Stefan Petica
Project Manager
Ghimbav
Summary
I'm an experienced capital markets specialist, passionate about the intricacies of financial instruments and market operations. This foundation fuels my approach to project management, where I get to combine my love for data, explore the potential of machine learning, and tackle complex problems head-on. I believe that understanding the 'why' and the 'how' deeply allows me to guide projects effectively and collaboratively.
Overview
18
18
years of professional experience
4
4
years of post-secondary education
4
4
Certifications
1
1
Language
Work History
Project Manager
Investimental
Bucharest, Bucuresti
09.2024 - Current
- Leading the end-to-end delivery of a strategic project to integrate European shares onto our trading platform, navigating all phases from initial concept and IT system integration.
- Guiding user story development through collaborative workshops, shaping comprehensive test plans, and diligently ensuring adherence to regulatory compliance.
- Created the go-to-market strategy, coordinating with cross-functional teams to foster a successful project launch.
Senior Consultant
Phi Partners
01.2021 - 09.2024
- Played a leading role in delivering key components for the Mediolanum project on Fusion Invest (v7.1.3 & v7.4), including analyzing change requests and defining solutions for instrument definitions, trade workflows, corporate actions, and toolkits.
- Collaboratively developed user stories, defined clear acceptance criteria, and coordinated the creation of comprehensive test plans and scenarios based on evolving business requirements.
- Guided the creation of user and technical documentation, aiming to improve clarity for end-users and Finastra on new functionalities and testing procedures.
- Led rigorous testing efforts across the trade lifecycle, covering Trade Uploader functionality, allocations, executions, and reconciliation processes, to ensure alignment with project requirements.
- Fostered collaboration with end-users to gather feedback, refine requirements, and validate test sets; partnered effectively with Finastra to improve JIRA issue resolution and overall solution quality.
- Researched XML toolkit mappings to Sophis for trade exports, then shared findings by delivering user stories and conducting demo sessions to explain new functionalities, test processes, and results to stakeholders.
Business Analyst
Sophis
03.2019 - 12.2020
- Played a key role in the ING Upgrade Factory project (migrating from v6.2.2 to v7.3.1), focusing on ensuring functional parity and data integrity across Front and Back Office streams.
- Conducted thorough analysis and validation of critical Front Office functionalities (pricing, PnL, Greeks) and Back Office processes, ensuring consistency and accuracy post-migration.
- Managed L1/L2 discrepancy analysis, meticulously logging and prioritizing issues in JIRA based on business impact, and clearly communicated critical findings and potential solutions to the Project Manager.
- Developed comprehensive testing documentation for each test pack, contributed to test estimation and prioritization efforts, and actively collaborated with the Project Manager and stream leads on progress and potential roadblocks.
Software Engineer
Middleout
11.2018 - 02.2019
- Pasion project, didn't work out.
Senior Quality Assurance Engineer
Misys
03.2016 - 11.2018
- Validated the pricing accuracy and risk analytics (Greeks, PnL, sensitivities) of highly complex financial derivatives within FusionInvest & FusionCapital Sophis, leveraging strong knowledge of their underlying models.
- Specialized in testing Delta One products (shares, ETFs, CFDs, futures, basket swaps, stock loans, repos) and Total Return Swaps, including their varied pricing models (Standard, Forward Rate, Quanto, Fully Funded).
- Analyzed and verified the impact of complex life cycle events, such as diverse corporate actions (e.g., European, American, Asian, synthetic dividends; stock splits), on instrument valuation and system behavior.
- Incorporated understanding of Credit Support Annex (CSA) and collateral management principles into test scenarios to ensure accurate derivative valuation and exposure calculations.
- Authored and executed rigorous, scenario-based test cases in Quality Center, meticulously checking financial model outputs and system calculations against expected quantitative results.
- Proficient in Agile/Scrum methodologies and tools (JIRA, Jenkins, Quality Center), with foundational knowledge of back-office workflows supporting trade processing.
Senior Broker
Tradeville
08.2009 - 03.2016
- Executed high-volume trading orders for domestic and international investors across various asset classes, ensuring precise adherence to client instructions and market best practices.
- Advised clients on tailored investment opportunities by providing in-depth market analysis, current trends, and relevant economic insights, aligning strategies with individual risk profiles and financial objectives.
- Conducted comprehensive research and analysis of capital market trends, news, and macroeconomic indicators to identify actionable investment strategies and inform client recommendations.
- Developed and delivered clear, concise daily, weekly, and client-specific performance reports, enhancing client understanding of portfolio activity and market impact.
Investment Consultant
Vanguard Asset Management
06.2011 - 09.2015
- Contributed to strategic product innovation and investment decisions as an Investment Committee member (4 years) at a local Romanian fund, supporting the successful development and launch of the country's first listed ETF and its first dedicated macro hedge sub-fund.
Junior Broker
Estinvest SA
09.2007 - 03.2009
Education
Bachelor of Commerce (B.Com.) - Economics
Universitatea "Dunărea de Jos" din Galați
01.2003 - 01.2007
Skills
- Stakeholder Engagement
- Agile & Waterfall Methodologies
- Project Lifecycle Management
- User Acceptance Testing
- Functional Specifications
- Documentation
- Requirements Gathering
- Python
- Statistical Data Analysis
- Qualitiy Assurance
Certification
ISTQB Foundation
Timeline
Project Manager
Investimental
09.2024 - Current
Senior Consultant
Phi Partners
01.2021 - 09.2024
Business Analyst
Sophis
03.2019 - 12.2020
Software Engineer
Middleout
11.2018 - 02.2019
Senior Quality Assurance Engineer
Misys
03.2016 - 11.2018
Investment Consultant
Vanguard Asset Management
06.2011 - 09.2015
Senior Broker
Tradeville
08.2009 - 03.2016
Junior Broker
Estinvest SA
09.2007 - 03.2009
Bachelor of Commerce (B.Com.) - Economics
Universitatea "Dunărea de Jos" din Galați
01.2003 - 01.2007
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