Dyllan Mitchell

Dyllan Mitchell

Assistant Financial Reporter (Luxembourg & Edinburgh)

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  • Timeline

  • About me

    Programme Manager, Client Change at Northern Trust Corporation

  • Education

    • Cape Technikon

      1995 - 1997
      Diploma Marketing
  • Experience

    • Franklin Templeton Investments

      Jul 1999 - Mar 2006
      Assistant Financial Reporter (Luxembourg & Edinburgh)

      • Product implementation: liaison with internal and external parties, conveying product details for smooth running of launch, updating department files, releasing prices within deadline• Involved in compliance transition project, took the lead in migrating all funds across to Charles River from the JP Morgan platform, highlighted issues for project developers and compliance department to correct• Lead the implementation of web based expense payment system, liaison with custodian in setting up users, templates and procedures, maintained excellent relationship with custodian to ensure a successful working environment Show less

    • State Street (Sydney)

      Sept 2006 - Feb 2007
      Analyst – Monitoring Services

      • Production of client deliverables: Marketing Portfolio reports, periodic performance reporting, stress reporting, fund allocation reporting • Involved in Compliance system migration project

    • National Australia Bank (MLC) - Sydney

      Mar 2007 - Dec 2008
      Business Analyst

      Worked as a Test, Change and Business Analyst on a Custody Transition project. Being a key contact between the business and custodian.

    • Fidelity International

      Jan 2010 - Jun 2011
      Senior Technical Consultant

      • Development of a Withholding Tax Reclaim Process by working across departments to account for outstanding reclaims. Setting up a periodic Reporting and Review Process and maintaining Issue and Status Logs to aid in the investigation of reclaims• Improvement of the Monthly Expense Payment Process, identifying reports to be streamlined thus improving efficiency and reduce possible errors • Analyses of the Stock Reconciliation Process by implementing monitoring tools to highlight and resolve aged items• Enhancing current processes in conjunction with the Automation Team and implementing procedural improvements to reduce risks and improve accuracy Show less

    • Citi

      Jul 2011 - Dec 2011
      Senior Business Analyst

      • Involved in the Migration of 17 Clients (225 share classes) from one Transfer Agency system to another. • Performing GAP analysis and system testing to assist the business in a smooth transition.• Documentation of Functional Requirements and co-ordination of approval.• Development and Review of test case scenarios relating to Business Requirements.• Managing Test day activities, documentation of results, investigating and reporting on issues.• Constant liaison with Operation and Registration teams to review test results and system findings• Investigation of issues with Technology and following up with retesting.• Analyzing Reporting Requirements to rationalize the list of reports for development of a new reporting solution. • Managed Planed Project activities, ensuring each were done within their appropriate time frames.• Maintenance of Issue and Findings logs with the compilation of Exit Sign-off Documents. Show less

    • Nomura

      Jan 2012 - Oct 2018
      Business Analyst

      • Analysis of Business Processes• Documentation of Business Requirements• Process Flow documentation• Report specification writing• Documentation of development requirements• Solution identification• Managing solution development

    • Northern Trust Corporation

      Oct 2018 - now
      Programme Manager, Client Change
  • Licenses & Certifications

    • PRINCE2® Foundation

    • REQB CPRE

      Requirements Engineering Qualifications Board
      Dec 2016