Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Seasoned & Enthusiastic Business Analyst combines astute strategic, business, and project management skills with an over 12-year track record of business consultancy and analysis in the Banking and Capital Markets industry. Excellent analytical, organizational, and leadership skills help achieving aggressive goals and objectives. Quickly grasps business priorities to identify optimal personnel and IT solutions, responds to shifting business needs in a systematic and effective way. Excels at implementing operational assessments and conducting functional requirements analysis for businesses of all sizes.

  • Business artifacts documentation
  • Business development
  • Operational assessments
  • Release planning
  • Requirement gathering
  • SQL and databases
  • Workflow analysis
  • Fair Understanding of SOX
  • Keeps up with current affairs

  • Business process mapping
  • Creative
  • Data mapping
  • Multi-tasking
  • Operations management
  • Organized
  • Test case scenarios
  • Fair Understanding of SFDC
  • Fair understanding of DOL


Over 12 years of rich experience in Banking & Capital Markets domain with Infosys BPO Limited.

Work History
09/2015 to Current
Adobe Experience Manager Content Checker Cognizant Technology Solutions Auburn, NH,

Description of the project

COPS – Content Operations: The Capital Group Companies provide global investment management services to more than 23 million institutional and retail customers worldwide. In order to increase marketing capabilities with the different clients and vendors, Content Operations team is formed. The Content Operations leverages CG platform to deliver dynamic digital user experiences through proactive consulting and thoughtful implementation.​

Role and Key Deliverable:

  • Review digital content (content, images, videos etc.) authored on AEM platform to validate if it's meeting business objectives and corporate standards,
  • Confirm the CGC Digital Style guide adherence and Meta data descriptions,
  • Coordinate the Copy-editing, Proof writing, Language and format validation for various content change requests,
  • Validate and check that business processes have been followed and all reviews are complete prior to publishing,
  • Validate if specific pieces of content (disclosures, images etc.) are included as per standards,
  • Provide feedback to content creators / authors and ask for clarifications whenever there are questions prior to publishing,
  • Work closely with Experience Management Team (EMT) and pro-active participation in transforming the business requirements to web environment,
  • Manage the AEM workflow queue for Content publishing to the Capital Group live sites,
  • Provide Experience Constructions and BAU Publish support for new / existing (Investor, Advisor) sites,
  • Content publish activities after normal business working hours (if required),

04/2013 to 08/2015
Product Owner/Onsite Lead Business Systems Analyst Capital Group Of Companies City, STATE,

Description of the project

FAMIS – Fund And Mandate Information System:

FAMIS is a key publishing application within NAD – North American Distribution, Integrated Marketing Solutions group, which is considered book of records for American Funds and Investment Strategies. Fund and Mandate Information System (FAMIS) is central data repository to gather, manipulate, analyze and publish fund, index and mandate information.​

Role and Key Deliverable:

  • Acts as Product Owner/Lead Business Systems Analyst/Scrum Master/a subject matter expert on new fund and share classes public launch,
  • Coordinates with data providers to source reference data – Legal Name, Custodian Details, CUSIPs, QUOTRONs, Objective etc. for new fund and share classes public launch,
  • Liaise with downstream applications to conduct integration testing on their development for new fund and share classes public launch,
  • Coordinates with third party vendors like Morningstar, Great West etc. to source market data for reporting purposes,
  • Gathering Business Requirements, requirement Elicitation and Implementation,
  • User Acceptance Testing, BSA or Smoke Testing, 
  • Escalation management, Building Business Use Cases,
  • Focus Group Discussions, Client/User Interfacing, Demo,
  • Application Production Support, Product/Domain Consulting,
  • Production Release Management/Planning/Support,
  • Production Incident Handling, Support SIT/UAT/Production deployment,

03/2012 to 03/2013
Business Systems Analyst/Lead Consultant Fidelity Investments City, STATE,

Description of the Project

Operations Risk & Compliance – FMR, Boston:

A key project to ensure uninterrupted operations/delivery of SLA in the event of migrating business processes from one location to another.​

Role and Key Deliverable:

  • Creating knowledge repository for units of Fidelity namely Investment Reporting & Analysis (IRA), Performance Attribution (PA) and Global Asset Allocation Division (GAAD),
  • Preparation of Standard Operating Procedures along with training manuals,
  • Availing SOP sign off from Process Owners and stake holders,
  • Enhancement of existing procedural documents wherever possible,
  • Consolidation of Standard Operating Procedures,
  • Preparation of Visio Process Flows,
  • Writing Business Use Cases after focused group discussions with business users,
  • Writing Stories with Acceptance Criteria on the basis of user recommendations,
  • Story/Backlog Grooming for future enhancement purposes,

08/2011 to 02/2012
Product Owner/Onsite Lead Business Analyst BRIT Insurance City, STATE,

Description of the project

Credit Control Reporting – BRIT Insurance:

Migration of critical reporting stream that affects clients in terms of multi-million GBP, from London to another client location.​

Role and Key Deliverable:

  • Preparation of Visio Process Flows/Maps/SOPs,
  • Preparation of Knowledge Transfer Plan, Offshore Training of Resources,
  • Availing SOP sign off from Process Owners and stake holders,
  • Configuration Management,
  • Analytical Presentation of various reports to provide a snapshot of financial health of the organization,
  • Preparation of Steering Committee pack,
  • SLA Reporting, Business Continuity Planning,
  • Escalation Management, Production Incident Handling,

03/2010 to 07/2011
Functional Domain Consultant/Business Systems Analyst Charles Schwab City, STATE,

Description of the project

Yellowstone BA Project: – Transforming SSPro into StreetSmartEdge

A rare assignment where Infosys was responsible for complete Iteration, right from the planning to implementation phase for a trading terminal.​

