Jonathan Lo Email & Phone Number

Sydney, New South Wales, Australia

• Consolidate superannuation products onto the Composer application database through the migration of accounts via ETL (Extract, Transform, Load).• Verify pre-migration source data loaded by Informatica team.• Utilise Atlassian tools such as Jira, Confluence and Bitbucket to facilitate efficient workflow within scrum team, as well as documentation and code management.• Build source and target data schemas, scripts for data transformation and load and manage in Git.• Plan and co-ordinate migration process during testing dry-runs and final production implementation run.𝑲𝒆𝒚 𝑨𝒄𝒉𝒊𝒆𝒗𝒆𝒎𝒆𝒏𝒕𝒔• Successfully migrated 300,000 superannuation accounts onto the Composer application, reducing running costs and complexity through the consolidation of systems.• Built and deployed quality assurance reports in SSRS (SQL Server Reporting Services) to identify post-migration data issues. All identified issues were addressed within a two-month warranty period with minimal interruption to business processes.

Sydney, New South Wales, Australia

• Progress software enhancements through the SDLC (Software Development Life Cycle) for wealth management administration product offerings: Compose, CBIS (Composer Business Integration Service) and BIR (Business Intelligence Reporting).• Demonstrate proficiency in: developing SQL queries with a focus on performance and a reduction of deadlock conditions; coding in Java (particularly Spring framework), with the ability to perform Maven builds and deploy on a variety of application servers (JBoss, Websphere, Tomcat).• Maintain development/test environments and hosted client production environments, ensuring that JBoss and Websphere applications are deployed correctly, and Jenkins builds are free from error.• Provide support for Australian wealth clients by responding to queries and performing technical investigation for any issues raised.• Drive the organisation towards meeting technology refresh goals through the migration of Composer functionality from Sybase to SQL Server.• Work with internal IT support staff to implement DevOps/workflow improvements.𝑲𝒆𝒚 𝑨𝒄𝒉𝒊𝒆𝒗𝒆𝒎𝒆𝒏𝒕𝒔• Introduced a number of performance improvements and defect fixes to ensure correct and efficient reporting of MATS (Member Account Transaction Service) to the ATO.• Updated third-party Java libraries in the CBIS (Composer Business Integration Server) product to bring the standard operating environment up to date, and address security vulnerabilities.• Successfully diagnosed deadlocking issues for a major Australian client, and provided code fix to reduce the number of deadlocks encountered during high volume processing.• Transitioned to Agile practices through fostering collaboration in scrums, and leveraging automation and continuous integration tools to improve flexibility and efficiency.

Sydney, Australia

• Initiate the development of software enhancements for the Macquarie BFS Adviser portal and associated services, through the delivery of user stories and use cases, defining acceptance criteria and workflow design.• Support and maintain legacy Adviser online application technologies.• Ensure operational readiness of adviser digital portals through the use of monitoring tools such as App Dynamics, and application log onboarding in Splunk.• Facilitate communication and knowledge sharing between developers and operations staff to enable efficient resolution of production incidents in a DevOps model. • Engage with business stakeholders and product owners to prioritize new software features and establish delivery expectations.• Plan and execute software releases into production environments, with a focus on risk management.𝑲𝒆𝒚 𝑨𝒄𝒉𝒊𝒆𝒗𝒆𝒎𝒆𝒏𝒕𝒔• Developed and released bugfixes to payment API service, improving the robustness of the service and reducing the chances of financial and reputational penalty by addressing code defects. • Onboarded several web applications onto automated build and deployment platforms, providing safe and repeatable software release practices to encourage continuous integration and delivery.• Removed technical obsolescence risk through the migration of the Macquarie Access adviser portal from Weblogic to JBoss application server (as mandated by APRA). • Facilitated the migration of Adviser Online portal to AWS platform, primarily focusing on single sign-on functionality and integration between services residing on different domains (on-premise and AWS cloud). • Defined data requirements and performed data reconciliation for account/transaction searching functionality in Adviser Online portal, leveraging technologies such as Cassandra NoSQL databases to deliver significant performance improvements.

