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Case Studies

UBS - Provision of hybrid Project Management & Business Analysis

Projects ranging from regulatory to complex data & software migrations, including:

  • Cloud based risk system migration:

    Defined requirements to migrate legacy software solution to MS Azure for daily risk & finance exposure calculations

    Managing implementation with agile approach working with off-shore development teams

    Worked through Azure Analytics to reduce cost exposures (capping premium VM usage/uptime, highlight controls for auto-scaled services)

  • MiFID II, impact to equity trading platforms:

    Detailed & managed technical requirements for equity trading platform & multi-lateral trading facility (MTF) to meet regulatory demand

    Converted business requirements to technical delivery for automated Best Execution reporting; both quality of execution and top 5 venues

  • Front office real-time trading limits:

    Architect for data model and UI build for electronic trading client limits management

    Detailed real-time trading limits on order management bus, leading critical test plan and sensitive phased go-live to ensure no client impact

  • Defined migration requirements for off-boarding data management to 3rd party manager

  • NEXT: Strategic review of data services>>
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