Finans Konsulent København, Denmark

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(Päivitetty 2020-04-19)

Finans Konsulent

København, Denmark

Aloittelija Danish, Svenska, English, German

  • Test Manager
  • Projekt Ledelse
  • SimCorp Dimension

Taidot (52)

SimCorp

WRITING TEST

BUSINESS REQUIREMENTS GATHERING

BUSINESS REQUIREMENTS

REQUIREMENTS GATHERING

BUSINESS DEVELOPMENT

PROJECT PLANNING

Data Migration

Change Management

DOCUMENTING

PROJECT PLAN

LENDING

PROJECT MANAGER

QA

DOCUMENTATION

BUSINESS CONSULTANT

Data Analysis

DATA VALIDATION

GL

GENERAL LEDGER

ESTIMATION

Business Intelligence

MERCURY

PRODUCTION ENVIRONMENT

CASH MANAGEMENT

RECONCILIATION

MANAGEMENT ACCOUNTING

INTEGRATION

MICROSOFT WORD

SQL

Excel

WORD

INTEGRATOR

TEST CASES

PACKAGING

DATA MODEL

GOVERNANCE

MARKETING ANALYSIS

DATA MODELS

DATABASE MODELING

BEST PRACTICES

DATABASE

STEERING

QUICKTEST

Oracle

ACCOUNTING

PL/SQL

DB2

ORACLE DEVELOPER 2000

OFFSHORE

SAS

PL/1

Yhteenveto

Jacob has a broad experience from his time in the financial IT industry. During the last 18 years he has been working within projects related to and around the Simcorp Dimension Investment Management System in multiple roles – project & test management, building SimCorp solutions and IT infrastructure such as Interfaces, system and report development and business development related to the worlds largest financial companies and organisations. 
Jacob’s foremost qualities are the combination of his knowledge base, where accounting, IT and business are the cornerstones. This combined with his analyzing ability gives you a strong partner in variable roles in various types of projects. Jacob also has a good ability to adopt and analyse complex problems both from a technical and a business/organisational perspective.

Työkokemus

Investment Management

2019-01 - 2020-01

Very experienced 2019 8
Data analysis Very experienced 2019 9
Expert
Facilitation

2019-01 - 2019-01

13
Expert

2016-01 - 2019-01

Requirement Specification Very experienced 2019 9
Supplier Management Very experienced 2012 3
System Integration

2019-01 - 2019-01

10
Expert
IT-processes

2019-01 - 2019-01

13
Business Development

2019-01 - 2019-01

10
Expert
Business Processes

2019-01 - 2019-01

13
Expert

2019-01 - 2019-01

9
Documentation Very experienced 2019 20

Change Management Expert 2019 13

Implementation Expert 2019 17
Project Management

2019-01 - 2019-01

8
SimCorp consultant
Abu Dhabi Investment Authority

2016-01 - 2019-01

in a team of 5 covering 3 main flows.
Bilateral OTC, ETD and Cleared OTC with integration to MarginsPhere and Cassini.
Stream lead & SimCorp consultant in all from A & D
Security Lending

2016-01 - 2019-01

Configuration, test and go live. Solution covered transaction based
Security Lending with full STP flow and reporting using SCD Data
Warehouse.
Gain Security and Price

2016-01 - 2017-01

master.
Implementation of SCD part including data mapping,
data format setup, com server, direct filter.
SCD business analyst
UBS Asset Management

2015-01 - 2016-01

SimCorp Dimension global
Implementation. Target operating model and business processes
TO-BE and AS-IS. Business Requirements gathering and quality
assurance. Role as SCD business analyst for 4 streams - Basic
structure, Static Data, Compliance and transition/client on boarding.
ING Investment Management
Administration Company

2013-01 - 2015-01

Merging to global SCD platform.
Test and migration manager for moving a smaller Investment
Administration Company into ING global SCD platform and TOBE
Processes.
Responsible for data migration strategy, method for reconciliation of
all migrated data, assist BA with functional designs. Planning and execution of system and end user tests as well as defect handling,
workaround procedures and reporting to management.
Expert
Test Management

2015-01 - 2015-01

12
Business Analyst
SimCorp Data Management

2015-01 - 2015-01

documenting and gathering requirements for
data management/governance.
Business analyst
SamPension

2013-01 - 2013-01

analysis of existing Risk Reporting calculations and reports and do reengineering of a new solution for Risk
Reporting.
Design of KPI Risk Dashboard and data cube in BIRT. Development of dataextracts from SimCorp Dimension.
Business Analyst
StoreBrand A/S

