Jhumar Kapoor

Accomplished and results-driven professional with over 17 years of extensive experience in Test Management, Project Management, and Operations Management within the Transfer Agency and Custody sectors. Demonstrates exceptional expertise in Test Management, Requirement Analysis, Stakeholder Management, Vendor Management, and Team Leadership within the banking industry. Renowned for successfully implementing strategic projects that encompass complex platform changes, system upgrades, regulatory compliance, client onboarding, and process re-engineering. Possesses comprehensive, hands-on experience with the software development life cycle and a variety of development methodologies.

• Strong expertise in Transfer Agency and Global Custody, with extensive experience in client onboarding, platform upgrades, and migrations, including regulatory changes like FATCA and CRS.
• Proficient in regression testing through automation, change management, and defect management.
• Well-versed in investment banking platforms such as MultiFonds, GTAP (.NET and J2EE), NTAS, Business Objects, ARPS, GTAPWeb, TLM, AWD, and Global Custody Systems.
• Collaborated with business areas across Singapore, Hong Kong, Dublin, Luxembourg, and the UK. Participated in SIT and risk-based testing with comprehensive “AS IS” and “TO BE” process knowledge.
• Led code merge regression testing through automation and conducted scrum meetings, sprint planning, review, and retrospectives.

PROJECT MINT, 24 Months, Senior Business Analyst

This project was initiated to enhance the HSS Global TA capabilities and deliver best-in- class sustainable retail and institutional LUX TA services, as well as multi-domicile asset management clients.

Responsibilities:

• Performing end-to-end testing of various new system functionalities or enhancements, including FX, cash settlements, financial and non-financial reports, and the migration of standard reports from BO 3.1 to Jaspersoft.
• Participating in internal testing (SIT), risk- based testing, and UAT.

PROJECT LEOPARD, 27 Months, Lead Business Analyst

This project was initiated to enhance the HSS Global TA capabilities to deliver best-in-class sustainable retail and institutional UK TA services, and multi-domicile asset management clients.

Responsibilities:

• Applying specialist expertise to undertake the day-to-day responsibilities of the testing process, organizing and participating in the reviewing and analyzing appropriate documentation.
• Conducting automation testing.
• Performing code merge regression testing through automation.

PROJECT EVO , 24 Months, Workstream Lead

To migrate the GDTA servicing of alternative funds from Koger NTAS to Multifonds Global Investor, aimed at reducing platform running costs and removing vendor risk

Responsibilities:

• Requirement gathering, requirement analysis, gap analysis, test planning, test case scripting, test case execution, defect management, and reporting.
• Stakeholder management.
• Training stakeholders and team members on the new system functionalities.

PROJECT ENTERPRISE, 57 months, Business Analyst

This large-scale project was initiated by HSBC Luxembourg to migrate Transfer Agency Services from a third-party financial service provider to HSBC Luxembourg.

Responsibilities:

• Performing end-to-end testing.
• Conducting automated regression testing

Certified Scrum Master

www.linkedin.com/in/jhumar-kapoor0495ab163

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