Client Assets Safety, Compliance, operational oversight, Process improvement, Audit, Management Information

Technical Documentation, Sql Queries, System Configuration, User Training, Agile Methodologies, Api Development, Troubleshooting Skills, WFS Integration, Data Analysis, Business Process

System implementations conversions migrations and upgrades, Clear verbal and written communication, Functional specifications use cases and conceptual solution modelling, Project delivery and management of multiple priorities, SQL and relational data concepts, Business process modelling and workflow analysis, Business analysis and functional consulting, Asset finance and leasing domain knowledge, Requirements elicitation analysis and validation, User acceptance testing and solution validation, Client-facing consulting and stakeholder management, Asset finance system configuration, Solution design and requirements definition, Analytical thinking and complex problem-solving, Agile Waterfall and iterative delivery methodologies, API integration and data mapping

Microsoft Purview, Microsoft Entra ID, Microsoft Defender, Microsoft 365 Security solutions, Microsoft Sentinel

automation, Avaloq, Private Banking, platform implementation, portfolio construction, Servicing, client onboarding, process improvement, operating model design, CRM, wealth operations, Aladdin Wealth, Wealth Management, Temenos Wealth, AI-enabled solutions, digital enablement

qualitative research methods, Data Analysis, moderating experience, data interpretation, project management, communication, Reporting