2012-01 - 2012-01

Preanalysis of all existing reports on old
platform.
All reports where checked for stakeholders, functionality, batch,
runtime parameters, estimation for report development on new
platform and a total estimation report was presented for the management team.
Nykredit Portfolio Administration

2010-01 - 2012-01

Migration of all 250 investment
funds managed by NPA to SimCorp Dimension.
My role where project manager for Client, Legal and internal
Reporting, Interface development and data conversion from Invision to SimCorp Dimension. Tasks where milestone and task planning,
estimations, resource allocation and management reporting. I also
participated in requirement analysis, designing and development of a reporting data model, reports and interfaces.
solution architect
Danske Bank

2009-01 - 2010-01

Migration of all 125 investment funds managed by
Danske Invest to SimCorp Dimension.
My role where project manager/solution architect for Legal
Reporting and development of a huge interface between SimCorp
Dimension and Danske Invest Old system and reporting platform.
Tasks where milestone and task planning, estimations, resource
allocation and management reporting. I also participated in requirement analysis, designing and development of a reporting
data model, reports and live data interface using Oracle M-VIEWS.
Project Manager
Danske Bank

2008-01 - 2009-01

for developing new legal reporting
application towards Bank Of Finland. The role was project planning,
estimation and management reporting, participated in the
requirements analysis and design and development of the application together with SAS developers. I did all SimCorp related
development including SCD data extracts/modelling, upgraded of
secure FTP server, installing OMX java interface, Reconciliation of data before business sign of and end user test..
Project & Test Manager
Danske Bank

2009-01 - 2009-01

for relaunching their new
website www.danskeinvest.dk, .se, .no. Task was reenginering of 4
independed websites into one single content management system in
4 launguages. Implementing new global design standards for all
sites, new pictures, text and downloads and development of live
data interface against SimCorp Dimension and Price system from Danske Invest. I was responsible for all project estimation, planning and management reporting. I also acted as test manager and wrote
all testcases for the quality insurance.
Leader/Business Analyst for SAS developers and SCD consultant
Sampo Bank

2007-01 - 2008-01

Tasks where requirement specification and design with the business
users, data analysis and developing SCD Data Extracts for SAS
reporting, writing test cases and overall project planning and reporting to project steering group.
manager
Nykredit IT

2007-01 - 2008-01

Overall project plan, estimations and resource allocation in corporation with SimCorp upgrade team. Overall responsible for
testcases and conducting regression test on old vs. new platform.
Incident handling against SimCorp, JN Data and own developed
applications.
Project Manager, Performance
Abu Dhabi Investment Authority

2007-01 - 2007-01

investigation Oracle/AIX. Hired of SimCorp London to be teamlead of a small SimCorp performance group with objective to explain a
huge growth in their database and response times from the SCD
application. Responsible for planning, performance analysis and writing final report of findings to management.
KAS Bank

2007-01 - 2007-01

of Dimension
(3 days). Documention including oracle trace of performance killing
jobs.
Business Analyst
Nykredit A/S

2006-01 - 2007-01

Merging Totalkredit A/S into existing Simcorp
Dimension platform at Nykredit A/S. Implementing a company level on existing SCD platform. The tasks was correcting portfolio
structure, booking, general ledger, interfaces, segment, calculation
setup, issue and redemption flow of bonds, internal reporting and correction of own developed PL/SQL functionality. I acted as SCD
Business Analyst correcting the setups, analysis of PL SQL code and finally acting as test manager at the end for the project.
Nykredit A/S

2005-01 - 2006-01

Simcorp Dimension health check project with 5
Tracks - IT Governence, Performance tuning, Batchoptimizing, new
hardware platform, Implementing new strategy for Version Upgrade
3.6 to 3.9 and reduce of upgrade cost and duration.
Participated in analysis and suggestion of 123 tasks, that would
improve the health of the technical platform and application. I was
later in the project both projects and test manager for the version
upgrade of SimCorp Dimension. Overall responsible for project plan,
estimations and resource allocation in corporation with SimCorp
upgrade team. Overall responsible for test cases and conducting
regression test on old vs. new platform. Incident handling against
SimCorp, JN Data and own developed applications.
Business Consultant and Project Manager
Simcorp Dimension

2003-01 - 2005-01

for implementing SWIFT
Reconciliation of custody and holdings in SimCorp Dimension.
Project manager for Backoffice/NAV calculation team in go live with
95 funds in Nordea Finland. After go live - I acted as SCD
consultant correcting all profit/loss accounts and reconciliation of general ledger due to systematic errors in the conversion engine.
Test Manager
Nordea Investment Management

2001-01 - 2003-01

responsible for planning all testcases and conducting the test at all
Nordea sites with end users.

