Jithin Antony

JITHIN ANTONY Personal details JITHIN ANTONY-- HP197GA, Aylesbury, UK linkedin.com/in/jithinvj Education MBA Finance Sep 2008 - Jun 2010 Mahatma Gandhi University, Kerala B COM Marketing Sep 2005 - Jun 2008 Mahatma Gandhi University, Kerala Skills API Integration Enterprise Data Management Performance Reporting Scrum Profile Experienced Business Analyst / Product Owner with over 12 years of expertise in designing and developing new features for wealth and asset management platforms. Proficient in a broad range of areas including Investment Proposals, Financial Plans, Portfolio Construction, Rebalancing, Performance Reporting, Order and Execution Management System, Electronic Trading, Reconciliation, Managed Accounts, and Investment Account Servicing. Possess deep knowledge of Custody, Trading, Clearing, Settlement, portfolio rebalancing, and Wealth Management operations. Additionally, skilled in Enterprise Data Management System Framework, encompassing data movement, creation, management, and exploration using applications such as Streamsets, Snowflake, and Collibra. Employment Technical Business Analyst Sep 2023 - Apr 2025 UST Global Limited, United Kingdom, London Responsible for developing enterprise data middleware solutions aimed at enhancing data security, privacy, lineage, and accuracy across data movements. Key Responsibilities: Formalized project governance to engage key stakeholders. Re-engineered processes to optimize and identify efficiency opportunities. Assessed and enforced the Target Operating Model (TOM) for middleware solutions. Established a robust data governance structure across the program. Identified key transitional activities to ensure post-data transfer readiness for BAU. Key Projects Delivered: Data Lineage Implementation: Enhanced traceability across data flow processes. Alerting & Monitoring Dashboard: Implemented real-time monitoring for data integrity. Recipe Data Movement Improvements: Streamlined recipe data transfer across systems. Reporting Governance: Strengthened the reporting framework to ensure compliance. Data Privacy & Security Enhancements: Reinforced data security and accuracy measures across platforms. Sprint Planning Communication Business Analysis Product Management Project Management User Experience Data Management Wealth Management Project Delivery Senior Business Analyst Nov 2022 - May 2023 Enfusion Systems UK Limited, United Kingdom, London Served as a Senior Business Analyst in the OEMS product team, managing trade order validations, order creation, and trade movement integration with external platforms for fund managers and financial advisors. Key Responsibilities: Engaged with clients for requirement elicitation. Documented requirements using user stories. Facilitated requirement refinement sessions with SCRUM teams. Drafted acceptance criteria for QA using Behaviour-Driven Development (BDD). Key Projects Delivered: Order Tickets Creation: Developed various order tickets including FX, IRS, and Variance Swaps. Client Migration and Simplification Process and TOM Reengineering Data Analysis Business Requirements FIX Workflow & Dark Pool Trading: Implemented FIX workflows and advanced trading solutions. Stock Borrow Locates: Optimized the borrowing of stocks for trading operations. API Import & Trading Tools: Managed various order generation tools like API Import and FX Roll. Process Mapping Technologies ETL & Middleware Platforms: Streamsets, Snowflake, Collibra Financial Platforms: Temenos, RedBlack, Enfusion, ENV 1 & 2 Project Management Tools: JIRA, Confluence, Azure Programming & Scripting: SQL, APIs, FIX Protocol, R, Python Productivity & Design Tools: MS Excel, MS Visio, Balsamiq Methodologies & Frameworks: Waterfall, Software Development Lifecycle (SDLC), Agile, PRINCE2, SCRUM Data Visualization & Analytics: Tableau, Power BI Senior Consultant / Product Owner Sep 2021 - Sep 2022 Cognizant Technology Solutions, India, Kochi Worked as a Triple'A' Plus functional consultant in Temenos Wealth Suite, focusing on integrating legacy applications into one unified system for Standard Chartered Bank. This enhanced data integrity, accuracy, synchronization, and quality. Key Responsibilities: Analyzed the information landscape to support project initiation. Conducted requirements analysis to identify gaps and determine project feasibility. Elicited requirements using interviews, workshops, and focus groups. Documented and categorized functional, non-functional, and technical requirements. Modeled business requirements using UML. Managed requirements validation, communication, and coordination of UAT, SIT, and Regression Testing. Key Projects Delivered: Suitability Assessment: Implemented suitability checks to enhance client portfolio management. Portfolio View & Advisory: Developed tools for portfolio performance views and financial advisory support. Pre-trade Checks & Order Management: Streamlined pre-trade validations and order management processes. Vulnerable Client Assessment: Designed processes for assessing vulnerable clients' needs. CRM & ERP Platforms: Salesforce, SAP Cloud & Infrastructure: Microsoft Azure, Kubernetes Courses PSPO I Jul 2022 Scrum.org Agile Software Development Aug 2018 ETH Zurich (EDX online course) Investment Management Specialization Sep 2018 University of Geneva Investment and Portfolio Management Specialization Apr 2019 Product Owner May 2018 - Sep 2021 RedBlack Softwares, India, Kochi Served as a Product Owner for Intelliflo RedBlack's portfolio rebalancing product, overseeing trade order validations, core logic calculations, and portfolio data integration. Led FIX implementation for live trading with brokers, developed trading algorithms, and managed Okta security user access integration. Key Responsibilities: Managed and prioritized product backlog in JIRA. Collaborated with UI/UX designers to develop product features. Defined and communicated short- and long-term product vision. Participated in grooming project backlog and Scrum ceremonies. Conducted product demos for stakeholder feedback. Key Projects Delivered: Trade Order Validations: Implemented validation across portfolio, security, and household levels, including purchase restrictions and capital gain budgets. Portfolio Rebalancing: Developed trade size restrictions, equivalents, and rebalancing processes with approval workflows. Portfolio Model Management: Created multi-tier models and integrated external reporting systems with model manager functionality. FIX Implementation: Integrated FIX for pre- and post-trade compliance and block trading. RICE University Financial Technology (Fintech) Innovations Jun 2021 University of Michigan Fintech: Foundations & Applications of Financial Technology Nov 2020 University of Pennsylvania Tech Master Of Master's Program Present Simplilearn Hobbies Running Swimming Football Okta Security Integration: Established secure user access for portfolio data management systems. Senior Business Analyst Sep 2012 - May 2018 Envestnet Asset Management, India, Trivandrum Served as a Senior Business Analyst in a leading wealth management platform, overseeing end-to-end wealth management operations, including portfolio client onboarding, client investing, reporting, and servicing activities. Key Roles and Responsibilities: Collaborated with product managers to elicit and validate business requirements during client interactions. Conducted interviews and monitoring to gather functional and non-functional system requirements. Authored detailed functional specifications and created business process maps to model requirements. Provided mentoring and support during user transitions from legacy systems to new implementations. Coordinated User Acceptance Testing (UAT) before gaining final sign-off on deliverables. Acted as a liaison between technical teams and business units, ensuring design and functionality met requirements. Collaborated with senior stakeholders to define security profiles, creating a security profile matrix for system implementation. Key Projects Delivered: Client Reporting & Servicing: Developed comprehensive performance reports, supporting multiple languages and features like tax loss harvesting, portfolio drift analysis, and more. Service Request Management: Designed workflows for systematic withdrawals, cash management, account opening, and various investment service requests. Financial Planning: Created risk profiling reports and generated workflows for proposal creation, including portfolio model selection during the process. Financial Analyst Feb 2011 - Aug 2012 Deutsche Bank Group, India, Bangalore 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 Monitor and follow up with counterparty brokers on trade 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 References References available upon request.