Role and Key Deliverable:

  • Gathering Business Requirements,
  • Writing and Review of Business Use Cases,
  • Story/Backlog Grooming with UAT Manager,
  • Defect Management - raising defects and follow up on defect fixes,
  • Addition of new BUCs in existing test scripts, writing/Visualizing User Stories,
  • Health Check of Trading Terminal and analytical presentation of progress over weeks,
  • Combined review of test scripts or flows which are to be used during UAT testing for a Trade Terminal of a leading US broker (Agile methodology of SDLC),
  • Liaison between Infosys development and client to bridge gaps,
  • User Training/ Client walk-through, User Demo,
  • Forecasting, Weekly Status Report, Steering Committee Report,

03/2006 to 02/2010
Operations Team Leader/ Business Analyst Banking Operations UBS City, STATE,

Description of the project

Run the Bank – RTB Stamford:

Leading a team of 30 + agents, handling three sub processes for one of the Investment giant in Reference/Market Data space for a period of 48 months.The project involved:

Equity Products: Setting up and maintenance of accounts for Asian Equities, Euro International Equities, Canadian Equities, Latin American & Brazilian Equities. Domestic Products: Setting up and maintenance of accounts for US Equities, Fixed Income, Municipal bond, Executing Broker, Prime Broker products.

KYC: Name matching, Customer Identification Procedures, Country of Domicile Checks, Country of Nationality Checks, Country of Business, Line of Business Checks, Legal Name Checks, Pseudo Name Checks etc.

AML: USA Patriot Act Checklist, Legal Account Number Checks etc.

Role and Key Deliverable:

  • Leading a team of 30 plus resources,
  • Performance Appraisal/Review of agents: Quarterly and Biannually,
  • Creating Equity and Fixed Income DEMAT accounts in client specific application,
  • Creating cross references in the client specific applications on the basis of customer information,
  • Amending the customer information or deletion of existing information and creating new cross references as requested by the client,
  • Loading Standard Settlement Instructions and Confirmations as per clients request in the specific applications,
  • User Acceptance Testing of new functionalities,
  • Production Incident handling along with RCA,
  • Escalation Handling: Client Escalation, Controls Escalation etc.,
  • Working closely with onshore funnel or line managers to ensure timely action of requests,
  • Preparation of MIS reports: Daily MIS report, Weekly MIS report,
  • Updating SOPs as and when there were changes,
  • Billing Report: updating centralized client attendance to meet required billing,

01/2004 to 02/2006
Senior Process Executive British Telecom City, STATE,

Description of the project

Request of Debt Interrogation Print- British Telecom:

Provision and cease of services, Grievance handling, Reimbursement for bad experience and services, Conducting customer satisfaction surveys etc.​

Role and Key Deliverable:

  • Accessing Accounts of Telecom customers and fixing errors as per guidelines and manuals,
  • Preparation of daily reports regarding total Accounts accessed and made accounts compliant,
  • Charging the customer against services,
  • Grievance Handling,
  • Reimbursement of charges or giving rebates to the customers,
  • Conducting customer surveys on behalf of BT,

Expected in 2003
MBA: Finance & International Business
Shri Guru Ram Rai Institute of Technology and Science - Dehradun, India

First class Master of Business Administration from Shri Guru Ram Rai Institute of Technology and Science, Dehradun, India, a premier institution of the region which is recognized by AICTE and MHRD, with dual specialization.

  • Major Specialization- Finance
  • Minor Specialization- International Business​​

Expected in 2000
Bachelor of Commerce: Commerce and Financial Accounting
Government Degree College - Dakpathar, Uttarakhand, India

First class commerce graduate.​

Expected in 1997
Advanced Diploma in Computer Hardware & LAN Engineering: Computer Hardware & LAN Engineering
Jetking - Sewri West, Mumbai, India
  • Individual Extra Miler (Infosys RAMP award): For Maximum number of requests without a single error and commitment towards work,
  • Individual Extra Miler (Infosys RAMP award): For handling the team independently with newly accredited resources,
  • Team Extra Miler (Infosys RAMP award): For good performance as a team,
  • Thank You Award: Singled out performance by receiving 7 Thank You awards from the leading Swiss IB which is most in numbers for any supervisor or team lead till date,
  • Offshore Transition with UBS: Actively involved in transition of 3 sub processes, involved in SLA and KPI discussion and resource planning etc.,
  • Credit Control Reporting: Transitioned Credit Reporting piece of Brit Insurance from London to an Infosys location, individually took care of Documentation, Preparation of Visio Process Maps/Flows, Offshore Training Plan, Participated in Nightly Feed Schedules of various financial reports and implemented distribution plan for 19 reports,
  • RFPs/RFIs: Contributed on 6 RFPs & RFIs till date in Banking and Capital Markets Domain. Supported on procuring data on Client Research and Services Offered by Infosys to various clients in similar sphere,

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy


Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score
could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:


resume Strength

  • Formatting
  • Personalization
  • Strong Summary
  • Target Job

Resume Overview

School Attended

  • Shri Guru Ram Rai Institute of Technology and Science
  • Government Degree College
  • Jetking

Job Titles Held:

  • Adobe Experience Manager Content Checker
  • Product Owner/Onsite Lead Business Systems Analyst
  • Business Systems Analyst/Lead Consultant
  • Product Owner/Onsite Lead Business Analyst
  • Functional Domain Consultant/Business Systems Analyst
  • Operations Team Leader/ Business Analyst Banking Operations
  • Senior Process Executive


  • MBA
  • Bachelor of Commerce
  • Advanced Diploma in Computer Hardware & LAN Engineering

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in: