Kelvin Luk

Kelvin Luk

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  • Timeline

  • About me

    Business Analyst at Bank of Scotland

  • Education

    • University of Waterloo

      -
      Bachelor's degree Mathematics
  • Experience

    • The Citco Group Limited

      Nov 2011 - Apr 2018

      - Work with Product Owner, SME, Business Stakeholders to produce comprehensive requirements and detailed specifications for existing and new financial functionality, interfaces, and reports- Analyzed enhancement requests, defects, and other issues, translating them into professional specifications- Document outstanding issues into summary format for periodic communication to the User Group for prioritization- Maintain the database of enhancement requests, defects, and other issues, monitoring progress and acquiring user specifications- Develop and analyze business requirements for various projects- Manage all requirements artifacts: URDs, Use Cases, and various application specifications- Liaise with business stakeholders as well as with Development and Testing teams- Translate business requirements into detailed functional and non-functional specifications- Advise Testing resources on test-case creation and assist to ensure requirements traceability- Participate in the change management process overseeing the definition, approval, and implementation of scope changes- Facilitate project stakeholders in capturing and validating business requirements that meet organizational business needs and goals. Weniger anzeigen - Reviewed work of Investor Relations Specialist and ensured rules and representations of the funds are adhered to- Managed the team's daily workflow and ensured set deadlines are met- Completed monthly and ad hoc reports upon request and ensured a high level of accuracy is achieved- Built and maintained relationship with the client and act as an escalation point- Processed capital transactions over the month end period- Updated NAV, reporting to investors and maintained share register- Liased with investors in relation to anti-money laundering documentation Weniger anzeigen

      • Business Analyst

        Sept 2013 - Apr 2018
      • Senior Investor Relations Specialist

        Nov 2011 - Sept 2013
    • Bank of Scotland

      Jan 2018 - now
      Business Analyst
  • Licenses & Certifications

    • Certificate in Business Analysis

      University of Toronto
      May 2015
    • PRINCE2 Agile® Foundation & Practitioner

      PRINCE2.com