Milivoje (Mickey) Lakic
Sydney
Summary
Business Analyst with 5+ years of experience delivering business process, data reporting, and business information system improvements and technology risk and control projects in the asset management, public and private capital markets, and enterprise technology sectors in Sydney, Australia resulting in efficiencies. Looking to leverage and build on my knowledge and experience in a role improving outcomes, systems and business stakeholder relationships.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Business Analyst
Pallas Capital
Sydney, Australia
01.2023 - Current
- Development of Greenfields Technology - Business & technical analyst responsibilities in creating and implementing a new greenfields technology system (using agile methodology) that services CRE private debt and equity activities for the business (loan & credit origination, loan management, and investor distribution).
- Responsibilities Include - business/functional requirements gathering (user stories and acceptance criteria in JIRA), analysis and documentation, performing UAT and data migration testing, and managing the implementation and support of business information systems across the company (using scrum, agile, and lean methodologies).
- Business Process Management Lead Champion – I am currently tasked with growing the business’ BPM strategy and culture within the firm.
- FATCA/CRS Compliance Project – lead the business in a major client project outreach which involved reaching 900+ investors resulting in remitted penalties from the tax authorities.
- New Zealand Operations Launch – Lead the design, development and implementation of the greenfields unit register system for the expansion of our New Zealand business.
- Cybersecurity Committee – Sit on the Cybersecurity Committee responsible for overseeing the company's cybersecurity policies, governance frameworks and activities.
Business Analyst (Enterprise Technology)
Macquarie Group
Sydney, Australia
10.2021 - 01.2023
- Effective Processes & Control Project - Responsible for process and controls mapping for the project within Enterprise Technology – held requirements gathering sessions and risk and control workshops to determine effective/ineffective business processes and controls.
- Stakeholder Engagement & Management - Communicated with technology service owners and SME’s, business product owners, and technology business operation risk managers (TBORM) to determine key technology risks and effective/ineffective system processes and controls.
- Cross Technology Strategic Alignment - Ensuring strategic alignment is achieved for Macquarie’s cloud migration roadmap and strategy.
- UAM Project - Conducted project governance on Enterprise Technology’s UAM program.
- Business Intelligence - Created/managed PowerBI reports and dashboards for senior management and leadership teams.
Junior Salesforce Business Analyst
Macquarie Asset Management
Sydney, Australia
03.2020 - 10.2021
- CRM Improvement - Performed regular improvement of the Salesforce CRM software (using agile and scrum methodology) ensuring data integrity is achieved for our wholesale and institutional distribution channels.
- Asset Class Reporting - Conducted asset class reporting for our product teams which included reporting for the fixed income, equities, multi-asset and alternatives asset classes.
- Senior Management Reporting - Conducted reporting on front office distribution metrics as well as AUM & FUM reporting for client, asset class, and budget reportings for senior management.
- Data Integrity Improvement Project - Worked on efficiency improvements to the functionality of the CRM, creation of new reports and dashboards analysing client engagement, and clean-up of data in the CRM (having identified $1.7B in Wholesale FUM to be mapped to clients in the CRM).
- Global CRM Amalgamation project - Involved in amalgamating multiple CRM platforms into one standardised global Institutional CRM platform. Responsible for the data validation, business requirements gathering (user stories in JIRA), mapping, UAT, and post MVP validation relating to data quality used by front office staff for our APAC/EMEA/US regions.
Client Services Representative
Toll Global Forwarding (TGF)
Sydney, Australia
02.2019 - 03.2020
- Maintained daily operational processes ensuring shipments arrive flawlessly for the business' largest client account.
Education
Bachelor of Commerce - Economics
University of Sydney
Sydney - Australia10.2017
High School Diploma -
South Sydney High School
Sydney - Australia11.2013
Skills
- Private & public capital markets
- Asset management
- Requirements gathering & UAT
- Data analysis & mapping
- Business process improvement
- Stakeholder engagement and management
- End-to-end finance operations management
- Project management
- Microsoft Office Suite
- CRM systems - Salesforce & HubSpot
- BI systems - PowerBI & Tableau CRM
- Project management systems - JIRA & Confluence
- Gliffy, Miro, and Lucid Charts
- Nintex Process Manager
- Scrum, Agile, and Lean methodologies
Additional Information
- Australian citizen with proficient knowledge of English.
- Serbian citizen with beginner-intermediate knowledge of Serbian.
Certification
- RG146 Tier 1 - Managed Investments
- RG146 Tier 1 - Generic Knowledge
Languages
English
Native or Bilingual
Serbian
Limited Working
Timeline
Business Analyst
Pallas Capital
01.2023 - Current
Business Analyst (Enterprise Technology)
Macquarie Group
10.2021 - 01.2023
Junior Salesforce Business Analyst
Macquarie Asset Management
03.2020 - 10.2021
Client Services Representative
Toll Global Forwarding (TGF)
02.2019 - 03.2020
Bachelor of Commerce - Economics
University of Sydney
High School Diploma -
South Sydney High School