What is it about?
A well-known group from the financial services industry with a focus on capital investment needed support in the further development of an investment research system to support portfolio managers in making investments based on analyst recommendations.
What did we do?
- Support for various projects and change requests for an investment research system. Among other things: Expansion of the research system to include a component for evaluating analyst decisions. This provides significant input for determining the analysts’ bonus payments
- Introduction of a risk management component for risk reporting
- Carrying out a feasibility analysis for the replacement of portfolio management software
Which methods/tools did we use?
- MS Project, Jira, Confluence
- Enterprise Architect
- ASP.NET MVC, JavaScript
- C#
- Java 1.7, Jax-WS, Spring, Tomcat, JUnit
- PL/SQL, BIRT, Oracle
- Jenkins
- Bloomberg Web Services
- Barclays Research Platform
What results have we achieved?
The further development of the investment research system was successfully completed and the new functions were successfully integrated into the system.
How can the project be relevant for you?
The project shows how a legacy system in the financial services/investment sector can be further developed and what challenges can arise in the process.
