Jonathan A. Email & Phone Number

London, Gb

London, England, United Kingdom

Data & Integration Agile Squad Analyst roleCreation of User StoriesBacklog RefinementSprint planningRetrospectivesSprint demosDocumentationRegulatory Changes:-SMPI Volatility-SIPP Cash Notifications-Distributer Framework Template for Consumer DutyContinuous Improvement Change RequestsFees enhancementsDFM Rebalances7iM SIPP EnhancementsRetirement Income SolutionWorking with 3rd party and internal developmentProcedures, templates & process documentationWaterfall & Agile methodologies

London, United Kingdom

Wealth Management Platform Enhancements:At Retirement EnhancementsModel Portfolio Enhancements7IM SIPPStanding Investment InstuctionsMulti-Currency ReportingBed & ISAEasy Account OpeningRegular WithdrawalsPensions IllustrationsMiFID IIOffshore DealingRegular InvestmentsContinuous Improvement EnhancementsScalability Improvements7IMagine App Enhancements

Redhill, United Kingdom

Client management during a system upgrade. Monthly client management including billing/invoicing, revenue forecasts, answering and tracking queriesOn site system configuration for Group Risk clientManaging quality assurance testing phase of the SDLC. Quality assurance testing and system testing for key system developments, client upgrades and new implementationsComplex on-site requirements gathering and documentation write-up for a client’s website, including details of new Application Programming Interfaces (APIs) and API enhancementsAd hoc client support for multiple clients and assisting lead consultants with daily tasksUse of PL/SQL Developer and UNIX in everyday workAssisting Sales & Marketing team with the production of demos for sales pitches

Financial Services Compensation Scheme Oct 2006-Apr 2008• Main day to day point of contact for client. Deputising as team manager whilst working on client site, reviewing the quality of casework determining compensation for members of defaulted credit unions, training caseworkers and cascading procedural updates, additional casework and administration duties. • Determining eligibility for compensation and calculating appropriate redress on claims relating to advice received about mortgage endowment policies.Legal & General Jan 2004-Aug 2005 and Jun 2006-Oct 2006• Responsible for determining eligibility for compensation on claims relating to advice received about mortgage endowment policies (Jan 2005- Aug 2005 and Jun 2006-Oct 2006). • Solely in charge of processing requests for preferential decreasing term assurance quotes after the surrender of endowment polices following upheld claims for compensation (Aug 2004-Dec 2004). • Responsible for reviewing the compliance of endowment compensation calculations with procedures and training team members to complete compensation calculations (Jan 2004-Dec 2004). Domestic and General July 2006-Oct 2006• Main point of contact for the client, providing weekly updates on the progress of endowment claims. Sun Life Financial of Canada Aug 2005-Jun 2006• Head of London quality team, reviewing the compliance of calculations and decisions for endowment compensation against client procedures and FSA regulations.• Played a key role in the London team consistently achieving the highest quality levels on the project whilst maintaining demanding production levels. • Organising weekly procedural cascades and project updates and training caseworkers. Other• Testing and development work on CARES system which is used to record all casework and produce client documentation.

Providing information to clients relating to their pension policies and their options available at retirement, processing transfer requests and producing “possible benefit illustrations” on retirement.

Research and graphical representation of economic information.Providing forecasts and insight into the Belgian economy.Created and maintained a Bloomberg site, for both client and internal access, containing all output of the economics department. Invited back after placement year to cover for an economist on maternity leave. Responsible for organisation and production of company’s key global economics quarterly document.

Bcs: Certificate In Business Analysis Practice

Bcs Foundation Certificate In Agile

Bcs: Practitioner Certificate In Modeling Business Processes

Bcs: Practitioner Certificate In Requirements Engineering

Cisi: Investment Operations Certificate

Prince 2 Foundation & Practitioner

Istqb-Bcs: Intermediate Certificate In Software Testing

Istqb-Bcs: Certified Tester Foundation Level

Bcs: Foundation Certificate In Business Analysis

Istqb-Bcs: Certified Tester Foundation Level

Pmi: Retirement Provision Certificate Examination

(Oct 2008)

• Cii: Level 3 Certificate In Financial Planning

(Exams: CF2 Oct 2005)

Cii: Financial Planning Certificate, Financial Planning

(Exams: FP1 Jul 2004, FP2 Oct 2004, FP3 Apr 2005)

Bsc (Hons) 2(Ii), Economics

Incorporating industrial, taxation, labour and environmental economics along with both microeconomics and macroeconomics. Took courses.

A Levels B, B, B, Maths, Physics, Economics

Gcse: 4 A* (Inc Maths), 4A, 1B