FNZ Interview Presentation 2012 Fnzcom

Total Page:16

File Type:pdf, Size:1020Kb

FNZ Interview Presentation 2012 Fnzcom Where we are? Development Centers Wellington (NZ), Edinburgh (UK), Brno (Czech republic) Markets Offices Wellington (NZ), Auckland (NZ), Sydney (Australia), Melbourne (Australia), London (UK), Bristol (UK), Edinburgh (UK) What we do? FNZ is the market-leading cloud computing and investment services company in the wealth management sector. • Cloud computing • Web Applications • Business domain is – Wealth Management – Finance / Economics Wealth Optimization / Stock broking / client management • Technology – MS ASP.NET – MVC – REST Services – Android – C# , VB.NET – Biztalk / Data Warehouse – Thunderhead – VS 2005/2008 – SQL Server 2005/2008 Direct to Client (D2C) (JP Morgan), Advisor Platform (AXA Elevate) • Agile processes Portfolio Management / breakdown / tools Our projects Currently 11 projects Test Analysts and Developers integrated Team sizes from 7–20 people Development: • New features development • Agile processes • Full development lifecycle in Brno Data Migration: • Legacy data structure mapping to FNZ • Database level, whole system view • Indexing, scripting, optimization Service and Support: • Whole system view • Supporting live hosted application FNZ Culture • Young, vibrant, start-up Culture FNZ offer: • 650 Employees globally Meal vouchers + English/Czech lessons + Extra • Varied Nationalities in Teams 6 days of holiday + Flexible working hours • Friendly, open, relaxed environment • Strong learning Focus • Performance Culture • Induction Training • Regular knowledge transfer and training sessions • English speaking environment • Team Building and Company Events • Travel and global Career Opportunities • A Friday beer and team building activities • Breakfast, Fruit, Juice provided • Evening Meals provided when working overtime • Great Coffee Machine, Energy Drinks, Gym Balls • Central Brno Location (Orlí 36) Who we are looking for? • Specialist with an Exceptional technical Skills • Enthusiastic and proactive Approach • Strong knowledge of English language • Can-do, hard-working Attitude • Keen to learn new things each day Join us on Facebook: FnzJobs Explore your potential with FNZ: www.fnz.com.
Recommended publications
  • Active Approach to Passive Investing
    SRPInsight Issue 4 | April/May 2021 @SRP_Insider ACTIVE APPROACH TO PASSIVE INVESTING AMERICAS // CUSTOM INDICES PROFILE // FNZ-HUB SRP AWARDS // SOCGEN p10 p24 p28 SRPInsight CONTENTS Editorial: Amelie Labbé, Pablo Conde, Lavanya Nair, Summer Wang, Marc Wolterink Contents Production: Paul Pancham Marketing: News Europe 4 Monique Kimona Bonnick The Application Programming Interface (API), is a web-based software Sales: News Americas 10 application which allows clients to access our data in a controlled Reihaneh Fakhari manner & integrate it using their own software packages & systems. News Apac 16 If you are interested in having a similar bespoke report produced for your organisation, please Expert View: Industry has shown resilience, now it is contact: at an inflection point 21 Retrieve. Reihaneh Fakhari T: +44 (0)20 7779 8220 Profile:FNZ Q-Hub - servicing QIS and AMCs • Download real time SRP data directly to excel M: +44 (0)79 8075 6761 with a customised touch 24 E: Reihaneh@structuredretail • Receive market share on each asset class/payoff for products.com each company of interest Feature: BBVA shifts gear as equities chief plan gains momentum 26 REPRINT POLICY: SRP’s Reprint Policy: Articles published by Feature: SRP 2021 Awards - SG racks up €15bn on SRP can be sent to sources for reference and for internal use only (including decrement, and counting 28 Interrogate. intranet posting and internal distribution). If an article is to be shared with a third party or re-published on a public website Q&A: Barclays: commodities are an interesting • Monitor & increase your market share (i.e. a location on the World Wide Web space to watch 30 that is accessible by anyone with a web • Carry out accurate trend analysis with comprenhensive browser and access to the internet), product data spanning over 15 years in seconds SRP offers reprints, PDFs of articles or Q&A: View from the top: investors want a more advertisements, and the licensing to active approach to saving, investing 32 republish any content published on the SRP website.
