.- Working closely with lead Business Analysts to ensure alignment on the Analysis and Design process with the architectural roadmap.- Working closely with the Technical Architect team to ensure that the final design fully matches both the customer requirements and the overall architectural design.- Documenting core functionality and processes supported by our systems agnostic of specific implementations for distribution both internally and externally.- Supporting the project management team in the creation of project plans, particularly identifying the high level build items that are required for a specific project.- Working closely with the Program Management team to ensure that all projects and design are aligned, maximising the benefits of ongoing projects across the whole program.- Providing guidance and support to the development centre to ensure that the implemented design matches the overall architectural roadmap.- Actively involved in the following functional areas:TaxTrading/Order Management, including Equities, Options, Term Deposits and Managed Funds.SMAs and Model PortfoliosFXFees and ChargesAdviser ManagementEntity StructuresInstrument ManagementCustomer Management and CRMCorporate ActionsTask Management- Experienced in working within a TOGAF methodology, utilising BPMN 2 Models.- Actively involved in the creation of a new Business Architect department.

Melbourne, Australia

• Working closely with the chief architect to create a stable framework for the next project release. Includes the creation of high level and detailed solution and architectural designs, as well as stabilising the task management system.• Agile & Waterfall Experience.• Providing specialist support to the client to aid in the understanding of how FNZs system operates.• Composing solution design documents, including creating Use Case diagrams, User Stories, Process Flows and high level UI designs.• Creating technical specifications, including creating entity relationship diagrams, UMLs, detailing database tables and using SQL Server Manager to demonstrate data relationships.• Facilitating and assisted requirement gathering, including stakeholder management and scope control.• Supporting multiple testing teams, providing a communication point between them and the development team, as well as validating raised defects.• Managing multiple functional project streams at one time.• Leading a small team of BAs to provide a high level solution document for a large scale second stage release. This included international transactions, bulk custody ownership, SMAs, Adviser Portals, institutional splits and expanded on previous releases functionality.• Managing my team’s workload to ensure that any deadlines that were set were always met and realistic client expectations were set.• Validating and carrying out test cases, ensuring quality output from the development centre is achieved.• Work with other third party vendors in order to ensure a tight and complete integration was in place. This includes working with large established vendors such as SecuritEase and IRESS.• Owner of the task management system across the whole platform.

• Agile & Waterfall Experience.• Leading workshops to determine the aims and objectives of projects.• Assigning high level estimates to project plans.• Ensuring that internal design reviews are carried out.• Stakeholder Management - Liaising with business directors, providers and clients.• Create Solution Design documents.• Creating AML process guides for a variety of different scenarios, including pension flows and simple protection. • Business Case Management - Evaluation of alternative solutions and allocating work.• Project Management, including timely reporting and risk management.• Quality Management - Implementing and maintaining quality of the releases. • Designed and Implemented new internal Business Analyst process and documents.• Provides internal support for new functionality and ongoing queries from clients and stakeholders.• Created user guides and release notes to be used by external clients.• Resolves issues between developers, testers and delivery and managed defect resolution and UAT where appropriateKey Projects and TasksPlatform Integration: Designing and implementing integrations with multiple platforms based on Bravura systems, including Aviva and Ascentric. I worked closely with external I.T. companies and platform professionals in order to create business requirement documents and functional specifications. Involved in full SDLC process including delivery.Financial Planning & Fund Analysis: Designed and enhanced financial planning and fund analysis tools within the flagship program. This included working closely with users of the system and financial planning specialists in order to design, implement and manage the roll out of the financial planning tools.

Key Accountabilities• Researching the latest fund launches and products currently in the market.• Carrying quantitative and qualitative analysis on investment opportunities.• Creating research reports.• Keeping records on the latest fund trades.• Reporting on the latest financial and economic news.• Managed Structured Product research project.• Managed ETF/commodity research project.• Researched International Financial Markets and global investments.• Gathered market information via multiple communication channels, including global conferences.Key Projects & TasksStructured Product Research: Carried out qualitative and quantitative analysis on the structured product market. This involved meeting with structured product specialists and fund managers in order to evaluate the potential opportunity available in the secondary market.Commodities Research Project: Carried out qualitative and quantitative analysis on the Commodities market. This included meeting with multiple commodity investors and fund managers and attending multiple commodity conferences across the UK. Private Equity Research Project: Carried out qualitative and quantitative analysis on the Commodities market. This included meeting with many highly respected private equity firms in order to establish the feasibility of a private equity fund of funds.Fund Administration & Trades: Carried out daily analysis o existing holdings, such as style charts and performance figures, in order to compile a daily report on any significant changes. Also ensured that the previous days trading was carried out successfully.

Bsc Combined Honours Business Maths & Economics, Mathematics & Economics, 2:1

A-Levels, Maths, Economics, Business Studies, I.C.T

Gcses, Maths, English, Science