Fidessa Implementation Experience 

August 2005 to November 2008 – Macquarie Securities, Hong Kong

Development and implementation of project source control process, policy and infrastructure.

Lead role in developing process for rollouts, rollout plan templates etc. Reportedly achieved new standards of quality.

Team-lead and supervision of project teams for specific project goals.

Performance tuning for this multi-region enterprise implementation.

New installation, product upgrades, many other functional changes.

Modifications to TOP and CTAC (client and server) as required to support Asian middle office practices, including:

• Japan. Correct calculation of consideration, commission and consumption tax calculations. Supported odd-lot allocations, hybrid clients for average and execution price allocations, capped and scale commissions.

• Taiwan. Accurate consideration calculation, including execution-level average price calculations for FIX.

• Korea. Average and Execution booking price calculations. Sales and agricultural tax for OTC odd-lot trades supported at booking and allocation time, including automatic re-allocation of sales tax for odd and round-lot allocations and manual adjustment facility.

Main product involvement: TOP, CTAC, FDA, FIX, APAS, AMMA and FTW.

September 2004 to August 2005 – Optiver and WestLB

Optiver Highlights

Low-latency tuning and general implementation changes to OMAR, EMMA and FIX/ FEC installations

Setup and conformance testing for several ECNs (including Instinet, E*Trade)

Instrumental in convincing Fidessa to release FIX+

WestLB Highlights

Re-factoring of highly customised site-specific changes as part of a product upgrade

Implementation of the first Fidessa eXpress connection.

April 2001 to July 2002 – Fortis Bank, Amsterdam and Brussels

Team lead for the first ever Euronext implementation. Fortis was the first market participant to connect successfully to the Euronext test session and the first to pass certification.

Lead team of 6 in Amsterdam and Brussels (project was two-centred)

Implementation of the Euronext Brussels and Amsterdam connections, including message-level debugging and significant gateway message formatting changes to set up the Euronext gateways correctly.

Development of various datastream configurations to support trade reconciliation, settlement etc.

September 2000 to March 2001 – Mizuho Securities, Tokyo

Team lead position with two senior implementation consultants and three new-starters.

Modifications to JMIS' ToSTNet gateway, in conjunction with feedback through weekend exchange testing. At that time, exchange test sessions were limited to a few hours on weekends.

Modifications to ActiveX allocation objects and server-side code to support the middle-office functions.

December 1997 to March 1999 - Credit Suisse First Boston, London

Design and development of new ActiveX FTW objects, using Visual Basic, and TCL, converting the Fidessa front-end from the use of X-Windows objects to FTW. These were ultimately absorbed into the first product releases of FTW.

Fidessa server product code modifications using c++. Euro currency and Y2K migration.