FINANCE PROFESSIONAL WITH *+ YEARS EXPERIENCE IN FINANCIAL SERVICES AND CAPITAL MARKETS
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.
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.
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.
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.
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
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
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.
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
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
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
Part of route cause analysis project to reduce the breaks in the reconciliation process
MS SQL Server
MS Excel Advanced user
Year of Passing
Percentage of Marks
Sree Narayana Guru Institute Of Science & Technology, North Paravur
Mahatma Gandhi University
Cochin College, Fort Cochin
Mahatma Gandhi University
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)
BA convention 2019, Bangalore
The Advanced Agile Business Analyst 2018, Kochi
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
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