JD: AVP

This individual will be responsible for setting up and building the Business Analyst Change Function for Reference
Data Book Program in Pune. Initially, they will be the Senior Business Analyst in the group and will manage an
additional resource with the expectation that the team will continue to grow as the BMT is established. Business
Analysts for the Book Program will be responsible for structuring release cycles and for the analysis and
implementation of the book of work for BMT changes required in GBM / RDH. Resources are expected to take full
end-to-end responsibility for project analysis from point of request through to implementation.

Typical responsibilities include:

Manage and develop of staff in the Business Analysis BMT Change Team
Work along side the Production BMT to shape target state requirements for enhancements to GBM and
RDH
Facilitate and present in meetings with key stakeholders / IT partners
Analyze and document of global business requirements and review with stakeholders achieving signoff
Experience with multiple data gathering techniques (e.g. one-on-one, large group facilitated sessions)
Experience with test plan execution; including functional test cycle execution, coordination of user
acceptance testing for business users, etc
Accountability for progress reporting to key stakeholders and management and timely escalation of issues
and risks
Accountability for completeness / timely delivery of artefacts for different phases of the project, including but
not limited to:
Current and Target State Documentation
Business Requirements documents
Functional Requirements documents
Test Plan, Test Strategy, Test Cases, and test execution
Training materials and training rollout

Essential:

Extensive business analyst experience in an Investment Bank
Experience acting as intermediary between business line and IT to ensure optimal delivery against
requirements
Ability to convey and report clearly, accurately and concisely through written and verbal communication
Successful track record of taking ownership and resolution of tasks and issues
Demonstrated ability to innovate and drive change
Excellent quantitative and analytical and problem solving skills
Relates confidently to different individuals, levels of seniority and groups, displaying flexibility with different
working styles and ideas
Ability to quickly learn and understand the content in a fast paced enviornment
Flexibility to change roles and / or cover multiple initiatives
Power user of business analysis and Microsoft Office applications: PowerPoint, Visio, Word, Excel,
SharePoint, Quality Center
Experience managing a team of business analysts in an investment back

Desirable

- Knowledge of Reference Data front to back

The Reference Data Program is one of Credit Suisses key strategic initiatives. The program is sponsored by the IB
COO, and comprises the Client, Product (Instrument), Contract Lifecycle Management (CLM), Contract Data Utility
(CDU), and now Book sub-programs. The accuracy and timeliness of our reference data is a critical enabler to
providing a service that our clients admire and in enabling us to respond to regulators effectively. The Reference
Data Program aims to ensure this through establishing single master databases (Golden Copies) for quality-
controlled client and product data, migrating all departments to use this data, and implementing clear data ownership
and governance.

The Book Management Team (BMT) is a new function within Reference Data Production to centralize and coordinate
the book reference data functions and tasks currently performed by Product Control (PC), Strategic Risk
Management (SRM), Financial Systems Control (FSC), Global Data Structures (GDS), etc., along with the
establishment of reasonable and achievable SLAs. The BMT Change Program will help this new organization
develop Target Operating Model and provide tactical and strategic change for better management of the book
reference data.

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