Business analysis and technical consultancy services to the Asset Management industry. Investment systems integration, delivery and support specialist.

▪ Workstream lead responsible for user impact analysis across transition states for global integration project▪ User story elicitation and documentation▪ Used GAP analysis techniques to discover any technical dependencies▪ Assisted Op Model workstream in closing significant discovery risk, through engagement of 120+ business teams globally

▪ Consultant BA on Charles River OMS global integration and consolidation project▪ Responsible for discovery and specification of functional interfaces across transition states, working closely with Solution Architecture, Infrastructure, Middleware and OMS delivery workstreams▪ Non-Functional Requirement elicitation▪ Assisted project managers with PI, solution and sprint roadmap planning to ensure delivery timescales were achievable, producing valuable MI for senior stakeholders▪ Managed third-party engagements for execution platforms via FIX

▪ Customer facing trade lifecycle support from order creation, execution to settlement - working closely with key stakeholders in portfolio management, dealing, investment compliance and operational teams▪ OMS and EMS specialist – Charles River, Liquidnet, Luminex, BIDS, POSIT, TSOX and FIX on-boarding▪ Responsible for system enhancements and upgrades to order and execution management systems, from requirements gathering, testing and implementation, managing each phase of the change lifecycle▪ Key technology platform - MS Server/SQL/SSIS, SFTP, batch scheduling tools, powershell▪ Support and integration of interfacing middle and back office and client reporting systems, both in-house and vendor

▪ Lead analyst in a small team of 5, reporting to Head of IT Support and Operations.▪ Customer facing role focused on infrastructure project delivery and platform support – WINTEL technologies▪ Operational responsibility for overnight process’s (business readiness), including liaising with key third-party data vendors▪ Risk aware – involvement in developing BCP and DR strategy▪ Team responsibility for successful infrastructure and application change, incident and problem management – following ITIL best practice

▪ Business focused, bespoke application support of mission critical systems▪ Order Management and Execution Support▪ Front Office Administration – responsive analysis and implementation of requests▪ Risk aware – ensuring potential risks to systems/security/reputation are escalated▪ Key to this role is 3rd party management, ensuring value from vendors

▪ Experienced member of Support and Operations team responsible for IT Infrastructure▪ Responsive customer facing support from acceptance to resolution▪ Outsourced IT infrastructure platform, managing many key 3rd parties▪ Process management – utilised ITIL best practises for incident/change/release management ensuring the appropriate level of rigour in documentation