Owen James
London,UK
Summary
Proven track record in developing and implementing process maps for trade capture and cash management. Adept at aligning future state designs with operational strategies and target operating models. Expertise in operational data modeling, including data dictionaries and lineage documentation. Strong background in program support, including vendor coordination and governance reporting.
Overview
22
22
years of professional experience
Work history
Technical Business Analyst
Wig and Law
London, UK
2023.08 - 2026.02
- Designed secure authentication and session management using biometrics, improving security protocols.
- Integrated KYC workflows into application to ensure compliance and enhance user verification process.
- Developed mobile application for payments with Supabase backend, enhancing user transaction experience.
Business Analyst (Consultant)
Federated Hermes
London, UK
2023.02 - 2023.07
- Authored epics, features, and user stories; ensured requirements traceability and documented changes.
- Mapped current processes and facilitated transition to the target operating model for fund operations and investor reporting.
- Produced test strategies, detailed test plans (SIT/UAT), and runbooks to enable effective handover to BAU.
- Business analyst for the implementation of Qashqade (Private Equity Waterfall / Carried Interest) tool.
Data Business Analyst / OMS Implementation
Arcmont Asset Management
London, UK
2019.03 - 2020.10
- Scoped and supported Allvue Everest OMS implementation for private debt business, integrating with the existing Wall Street Office platform to enhance operational efficiency.
- Defined trading and operational workflows (trade capture, allocations, confirmations, lifecycle events, and reporting) for new OMS, streamlining processes for improved accuracy.
- Supported setup of portfolio/order management capabilities, including configuration, data inputs, and operating procedures.
- Developed pragmatic data management approach: data discovery, interface specifications, and reporting datasets for Power BI, enabling better data visibility and insights.
- Built and enhanced interfaces using C#, SQL Server, and JSON; supported data lineage discussions to improve reporting controls.
Data Business Analyst OMS Implementation
Babson Capital (Barings)
London, UK
2012.07 - 2014.08
- Migrated disparate systems in the US and UK to a unified asset management OMS platform and reporting stack, enhancing data accessibility.
- Designed and delivered performance attribution and NAV reporting solutions using Everest, SSIS/SSRS, and SQL Server, streamlining reporting processes.
- Supported reconciliations and control processes, improving position/cash aggregation and cross-currency reporting logic for enhanced accuracy.
- Worked with vendor teams to define product enhancements and document operational impacts for investment and operations users.
Data Business Analyst OMS Implementation
Alcentra
London, UK
2007.12 - 2012.07
- Implemented pricing and FX data feeds and created operational reporting to support fund performance and launches.
- Managed consolidation of two Wall Street Office databases into a single Everest platform, including migration and validation.
- Managed day-to-day platform operations and collaborated with stakeholders to streamline reporting processes and strengthen controls.
- Consolidated front-to-back reporting across Markit WSO and Allvue/Black Mountain Everest, enhancing data accessibility.
Senior Migration Business Analyst
Fastnet Luxembourg
Luxembourg
2006.12 - 2007.12
- Led Wall Street Office OMS implementation for a loan administrator, including data migration, integrations, and reconciliations.
- Mapped as-is loan administration workflows and designed-to-be processes aligned to operational and control requirements.
- Designed data feeds and a reconciliation approach to match positions at the contract level between upstream/downstream systems.
- Produced requirements documentation, test plans, training materials, and procedural documentation for operations teams.
- Supported operational functions at Crédit Agricole Investor Services subsidiary, facilitating seamless daily operations and client service.
Senior Technical Business Analyst
European Credit Management
London, UK
2005.10 - 2006.12
- Migrated ~€3bn of loan assets from a legacy treasury platform to Wall Street Office and simplified loan operations processes.
- Coordinated cross-functional requirements gathering with finance, loan operations and IT
- Produced comprehensive change and training documentation to facilitate smoother transitions.
- Outsourced agent notice categorisation to J.P. Morgan and introduced web-based access, enhancing operational efficiency and accessibility.
Team Leader / Developer–Analyst
FCSoft
Dallas, US
2004.01 - 2005.09
- Led system design and delivery for development and testing, translating client requirements into actionable product features.
- Built integration patterns with XML/web services and complex SQL in SQL Server/Oracle, streamlining data exchange processes.
- Developed performance analytics and attribution reporting in accordance with GIPS principles, applying Modified Dietz return methodology to enhance reporting accuracy.
- Developed initial modules for Wall Street Office (WSO) Administrator and Analytics.
- Facilitated acquisition process by J.P. Morgan, followed by integration with Markit
Education
HND - Mathematics & Computing
University of North London
LondonSkills
- Business analysis
- Portfolio management
- Order management setup
- Trading workflow design
- Straight-through processing
- Workflow optimisation
- Data strategy
- Data discovery
- Lineage mapping
- Process documentation
- SQL Server
- T-SQL
- SSIS
- SSRS
- Power BI
- Excel
- VBA
- C#
- NET
- VBNET
- Python
- REST
- JSON
- XML
- Web Services
- Azure
- Cloud database management
- Mobile application development
- Cross-platform development
- Jira
- MS Project
- Office 365
- Stakeholder relations
- Organisational skills
- Attention to detail
- Mobile application development
- Cross-platform development
- Cloud database management
Ad hoc work
Performed custom reporting for ICG and Park Square Capital
Personal Information
- Nationality: UK/US Citizen
- Visa status: UK/US Citizen
References
Available on request.
Timeline
Technical Business Analyst
Wig and Law
2023.08 - 2026.02
Business Analyst (Consultant)
Federated Hermes
2023.02 - 2023.07
Data Business Analyst / OMS Implementation
Arcmont Asset Management
2019.03 - 2020.10
Data Business Analyst OMS Implementation
Babson Capital (Barings)
2012.07 - 2014.08
Data Business Analyst OMS Implementation
Alcentra
2007.12 - 2012.07
Senior Migration Business Analyst
Fastnet Luxembourg
2006.12 - 2007.12
Senior Technical Business Analyst
European Credit Management
2005.10 - 2006.12
Team Leader / Developer–Analyst
FCSoft
2004.01 - 2005.09
HND - Mathematics & Computing
University of North London