Credit Suisse,
Zurich

July 05 -

Business/Test Analyst (Contractor)

Analysis and testing of a e-commerce FX / MM platform comprising:

• Valuta Direct (ATS Net Trader) IBM (eFX and MM trading application)

• Valuta Direct (ATS Power Trader) (IBM) (FX and MM trading application)

• Finacle Treasury  / Lighthouse (Position keeping system)

• Host (Core banking system)

• Treasury User Management / Treasury Data Core and Treasury Limit System

• Back Deal Generator (Order routing)

• NAP FX / NAP MM (Middleware)

• EBS / PrimeTrade / Insight / OPICS (linked systems)

Writing creating the following documentation

• Deployment concept

• Test concept

• Training concept

• Test cases

• Setup of Test procedures / implementation of Test Director

• Requirements gathering

• Making recommendations on setup / bug fixes

• Suggesting Order flow processing improvements

• Ensuring full end to end functioning of the platform.

• Rollout of FX platform to CSAM Luxembourg and NAB - NEUE AARGAUER BANK .

• Merger of Credit Suisse First Boston and Credit Suisse Group Trading Books (One Bank Project)

Bank of England, London

Jan 04 – June 05

Globus Consultant / UAT Testing Specialist (Contractor)

Globus Relaunch Project – Implementation and UAT testing of Globus V13 with STP. Assignments including UAT testing , writing test scripts, configuration / raising change requests, discussing issues with Users, implementation strategy, project planning, assignment of man days to bugs found, liaison with developers, UAT Testing of difficult areas like the Globus Balance sheet and Profit and loss statements.  Raised around 50 change requests.  Successfully tested full end to end STP for both CHAPS and SWIFT, with over 10,000 CHAPS payments / day. 

Globus Balance sheet, Profit and loss Statement and MFSD Report (Accounting)

• Tested the whole of the Banks Globus MFSD BT reports including writing test scripts, executing tests, breaking down consolidation keys. 

• Balance sheet testing, involving breaking down consolidation keys, creating transactions to populate the report, checking relationship between the balance sheet and the Profit /Loss statement

• Profit Loss Statement – Testing changes on the P/L Statement.

• Maturity Report - Tested the banks maturity report in Globus which breaks down accounts / Fixed Deposits into different maturity buckets.

STP SWIFT/CHAPS / TARGET Payments successfully implemented.

• Tested / Implemented STP CHAPS,  SWIFT/FASTWIRE and TARGET Payment

Performance Testing

I did performance testing on the SWIFT and CHAPS payment systems, which involved running through thousands of payments per hour (I think 6000 / hour was the max).

Standing Orders

·         Testing the Globus standing orders module.

Gold Bullion

·         Tested the Reuters gold price feed / Gold valuation on Globus Balance sheet and various modules involving gold deposits, Fixed term XAU deposits.

FX and Exotics

·         Tested Globus FX transactions / GLobus FX modules. 

Money Market Loans/ Deposits

·         Tested Globus MM functions / Loans / Deposits.

Reconciliation / Settlement

Tested reconciliation and settlement function in Globus and related apps.

GLOBUS GAI POD Files

·         Tested the Globus receiving of POD Files

FS Manager / MERCATOR interface to Globus.

Tested Mercator (Middleware) functionality

Online Banking

Tested Online Banking modules

CLS - Continuous Linked Settlement System

Tested the Banks CLS payment Engine.  The CLS payment system is a worldwide real time settlement system for FX trades.  Over 1 billion GBP per day in payments through the CLS / Bank of England.

NAMSA (NATO),
Luxembourg
Oct – Jan  04

Special projects – Procurement

·         Confidential Project

Lombard Luxembourg

Mar 03 – Aug 03

Support Analyst

      ·         Support of Life Insurance and Pensions systems.

INTERNAXX, Luxembourg

Sep 02 – Feb 03

Dealing / Sales

·         Online Brokerage – Dealing in European and US shares. / Sales – Selling to HNW individuals worldwide. 

Credit Suisse
Private Banking,

Singapore

June 2001- May 2002

(View Reference)

UAT Co-ordinator, e-banking project for high net worth individuals.

