
What we did
- Defined processes and controls to capture and transform unstructured data, critical to the investment process, into data that enriches transactional information
- Analysed and mapped historical transaction data to define a roadmap for onboarding data into the reporting solution
- Created process and controls to transform and load historical investment transactions into the reporting solution
- Developed dashboards that provide a broad-based portfolio view to monitor exposure, performance (fund and underlying) and market data
- Identified metrics for ongoing system operations by validating the accuracy and completeness of data in the system