    [Show full text]
  • Monthly Fact Sheet
    August 2021 Lowes UK Defined Strategy Fund Investment Objective Investment manager: Lowes Investment Management The Fund aims to provide capital growth over the medium to Fund type: Irish Domiciled UCITS long term in rising, directionless or modestly falling UK equities Fund Size: £19,450,340.16 markets. The Fund will aim to achieve this, while being less Unit NAV at 31/08/2021: Class C: £1.0917 volatile than a corresponding investment into UK equity markets. Launch date: 11 December 2018 It will invest in a core portfolio comprised of defined return equity Base currency: GBP strategies that aim to provide capital growth in all but extreme Liquidity: Daily negative market scenarios. Dealing deadline: 10:30am Irish time Pricing: Daily COB Share type: Accumulation Monthly Update Minimum subscription Class B: £1,000,000 amount: Class C: £100 The Fund rose by 1.55% in August, ahead of its performance Annual management Class B: 0.4% comparator of cash (as measured by the Bank of England’s Sterling charge: Class C: 0.5% Overnight Index Average (“SONIA”)) + 5%, which rose by 0.43%. OCF: Maximum of 1% August was a good month for the Fund, rising by just over 2% in Reporting status Registered with HMRC the first fortnight before pulling back slightly to leave the Fund ISIN Class B: IE00BG0NV307 Class C: IE00BG0NV414 up 1.55% over the period. This was ahead of the UK market, as Dealing line +353 (0) 1434 5124 measured by the FTSE 100 index, which was up 1.24% on a price only basis. The pull back in the second half of the month followed the US Federal Reserve signalling it was set to start reducing its quantitative easing program by tapering its asset purchases within months.
    [Show full text]
  • Service & Support Analyst
    TM your platform, your future Test Analyst Location: Brno FNZ is the enterprise cloud computing and services company in the wealth management sector. FNZ’s technology and investment administration services are used by financial institutions to transform the way that customers achieve their financial goals. FNZ powers wealth management platforms for financial advisers, direct customers and the workplace in the UK, Australia and New Zealand. Our customers include AXA, Standard Life, J.P. Morgan, Friends Provident, AMP, Bank of New Zealand, ING, ANZ Bank and First NZ Capital. These institutions leverage our core front- and back-office services to create their own bespoke platform and achieve quality, scale, differentiation and innovation in the shortest possible time. FNZ has evolved from a startup in 2004 in New Zealand to a global company that administers over 10 billion of assets on behalf of over 300,000 end-customers in the UK, Australia and NZ. We employ over 500 technology and investment operations specialists in Edinburgh, London, Bristol, Brno, Sydney and Wellington. Role and Responsibilities FNZ is currently recruiting Test Analyst in Development Centre of FNZ in Brno. The key areas of responsibility are: • Create and execute test scripts and cases that will determinate optional system performance according to specification • Defining test coverage to minimize business risk • Ensure that testing activities will allow applications to meet business requirements and system goals • Proactively manage changes to testing requirements • Coordinate live releases and complete post/implementation testing • Planning, documenting and managing both client and internal test activities for specific projects • Work with developers to resolve defects, managing and reviewing the defect resolution process Skills and experience We are looking for people with a range of experience.
    [Show full text]
  • Changing the Way the World Manages Its Wealth
    CHANGING THE WAY THE WORLD MANAGES ITS WEALTH www.fnz.com FNZ is the enterprise cloud computing and services company in the wealth management sector. FNZ’s technology and investment administration services are used by financial institutions to transform the way that customers achieve their financial goals. FNZ partner with life companies, banks, Our existing customers include AXA The FNZ Development Centre in asset managers and discretionary wealth Wealth, JPMorgan Asset Management, Brno, Czech Republic, is located managers to enable them to deliver Standard Life, Zurich Life, Close Asset in the heart of the City (Orli 36). wealth management services across all Management, Friends Life, HSBC, We currently employ over 130 major distribution channels. NAB, BNZ, AMP, UBS, OnePath, IT specialists. Our team is truly Public Trust, First NZ Capital and Tower multi-national, with not only Czechs and Slovaks, but people from far FNZ provides proven end-to-end − with propositions spanning IFAs, and wide, such as New Zealand, technology, including front-office, tax direct customers, the workplace and Scotland, Portugal, Bulgaria, South wrappers and investment back-office discretionary wealth management. Africa, Russia, Cuba, Nigeria, under a software-as-a-service delivery These institutions leverage our core Belgium, Argentina and India. model. This FNZ technology solution front- and back-office services to is combined with back-office dealing, create their own bespoke platform and At FNZ we offer a friendly, open and settlement and administration services achieve quality, scale, differentiation and relaxed working environment. We as either sub-custodian or third party innovation in the shortest possible time. provide our employees with free administrator across a wide range of refreshments including breakfast and asset classes.