Sydney, New South Wales, Australia

• Support the Macquarie BFS Wealth business through the management of software quality control through efficient test planning and execution through fortnightly sprints in an Agile environment.• Gather business requirements and design documentation by utilising knowledge of Superannuation and insurance business processes, and familiarity with Macquarie’s Wrap platform.• Engage third-party software vendors to expedite the delivery of software enhancements and defect fixes.• Manage knowledge transfer to new team resources (both onshore and offshore), concerning key technical and business processes in the realm of Superannuation, Superstream and Insurance.𝑲𝒆𝒚 𝑨𝒄𝒉𝒊𝒆𝒗𝒆𝒎𝒆𝒏𝒕𝒔• Established an automated test suite of over 200 batch scripts, improving quality assurance by providing a more accurate reflection of production during UAT. • Standardized regression test processes and documentation for Macquarie Life risk insurance products, leading to a significant reduction in incidents relating to software releases.• Completed the successful migration of white label group insurance products onto Macquarie Composer and Wrap systems, delivering requirements to ensure suitable fit with existing batch processes and BAU, as well as performing data reconciliation.• Ensured technical compliance by developing new software to eliminate the following identified areas of risk: Clear text passwords in Super and Insurance platforms; and degraded performance of monthly fee tax credits.

Sydney, New South Wales, Australia

• Act as an escalation point for Macquarie Wrap platform incidents and perform technical analysis to resolve in a timely fashion.• Perform technical troubleshooting during times of exception/incident, whilst maintaining communication with impacted account teams and key business stakeholders. • Manage risk associated with infrastructure/code changes performed by development teams through a formal review process. • Take a proactive approach to problem management by identifying and rectifying recurring production issues.𝑲𝒆𝒚 𝑨𝒄𝒉𝒊𝒆𝒗𝒆𝒎𝒆𝒏𝒕𝒔• Implemented SQL performance tuning to reduce the overall runtime of overnight Wrap batch processes by over two hours.• Monitored overnight batch processes whilst on 24/7 on-call support, ensuring successful that SLA’s were met to avoid financial penalty.• Demonstrated excellent client service skills by consistently providing helpful, personalised assistance for technical issues in the areas of fee processing, managed fund pooling and term deposits.

Sydney, New South Wales, Australia

• Development of software enhancements for the Composer and Garradin applications, employing technologies such as Sybase SQL, UNIX batch scripting, Perl, Windows script files and Jetform.• Interface with business users to drive requirements gathering, functional analysis and design of business workflow.• Preparation of technical documentation throughout project including high level conceptual design, technical specification and test plans.𝑲𝒆𝒚 𝑨𝒄𝒉𝒊𝒆𝒗𝒆𝒎𝒆𝒏𝒕𝒔• Demonstrated SQL and UNIX development abilities for the successful implementation of two Composer upgrades, introducing software enhancements and mandatory legislative changes.• Performed a technical lead role for the upgrade of CHAMP software, co-ordinating with key parties and stakeholders (including the ASX) to ensure equity settlement functionality was not interrupted. • Major Garradin software upgrade to ensure continued support from vendor (Bravura), involving substantial database schema changes and data reconciliation.• Completed system analysis and drafted detailed technical specification for the implementation of esi web services (External System Interface) onto Macquarie Professional Series products.

Sydney, New South Wales, Australia

• Daily maintenance of the Composer and Garradin applications in a production environment. Ensuring operational readiness of these systems during critical business hours.• Apply ITIL principles by providing rapid response to production incidents, and identifying recurring issues for which preventative countermeasures can be deployed. • Apply superannuation and insurance business knowledge to assist business operations staff and key business stakeholders.𝑲𝒆𝒚 𝑨𝒄𝒉𝒊𝒆𝒗𝒆𝒎𝒆𝒏𝒕𝒔• Developed bespoke functions in Composer application to improve processing times for inspecie transfers by automating business operations procedures.• Successful migration of Garradin application to a new server (Oracle and UNIX), eliminating dependence on end-of-life software systems. • Created a standardized procedure for the onboarding of managed funds into Composer, leading to a substantial reduction of incidents due to human error.• Mentored employees from Manila to develop a Composer/Garradin knowledge base in an offshore resource centre, resulting in significant cost savings for the IT services/operations at Macquarie.