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Xavier VISONA DALLA POZZA

LUXEMBOURG

En résumé

Business analyst with strong Transfer Agency (TA) experience.

Business expertise (business and technical requirements) for below systems:
IGEFI MFTA
CHECKFREE NXG
BUSINESS OBJECTS
EMC DOCUMENTUM TASKSPACE
KOFAX XTRATA

Very good Knowledge in:
SQL, VBA, MS OFFICE

Specialties
Transfer Agency, TA migration.
Enterprise Content Management, Straight Through Process (STP), Equalization factor processing, TA system, Igefi MFTA

Mes compétences :
Analysis
Business
Business Analysis
Business analyst
Chef de projet
ECM
EMC
Freelance
Hedge funds
Investissement
Maîtrise d'ouvrage
Management
Manager
Microsoft Project
Microsoft Project Management
MOA
Project manager
Gestion de projet
Oracle

Entreprises

  • VIMETECH - Founder and manager

    2014 - maintenant

  • Multifonds - Business analyst - Transfer Agency

    2013 - 2015 >> Performance fees requirements for MFGI (Series of shares and equalization factors).

    >> Member of the Implementation team, in charge of data migration and target functional model for a large implementation/migration project.

  • Northern Trust - Hedge funds TA Specialist - Contractor

    Chicago 2011 - 2012 Dublin - Ireland

    >> Implementation of investor-based performance fees: equalization adjustment approach; series of shares.

    >> Implementation of new product offering on the existing tax transparent pooling platform, and for the existing fee rebates / trailer fees systems.

  • BNP Paribas Securities Services - Transfer Agency Business Analyst - Contractor

    Pantin 2010 - 2011 Luxembourg

    >> Harmonization of the existing business with the Target Operating Model.
    Trailer fees ; Registration ; Collection and Transitory Accounts.

    >> Follow-up of the Target Operating Model implementation for the migrated business.

    >> Migration of data into BP2S’ Trailer Fees system.

  • European Fund Administration S.A. (EFA) - TA Business Analyst

    2006 - 2010 Luxembourg

    In charge of operational support and TA project management. Member of the 'Register and Transfer Agency Developments' team.

    >> Operational support and post-implementation project support.

    >> Enhancement of the current TA platform (IGEFI MFTA, Business Objects,...) to cover industry requirements, client requests, or to increase productivity and decrease operational risks.

    >> Focus on innovating product implementation.

  • BNP PARIBAS SECURITIES SERVICES - TA Business Analyst

    Pantin 2005 - 2006 Luxembourg

    In charge of operational support and business process change management in the Fund Services Engineering Hub team, specialised in the Transfer Agency business

    >> Operational and post-implementation project support for Dublin, Frankfurt, Milan, Madrid and Luxembourg locations

    >> Business process analysis and enhancement in light of new technologies, product offers, or customer agreements

    >> Project initiation and management (experience in SWIFT, NSCC, and various internal platforms)

    >> Optimisation of the platform components (reporting parts)

  • EULER HERMES - Assistant Analyste Sectoriel

    Courbevoie 2005 - 2005 Paris - France

    Portfolio of Midcaps and Large Caps of the retail sector (Carrefour, Tesco, Delhaize...)

    >> Strategy and risk analysis
    >> Coverage of analyst meetings
    >> Sectorial reports

  • BNP PARIBAS - Analyste Risques et Engagements

    Paris 2003 - 2004 Troyes - France

    In charge of a portfolio of companies up to 1bn Euros of turnover

    >> Participation in the whole transaction life cycle
    >> Financial and legal risks analysis on start-up and mature companies
    >> Risk committees, assessment of high risky businesses
    >> Surveys on risk factors

Formations

Pas de formation renseignée

Réseau

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