Łukasz Piątek Email & Phone Number

Rule Writer in migration project from LDC to ALTO

Krakowski, Małopolskie, Poland

● MIG21 to CRIMS Conversion Work stream Lead- Responsible for work allocation of 14 SMEs - Responsible for Project Scope analysis which included review client's Rule Library (10,000~ tests), review for re-usability and similarity as part of preparation- Design end-to-end entire Rule Management process during Conversion based on Agile methodology- Collaborate with Data and QA to ensure quality of the Rule Coding- Review MIG21 system setups and highlight potential issues when converting to new solution such as technology differences, potential discrepancies and solutions/workarounds- Work directly with Project Management, addressing all concerns or highlighting important issues- Actively participate in Stakeholder Meetings where I provided status update for the work stream- Act as point of contact for any issues- Actively manage project's Delta by providing monthly reports of changes done in MIG21 that have to be included during Conversion- Responsible for introduction of Client's newly trained Rule Writers to the system- Responsible for Release planning and promotion of changes from Testing Environment to Production- Responsible for creation, updates and tracking of Rule and List repositories

Cracow, Małopolskie, Poland

● Team Leader role for Investment Compliance MIG & CRD Contractual Services- Responsible for oversight of 20 employees- Acting as a point of contact and escalation for all Processes related to CRD- Review of Post-Conversion client setups- Actively participate in the shaping of the Target Operating Model for Implementation Services● MIG to CRIMS Conversion consultant role- Creating an End-to-End model for the CRD process- SME role during conversion of NA / EMEA / APAC Business - over 200 Clients- Actively participating in Parallel meetings- Review & acceptance of new solutions- Raising risks, assessing impact, and seeking solutions- Participation in the development of system functionalities- Focused on delivering high-quality code for our Clients● Internal Audit - Rising issues regarding the process execution - application wide, including multiple areas of concern- Identification of key risk areas, cooperation with Audit team to capture the full scope of necessary changes - both, system and process-related- Remediation plan end-to-end preparation and execution- Mitigation of open risks, preparation of documents for Risk Acceptance● Complex Investment Compliance Service migration- Through collaboration, I've prepared a tangible transition plan of Contractual Implementation Services from Poland to one of our partner locations- Responsible for oversight on all key areas of the project, including setting out goals, reviewing the schedule, and marking milestones- Fully remote knowledge transfer of advanced CRD Processes & skills

● Supervisor role for NAM & EMEA sub-teams - Cooperation with Donor Site locations to meet SLA requirements - Workload split and management between Implementation Teams - Governance documentation maintenence and yearly review - Maintenance of green KPI - Setting Team goals that increase efficiency - Management of new talent in the team - Leveraging talent through internal and department-wide projects - Recruitment of new staff - Performance review of team members -Acting as consultant during new Client Setups & system limitations● Subject-matter Expert role for MIG - Advanced rule coding, including various custom reporting elements - QA role for Client Conversion from CRD to MIG - Performance review of other Team Members - maintenance of highest quality standards - New Client implementation pipeline review, priorities setting and work distribution - Review of outdated system parameters, update to modern solutions - Review of outdated rule syntax, update to modern solutions - Assistance in update of Regulatory Rules (UCITS) for EMEA Clients● System Errors & Performance Issues root cause analysis, remediation plan preparation and execution - Identification of faulty system mechanics - Contact point for all issues related to data aggregation and interpretation by the MIG21 system - Training of other teams related to process execution and errors mitigation● Risk analysis and action plan preparation - Reporting of self-identified risks related to process execution - Preparation of remediation plan addressing grey areas and lack of control - Preparation of action plan related to MIG21 performance issues - Cooperation with all key stakeholders, both internal & external to resolve application issues - Closure of Performance Improvement Plan for MIG21 meeting all key goal under the expected budget

Cracow, Małopolskie, Poland

● Review & release changes performed by other Team Members● Complex Rule coding, including custom reports based on ad-hoc Client requirements● Management of workload through task distribution system● Leading role in Conversion of StateStreet North American Clients from CRD to MIG● Creation of new data points and data sources thought SQL

Cracow, Małopolskie, Poland

● Analysis & interpretation of Client's Investment Guidelines● Investment Compliance Rule build-out via MIG21 software● Analysis & review of Investment Compliance Breaches● Cooperation with Oversight located in EMEA, NAM & APAC