    [Show full text]
  • Our Fintech Experience
    LEADING FINTECH ADVISERS OUR CAPABILITIES AND EXPERIENCE Contents 02 Our fintech experience 04 Working with clients in the fintech sector 06 Understanding the technology 10 Cross-practice expertise 12 Our team 02 HERBERT SMITH FREEHILLS Our fintech experience Technology is rapidly changing sector participants, including telecoms operators, insurance companies and asset every business sector, and managers. financial services are no exception. Herbert Smith Freehills Our team has extensive experience of guiding clients through the key challenges that arise operates at the cutting-edge of when financial services and technology meet, the intersection between financial including dealing with regulation, creating and services and technology. maximising the success of partnerships with technology providers or other commercial We have a dedicated global cross-practice collaborations and handling, protecting and team of lawyers focused on fintech matters extracting value from data. of all shapes and sizes across their areas of expertise. We support our clients with technology in its widest sense, including data, digitisation of We provide fully-integrated advice on assets, data analytics and exploitation of data financial services regulation, IT and as a strategic corporate asset, artificial outsourcing, mergers and acquisitions, data intelligence, robotics, internet of things, protection and privacy, cyber security, blockchain, drones, smart infrastructure, and investments, tax, employment, competition, augmented and virtual reality. insurance and dispute resolution to support our clients at all stages of the fintech lifecycle. We have a deep understanding of both traditional and disruptive technologies and We provide these tailored legal services to a have identified a number of macro trends, wide spectrum of fintech clients, including drivers and key challenges which will have a long-standing financial institutions, challenger significant impact on the fintech space in the banks, technology companies, and start-ups coming years.
    [Show full text]
  • Digital Wealth Management in Asia Pacific
    Digital Wealth Management in Asia Pacific A comparative analysis across eight key markets 2021 kpmg.com/cn Foreword Asia Pacific has been witnessing strong economic As a result, a growing number of financial institutions prosperity as a result of its open business have widened their target customer groups and environment, relaxed regulatory landscape and a increased focus on developing efficient digital well-developed infrastructure. This has led to a rise in capabilities to cater to mass markets. In relation to the population of High-Net-Worth Individuals mobile access to financial services, the race is on to (HNWIs), particularly the younger generation who provide customers with the best “bank-in-a-pocket” demand technologically advanced and highly service. This race has been joined not just by customised banking and wealth management traditional and neobanks, but also by megatech and solutions, designed specifically to cater to their telecommunications companies with ambitions to growing investment needs. widen their market presence throughout Asia Pacific. The region is home to ~15 million HNWIs, the This move toward digitalisation has further picked up second-largest concentration in the world after North pace post the COVID-19 pandemic. According to America, with an expected growth of 39 percent by KPMG’s 2020 CEO Outlook Survey, 81 percent of 2024, the highest growth forecast globally.1 About CEOs in the Financial Services (FS) sector feel that half of these people are located in mainland China COVID-19 has accelerated digitisation of operations alone. They are looking for highly-personalised and creation of next-generation operating models, advisory solutions from technologically sound while 76 percent feel that it has accelerated the advisors to help plan their family wealth and creation of new digital business models.2 succession.
