Jithin V J
Lead Business Analyst @UST
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WORK HISTORY
Lead Business Analyst @UST
London, GB
Working as a senior business analyst in Enterprise Data Product Team for Schroders Wealth Management
EDUCATION
The Cochin College, Kochi
Bachelor of Commerce (BCom), Marketing
SNGIST ARTS AND SCIENCE COLLEGE
Master of Business Administration (MBA), Finance, General
SKILLS
ABOUT JITHIN V J
Business Analyst / Product Owner with 12+years of experience in design and product development of new features on wealth management platform spanning Investment Proposals, Financial Plans, Portfolio Construction, Performance Reporting, Portfolio Re-balancing,Reconciliation, Managed Accounts, Investment Account Servicing aided by deep understanding of Custody, Trading, Clearing, Settlement, 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.Industry Exposure Wealth Management Portfolio Management Wealthtech Fintech Financial Advisors Capital markets Money Manager Investment Products Portfolio Rebalancing Projects Temenos Wealthsuite ImplimentationSuitability AssessmentPortfolio View and PerformanceInvestment AdvisoryPre-trade Checks and Order Initiation Order Management Vulnerable Client Assessment Process Client On-Boarding Financial Planning Risk ProfilingAccount Opening Proposal Generation AdvisoryInvestment ProposalPortfolio Management InvestingOrder ManagementTrade Order ValidationsPortfolio RebalancingFIX ImplementationPre-Trade and Post-Trade Compliance Activities Client ReportingPerformance ReportsOnline and QPR ReportsReport TemplatesTWRR, Modified Dietz and IRR Client Servicing Service Request ManagementBillingPortfolio Reconciliation Enterprise Data Management SystemData Transfer ImprovementsImplimentation of Data Lineage solution
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