Project Copernicus  (E-banking / Globus / Siebel)

Setting up a Global Private Banking Centre incorporating an e-banking / e-commerce platform for Private Banking Clients, an Independent Asset Manager portal and a CRM system (Siebel) for Relationship Managers.  These systems were linked to TEMENOS GLOBUS. 

Co-ordination of UAT testing for Global e-banking portal and Globus implementation involving 26 stock markets.  I worked with Temenos developers to ensure smooth resolution of bugs. 

Ran testing sessions with Relationship managers. Trained relationship managers to use the e-banking platform. Prepared test plans and managed resource planning of testers, scheduled UAT sessions, implemented procedures.

Testing of the Globus replicator, a copy of the Globus database allowing 24 hour trading on the Globus platform.

Developed a defect-tracking database and a test case database (using MS Access) to track the progress of over 4000 defects and 350 test cases. 

Co-chaired daily bug resolution meetings with all key vendors, CSFB, Broadvision, TIBCO/Reuters, Temenos, reporting major bugs discovered daily by the testers, and obtaining due dates or fixes.  In addition, I ensured test results were recorded into the bug database, with the help of an assistant, and ensured appropriate reports were produced for the daily Project Management meeting.  Bug Status reports were distributed to the Project Steering Committee.

Designed test scenarios for Order routing testing.  Tested the Straight Through Processing systems (STP) on all markets.  This testing was critical to ensuring that all (STP), TIBCO, Host, Mercator, Globus, and settlement via SWIFT.   This included using the securities modules in Globus.

Business Analysis / Development

·         Designed online statements mapping fields from Globus to Broadvision Front End.  Statements for Corporate actions and all cash transactions ( +-50 statements).

In depth review of business processes with CSPB Singapore to identify any gaps hindering the implementation of the e-banking platform together with Siebel CRM system.  Business areas under review included Mutual Funds, Account opening / Account closure Procedures, SecurID procedure (ACE Server).

Wrote change request specifications for the e-banking portal and Siebel.  Specifications included design in PowerPoint of online statements for corporate actions, fund transfer, broker transactions, etc.  Data was mapped from Globus across to the client portal.

Design of an online Bond search engine, which was subsequently implemented.  Bond data was mapped from Globus into an SQL database, and then displayed in the client portal.

Credit Suisse,

Private Banking, Luxembourg

 

Aug 00-June 01

Customer Care Officer PROMOTED To Head of Testing. 

·         Customer support for the e-banking platform.

·         Account opening with clients.

·         Was part of the Testing Administration in Luxembourg working with developing vendors in London, Switzerland and Germany.

·         Represented Customer Services in the Change Control Committee.  The committee was responsible for prioritising defects / change requests and planning the implementation of each new version of the Front-end applications.

·         Successfully tested the Margin Lending module.

·         Submitted frequent Management Reports defining the impact of new releases to Luxembourg operations.

·         Assisted in the creation of the Corporate Actions section of the website, and in the production of training manuals for employees.

·         Definition of processes, such as account opening / account closure etc.

·         Created Call Centre concept and business case for Luxembourg Operations, which was subsequently implemented.

Sep 99 – July 00

Master of European Business (View Certificate)

• Cass Business School, London (UK) joint with Solvay Business School, Brussels (B) (1999-2000)

Chase Manhattan Bank, Frankfurt, Germany
Jul 1999-Sep 1999

(View Reference)

(Internship)

Project and structured finance group (Internship)

·         Detailed research into the German Energy Companies (annual reports/specialised websites etc).

·         Researched Shareholder structure of German Utilities.

·         Developed a Intranet database linking 900 German Utilities companies.

·         Preparation of Pitch books and PowerPoint on screen presentations for Chase Executives defining possible target companies for mergers.

Banque Generale du Luxembourg,

 

Jul 1998-Sep 1998

Internet / Marketing (Internship)

·         Researched all aspects of Private Banking (Holding companies, CD’s, SICAV’s, current accounts, Investment advisory, and marketing.

·         Wrote marketing text in English for new brochures and website.