Difference between revisions of "IS484 IS Project Experience (FinTech)"

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=== Course Description: ===
 
=== Course Description: ===
−
* This is an SMU-X course designed in collaboration with CitiVentures Innovation Lab.  Citibank will supply a minimum of 5 projects ideas to select from.   
+
* This is an SMU-X course designed in collaboration with participating Banks, FinTechs, and other FIs, to serve as project sponsors.  Collectively, industry sponsors will supply a minimum of 5 projects ideas to select from.   
−
* Students will form teams of 5 or 6, and select one of the Citibank project ideas to work on.  Project selections do not need to be unique, meaning multiple teams can select the same project idea.
+
* Students will form teams of 5 or 6, and select one the project ideas to work on.  Project selections do not need to be unique, meaning multiple teams can select the same project idea.
−
* Each student project team will be assigned to a Citibank sponsor and an SMU faculty supervisor.   
+
* Each student project team will be assigned to a sponsor/mentor and an SMU faculty supervisor.   
−
* Citibank will provide project scope and management for student teams to have practical industry learning experiences.   
+
* Sponsors will provide project scope and management for student teams to have practical industry learning experiences.   
−
* Student teams will have weekly check in meetings, either virtually or physically, with their Citibank sponsor.
+
* Student teams will have weekly check in meetings, either virtually or physically, with their sponsor.
−
* Citibank will specify the technologies to be used, including; development tools/languages, OS, database, 3rd party libraries, target deployment environment e.g. cloud environment.
+
* Sponsors will specify the technologies to be used, including; development tools/languages, OS, database, 3rd party libraries, target deployment environment e.g. cloud environment.
 +
* Student project teams will be expected to develop a working software application prototype, to be delivered to the sponsor at the end of the course.
 +
 
 +
=== Course Prerequisites: ===
 +
1. Software Project Management (IS212) is a pre-requisite or a co-requisite. <br>
 +
2. Any two (2) track courses '''from the track that you are declaring''' for your project. One of these courses can be a co-requisite.
  
 
=== Project Timeline: ===
 
=== Project Timeline: ===
−
* Week 1 - Attend orientation session, where teams will be formed (if you have not already formed a team), and projects are selected from a set of predefined projects provided by CitiVentures.
 
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* Week 8 - Midterm presentation and demo
 
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* Week 15 - Final presentation and demo
 
  
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=== Project deliverable: ===
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{| class="wikitable"
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# Student project teams will be expected to develop a working software application prototype, to be delivered to Citibank at the end of the course.
+
|-
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# A formal, in-person midterm and final presentation will be facilitated by Citibank.
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! Activities || Timeline || Term 1/ Term 2 || Action By
−
 
+
|-
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=== Citibank Projects ===
+
! Project Sourcing and Registration || Week -14 to Week -10 || Form teams. Review the below set of predefined projects provided by Citibank, OCBC, NETS, UBS, and others. Fill up the Project Team Signup Sheet at the below link, listing your preferred projects. FT Track Coordinator will finalize the matching of teams to projects. || Students
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* Projects to be selected/assigned to project teams during Week 1 orientation session.
+
|-
−
 
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! Project Matching || Week -10 || FT Track Coordinator will finalize the matching of teams to projects. || FT Track Coordinator
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{| class="wikitable centered" width="95%"
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|-
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!Item
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! Proposal || Due before the start of Week -8 || Submit your project proposals to your Track Coordinator(s). For mixed-track teams, both track coordinators need to review your proposal. || Students
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!Project Description
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|-
−
!Project Deliverables
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! Decision on Proposal || Week -4 || Your Track Coordinator(s) will confirm that the project has sufficient scope to fulfill your respective track requirements for IS Project Experience. || Track Coordinator, Students, (Optional: Sponsor)
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!Project Sponsor/Stakeholders
 
 
|-
 
|-
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|width="2%"|<!-- Item--> 1
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! Start of Project || Week 1 || Supervisor - Teams|| Student
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|width="30%"|<!-- Project Description --> '''Private Banking Client Dashboard''' - Citi Private Bank (CPB) Investment Counsellors and Advisors provide frequent consultation to HNWI and UHWNI (high and ultra-high net-worth individuals) on how to manage their Investment portfolios. In order to perform their job they need high speed access to a client's positions, real-time market data and publicly available sentiment on the portfolio's constituents. The portfolio is usually composed of capital market securities and various funds (hedge, mutual, real estate, private equity).
 
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|width="30%"|<!-- Project Deliverables --> A working dashboard that provides a real-time view of a client's position. The view should be contextual based on the type of holdings (Cash/Liabilities, Equity, Fixed Income, Derivatives and Alternative Investments). The view would give an instrument and profitability analysis based on market data (Bloomberg / Reuters). Furthermore, there will be a recommendation engine that looks at a client's current / past positions and suggests trade-able ideas to the advisor based on upcoming announcements, trending public sentiment and client's personal interests.
 