    [Show full text]
  • The Regionalisation of Wealth Businesses - Digital & Platform Perspective
    PRESENTATION SUMMARY - DIGITAL WEALTH ASIA FORUM 2019 The Regionalisation of Wealth Businesses - Digital & Platform Perspective Gabriel Goh, Global Head of R&D for FNZ, gave an insightful and informative presentation to delegates at the Hubbis Digital Wealth Asia Forum highlighting how wealth management firms in Asia can operate through one core platform across multiple jurisdictions, via multi-channel, multilingual, multi-asset, and multi-currency solutions. Agility is critical, he explained, as technology and competitive forces are moving faster than ever before. And he showed delegates one example of a forward-thinking solution FNZ has delivered for regional clients in Asia. INTECH FNZ OFFERS THAT SINGLE ‘PLATFORM-IN-A-BOX’ THAT CAN INDEED SERVICE MULTIPLE JURISDICTIONS. Goh advised the audience that in a market afflicted by margin compression, providers have little choice but Fto keep pace with the modernisation of wealth management infrastructure, supporting clients to be agile and in being responsive to delivery of propositions into the market. Founded with a vision He explained that FNZ was founded in New Zealand nearly 15 years ago and is now a global business headquartered in London. “Today, I first want to set the stage in terms of the challenges that we have witnessed in the industry, such as shifting investor preferences, the rise of mass affluence in society, greater longevity, the pressures on the retirement GABRIEL GOH Link to Content Summary page FNZ Link to Article on website Link to Presentation Link to Event Homepage 1 Strategy & Business industry, and other key factors infrastructure, comprising boosting the value proposition of that drive financial and lifestyle software, information security, our clients.” needs for our futures.” and hardware infrastructure.
    [Show full text]
  • FNZ's MD for Southeast Asia On
    FEATURE ARTICLE Link to Article on website FNZ’s MD for Southeast Asia on Building the Firm’s Vision & Proposition Across the Region Marcus Emery is the Managing Director for Southeast Asia at FNZ, based in Singapore. Although he says he hails from the ‘middle of nowhere’ on the ‘sunny side’ of New Zealand, he has spent time with FNZ in Wellington, London and Edinburgh, and is now enjoying work and life in Singapore. As a committed ‘FNZ-er’, as he says – his wife also works with FNZ in Singapore as a project manager – he is enjoying the dynamism of Asia, and the strong expansion of FNZ in a marketplace that is witnessing the rapid convergence taking place between the private banking market, the mass affluent market, and the mass retail space. All these changes require tailored, client focused FinTech solutions to elevate banks and wealth management providers to the next level. 1 FEATURE ARTICLE NZ DESCRIBES ITSELF AS A ‘PLATFORM AS A SERVICE’ (PAAS) PROVIDER. “We FNZ and UOB Asset Management: Partners in the Future of are both a technology Wealth Management Fvendor and a business process outsourcing provider, which sets us apart from many of our An outstanding example of FNZ's ability to work in partnership competitors,” Emery begins. “We with its banking and wealth management clients is the new UOB provide the technology solutions Asset Management (UOBAM) Invest Platform that the firm has and investment operations worked with UOB to create and execute. It is a fully digitised services, all hosted on FNZ wealth platform built in partnership with FNZ, and a prominent infrastructure and security.
    [Show full text]
  • 5307 EY FS Scotland Paper 2019 FINAL .Indd
    How do you optimise for today and build for tomorrow? How Scotland’s financial services industry can seek to drive long-term growth Minds made for empowering financial services How do you optimise for today and build for tomorrow? 01 Thought leadership template 2020 | A Contents At EY Financial Services we train 04 Introduction and nurture our inclusive teams to Building develop minds that can transform, 06 Foreword shape and innovate financial 08 Quality services. Our professionals a better come together from different 12 Skills backgrounds and walks of life to apply their skills and insights to 15 Value ask better questions. It’s these financial better questions that lead to better 17 Government and business answers, benefiting our clients, working together their customers and the wider 18 Political landscape services community. Our minds are made to build a better financial services 20 Key findings and industry. It’s how we play our part recommendations industry in building a better working world. 23 Conclusion Minds made for building financial services 24 Contacts ey.com/fsminds How do you optimise for today and build for tomorrow? 02 How do you optimise for today and build for tomorrow? 03 2. Skills Our research shows that access to a skilled workforce is the single most important factor for financial services firms when deciding to locate or invest in Scotland, with 81% of all respondents stating this as a reason for doing so. Creative and collaborative In the five years prior to 2019, there was an increase in job solutions are particularly Introduction creation, with 86% of respondents having grown their headcount The unique nature of Scotland’s during that period.
