Simon Packer Email & Phone Number

Copenhagen Area, Denmark

• Working within the SUN project implementing IMSecurities across the Nordic regions.Responsibilities:
• SME on IMSecurities.
• Train users in how to work with and navigate around the IMSecurities product.
• Ensure the account structure was correct.
• Collaborate with other project teams to ensure that the client information flow was sufficient for downstream processes.
• Create stories in an Agile environment to progress the project objectives.

Dublin

• Working within an Agile software development team building a new e-learning productResponsibilities:
• Create user stories to build a new e-learning product
• Analyse existing products to maintain continuity within the new product
• Work with engineers, learning architects and UI developers to provide a best in class e- learning solution
• User acceptance testing  

• This is a part-time position and I am still available for other opportunities.Working with the Founders and Developers of iActs™ (Corporate Action System)Responsibilities:
• Creating Business Requirement documents for a New Corporate Action System
• Creating Test Packs
• Working with end users to create a first class UI Experience

London

• Working on the enhancement of CMS (Cash Management System) and CAS (Corporate Action Solution)Responsibilities:
• Worked alongside the existing CMS and CAS teams to evaluate and improve the solutions.
• Reviewed and assessed the functionality and UIs, from a business and user perspective, to improve the end user experience.

• Collaborated in building a Asset Management/Asset Servicing and Global custody system to service the post trade processing and Corporate Actions for global custodians, CSDs and Asset Managers. Participated in the full.
• Input of ideas in the development and design of the product
• Gathered client requirements and wrote business/functional specifications
• Liaised between developers and other BAs to ensure the usability of the processes being developed
• UAT and system testing
• Trained both internal personnel and end users

• Managed the day-to-day operations of the securities settlements department.Achievements:
• Assisted in the merger of the Institutional and Retail Business.
• Reviewed procedures and implement new ones where required.
• Worked with Audit and Compliance to ensure the business was compliant.

• Developed and tested a start-up Internet broking and banking solution with a full portfolio service.Achievements:
• Business Analysis, system design.
• User acceptance testing.
• Recruited staff to expand the initial start up team.
• Lead the Operations area, concentrating on servicing customers conducting brokerage and banking transactions.
• Developed working procedures and built a team to take the service forward.

• Managed the Securities settlement department.Achievements:
• Recruited, trained and developed staff.
• Controlled departmental procedures and budgets.
• Initiated the development of an interface between the in house system and the Crest GUI in a move toward STP
• Liaised with regulators and the Inland Revenue.
• Monitored back office operations in their Isle of Man office

• Implemented Internet’s banking software (ATLAS)Achievements:
• Advised and guided customers on banking activities within the scope of the implementation
• Was part of the project team with Bankhaus Aufhauser in Munich and PostGiro in Stockholm.

• Responsible for all back office operations.Achievements:
• Ran a department of fifteen including recruitment, training, and development.
• Department consisted of: o Security Settlementso FX Settlemento Reconciliations/Investigations
• Managed the UAT of a major upgrade to the Midas system and the migration of data from the old to new system.
• Processed all Corporate Actions
• Automated the Bank’s systems using Midas

• Head of Securities Settlement and FX Settlement DepartmentsAchievements:
• Streamlined the FX processing increasing productivity by 300%
• Reduced overtime in the FX Department from approx. 200 hours a month to zero (staff of 5)

• Supervisor of the Securities Settlement DepartmentAchievements:
• Assisted in the specification of the securities module of MIDAS
• UAT tested the securities module of MIDAS
• Was instrumental in the transfer of the securities business onto the MIDAS platform

• Senior clerk in the Eurobond Settlement departmentAchievements:
• Processed Eurobond trades through Euroclear/Cedel, also processed Foreign Equity settlements and Corporate Actions

• Clerk in the Eurobond Settlement departmentAchievements:
• Processed Eurobond trades through Euroclear and Canadian/US Equity Settlements

Education record

8 GCE ‘O’ Levels including Maths and English

Diploma