Matthew Montgomery

I am Director of a boutique banking consultancy, specialising in core banking systems.

Arbeitete daran, Inkassoprozesse zu rationalisieren. Temenos T124. Das Temenos T24 Money Market-Modul wurde erfolgreich für den Kunden implementiert.

Erfolgreich implementiert das Temenos T24 Derivate DX-Modul für Zinsfutures einschließlich MiFIR / MiFID II Post Trade Reporting für Derivate. Konzeption und Implementierung der MiFID 2-Eignungs- und Angemessenheitslösung (suitability and appropriateness) in T24 für den Wertpapierhandel.

Implementierung von T24 / Triple A (TAP) Order-Routing-Projekten für Neuemissionsanleihen, Private Equity-Fonds, Hedge Funds und strukturierte Produkte. Voller Lebenszyklus. Geschäftsspezifikationen, Tests, bis zum Go-Live. Marktautoritätsregeln (MAR).

T24 core banking system implementation in 7 countries. Organised workshops for parameterisation of T24. Working on treasury, securities, KYC, MIFID, payments, Temenos payments suite, TPS. Parameterisation workshops. Worked directly with Bank directors and compliance

Click to edit position descriptionImplementation, analysis and testing of the derivatives module of T24 and Triple A, including stock options, FX options, Interest rate futures, index options and futures. Regulatory reporting (EMIR, CRS)

Service review encompassing operational areas: income processing, corporate actions, Securities processing, Investment fund orders, custody; reconciliation, account funding, payments; contract notes, settlement, regulatory reporting: Identification of efficiencies that resulted in ongoing cost savings and FTE reduction.

Requirement gathering workshops with the business. Tax reporting. ISA's. Review, implementation and testing of 'Straight through' trade processing and security transfers. Automation of income events, dividends & coupons and simple corporate actions Changes implemented to commission and rebates processing in line with RDR compliance IT architecture, system set-up and Parametrization. Drafting User desk-top procedures for re-balancing, mutual fund trading and error reversals

Working with a retail bank in Luxembourg to implement core banking systems in the area of securities and payments

Target Operating Model Project Project to identify areas of customisation in T24, and compare this with T24 model bank processes, to see how to optimise booking of products and running future upgrades. FX options project. OPICS / FENICS replacement by Merlin and TARSAN. Work on migration of FX Option structures, structured products and FX derivatives.

Globus implementation for KBL Poland and KBS Geneva. Changed role to Head of Delivery Team 08/09, for FX, MM, Payments, Loans, Tax and Fiduciary deposits - Analysis and Testing of the FX dealing sytem with Hub connectivity. Testing of Globus / T24 - FX, Money Market, Fund transfer, Fiduciary, Loans and deposits, Corporate actions and entitlements (diary), Teller, ATM, Limits, Collatoral, SWAPS.

Business analyst / Test specialist Setting up and testing an STP income and corporate actions processing engine with Swift MT564 interface. Involved MT564 messages from over 100 custodians worldwide. Included processing of cash and stock dividends, bond interest, bond redemptions, mergers, splits, ..

Implementation of TCS Bancs system for corporate actions (income) processing.

Testing of FX and MM systems for Credit Suisse Global treasury in Zurich. Included testing e-FX platform for use by smaller group companies (NAB Bank, and CS Luxembourg) System Finacle Treasury from infosys, MQ series, Back deal generator, Host.

Globus Test Analyst Globus Test Analyst for Globus relaunch project. Tested FX, MM, Loans and deposits (LD), Teller (TT), Fund Transfer, Swift, TARGET, CHAPS and BACS, Metals (gold),

Test analyst for a e-banking rollout in Luxembourg. Later transferred to CS Singapore to be UAT coordinater, for another e-banking rollout.

IPO and small business funding, international finance, family owned businesses, international business,

Banking, economics, Foreign exchange, Intenational finance, Asian crisis, Banking crisis, Bonds trading and valuation, monetary policy, monetary history, investment theory, dividend valuation models,