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PROFILEA Business analyst, whose background was initially in audit, then in developing/implementing both in-house and vendor software systems for asset management/ fund administration (fixed income, equities, FX, unit trusts, PEPs), systems/change conversions of client investment software, user requirements analysis, user acceptance testing, business process re-engineering, fund administration, investment accounting and fund accounting. Front office - risk analytics, performance analysis, asset allocation. Back office - client reporting, funds administration, syndicated loans. Compliance – mandate specification and implementation; breach reporting implementation. Experience include PORTIA, QUASAR, RUFUS and LOAN-IQ systems. Fixed Income experience:Drew up investment mandate restrictions following consultations with compliance; specified and coded new restrictions in Portia for institutional fixed income funds. Prepared interest rate risk exposure analyses, present value calculations, showing durations for various long and short dated bonds,derivatives and swaps. Prepared currency risk exposure analyses, showing forward hedging and swaps for various currency blocks. Prepared credit risk analyses for bonds and derivatives, issuers ratings, weighted ratings for various asset classes and market segmentations. Developed and tested new Portia reports and calculations for front office, back office, asset allocation, risk management, performance measurement, compliance monitoring and reporting.Performed in-house development for client reporting (institutional fixed income funds). Wrote, tested and implemented new dividend routines.Instruments - bonds (government, corporate, index-linked, asset backed), equities, unit trusts, money market instruments, futures, spot and forward FX, syndicated loans.
Experience
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Business AnalystExperience Jun 1989 - PresentLondon, United Kingdom⦁ At State Street, I worked with various internal departments and stakeholders requiring end-client, risk and compliance reports. This involved understanding and documenting data sources for valuations, market risk, credit risk and trading reports. ⦁ I prepared Business Requirements Documents, sufficiently detailed such that overseas development teams could determine functional requirements so as to develop the interrogative databases required. Liaised with the development teams to ensure the functional requirements could be achieved with the proposed changes to systems or data.⦁ Engaged in workshop discussions with key user teams to clarify desired outcomes and reports, current procedures or processes, documenting change requirements, and analysed data sources. Many internal departments required collating third-party data sources with internally generated analyses and summaries (e.g., for asset/liability matching of differing risk profiles for various product lines).⦁ Discussed changes with the identified data owners and stakeholders to obtain cooperation and bring awareness of changes or additions required. Obtained user signoff on the business requirements documents or made changes as required by the user.⦁ At Deutsche Bank I worked with Client and Transaction datasets, performing data analyses, reconciliations and data cleansing, liaising with internal departments and overseas originating data sources to clarify data validity. Also undertook a Change Management role to document and supervise migration of back office Operations processes for a syndicated structured loan facility, involving parallel runs to ascertain reliability of data generation and summaries.⦁ Constructed credit risk, market risk and counter-party risk reports for the risk department, for institutional fixed income funds for bonds and derivatives. This included credit risk analyses for bonds and derivatives with issuers ratings, and weighted ratings for various asset classes.
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Business AnalystState Street 2011 - 2012Design and implementation of a new in-house system for F&C as a new outsource client, with a view to using the new system for other clients.- Analysed and documented existing reports to duplicate the functionality.- Worked with other groups including internationally located development teams, using workshops to understand data sources, formats and specifications.- Documented and specified as-is and to-be user requirements for internal client-use reports and external client reporting. - Produced detailed Report Definition Documents for various report modules, ensuring consistency.- Delivery of requirements to a tight schedule.
Mike Tan Skills
Mike Tan Education Details
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Systems Analysis -
Taunton School, SomersetB.A.
Frequently Asked Questions about Mike Tan
What company does Mike Tan work for?
Mike Tan works for Experience
What is Mike Tan's role at the current company?
Mike Tan's current role is Investment Banking Business Analyst and Contractor.
What is Mike Tan's email address?
Mike Tan's email address is du****@****o.co.uk
What schools did Mike Tan attend?
Mike Tan attended University Of The West Of England, Taunton School, Somerset.
What are some of Mike Tan's interests?
Mike Tan has interest in Photography, Archery, Fencing.
What skills is Mike Tan known for?
Mike Tan has skills like Fixed Income, Derivatives, Asset Management, Fx Options, Equities, Bonds, Back Office, Swaps, Credit Risk, Investments, Investment Management, Risk Reporting.
Not the Mike Tan you were looking for?
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Mike Tan (BSc MSc CEng FCIHT FInstLM)
Greater Cardiff Area -
1westminsterchapel.org.uk
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