    [Show full text]
  • At Your Side Worldwide
    ISSUE 215 15 May 2019 Post trade in a post-Brexit world Delegates gathered in London for the 12th AFME Post Trade Conference, which concentrated on life post-Brexit China’s technology boom ALFI London Conference Financial innovation in the custody space is Although the asset management industry has a gaining momentum great future ahead it will be a rough road At your side worldwide. www.commerzbank.com/worldwide The Euromoney Awards for Excellence honoured Commerzbank as Germany’s Best Bank for its strategic approach that is creating a ‘stable, efficient and more profitable lender’ amidst challenging times for the German banking sector. Euromoney, 07/2017 issue triResolve Margin - AST Ad - Streamline.pdf 1 01/06/2018 16:41 C M Y CM MY CY CMY K Lead News Story WhiteMocca/shutterstock.com Fund managers to launch blockchain ecosystem FNZ has partnered with several global fund managers to launch a “None of these transactions are synchronised in real-time. Everyone production blockchain-powered market infrastructure for the asset has a different view of ‘the truth’, that often persists for days and management industry. months, leading to errors and exceptions, high back-office costs and risk for all participants.” The global fund managers include Aberdeen Standard, Equity Trustees Fund Services, Kames Capital, Legg Mason, and Merian Goffin continued: “In initially bringing this to market, particularly in Global Investors. the early stages of production operation, we have worked with FNZ- powered platforms and those asset managers for whom FNZ is the According to FNZ solution, the ‘FNZ ChainLink’ leverages blockchain transfer agent.” technology to replace the thousands of copies of transaction and holdings in the managed funds industry.
    [Show full text]
  • Randiinukfintech-Fullpaper
    Research and innovation for UK FinTech Authored by January Gavin Powell, Nicola Anderson, 2021 Johnny Mayo, Stephen Ingledew © 2020 Gavin Powell, Nicola Anderson, Johnny Mayo, Stephen Ingledew. All rights reserved. Full Paper “A new economy requires a new finance. A new finance to serve the digital economy, a new finance to support the major transactions underway across the globe and a new finance to increase the sectors resilience………. UK FinTech companies are creating this new finance, ………..efforts will be even more effective if you have the right condition in which to innovate” Mark Carney Governor Bank of England, July 2013 - March 2020 A Platform for Innovation Speech Table of Contents TABLE OF CONTENTS ............................................................................................................ 3 AUTHORS .............................................................................................................................. 1 FOREWORD .......................................................................................................................... 2 DEFINING FINTECH ............................................................................................................. 3 EXECUTIVE SUMMARY ......................................................................................................... 5 1. THE UK’S FINTECH OPPORTUNITY ............................................................................... 9 1.1. UK FINTECH IS ENABLING NEW FINANCE..............................................................................
    [Show full text]
  • Direct Lenders on a Path to Disruption with Gorilla Deals
    Direct Lenders on a path to disruption with gorilla deals Deloitte Alternative Lender Tracker Spring 2019 Financial Advisory This issue covers data for the fourth quarter of 2018 and includes 98 Alternative Lender deals for the quarter, representing an increase of 9% in deal flow on a last 12 months basis in comparison with the previous year. Deloitte Alternative Lender Deal Tracker editorial team Floris Hovingh Andrew Cruickshank Shazad Khan Tim Mercorio Partner Assistant Director Manager Assistant Manager +44 (0) 20 7007 4754 +44 (0) 20 7007 0522 +44 (0) 20 3741 2051 +44 (0) 20 7007 6841 [email protected] [email protected] [email protected] [email protected] Deloitte Alternative Lender Deal Tracker Spring 2019 | Contents Contents Deloitte Alternative Lender Deal Tracker Introduction 02 Alternative Lender Deal Tracker Q4 2018 Deals 05 Direct Lending fundraising 12 Alternative Lending in action: Case study 24 Insights into the European Alternative Lending market 28 Deloitte Debt and Capital Advisory 39 © Deloitte Alternative Capital Solutions 01 Deloitte Alternative Lender Deal Tracker Spring 2019 | Deloitte Alternative Lender Deal Tracker Q4 2018 Data Introduction Deloitte Alternative Lender Deal Tracker Introduction In this twenty-first edition of the Deloitte Alternative Lender Deal Tracker, we report that in the 12 months to the end of the fourth quarter 2018, there was a solid 9% increase in Alternative Lending deals compared to the previous year. Our report covers 67 major Alternative Lenders with whom Deloitte is tracking deals across Europe. The current global economic and political its UK growth forecast from 1.7% to 1.2%, In addition, the Fed can quietly ease policy environment remains at a crossroads.
    [Show full text]