Samed ZEJLI

• Functional Design and Specification: Developed functional designs for IT applications related to wealth management, financial advisory, financial product distribution, and bank-insurance activities.
  Authored functional specifications for various IT applications developed by Quantalys across multiple domains.
  
• Project Management and Collaboration: Collaborated with IT teams to monitor project progress and actively participated in testing and acceptance phases to ensure quality and compliance.
  
• Client Engagement and Support: Participated in and organized client meetings; prepared detailed meeting minutes.
  Provided training to clients and assisted with the implementation of applications on-site.
  Managed application configuration and integration into clients' technical and business environments.
  

Quantalys, part of Harvest Group, is a French platform specializing in portfolio analysis, management, and investment advisory services for finance professionals.

• OSMOSE Project Management: Led the techno-functional analysis and authored user stories for OSMOSE, an advanced tool for underwriting collective health and provident contracts at AXA.
  Coordinated between business teams and the IT department to improve subscription processes and effectively integrate new technologies.
  
• Agile Leadership and Technical Support: Actively engaged in Agile practices, including story mapping and "3 Amigos" meetings, for the deployment of OSMOSE.
  Provided Level 3 technical support to resolve complex challenges, promoting optimal user adoption of the tool.
  
• System Integrity Assurance: Ensured coherence between OSMOSE updates and AXA's overall information system, guaranteeing that deployed solutions were functional, secure, and aligned with user requirements and strategic objectives.
  

OSMOSE is a major project within AXA's overhaul of its Collective Insurance Information System. Launched in early 2019, OSMOSE implements a new tool for underwriting customized health and provident contracts using Agile methodologies.

• Client Request Analysis and Diagnostics:Analyzed client inquiries regarding usage, anomalies, and feature enhancements of the AirPM (OMS-PMS) position management tool.
  Conducted advanced investigations into the tool's behavior under specific data conditions and configurations, providing detailed diagnostics.
  
• Technical Support and Incident Management:Provided Level 1 and 2 support to clients and assisted the AirPM development team in incident management processes.
  
• Documentation and Testing:Authored documentation for new functionalities and created demonstration datasets for various processes and modules.
  Participated in testing phases and contributed to the analysis, specification, and testing of feature requests.
  

• Investment Monitoring and Due Diligence:Monitored buy or sell recommendations on UCITS funds (UCITS IV).
  Conducted financial and ESG due diligence on UCITS funds.
  
• Portfolio Management and Reporting:Participated in fund-of-funds management.
  Managed and improved Excel databases; produced portfolio and client reports.
  
• Stakeholder Engagement:Organized conference calls and meetings with fund managers; collected quantitative data from asset management companies and updated databases feeding the platform.
  

• Cash Management:Updated daily cash positions and executed supplier payments.
  
• Bank Reconciliation:Reconciled bank statements with accounting records.