Data Operations And System QA

Data Mapping prefixes from the exchange website and adding the entire series of options and futures for each prefix
Setting up products (equity, derivatives, ETFs, and indices) in the database, and adding new options or futures for any missing security, commodity, or index from a trading perspective, based on details from Bloomberg, Reuters (DataScope/Eikon), and the Exchange
Performing data clean-up activities when data in the database is incorrect, based on analysis comparing it with exchange and vendor (Bloomberg, Reuters) feeds
Processing corporate actions in the database based on exchange notifications and information from Bloomberg and Reuters
Monitor and action queries raised by Trade Support, Product Control, Operations teams, and Traders within the given SLAs

Responsible for ensuring that software products meet quality standards before they are released to users.

Reviewing requirements to understand how the software should work.
Creating test plans and test cases based on business and technical requirements.
Performing testing, including Functional testing, Regression testing, User Acceptance Testing (UAT) support
Identifying, documenting, and tracking defects (bugs).
Verifying bug fixes and ensuring issues are resolved
Collaborating with developers, business analysts, and product teams

Our Services

Our Consulting and Coaching Services

We help you achieve your goals with customized strategies, practical solutions, and hands-on execution to drive success.

Maximize Profit & Increase Operational Efficiencies

Business Planning, Operations, & Revenue Growth

Marketing, Sales, Retention, & Customer Experience

Sales & Customer Service Training

FAQs

Frequently Asked Questions

1. What does Felicit’s Investment Banking Operations service include?

Felicit provides end-to-end support for investment banking operations, including trade lifecycle management, deal documentation, financial data processing, compliance checks, and reporting. Our team ensures accuracy, speed, and regulatory alignment across all back-office functions.

2. How can Felicit help reduce operational costs for investment banks?

By outsourcing operations to Felicit, firms can significantly lower overhead costs related to hiring, training, and infrastructure. Our streamlined processes and skilled professionals improve efficiency while maintaining high-quality output, allowing you to focus on core revenue-generating activities.

3. Is Felicit equipped to handle high-volume transactions and complex deals?

Yes. Felicit is built to scale with your business needs. Whether it’s handling high transaction volumes or supporting complex financial instruments and deal structures, our team and systems are designed to deliver consistent and reliable performance.

4. How does Felicit ensure data security and compliance in operations?

Felicit follows strict data protection protocols and adheres to global compliance standards. We implement secure systems, regular audits, and confidentiality measures to safeguard sensitive financial data and ensure full regulatory compliance.