2001 2002 Nordea Investment Management - Implementing Simcorp
Dimension. Before Nordea bought SimCorp Dimension, they wanted
to test the overall performance of the system. A small team from Nordea, SimCorp and me sat up a installation of SimCorp Dimension and blew up the data to expected volumes. Afterwards specific
areas where tested for performance requirements and final report to
management with all results where documented in a test report.
Project Manager
Website for commercial agency

2001-01 - 2001-01

for an offshore development team.
Test Manager + QA
Fair Assurance A/S

2000-01 - 2001-01

Testplanning and conducting usertest.
Project Manager, Design & Test
Bug Tracker

2000-01 - 2001-01

Codan assurance A/S

1999-01 - 2000-01

Programming / testing tax system in PL/1.
Test Manager + QA
Basisbank A/S

2000-01 - 2000-01

Testplanning and conducting usertest.
Proberty sales
Base1 A/S

2000-01 - 2000-01

Project management, Test Manager and QA
Valtech Denmark A/S

2000-01 - 2000-01

Kick starting the eQuality for Valtech DK - development and implementing tools/templates for test and QA.
Yves Rocher France

2000-01 - 2000-01

Project estimation and project planning
Test Manager + QA
Royal Scandinavia A/S

2000-01 - 2000-01

Testplanning and conducting usertest.
Test Manager + QA
Royal Copenhagen A/S

2000-01 - 2000-01

Testplanning and conducting usertest.
Test & documentation consultant
Codan Assurance A/S

1998-01 - 1999-01

Curses/training North House Business Academy - Delivery Excellence
Actuate BIRT
Actuate Dashboard
Actuate eSpreadsheet Designer
Sharepoint - implementing and maintaining sharepointsites
Sharepoint MOSS 2007 basics
Mercury Test Director 8.0 (certified) + Quicktest Pro
Active Server Pages (ASP) - web development with Visual Interdev 6.0
Unified Process - Project management, QA, Test
Silk Tester
HTML, JavaScript, VBScript
Essential Java and Object Design
OO-BPR
Oracle Developer 2000 Forms & PL/SQL
Visual Age Generator - basic
Perform test (Cap Gemini A/S - best practices)
PL/1 - basic & advanced
Cobol - CICS - DB2
Structured Analysis & Design
Data models & SQL
TSO/ISPF - MVS Utilities & JCL

Standard Systems / Tools SimCorp Dimension
Actuate BIRT, Spreadsheet, Dashboard, DataObjects
TOAD - PL/SQL
Crystal Reports
Microsoft Windows - Performance Monitor
ALM, Test Director, Quick Test Pro, Quality Center
XP, Visio, Word, Excel, Access, MS-project
JIRA Issue and Project Tracking


Language Danish - fluent speaking & writing
English - fluent speaking & writing
German - Understandable speaking & writing
Swedish - Speaking & writing
SimCorp Dimension Experience:
I have during the last 18 years been working with SimCorp Dimension in various roles. My profile within the system is as a generalist/specialist with a very broad knowledge on the system and how it
is used on the business side for both investment management and fund management.

Below is very short summery and overview of core platform and SimCorp Dimension skills:

Infrastructure
- Batch and scheduling
- Install and Upgrade of SimCorp Dimension
- Patch/Ins file installing
- Cloning of production environment to test environments
- Automatic installation of SCD (MS Packaging)
- Building new SCD Platforms
- Database and Performance tuning
- Conversion of data to SCD
- Failover and backups

SCD Application
- Fund Accounting, STP, Events, schemes, lines
- General ledger / FAM-FAP
- Position Analysis
- Portfolio Calculation
- Performance calculations, measurements and reports
- Compliance Manager
- Collateral Manager
- Tradeflow, Settlement & Back office transactions
- Static, Reference and Market data
- Crystal Reports and data model
- Report Book Manager and BIRT Spreadsheet reporting
- Batch & Message Queues
- Communication Server
- Cash Management
- Data Extractor, Filter tool box/Data format setup
- General Reconciliation/Reconciliation manager
- External Benchmarks, Index Universe
- Formulas, segments, formula values
- Gain SCD interface for price master and security master
- Security Lending / Collateral Manager
- Portfolio STP
- Data Warehouse Manager (IMW)
- Market Data Validation
- System Manager
- Auxiliary Jobs, Compulsory Status
Codan Assurance A/S

1999-01 - 1999-01

Implementation of the Cap Gemini's document system. Installation and education of 34 employees.

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2024-12 - 2024-12

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