I am a Chartered Financial Analyst with over 19 years of experience spanning management consulting, banking, financial services, and IT project management. I have contributed to AI-driven QA automation advisory services and led regulatory migrations with ISO 20022. I am passionate about building robust testing ecosystems and delivering practical, compliant solutions for complex banking environments. My strengths include implementing Python-based test automation, Agile project delivery, stakeholder management, and delivering Swiss banking solutions aligned with ISO 20022, LSFin, LEFin, and LBA. I hold CFA certifications and data science/AI qualifications and am actively advancing in AI strategy and ethics to further enhance QA advisory services.

Tarik HAIDA, CFA, MBA

I am a Chartered Financial Analyst with over 19 years of experience spanning management consulting, banking, financial services, and IT project management. I have contributed to AI-driven QA automation advisory services and led regulatory migrations with ISO 20022. I am passionate about building robust testing ecosystems and delivering practical, compliant solutions for complex banking environments. My strengths include implementing Python-based test automation, Agile project delivery, stakeholder management, and delivering Swiss banking solutions aligned with ISO 20022, LSFin, LEFin, and LBA. I hold CFA certifications and data science/AI qualifications and am actively advancing in AI strategy and ethics to further enhance QA advisory services.

Available to hire

I am a Chartered Financial Analyst with over 19 years of experience spanning management consulting, banking, financial services, and IT project management. I have contributed to AI-driven QA automation advisory services and led regulatory migrations with ISO 20022. I am passionate about building robust testing ecosystems and delivering practical, compliant solutions for complex banking environments.
My strengths include implementing Python-based test automation, Agile project delivery, stakeholder management, and delivering Swiss banking solutions aligned with ISO 20022, LSFin, LEFin, and LBA. I hold CFA certifications and data science/AI qualifications and am actively advancing in AI strategy and ethics to further enhance QA advisory services.

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Experience Level

Expert
Expert
Expert
Expert

Language

French
Fluent
English
Fluent
Arabic
Fluent

Work Experience

Senior QA Consultant - QA Test Manager at Union Bancaire Privée (UBP) / Sword Services SA
September 1, 2023 - November 4, 2025
Led end-to-end QA testing lifecycle for critical banking applications; managed MT→MX ISO 20022 migration testing; defined test strategies and created Agile test cases; delivered SIT/UAT on time; automated core testing procedures with Python, reducing execution time by 40%; supported onboarding waiver feature with zero post-production defects; validated ESG data flow for regulatory traceability; contributed to Sword Services' AI in QA advisory.
Investment Performance & Risk Analyst at BCV Asset Management
June 30, 2023 - June 30, 2023
Maintained and optimized performance measurement infrastructure; developed and deployed performance attribution models; produced and verified reports; ensured 99.9% uptime; automated report production; implemented NLP-based ESG data quality analysis; developed Python automation scripts to enhance weekly workflow; delivered technical presentations for knowledge transfer.
IT Application Manager / Project Manager at BCV
August 31, 2020 - August 31, 2020
Ensured continuous functionality of core banking/operational applications; provided technical and functional support for key systems; performed production configuration; improved data quality and security; resolved production incidents with high first-time resolution; contributed to system upgrades and project initiatives; strengthened vendor relationships and documented procedures.
Senior Consultant - Business Project Manager (AMOA) at Novéo Conseil
August 31, 2014 - August 31, 2014
Led UAT for Avaloq platform migration, developed comprehensive UAT plans, coordinated user testing across Geneva and Zurich, delivered training, and ensured compliance with daily reporting requirements; streamlined cross-jurisdiction operational procedures.
Management Consultant at BearingPoint
December 31, 2012 - December 31, 2012
Led business analysis and AMOA for client portfolio migration at Société Générale Securities Services; defined target architectures for onboarding; developed migration strategy and cutover testing procedures; delivered efficiency improvements and better governance; supported multiple large-scale financial programs for Tier 1 institutions.

Education

Engineering Degree at Ecole Centrale Marseille
January 1, 2003 - December 31, 2006
Prestigious French Grande École and member of the elite Centrale Supélec engineering schools network. Ecole Centrale Marseille is one of France's top engineering institutions, highly selective with rigorous entrance examinations (Concours). The program combines advanced mathematical modeling, computer science, and management sciences to train versatile engineers capable of solving complex problems across industries. Strong emphasis on analytical thinking, quantitative methods, systems optimization, and project leadership. The Centrale curriculum is renowned for producing graduates with exceptional problem-solving abilities, technical rigor, and management skills, particularly valued in consulting, finance, technology, and engineering sectors.
Master of Business Administration (MBA) at University of Liverpool
January 1, 2009 - December 31, 2010
Specialized MBA in Football Industries (FIMBA) from University of Liverpool Management School, one of the world's first and most prestigious MBA programs dedicated to the business of football. The program uniquely combines football-specific business modules with core MBA disciplines, providing comprehensive training in sports management, governance, finance, and operations. Football-specific modules covered industry structure and stakeholder dynamics, sport governance and regulatory frameworks (including domestic, European and international law), football club finance and investment strategies, economic analysis of football markets and analytics, sports marketing and operations management, and executive career development in the football sector. Core MBA modules included corporate financial analysis, innovation and entrepreneurship, strategic management in VUCA environments, digital marketing, organizational leadership, and international business management. The program emphasized practical application through case studies, simulations, industry visits (FIFA, UEFA, football clubs), and international trips. Culminated in an MBA Impact Project addressing real business challenges in the sports industry. The FIMBA program is renowned for producing graduates equipped to lead in the global sports business ecosystem, combining analytical rigor, strategic thinking, and deep industry knowledge."

