I am an accomplished Business Analyst and Product Owner with over 12 years of experience in the wealth and asset management industry, successfully driving business requirements, solution design, and product development across multiple global firms. Throughout my career, I have contributed to a broad range of critical business areas including Investment Proposals, Financial Planning, Portfolio Rebalancing, Performance Reporting, Order and Execution Management Systems, Electronic Trading, Reconciliation, Managed Accounts, and Investment Servicing.
My core strength lies in translating complex business needs into actionable technical requirements, ensuring seamless collaboration between business teams and technology stakeholders. I have deep domain expertise in Custody, Trading, Clearing, Settlement operations, as well as portfolio management processes such as block trading, trade allocations, and compliance monitoring. My experience spans multiple well-known asset management platforms including Intelliflo RedBlack, Envestnet, Temenos WealthSuite, and Enfusion.
Additionally, I bring a strong background in enterprise data management, having worked extensively on data movement, governance, lineage, and exploration using technologies such as StreamSets, Snowflake, and Collibra. Notable contributions include developing an Alerting and Monitoring Dashboard, enhancing Recipe Data Movement, creating Enterprise Data Foundations training materials, and implementing a Data Lineage Solution while at Schroders Wealth Management.
I am also proficient in AWS cloud services, which I leverage to optimize data product delivery and ensure operational efficiency in both on-premise and cloud-based environments.
What distinguishes me as a Business Analyst is my ability to align business goals with technology solutions while maintaining a focus on quality, stakeholder engagement, and timely delivery. I am passionate about continuous learning and enjoy staying up to date with evolving technologies and best practices in both asset management and data product spaces.
I believe in a collaborative approach, working closely with teams to understand pain points, identify opportunities for improvement, and implement solutions that drive business value. My objective is always to deliver strategic insights, operational excellence, and client-centric solutions that support business growth and innovation.