John Jiang Email & Phone Number

Sydney, New South Wales, Australia

Sydney, Australia

I help our business to build websites and tools so that our clients can engage us better in the digital world. I was responsible for global digital experience of Morningstar Investment Management business (MIM). MIM is a global investment management offer managed funds, managed account/model portfolios to investors via advisers. Key project responsibilities skills:-Responsible for build and launch new global marketing and product websites for MIM business (WIP). (U.S., A.U.… Show more I help our business to build websites and tools so that our clients can engage us better in the digital world. I was responsible for global digital experience of Morningstar Investment Management business (MIM). MIM is a global investment management offer managed funds, managed account/model portfolios to investors via advisers. Key project responsibilities skills:-Responsible for build and launch new global marketing and product websites for MIM business (WIP). (U.S., A.U., U.K., Z.A.) -Marketing website product management to achieve core product and business objectives-Strong understanding and solution design for Website integration -Hands on experience in designing and implementing headless Content Management System CMS https://www.contentstack.com/-Work directly with UI, Front end and back end engineers-Working knowledge with website user analytics and reporting via HEAP analytics -Working knowledge with marketing analytics using Google Analytics-Technical solution design and product management for holistic financial planning tools (fact find, social securities, income & expense, asset and liability modelling, advice document generation)-Product launch planning and internal communications i.e. Launch brief and training-Lead product development with offshore teams-Partner with UX to participate user research-Good understanding of fund management business and back office operation Show less

Sydney, Australia

I helped to build and market a digital investment product to target customers.

Sydney, Australia

As a senior solution specialist: -business analysis planning and monitoring-requirement management and stakeholder communication-enterprise analysis-policy and legislation analysis-high level solution design including business process and system -solution assessment and validation-manage solution implementation-facilitate and manage various types of meetings including brainstorm, walk through, vendor, client workshops-participate and facilitate business… Show more As a senior solution specialist: -business analysis planning and monitoring-requirement management and stakeholder communication-enterprise analysis-policy and legislation analysis-high level solution design including business process and system -solution assessment and validation-manage solution implementation-facilitate and manage various types of meetings including brainstorm, walk through, vendor, client workshops-participate and facilitate business decision process-produce artefacts such meeting minute, context diagram, business case, requirement and solution design documentations.As a technical business analyst-high level system design based on stakeholder requirements-detailed system requirement analysis-functional specification based on stakeholder requirement- data analysis and mapping (csv, XML, Json) - wireframe and prototype using modern system such as sketch/invision, balsamiq, gliffy- mobile UI and UX designAs a scrum master and project manager:-facilitate all agile ceremonies as scrum master i.e. time box, value focus-remove internal and external impediments -manage and promote using modern team communication tools such as Slack, Trello, Confluence, Jira, Dropbox-work closely with product owner to manage product road map-manage product backlog (detailed, evolving, estimated, prioritized) -user story and acceptance criteria elicitation-team coaching -vendor and supplier managementIn relation to supporting Morningstar Next Product operation-Produce regular product business intelligence dashboard -Customer support process implementation-Take incoming customer inquiries via live chat, phone call or email Current RG 146 (generic, investment, super, SMSF) -Monitor and report data from Google Analytics, Google Adwords with the objective of improving marketing performance delivered by external agencies. Show less

Sydney, Australia

Product vision: Create efficient, intuitive and collaborative digital experience for property buyers, vendors, solicitors and agents.

Coin Software

Reporting to:-Project Manager-Program ManagerWorking with:-External Clients, External Vendors, Product Managers/Owners, Development Team, Product Support TeamRole Responsibilities:-Play key role in across product development life cycle-Work closely with product manager, external clients, junior business analyst, developers and testers to produce user stories/specifications, estimate, prioritise stories/specifications for development.-During development… Show more Reporting to:-Project Manager-Program ManagerWorking with:-External Clients, External Vendors, Product Managers/Owners, Development Team, Product Support TeamRole Responsibilities:-Play key role in across product development life cycle-Work closely with product manager, external clients, junior business analyst, developers and testers to produce user stories/specifications, estimate, prioritise stories/specifications for development.-During development, constantly review developed functionality, provide showcase to product manager and clients and identify issues and new requirements.-At the completion of the software release, support the implementation of new functionality by producing release notes, implementation document and answer queries from internal stakeholders and clients. -Provide day to day guidance of team members-Participate in training and skill development of junior business analyst-Liaise and manage external vendor regarding progress and issues-Perform hands on business analysis duties as well as mentoring less experienced BA and developers. -Production support for features-Release notes and communication regarding product development with stakeholdersDomain Knowledge:-Life Insurance-External system integration/data feed Show less

