Tasked with replacing existing ETMP (Enterprise Tax Management Platform) with the new IDMS (Integrated Debt Management System) with more features and functionality for Automated Recovery and Collection & Time to Pay arrangement for all types of Debts for HMRC customers.Performing end-to-end analysis for existing platform (ETMP) and identify gaps to ensure better features and functionalities can be added to new debt management platform (IDMS)In-depth knowledge of case management lifecycle for debtsActive participation and input in solution design discussions with solutions architects for the TO-BE platformWorking closely with the business to elicit and validate business requirementsDaily catch-up with delivery partners / suppliers ensuring all the business requirements are met as per business needsOrganising workshops with business and suppliers with detailed documentation to ensure all parties are aligned.Supporting developers and testers

As part of the GDPR, Record Management project for Brewin Dolphin, I completed a review of the G Drive Share for everyone within the organisation, assessing folder structure and data type held by the group. Provided guidance on structure and retention period based on record classification, obtaining sign-off prior to the migration of data structure to Microsoft Teams.Documented a Data protection and Records management Target Operating Model (TOM) to support the “operationalisation” of Records management and Data protection practices within Brewin DolphinDesigned and delivered an approach to capture Data flow Maps (DfM) for the processing of personal data and created a Record of Processing Activities (ROPA) in compliance with Article 30 of the GDPR across all Brewin Dolphin processesDocumented requirements, managed Request for Proposal (RfP), implementing a retention schedule for cloud servicesCreated a Records retention schedule for Brewin Dolphin using the procured cloud service from Iron Mountain (Policy Centre Solution) in consultation with the business, legal, Data protection and Data leadsDeveloped and implemented an Information Lifecycle Governance (ILG) framework into the existing change processesSupported the translation of the ILG requirements and Retention rules into various projects; including Office 365 Teams, SharePoint Document Management System (DMS) for holding client data and a Corporate CRMAssessed current working practices for unstructured data using file share within Brewin Dolphin front offices (client-facing operations) in order to determine how data could be remediated to Office 365 and working practices standardised through delivery of a “templated” Office 365 approach. The aim being to apply the Office 365 data governance capabilities (e.g. Retention and Sensitivity Labels) in order to better govern data through-life

Worked to enhance the Portal, adding new features using Agile SAFe methodology. SchrodersLink client portal is available for clients/consultants/investment advisors where they can login and have a look at the assets under management, portfolio details, performance, reporting and have easy access to their client services team. Also involved on F2C Implementation project, the aim was to manage fund management lifecycle via third party vendor (F2C) to create fund regulatory documents UCITS KIID, PRIIPS KID, Factsheet etc. and disseminate to various brokers. Performed end-to-end analysis to integrate with other distributed platforms available in Schroders to provide more contents on SchrodersLink including Salesforce, Core, Digital Marketing, Global Cash Notification etc.End-to-end analysis to integrate marketing tools (CRM Salesforce, Tealium, Google Analytics, Pardot and Session Cam)Helped product managers to update and prioritize SchrodersLink roadmap Created mockups/wireframes/User journeys for Schroderslink client portalDocument all the feature capabilities on Confluence pagesActively participated in all scrum ceremonies including daily stand ups, sprint planning, sprint review, retrospective, etc.Completed analysis on roadmap items beforehand so the team is ready to discuss in PI PlanningProvided sprint review demo to management and business stakeholdersWork closely with Legal & Compliance and Information Security team for approval of new requirements and featuresProvided weekly update to management with key deliverables per releaseCreated user stories and acceptance criteria in Jira and participating in story grooming sessions with Tech teams to make sure they understand the requirements correctly and provide clarity.Conduct research on other client portals used by other Asset Managers in the market.

Tasked to deliver Online Capabilities for Private Bank clients’ to access Accounts, Portfolio, Trade, Money Movement and Market Insight with FX details and Timely market updates etc. via two platforms – Website & Mobile App. Also involved in the transitioning of IPBOL EEA platform clients onto the new J.P. Morgan Bank Luxembourg entity as part of Brexit strategy for the bank.Engaged with key business stakeholders (up to director level) to understand the business requirementsWorked with product managers (both Website and Mobile App) to prioritize key deliverables and update roadmap for IPBOL (International Private Bank Online Website) and J.P. Morgan Private Bank AppCreated mockups/wireframes for the developersCreated user stories with BDD scenarios for Content Management System (In-house and Adobe AEM)Captured requirements for open API technologies for AuthorConnect (in-house CMS) Managed requirements throughout the development life cycle and participating in UAT for business sign off in an Agile environment Worked closely with Legal & Compliance for the approval of new requirements including updating disclaimers.Provided weekly update to management with key deliverables per releaseCreated user stories and acceptance criteria in Jira and participating in story grooming sessions with Tech teams to make sure they understand the requirements correctly and provide clarity.Research on other banking products available in the market to aid continuous platform improveContinues analysis on website and mobile app to improve user experienceManage and track feedback from clients via Internal (bankers, tech and legal teams) and External users (Website and Mobile App) and enhance digital feature based on the feedback and prioritization.Provide website and mobile app demo to internal staff so they can better promote the products to end client

Worked on the Mobile Prudential Investor Relations App which gives the clients all the latest investor and financial media information they need in an iPhone-optimized App.

Worked as a Business Analyst for Digital Mail project (Customer Correspondence) for Retail Banking and Wealth Management, part of Retail Transformation Programme. The aim was to digitize customer correspondence templates so they can be issued digitally and securely to customer via My Documents on online banking.