FINANCE PROFESSIONAL WITH *+ YEARS EXPERIENCE IN FINANCIAL SERVICES AND CAPITAL MARKETS

CAREER OBJECTIVE

Looking for an opportunity as a Business/Investment Analyst where I can work with peers to help the organization solve challenging business problems, research and innovate new features and achieve its long term goals by leveraging my professional experience and domain knowledge. This would also enable me to acquire new skills, expand my knowledge horizon and build relationships with peers to grow with the organization.

PROFILE SUMMARY

A result – driven, detail-oriented and methodical Business Analyst with 9+ years of experience in design and development of new features on wealth management platform spanning Investment Proposals, Financial Plans, Portfolio Construction, Rebalancing, Performance Reporting, Reconciliation, Managed Accounts, Investment Account Servicing aided by deep understanding of Custody, Trading, Clearing, Settlement, and Wealth Management operations.

DOMAIN KNOWLEDGE

Wealth Management and Financial Advisory domain

Portfolio Construction techniques, Investment proposals and Account Opening workflows

Performance Computation (IRR & TWRR) and Performance Reporting

Managed Products for high net worth investors such as Separately Managed Accounts (SMA), MF/ETF Wraps, Unified Managed Accounts (UMA) and Advisor as Portfolio Manager (APM/Rep-as-PM)

Sound understanding of Trade Life Cycle of various products

Good exposure in various segments of Securities trading operations such as Trade Pre-matching, Clearing, Settlements, Funding, Stock and Cash Reconciliations, Asset servicing and Corporate Actions.

Sound understanding of derivatives, portfolio rebalancing, order management and fix work flow.

SKILLS

Analytical Skills- Ability to dissect a requirement, understand its need, study its impact on upstream and downstream systems.

Modeling Skills- Ability to conceptualize the business model to help bring business, technology, and delivery groups together in defining solution scope.

Communicating Details and Concepts- Ability to communicate various levels of detail appropriate to the audience and ability to co-ordinate among various stakeholders and take view of the multiple views.

WORK EXPERIENCE

1. REDBLACK SOFTWARES, COCHIN

Designation : Senior Business Analyst

Duration : 21-05-2018 to present

Department : Product Group

RedBlack is the independent market leader in investment management solutions for rebalancing, trading, order management, trade compliance and FIX integration

JOB PROFILE

Product backlog management and prioritizing User Stories in JIRA

Creating User Stories and working with UI/UX designers for product features.

Defining short and long term product vision and communicating it to the development team and stakeholders

Active Participation in the development and grooming of Project Backlog Stories (Requirements) with business and technology partners.

Participated in Sprint Planning, Daily Scrum Stand Up, and Sprint Retrospective meetings.

Helped in entering and updating Issues (Epics, Stories, and Tasks) onto JIRA Agile application.

Product Demos with different stakeholders and users to get feedback for product improvement

Involved in the development of Project Impact and Process Control Plan documents.

Supported in testing associated Sprint Stories for Acceptance Signoff

Projects handled

Trade Order management

Implementation of FIX

Creation of various investment planning reports like tax loss harvesting, client holdings, portfolio drift etc.

Worked on the Multi-tier, security, and asset class models

2. ENVESTNET ASSET MANAGEMENT, TRIVANDRUM

Designation : Business Analyst

Duration : 01-09-2012 to 11-05-2018 (5.8 Years)

Department : Product Group - Portfolio Construction

ENVESTNET is a leading Wealth Management platform of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions based in US powered by an open architecture platform that encompasses a broad range of institutional-quality research, investment products, and advisory resources. 55000 advisors use Envestnet’s UMP Platform to manage and advice 6+ million investor accounts worth over $1 T in assets.

JOB PROFILE

Assist the product manager to elicit and validate business requirements by participating in client calls

Capture user requirements and analyze gaps in existing system functionality to design solutions.

Design solutions and author functional specification documents detailing requirements for development

Participate in demos and requirements discussions with prospective clients

Coordinate between the Development and QA teams for successful implementation of requirements

Functional testing and signing off projects

Acting as a liaison between product manager and various development teams

Build expertise within the team by cross-training and cross-learning peers

Projects handled

Proposal creation and Account opening projects for investment products

Creation and override benchmark on client reports

Multi language support in the investment planning reports

Creation of various investment planning reports like Performance analysis, Holdings analysis, indices overview etc

Service request flow for investment planning requests.

3. DEUTSCHE BANK GROUP, BANGALORE

Designation : Analyst

Duration : 01-02-2011 to 29-08-12 (1.8 Years)

Department : Global Market listed derivatives

JOB PROFILE

Handled accounts trading at different exchange including IDEM Market ( Italian derivatives market), TURKDEX ( Turkish derivative exchange) and BMO Market ( bank of Montreal exchange)

Exposure to ICE US (Intercontinental exchange)

Perform root- cause analysis in case of any discrepancy found between books and fix it

Monitor and follow up with counterparty brokers on trade and brokerage related queries

Account reconciliation between Bank system and Exchange and reconciliation on Trade (Futures & options), Position and Cash

Allocation and booking of client trades (Futures & options) in DB systems

Projects handled

Part of route cause analysis project to reduce the breaks in the reconciliation process

APPLICATIONS/SOFTWARES USED

MS SQL Server

Bloomberg Terminal

MS Excel Advanced user

JIRA

MS VISIO

ACADEMIC QUALIFICATIONS

Qualification

Discipline/ Specialization

School/College

Board/University

Year of Passing

Percentage of Marks

MBA

Finance

Sree Narayana Guru Institute Of Science & Technology, North Paravur

Mahatma Gandhi University

2008-10

65%

B.Com

Marketing

Cochin College, Fort Cochin

Mahatma Gandhi University

2005- 08

78%

CERTIFICATIONS

Green belt six sigma certification from Anexas, Denmark

Agile Software Development from ETH Zurich (EDX online course)

Investment management specialization from University of Geneva (online course from coursera)

Investment and portfolio management specialization from RICE University (online course from coursera)

CONFERENCES

BA convention 2019, Bangalore

The Advanced Agile Business Analyst 2018, Kochi

PERSONAL DETAILS

Name : Jithin V J

Address : Vettussery House, Vaduthala P. O, Cochin 682023, Kerala

Passport : J1486335

Marital Status : Married

Date of Birth : 10-10-1987

Hobbies : Swimming, Dancing, Badminton, Football

DECLARATION

I hereby declare that the above-mentioned details are true and correct to the best of my knowledge and faith.

Place: Cochin Jithin V. J

Contact this candidate