Business Analyst – Financial Software
Work modality: Full remote, Hybrid, On-site in Milan
Contract: T&M — fee to be agreed upon based on project duration and specifications
Availability: Available now
SR Infotech offers a Business Analyst with over 25 years of experience in the financial sector. Specializing in securities and asset management software (front and back office), he has in-depth knowledge of systems for banks, brokerage firms, and asset management companies . He has consolidated expertise in requirements gathering, functional analysis, testing, and management of regulated projects (MiFID II, SWIFT, and Bank of Italy reporting) for leading international clients.
Position Details
Core competencies
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Business Analysis
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Securities & Asset Management
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SWIFT / Corporate Actions
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MiFID II
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Requirements collection (RLS / SRS)
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UAT / SIT Test
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Bloomberg Professional
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Jira / Quality Center
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SQL
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AS/400
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Asset Allocation
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FTT / Securities Taxation
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Reports from the Bank of Italy
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Derivatives (Swap, FRA, Options)
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Drafting of operating manuals
Main activities
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Gathering and analyzing functional requirements with Business and IT offices ( Requirement List, SRS )
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Functional management of projects in the Securities, Funds, Sicav and Asset Management sectors
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Management and coordination of SIT and UAT , drafting of Test Cases and User Manuals
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SWIFT messaging and corporate actions management for asset management companies
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Analysis and monitoring of regulatory adjustments ( MiFID II, FTT, Bank of Italy reporting )
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Start-up and onboarding of new clients on complex financial platforms
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Operational support and user training on front and back office software
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Use of defect management and test case tools ( Jira, Quality Center )
Experience
MAY 2016 – PRESENT
Business Analyst – Financial Software
ObjectWay Spa — bank, SIM, and asset management clients
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Functional management of securities and asset management platforms (front and back office)
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Pairstech Capital (international investment firm) launches securities trading platform
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MiFID II and Multisicav projects at ING Bank Italy
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Derivatives Project Coordination at Credit Suisse Italy SpA
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Start-up and ordinary management of Impact SIM (2017–2019)
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SWIFT messaging, Bank of Italy reporting, and FTT projects for Euclidea SIM, Amundi Asset Management SGR, and Azimut SGR (since 2020)
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Complete project phases on Corporate Actions SGR: requirements collection, analysis, SIT, UAT and operating manuals (2023)
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Independent and team management of projects on multiple clients (from 2024)
May 2014 – April 2016
Business Engineer – IT
Credit Suisse Italy SpA
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Functional management of new IT projects in collaboration with Business and developers
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Drafting Requirement List, System Requirement Specification and UAT Test Case
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Conducting the testing phase and drafting the User Manual for production deployment
MARCH 2011 – APRIL 2014
Functional Analyst / Back Office
AMS SpA — full outsourcing for asset management companies, investment firms, and banks
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Parametric-functional management of financial software in the Securities and Asset Management areas
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Release testing coordination, operational problem analysis, user support
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Back office activities: securities registry, transaction accounting, fund and ETF tax control
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Coordination of a 3-person team for back-office services (client Morval SIM Spa)
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Main clients: Azimut SGR, Morval SIM Spa
FEBRUARY 2010 – FEBRUARY 2011
Functional Support – Financial Software
Akronos Technologies — at Banco Popolare
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Software release validation, operational problem analysis, and back-office user support
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Coordination of work plan with bank staff and software supplier
DECEMBER 1999 – JANUARY 2010
Functional Analyst – Financial Software
ObjectWay Finance (formerly Met Sistemi)
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Functional analysis of securities and asset management software (banks, brokerage firms, asset management companies)
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Project management: planning, software testing, IT and financial consulting
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Start-up of three institutions (Citibank PLC, Credit Suisse Italy, Citibank NA): migration, on-site testing, user training (2005–2009)
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Key clients: Citibank NA, Credit Suisse Italy, Citibank PLC, MC Gestioni SGR
NOVEMBER 1997 – NOVEMBER 1999
Application Support – OTC Derivatives
Diagram Italia (later I&T SpA)
User support for back-office procedures for unlisted derivatives (Swaps, FRAs, Options)
Project management for national clients: Banca Intesa, Banca di Roma, ING Lease, Banca Sella, Credito Bergamasco, Banca Popolare di Bergamo, Fiat Geva
Training
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State High School Diploma "Nicola Moreschi", Milan — 1997 (grade: 52/60)
Languages
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Italian — native speaker
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English — good knowledge (professional use at Credit Suisse Italy)
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French — good written and spoken knowledge