Thomas Simon

Business Analyst

Thomas Simon
Köln, Deutschland

Erfahrungen

Juli 2024 - Feb. 2025
8 Monaten
Deutschland

Business Analyst

HSBC Continental Europe

Business Analysis for Global Debt Markets stream of Markets Centralisation Program focused on securities settlement offshore migration.

Basis knowledge:

  • Front-to-Back securities trading process (Trading, Allocation, Confirmation, Settlement)

Responsibilities:

  • Led workshop series with stakeholders (Sales, Middle and Back Office, Legal, Compliance, IT, Management)
  • Analyzed customer base and developed communication strategy
  • Defined and planned migration strategy and process
  • Extracted and compiled relevant customer data including settlement information
  • Conducted internal project communication including newsletters
  • Created project plan with milestones
  • Executed migration with pilot customers
  • Determined cost saving potential
Jan. 2022 - Juni 2024
1 Jahr 6 Monaten
Deutschland

Business and Test Analyst

HSBC Continental Europe

Business and Test Analysis for FX and Commodity Derivatives stream of EMIR Refit Program to implement new reporting infrastructure using ABACUS Transactions.

Basis knowledge:

  • Reporting infrastructure and interface analysis/architecture
  • Regulatory requirements for EMIR Refit reporting
  • Target design and process derivation

Business Analysis:

  • Created functional and technical designs for reporting chain systems (Murex trading system, Integration/Data Layer, UDM master data system)
  • Aligned and documented business processes
  • Configured and tested ABACUS Transactions reporting system
  • Aligned requirements with IT and clarified details
  • Supported implementation

Testing:

  • Created test strategy
  • Created test cases in HP QC
  • Conducted module and system tests
  • Analyzed defects in SIT and UAT
  • Documented test executions and defects
  • Coordinated defect management with business and IT

Business Readiness:

  • Created error handling and resolution manual
  • Prepared and conducted trainings
Apr. 2022 - Dez. 2022
9 Monaten
Deutschland

Business Analyst

HSBC Deutschland

Business Analysis for HSBC Germany transition to HSBC Continental Europe branch focusing on EMIR Reporting and Ex-Post cost disclosure.

  • Analyzed all EMIR-relevant processes and identified open issues, especially in OTC derivatives collateralization process
  • Consolidated all EMIR documentation and created comprehensive EMIR concept
  • Derived and documented EMIR Target Model for future HBCE (Germany) branch
  • Documented functional requirements and created test design for HBCE (Germany) Target Model
Okt. 2020 - März 2022
1 Jahr 6 Monaten
Schweiz

Business Analyst

Credit Suisse AG

Business Analysis for Methodology stream of Lombard Front-to-Back Program to implement custom tool for Sales and Credit Risk Management.

Basis knowledge:

  • Credit structures and collateralization in Private Banking Lombard business
  • Methods for concentration, liquidity, FX and client-specific risk determination
  • Technical structures and relationships in Lombard Business Front-to-Back
  • Process alignment and documentation in BPMN 2.0

Responsibilities:

  • Workshop-based requirements analysis and alignment
  • JIRA requirements documentation for custom portfolio analysis tool
  • IT requirements alignment and detail clarification
  • Created test cases in HP Octane
  • Documented test executions and defects
  • Coordinated defect management
  • Prepared and conducted approvals and post-production support
  • Created tool manual
  • Updated guidelines and work instructions
  • Prepared and conducted trainings
  • Determined user group and access rights
Juni 2020 - Sept. 2020
4 Monaten

Business Analyst

Transaction Reporting analysis under Article 26 MiFIR after migration project go-live:

  • Error analysis and documentation
  • Defect management
  • Report corrections
Aug. 2019 - Mai 2020
10 Monaten

Business Analyst

Analysis of Implicit Options in customer business management of credit products:

  • Created process concept for implicit options modeling
  • Validated implemented models and identified adjustment needs
  • Created IT specification for model enhancements
  • Created user guide for implicit options parameterization
Apr. 2018 - Juli 2019
1 Jahr 4 Monaten
Deutschland

Business Analyst and Test Manager

HSBC Deutschland

Implementation of reporting infrastructure for Ex-Post cost disclosure under MiFID II/WpHG and post-trade transparency reporting support.

  • Analyzed regulatory requirements
  • Transformed regulatory requirements into business requirements through:
  • Alignment with Markets, Wealthy Private Clients, Legal, Compliance and Reporting departments
  • Workshop execution and open issues coordination
  • Technical concept creation
  • Sample cost disclosure creation
  • Aligned and documented business processes in BPMN 2.0
  • Created test strategy
  • Defined and executed test cases using HP ALM
  • Managed defects
  • Aligned business requirements with IT stakeholders
  • Created IT infrastructure overview
  • Drafted interface concept
Mai 2017 - Juni 2017
2 Monaten
Deutschland

Business Analyst

Part-time expert support for Deutsche Börse Regulatory Reporting Hub interface specification:

  • Analyzed Deutsche Börse interface specification for APA Service Pilot 6
  • Created requirements catalog based on bank's technical concept
  • Created specification for securities trading reporting considering:
  • New data requirements for Deutsche Börse export/import
  • Reporting logic for BO system operations
  • FIX interface mapping rules
  • Requirements coordination through workshops
  • Process documentation with bank and system provider in BPMN
Jan. 2016 - März 2018
1 Jahr 3 Monaten
Deutschland

Business Analyst

HSBC Deutschland

OTC derivatives connection to ABACUS TR for MiFID II/MiFIR transaction reporting and post-trade transparency requirements implementation.

  • Specified data requirements for Murex (FX/Commodity derivatives) and Front Arena (Interest/Equity derivatives) according to ABACUS and Deutsche Börse requirements
  • Defined automated processing workflow using infrastructure and process diagrams (BPMN)
  • Aligned specification with IT and supported implementation
  • Defined and executed tests with HP ALM and supported defect management
  • Specified change requests during implementation
  • Provided production support after go-live (report execution/corrections, monitoring)
Jan. 2015 - Bis heute
9 Jahren 4 Monaten
Köln, Deutschland

Senior Business Analyst

exprio Services GmbH

März 2015 - Feb. 2017
2 Jahren
Schweiz

Business and Test Analyst

Credit Suisse AG

CRO Change project for Full Title Transfer Collateralisation integration in Private Banking.

  • Analyzed IT infrastructure for OTC derivatives credit risk representation
  • Conducted customer impact analysis and risk positioning assessment
  • Specified requirements for credit risk management:
  • Created Business Requirements Documents for new credit product, limit management, wrong-way risk analysis and credit risk reporting
  • Created Functional Requirements Documents for data consolidation
  • Documented processes in BPMN
  • Supported credit risk stream with internal models
  • Coordinated requirements in JIRA
  • Conducted and documented tests in HP ALM
  • Created training materials
Jan. 2010 - Dez. 2015
5 Jahren
Deutschland

Senior Consultant, Capital Markets

d-fine GmbH

Sprachen

Deutsch
Muttersprache
Englisch
Muttersprache

Ausbildung

Universität Freiburg

Diplom · Mathematik · Freiburg im Breisgau, Deutschland

Universität Freiburg

Staatsexamen · Physik und Philosophie/Ethik · Freiburg im Breisgau, Deutschland

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