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RESUMÉ
Julian Charatan
25 Aveling Close, Maidenbower, Crawley RH10 7UR
E-mail: julesc770@gmail.com
Phone: 07709 988150
Summary of Experience
JPMorgan, 21 years: Two years+ to date lead BSA International Card Services, 3 years lead BSA,
Treasury Services, 3 years BSA, Treasury Services. 2 years training manager, JPMorgan ACCESS
application; 2 years Team Leader, Technical Support Group; 9 years – technical support / senior
technical support.
Hughes Simulation - PC Support Manager, 7 years,.
Summary of Qualifications
Certified Cash Management (lapsed); MSc Information Systems, University of Brighton, England;
BA(Hons) Social Psychology, University of Sussex, England; ‘A’ Levels: English Literature,
Economics, Sociology; 7 GCSEs.
Other skills
Languages: French, German, Serbo-Croat, Russian;
Positions
1. Business Systems Analyst lead, International Card Services, JPMorgan, London. (November
2012 to present)
Working within an internationally based team I have:
- Developed detailed requirements for all EMEA Card Services projects
- Worked with multiple vendors to deliver the required outcomes
- Worked with multiple internal partners to ensure that requirements are correctly defined with
reference to partners’ offerings and system limitations.
- Worked with Business partners to establish and monitor Production Support processes
- Worked with the JPM QA team to ensure full understanding of requirements and valid test
cases are generated
During my two years with JPMorgan’s Card Services line of business I have been responsible for
ensuring the timely and efficient delivery of:
- Migration of multiple country direct debit processes to SEPA (Single European Payments
Area) for numerous JPMorgan clients and am the de-facto subject matter expert.
- Migration of infrastructure between JPMorgan and a vendor
- Payments automation
- Definition and delivery of KYC / OFAC data from vendors for internal risk and compliance
projects.
2. Business Systems Analyst lead, Treasury Services Client Access, JPMorgan, London. June
2007 to November 2012.
Role and responsibilities:

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As lead BSA working with colleagues in APAC, WHEM, LATAM and EMEA on numerous
multi-million dollar international projects on the JPMorgan ACCESS Global ACH platform I have:
– Liaised between business and technology at various levels of JPMorgan (from MD / VP to
non-officer) on requirements development and clarification
– Liaised between various partner groups (e.g. UAT, CE, Application Development) to ensure
effective understanding and communications of requirements.
– Been responsible for the critical appraisal of Business Requirements documents and the
complete process of authoring, clarification, formal review and sign off of functional requirements,
Use Case and other documentation
– Reviewed and taken responsibility for sign-off of QA test cases
– Managed the deferred defect review process
– Organised and delivered training for numerous internal partners (e.g. new joiners / offshore
teams etc)
Main achievements:
 On more than one occasion, through careful negotiation and management, ensured the
successful delivery of global ACH requirements
 Delivered documentation on time and within specifications on every project I have been a part
of to date.
 Have become the de-facto subject matter expert for ACCESS GACH
3. Senior ACCESS customer training manager (VP), TS Client Access, JPMorgan, London.
From June 2006 to June 2007
Role and responsibilities:
I led the development and delivery of customer and internal training on all aspects of use of
JPMorgan ACCESS.
Working with a 'virtual team' in WHEM and APAC I:
 Liaised with clients at all levels of their organisation to ascertain training needs
 Delivered or assigned appropriate training according to requirements
 Developed the Curriculum and created training material
 Garnered and collated customer product feedback and provided updates to Product /
management
 Ascertained, developed and maintained appropriate training feedback and follow-up
mechanisms
 Developed materials for customer presentations and expositions
Main achievement:
I am proud to state that I managed to build a training organisation which efficiently delivered high
quality training and gained a great deal of positive customer feedback.

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4. Senior Technical Service Representative (VP), JPMorgan, London. From March 2003 to
June 2006
Role and responsibilities:
As the manager of a team of dedicated and highly qualified staff based both in London and WHEM I:
– Liaised with clients at all levels of their organisation to discuss requirements / issues / obtain
feedback
– Ensured the efficient and timely implementation, training, support and resolution of issues arising
from the products supported.
– Monitored and provided feedback / management metrics in a timely manner and liaised with
Product organisations on matters concerning the products supported
– Organised and executed client training
Main achievement:
I successfully developed a team which was highly effective and efficient in deploying customer
solutions and providing support while providing good quality management metrics and continuous
feedback and updates to Product.
5. Technical Service Representative (Officer to VP), JPMorgan, TS Client Access, London.
From October 1992 to March 2003
Role and responsibilities:
I liaised and dealt with clients at all levels of their organisations not only to implement workstation /
internet platforms in a wide variety of locations throughout EMEA but also to:
– Evolve solutions to particular difficulties or sets of circumstance
– Provide analysis and develop bespoke workstation reporting solutions – including liquidity related
reports.
– Manage client expectations
– Act as liaison between the client, Technology teams and Product in arriving at solutions or
providing customer feedback
– Liaise with other TSR teams globally to ensure coordinated efforts with large scale global
organisations
Main achievement:
I successfully implemented numerous standard and non-standard solutions for clients, supplied high
quality training and support and detailed feedback for management and Product teams and on
numerous occasions I successfully managed client implementations and expectations in difficult
circumstances.
6. PC support manager, Rediffusion Simulation, Sussex, England. From September 1987 to
October 1992.

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Role and responsibilities:
- Ensured effective management and organisation of a team of PC support personnel to a firm
of 3,000 + employees spread across several sites locally.
- Liaison with and management of suppliers and maintenance firms to ensure efficient and
timely delivery and installation of PC / LAN equipment
- Provision of technical support and training to internal customers of the firm.
- Management of technological transitions
Main achievement:
I transformed a chaotic and divergent area of support into an efficient and coordinated team of
knowledgeable personnel and effectively managed the deployment, configuration, maintenance and
support of desk top PCs within the organisation.
Interests and hobbies
- Yachting. I own a small boat which I sail regularly on the south coast
- Travel
- Classical music
- Writing. I have written several short stories – none of which, alas, have yet been published –
and have been a member of several local writers groups.
- Speech giving. I am a member of ‘Toastmasters International’ and regularly attend a group in
Lewes, East Sussex, and I am working my way towards a speakers accreditation
- Voluntary activities: I am a mentor to young people at a south London school on the
JPMorgan ‘Work Related Learning Program’; I am leading a team to develop an application
for an NGO through JPMorgan’s ‘Force for Good’ program; I am involved in campaigning and
other works with my local borough council.
- I am divorced and am the taxi, banking, hotel and restaurant service of choice for my teenage
son who lives with me.