Role Responsibilities:-Extract and analyse business requirements -Liaise with technical staff to provide documented high level solution-Provide solution walk through with internal and external stakeholders-Analyse and resolve issues in software development cycle and production phase-Extensive UAT for designed functionality prior to release-Demonstrate new released functionality to product owners and external clients. -Assist product manager in managing product… Show more Role Responsibilities:-Extract and analyse business requirements -Liaise with technical staff to provide documented high level solution-Provide solution walk through with internal and external stakeholders-Analyse and resolve issues in software development cycle and production phase-Extensive UAT for designed functionality prior to release-Demonstrate new released functionality to product owners and external clients. -Assist product manager in managing product enquiries from internal and external clients-Conduct product training-Technical and functional support as SME for data feed and integration-Improve software development process by working with different stakeholders within the business-Provide effective communication and solutions between business stakeholders and developers-Manage relationships with external data providersRole Achievements:-Subject matter expert with hands-on experience of FPS data feed for investment transaction data including all major platform interfaces and research data such as ASX, MorningStar, Lonsec, vanEyk, MercerIS.-Enhanced COIN data feed functionality for users and data provider-Improved development efficiency through fast delivering data feed solutions.-Positive feedback from all stakeholders Show less

Role Responsibilities:-Liaise with business stakeholders to resolve high severity COIN issues regarding data feed & investment reports-Document and analyse changes made by data providers-Raise bugs and technical requirement of application suiting business change-Assist developers and project BA in understanding data feed business logic-Hold and facilitate data feed working group with key stakeholders -Key contact for all data providers regarding issues &… Show more Role Responsibilities:-Liaise with business stakeholders to resolve high severity COIN issues regarding data feed & investment reports-Document and analyse changes made by data providers-Raise bugs and technical requirement of application suiting business change-Assist developers and project BA in understanding data feed business logic-Hold and facilitate data feed working group with key stakeholders -Key contact for all data providers regarding issues & changes-Provide high level to detailed technical advice to data provider regarding business change (new product offering, transaction, platform integration/migration) regarding data feed for financial software-Provide data feed training for COIN application support team and COIN help desk team-QA for new data feed into COIN-Document and implement data feed UAT-Assist product manager in analysing requirement document from data providers. -Identify area for improvement in process and implement new process to improve application efficiency and service qualityRole Achievements:-Successfully identified and resolved all major data feed issues-Reduced COIN production issues stats by over 30% within first 6 months-Cost saving of business by designing and implementing new data feed solutions-Improved COIN hosting service in data feed process Show less

Role Responsibilities:-Take inbound calls from AMP customers to provide product information with the aim of increasing revenue for AMP personal life insurances, superannuation products, master trust investments. -Identify customer needs through appropriate questioning techniques which comply with general advice boundaries-Maintain a robust diary system to ensure customers receive the correct information in a timely fashion by managing follow-ups and call-backs in an efficient… Show more Role Responsibilities:-Take inbound calls from AMP customers to provide product information with the aim of increasing revenue for AMP personal life insurances, superannuation products, master trust investments. -Identify customer needs through appropriate questioning techniques which comply with general advice boundaries-Maintain a robust diary system to ensure customers receive the correct information in a timely fashion by managing follow-ups and call-backs in an efficient manner-Ensuring service standards -Make outbound calls to AMP customers to offer products with the aim of increasing revenue-Provided update and training for team members in relation to investment/protection/superannuation products, process, legislation and strategy of financial planning industryRole Achievements:-SME for risk, super and investment products within AMP direct advice team-Set top quarterly FUM record (over 3.5 million) for the direct sales team-Exceeded the sales target for risk products-Surpassed in building and maintaining long term retail customer relationships-Positive feedback from management in relation to good team work and behaviour Show less

Role Responsibilities:-Liaise with advisers, financial planners and business development managers on a national level-Provide for all modules of Coin Financial Software through proactive calling-Assist planners/para-planners from boutiques and institutions (Westpac, CBA) in using COIN modules including producing SOAs, portfolio review, risk product research etc. -Set up COIN data feed of major platforms for users-Ensure service standards -Functional and technical… Show more Role Responsibilities:-Liaise with advisers, financial planners and business development managers on a national level-Provide for all modules of Coin Financial Software through proactive calling-Assist planners/para-planners from boutiques and institutions (Westpac, CBA) in using COIN modules including producing SOAs, portfolio review, risk product research etc. -Set up COIN data feed of major platforms for users-Ensure service standards -Functional and technical support for application users-Manage the escalation of software usage issues beyond the resolution of support services capabilities Show less