Daniel Moraes
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Daniel Moraes Email & Phone Number

Senior Business Analyst at State Street
Location: London, England, United Kingdom 9 work roles 3 schools
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Current company
Role
Senior Business Analyst
Location
London, England, United Kingdom
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Who is Daniel Moraes? Overview

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Daniel Moraes is listed as Senior Business Analyst at State Street, a company with 44927 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Daniel Moraes.

Daniel Moraes previously worked as Senior Business Analyst at Investcloud, Inc. and Product Developer at Jpmorgan Chase & Co.. Daniel Moraes holds Master Of Business Administration (M.B.A.) from Bournemouth University.

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State Street

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Profile bio

About Daniel Moraes

Experienced and versatile financial services Business Analyst, with strong focus on delivering value based solutions, writing unambiguous documentation, owning change from start to finish. I am an experienced and versatile Business Analyst / Product Developer, focused in the Financial Services industry, I've defined, owned, managed and delivered successful change and new platforms to provide robust, well documented and understood processes, which are used by global teams to deliver successful outcomes. I am experienced in Agile, Waterfall, Scrum, JIRA, Confluence, SDLC procedures and global team working, alongside remote and in-office working. I’ve most recently worked on producing the business requirements for a new front-to-back office system, which combined with the data mapping, solutions for trade lifecycle management, reporting and adherence to regulations, resulting in successful implementation in a number of organisations. More recently, I have been working with a new platform from the scratch where new clients’ requirements need to be developed. As part of the design and engineering the platform, I produced the appropriate documentation for both client and internal development teams, alongside testing the change and handing over to the client, through robust documentation and training sessions, when required. Career highlights include - Designing and implementing multiple financial services system into Tier 1 Global Financial Institutions. - Participated in several IPO in the Brazilian market. Allocating orders from multiple international institutional clients. - Improving procedures and processes internally and externally, automating procedures, increasing productivity and enhancing user experience. - Building collaborative relationships with colleagues, stakeholders and clients, both local and remote, across the globe. I thrive on problem solving, have strong organisational, communication, presentation, project and stakeholder management, documentation and leadership skills. This provides operational excellence, quality assurance and efficiencies to the Organisation and their Customers.

Listed skills include Derivatives, Fixed Income, Capital Markets, Equities, and 30 others.

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State Street
State Street
Senior Business Analyst
London, GB
Website
Employees
44927
AeroLeads page
9 roles

Daniel Moraes work experience

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Senior Business Analyst

Current

Delivered high-profile projects for several significant global investment banks, wealth managers and UK insurance firms UK, based on the Investcloud “Multi-Currency Trading and Portfolio Management” product, a front-to-back solution that includes accounting, trade execution, trade capture, matching and settlement (both UK and international), cash forecast.

Jun 2021 - Present

Product Developer

London, England, United Kingdom

Headhunted from Bournemouth. Responsible for implementing the reporting application for the new Investor Services Middle Office Outsourcing Platform. The application includes a UI framework for client oversight and investment managers, internal and external service metrics and several report designs focused on transactions and holdings for multiple data.

Nov 2017 - Jun 2021

Senior Business Analyst

Bournemouth, United Kingdom

Responsible to manage client changes as a Business Analyst for the trade capture engine used by JPM Middle Office, Custody and Fund Services. The engine captures instructions across multiple message formats (swift, xml,etc). Perform validations and enrich static data, allowing for straight through process (STP) automation of thousands of Cash, Securities.

Jan 2014 - Nov 2017

Senior Financial Risk Analyst

Banco Itaú

Sao Paulo

 Conducted comprehensive onshore and offshore portfolio reviews to re-evaluate objectives and to project portfolio performance. Identified, evaluated, and implemented corrective action against operational and financial risks that may resulted in portfolio losses and legal liability. Validating funds Net Asset Value and giving a better quality to the.

Sep 2011 - Sep 2013

Associate

Operated on the Global Market Sales Desk, providing sales coverage to a wide variety of products including: FX, FX Derivatives, Vanilla & Exotic Options, IR Swaps, Exotic Swaps, Bonds, CDS, Credit Linked Notes, Repos, Loans and Equity Derivatives, with various counterparties.

Jul 2010 - Jun 2011

Senior Analyst - Fund Controller

One of Brazil's largest investment-management and corporate-advisory firms. Manages and administrates numerous focused and diversified private-equity and real estate funds.Planning and acting on all capital events regarding the funds, such as capital call, fund raising, management and performance fee payments, among others.

Jan 2010 - Jun 2010

Trade Support Analyst

Itau Corretora De Valores

Middle Office department for local institutional investors and natural persons trading on Brazilian Stock exchange, responsible for trade confirmation, allocation and settlements, trade support, sales desk and customers relationship.

Oct 2006 - Aug 2008

Internship

Banco Itau S.A.

Investment Funds Custody and Control - Department of Compliance and Internal Control - Intern

Feb 2005 - Sep 2006
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Colleagues at State Street

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3 education records

Daniel Moraes education

FAQ

Frequently asked questions about Daniel Moraes

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What company does Daniel Moraes work for?

Daniel Moraes works for State Street.

What is Daniel Moraes's role at State Street?

Daniel Moraes is listed as Senior Business Analyst at State Street.

Where is Daniel Moraes based?

Daniel Moraes is based in London, England, United Kingdom while working with State Street.

What companies has Daniel Moraes worked for?

Daniel Moraes has worked for State Street, Investcloud, Inc., Jpmorgan Chase & Co., Banco Itaú, and Deutsche Bank.

Who are Daniel Moraes's colleagues at State Street?

Daniel Moraes's colleagues at State Street include Niloy Bhattacharya, Mervin Nelson, Vikas Naik, Jasleen Jaggi, and Sunil Sing.

How can I contact Daniel Moraes?

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What schools did Daniel Moraes attend?

Daniel Moraes holds Master Of Business Administration (M.B.A.) from Bournemouth University.

What skills is Daniel Moraes known for?

Daniel Moraes is listed with skills including Derivatives, Fixed Income, Capital Markets, Equities, Trading, Electronic Trading, Middle Office, and Treasury.

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