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We are a small team looking to document the requirements and business process for a Portfolio Management System as used in the Wealth Management Industry, either as formal UML Models or just a simple word document with the USER Stories, and some Mock Up Screens.
Essentially what is needed is capturing the requirements of a modern IMS as typically used in the wealth management industry in a form that is sufficiently detailed to enable a small team of developers to implement the functionality described. The envisioned system would cover the entire business process essentially reflecting the functions handled by Front, Middle and Back Offices.
I looking for someone to who has had some experience in the overall transaction lifecyle for various financial asset classes and perhaps worked in the Front, Middle or BackOffice of a brokerage or asset managment institution.
If interested please contact me to discuss
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