Ben Bracey

Experience

• 

  Berkeley Burke

  Oct 2013 - Aug 2014

  Investment Administrator

  • Reconciled member's accounts and presented the information to a team of twelve.• Processed investments into Commercial Property, Online Portfolios and Platforms.• Constant communication with Independent Financial Advisers and Directors.• Completed background checks on the legitimacy of linked businesses to comply with regulations.• Requested funds from Ceding Schemes.

• 

  Leith Wheeler Investment Counsel Ltd.

  Oct 2014 - Oct 2019

  • Assisted and developed new product development including data acquisition (FTP), integration and analytics.• Co-created and managed/supervised the Production Support team to monitor status and functionality of systems and applications; investigated, identified and resolved user 1st/2nd tier application issues, and kept a well-defined role documented and organized.• Gathered information and specifications to make enhancements to Core Portfolio Management systems, Order Management System (OMS), Unit Holder systems, and Security Master.• Delivered Advent APX (account system) and Fidessa Latent Zero (OMS) software upgrades and data integration testing.• Managed investigation and resolution of production issues including coordinating vendor support and software patches.• Systems used: Fidessa Latent Zero/Minerva (OMS), Advent APX, Bloomberg Terminal, SQL SSMS, Excel VBA, Perl, Atlassian JIRA, Python, UNIX/LINUX/Bash, FIX. Show less

  • Application Support Developer

    Oct 2017 - Oct 2019

  • Trade Operations

    Oct 2014 - Oct 2017
• 

  Canaccord Genuity Group Inc.

  Oct 2019 - now

  Business Systems Analyst

  • Determine operational objectives by studying business functions, gathering information and evaluating output.• Deliveries on requirements include Business Requirements Documentation (BRD) and process flows for both functional and technical requirements.• Collaborate iteratively with Back Office stakeholders and IT team members to complete current state analysis and business process redesign.• Interface with vendors by providing detailed business and functional requirements and creating/executing test cases.• Create and maintain system documentation, including operations manuals and team knowledge bases.• Build ad-hoc reports and data extracts using SQL.• Systems used: Broadridge Dataphile, WinSQL, SSMS, Atlassian JIRA, UNIX, PowerBI. Show less