Qualifications

Chartered Financial Analyst (CFA Charter)
December 1, 2018 - November 4, 2022
Globally recognized professional credential in investment management and financial analysis. Rigorous program covering portfolio management, equity and fixed income analysis, derivatives, alternative investments, quantitative methods, economics, financial reporting, and ethical standards. Demonstrates mastery of investment decision-making, financial analysis, and portfolio construction. Three-level exam program with average 300+ hours study per level. Highly valued in asset management, banking, and financial services for analytical rigor and ethical foundation.
Data Science for Investment Professionals
September 1, 2023 - January 31, 2024
Specialized certificate focusing on data science applications in investment management. Covers machine learning fundamentals, big data technologies, natural language processing, and AI applications in finance. Addresses data ethics, model validation, and regulatory considerations specific to financial services. Emphasizes practical application of Python, statistical modeling, and predictive analytics for portfolio management, risk assessment, and alpha generation. Bridges traditional CFA curriculum with emerging data science techniques essential for modern investment professionals.
Python, Data Science, and AI (CFA Practical Skills Module)
September 15, 2024 - November 15, 2024
Continuous learning program from CFA Institute (not a certification) providing hands-on training in Python programming and AI/ML techniques specifically for investment professionals. Covers Natural Language Processing (NLP) for financial text analysis, LSTM (Long Short-Term Memory) neural networks for time series prediction and pattern recognition, sentiment analysis of financial news and reports, text data cleaning and preprocessing, tokenization techniques for unstructured financial data, and feature engineering for machine learning models. Emphasizes practical application of AI techniques to financial datasets, including automated document analysis, predictive modeling, and data-driven investment insights. Directly applicable to banking operations such as automated compliance document review, regulatory report analysis, risk pattern detection, and test case generation from requirements.
Agentic AI Certification (In Progress)
August 1, 2025 - December 31, 2025
Advanced certification program focused on designing, deploying, and operationalizing agentic AI systems - autonomous agents that can plan, reason, and execute complex tasks with minimal human intervention. Covers agent architecture patterns, multi-agent coordination, tool integration, reasoning frameworks (ReAct, Chain-of-Thought), memory systems, and autonomous decision-making protocols. Emphasizes practical implementation of AI agents for business automation, including workflow orchestration, intelligent task delegation, and adaptive problem-solving. Highly relevant for banking and financial services applications such as automated compliance checking, intelligent test automation, regulatory document processing, risk assessment workflows, and AI-powered quality assurance systems. Directly applicable to advisory offerings, enabling the development of autonomous testing agents and intelligent QA automation frameworks.
Certified Leading SAFe 6 Agilist
August 1, 2024 - September 15, 2024
Professional certification in Scaled Agile Framework (SAFe) for enterprise-level Agile transformation and implementation. Covers Lean-Agile principles, values, and practices for scaling Agile across large organizations. Demonstrates competency in leading Agile Release Trains (ARTs), facilitating Program Increment (PI) planning, managing dependencies across teams, and implementing continuous delivery pipelines. Emphasizes Lean portfolio management, DevOps culture, and alignment of business strategy with Agile execution. Essential for managing complex, multi-team Agile initiatives in banking and regulated industries where coordination, compliance, and risk management are critical.
PL-300 – Power BI Data Analyst Associate
May 1, 2024 - May 31, 2024
Microsoft certification demonstrating proficiency in designing, developing, and deploying enterprise-grade business intelligence solutions using Power BI. Covers data modeling, DAX (Data Analysis Expressions) for complex calculations, data transformation with Power Query, creating interactive visualizations and dashboards, implementing row-level security, and optimizing report performance. Includes expertise in connecting to various data sources (SQL databases, cloud services, APIs), data cleansing and preparation, and establishing data governance frameworks. Validates ability to translate business requirements into actionable insights through data visualization and analytics, essential for data-driven decision making in banking and financial services.

Industry Experience

Financial Services, Professional Services, Software & Internet, Media & Entertainment, Government