15+ years of experience with strong domain expertise needed in the investment management domain, along with prior work experience in asset management platforms such as Aladdin, Charles River or any other leading platforms, including client-facing experience in leading mid to large-scale testing engagements.
Your Client Responsibilities
Primary point of contact throughout the life of your project
Create process flows, test scripts, conduct analysis and track actions
Early identification of project risks
Contingency and scenario planning
Rapid resolution of any issues
Scope change management
Resource management
Ensuring that project objectives and deliverables are met on time and in full
Monitoring the progress of the project
Interface with the customer representatives as and when needed
Willing to travel to the customers locations on need basis
Willing to be cross trained and work on any of the industry focused wealth and asset management packages
Your People Responsibilities
Building a quality culture
Keeping the project team focused on a common set of objectives
Encouraging and motivating the team, establishing open lines of communication
Foster teamwork and lead by example, Integrating the cross-team project functions into a high performing team
Transforming teams to highly effective project team that is flexible and responsive
Participating in the organization-wide people initiatives
Mandatory Skills
Strong experience leading a Testing workstream on previous projects.
Design and Develop Test strategies including entry/exit criteria definition.
Should have hyper care test recording experience with knowledge of ADO reporting.
Plan, schedule and oversee testing activities to ensure project objectives are met.
Review and approve test plans, test cases and scripts to ensure coverage based on requirements.
Monitor testing progress, analyse results, report testing status to stakeholders and manage issue resolution.
Lead and mentor a team of test analysts
Oversee the tracking and management of defects.
Ensure project deliverables meet the set quality standards.
Lead and drive continuous improvement initiatives in relation to testing processes and practices.
Sectorial experience in financial services / capital markets, with domain knowledge on different asset classes across front office, middle office and back office for either or both “buy” and “sell” side of business
Good knowledge on portfolio management, End to End Trade Lifecycle, data control and operations and portfolio administration
Techno functional knowledge of Core Wealth / Asset management with good exposure to at least one third party package like Aladdin, Multifonds, Charles River, FNZ, SEI or equivalent etc
Good experience understanding client requirements and streamline them appropriately to the team.
Understand high-level business requirements and relate them to appropriate package capabilities
Show in-depth knowledge on CFA concepts like portfolio management, wealth planning, Fixed income, Equity, Alternate investment, Derivatives etc
Good Leadership skills
Excellent client-facing skills
MBA/MCA/ BE / B.Tech/ equivalent with FIS product experience of 15+ years
Preferred Skills
Prior Client facing experience
Experience in Testing, Test cases, Test case execution, Implementation, Aladdin
Skills
wam,Aladdin,backrock,ADO
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