JONATHAN JEROME
Aldershot
Summary
Results oriented manager with over 20 years experience within the financial services industry. Perceptive QA expert well-versed at identifying and documenting complex problems and causes. Designs test plans and procedures and equips and trains newer colleagues. Demonstrates practiced expertise in product design and participates in design reviews to offer early input on functional requirements and potential problems. Proven leadership experience with excellent record of developing and delivering quality products with the emphasis on getting it right first time.
Overview
26
26
years of professional experience
Work History
Quality Assurance Lead
RBC Investor Services
09.2010 - Current
- Acted as key point of contact for all QA aspects of releases by providing QA services and coordinating QA resources internally and externally.
- Communicated directly with QA team to resolve user-reported problems and questions.
- Created requirements for milestones and monitored completion of tasks for QA team.
- Performed testing to assess product effectiveness, alignment with designed purpose and adaptations for other purposes.
- Coached and motivated 20+ persons QA offshore and onboarding teams to develop competencies.
- Established metrics, applied industry best practices and developed new tools and processes.
- Subject matter expert for operational queries
- Substitute Business and Systems Analyst on ad hoc projects
- Performed root cause analysis to identify and resolve quality issues and defects.
Corporate Actions Supervisor
2006-2010 RBC Dexia Investor Services
09.2006 - 09.2010
- To ensure all Corporate events are processed accurately, in a timely manner and are thoroughly reviewed and checked.
- Controls and procedures are being adhered to and regularly reviewed.
- Ensure route cause analysis is conducted on exceptions, queries and errors to avoid reoccurrence, and initiate corrective action.
- Prioritisation, allocation and co-ordination of resources and recruitment to deliver the department’s objectives.
- Management, mentoring, and regular review of Staff to ensure their ongoing development.
- Provide support and regularly reviewing to aid staff development and motivation.
- Ensure accuracy and that deadlines are met to minimise risks.
- Prompt turnaround and clearance of client queries to improve client service.
- Corporate Actions UAT for SWIFT Compliance Projects
Senior Fund Administrator
Winterthur Life UK Ltd
09.2001 - 09.2006
- System testing for enhancements and new systems.
- Responsible for legal and tax documentation.
- Ad hoc project management.
- Responsible for corporate action side of installing and testing HIPORT system.
- Hiportfolio super user and team trainer for benefit and trade processing.
- Overseeing day-to-day processing of UK and International corporate events.
- Process and verify morning/afternoon pricing, checking for reasonableness against benchmarks.
- Process unit matching for all funds against set guidelines & in a timely manner.
- Trade uploads and manual processing of trades.
- Datamanagement Stock and fund set ups.
- Identify & implement process improvements focusing on controls for benefit processing, unit pricing
Senior Technical Administrator
HSBC Private Clients
09.1997 - 09.2001
- Trading and Settlements.
- Placing multiple trades with the market within 30 minutes with accuracy rate of 99%.
- Corporate Actions processing.
- Team trainer.
- Creating work aids for three sections of department covering 4 processing systems.
- Preparing instructions and recommendations for managers.
- Researching company reports.
- Liaising with branches and advisory clients.
Education
Bachelor of Arts - European Policy And Modern Languages
1993-1997 University of The Solent
Southampton05.1997
A Levels - History And Politcs
1992-1993 Cambridge Business College
Cambridge05.1993
Skills
- Work Planning and Prioritization
- Quality Control Tests
- Effective Multitasking
- Test Management
- Employee guidance
- Specification Development
- Strong Work Ethic
- Test Result Interpretation
- Team Collaboration
- Customer Service
Skills
Automation, Browsers, Business Writing, C, C++, Capability Maturity Model, CMM, Clarify, CMS, com, CA, hardware, content, Content Management, Databases, product development, Doors, Dreamweaver, E-Commerce, Fast, Financial, financial statements, foreign exchange, Functional, GUI, HP, HTML, Image, Internet Explorer, Java, languages, Leadership Skills, Team Lead, Linux, Load Runner, Mac OS, managing, meetings, Mercury Interactive, MS Excel, Microsoft Office, Windows, Object oriented design, Operating systems, OS, Oracle, Oracle database, PHP, product planning, Programming, progress, Project Management, QTP, Quality, quality assurance, scientific, scripts, Specification, spreadsheets, SQL Server, SQL, Strategy, Test Director 5.0, Test Director 7.0, TOAD, UML, UNIX, MS Visual Basic, Microsoft Visual Studio, Win Runner 6.0, XML
Additional Information
- PERSONAL: Excellent references available upon request US Citizen
Timeline
Quality Assurance Lead
RBC Investor Services
09.2010 - Current
Corporate Actions Supervisor
2006-2010 RBC Dexia Investor Services
09.2006 - 09.2010
Senior Fund Administrator
Winterthur Life UK Ltd
09.2001 - 09.2006
Senior Technical Administrator
HSBC Private Clients
09.1997 - 09.2001
Bachelor of Arts - European Policy And Modern Languages
1993-1997 University of The Solent
A Levels - History And Politcs
1992-1993 Cambridge Business College
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