−
|width="30%"|<!-- Project Sponsor/Stakeholders -->
 
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* APAC Innovation Lead for CPB Investments <br>
 
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* Investment Counsellor Team Lead <br>
 
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* Head of APAC Investment Technology
 
 
|-
 
|-
−
|width="2%"|<!-- Item--> 2
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! Midterm || Week 8 || Presentation || Students, Supervisor, Reviewer (Optional: Sponsor, Track Coordinator)
−
|width="30%"|<!-- Project Description --> '''Predictive Analysis of Risk Utilization''' - Citi's institutional clients place millions of orders on any given trading day through its electronic execution platforms. As orders come in through Citi's systems, they are evaluated against several risk parameters(such as credit limits) before the order is sent to the market.
 
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While currently, breaches in these parameters can be identified the moment the orders are placed, the next gen evolution of this risk management system requires predictive analytics of such breach events. This will enable Citi's clients and client facing officials to prevent regulatory violations, navigate trading disruptions by proactively take measures to prevent such breaches by allocating funds/ changing their trading strategy etc.
 
−
|width="30%"|<!-- Project Deliverables --> A working dashboard that provides a real-time view of a client's position. The view should be contextual based on the type of holdings (Cash/Liabilities, Equity, Fixed Income, Derivatives and Alternative Investments). The view would give an instrument and profitability analysis based on market data (Bloomberg / Reuters). Furthermore, there will be a recommendation engine that looks at a client's current / past positions and suggests trade-able ideas to the advisor based on upcoming announcements, trending public sentiment and client's personal interests.
 
−
|width="30%"|<!-- Project Sponsor/Stakeholders -->
 
−
* APAC Innovation Lead for CPB Investments <br>
 
−
* Investment Counsellor Team Lead <br>
 
−
* Head of APAC Investment Technology
 
 
|-
 
|-
 +
! Finals || Week 14 to Week 16 || Presentation ||Students, Supervisor, Reviewer (Optional: Sponsor, Track Coordinator)
 
|}
 
|}
 +
 +
=== Key Dates for AY2025/26 Term 1 ===
 +
 +
* ✓Students submit team registration and prerequisites forms: by 13 Apr 2025
 +
* Sponsor project descriptions available: by 2 May 2025
 +
* Sponsor info session with students: week of 5 May 2025
 +
* ✓Students submit project preferences: by <s>14 May 2025</s> -> 19 May 2025
 +
* Student teams assigned to projects: week of <s>19 May 2025</s> -> 23 May 2025
 +
* ✓Students submit project proposals: by 12 Jun 2025
 +
* SMU track coordinator approves proposals: around mid-Jul 2025
 +
* Students start working on projects: in early Aug 2025
 +
* Midterm review: around mid-Oct 2025
 +
* Final presentation/demo: around the end of Nov 2025
 +
 +
=== Project Team Signup Sheet: ===
 +
 +
AY2025/26 Term 1 <br>
 +
https://docs.google.com/spreadsheets/d/1q-2qNkXGcjPxybU52s-1cazP5k4zhHTYRn7SKxz5Hjg/edit?gid=0#gid=0 <br>
 +
 +
=== Current Projects - FY2025/26 Term 1 ===
 +
 +
Here is the link to the list of sponsor projects:
 +
 +
https://docs.google.com/spreadsheets/d/11drNR9efEo9Yx2UNKskiSSatRiQPT3JCaAB4UsZTmpQ/edit?usp=sharing
 +
 +
A couple of the sponsors are in the process of revising some of the descriptions (see the notes column). I will post a message on Teams when the updates are available.
 +
 +
=== Sponsor Briefing Session Schedule - FY2025/26 Term 1 ===
 +
 +
<b> Tues, 13 May </b> <BR>
 +
7:00pm: Citi <BR>
 +
7:30pm: Viom <BR>
 +
 +
<b> Weds, 14 May </b> <BR>
 +
7:00pm: Singapura Finance
 +
 +
<b> Friday, 16 May </b> <BR>
 +
3:30pm: Tiger Fund Management <BR>
 +
4:00pm: UBS <BR>
 +
4:30pm: OCBC
 +
 +
Still to be confirmed <BR>
 +
- UOB KayHian <BR>
 +
 +
I will post a message on Teams when the timing of the UOB KayHian session is confirmed.
 +
 +
=== Archived Past Projects and Groups ===
 +
 +
https://docs.google.com/spreadsheets/d/1IDAhC4JiK3RuKnIDQMG5UjJ6I1IiImo81Lu13wAuUxE/edit#gid=491663198 <br>
 +
 +
Past Project Descriptions<br>
 +
https://docs.google.com/spreadsheets/d/1f7r2y1n6USWAYVTVyWkZkYxJt7HCoxlc-z3jAGzX7LQ/edit?gid=0#gid=0

Latest revision as of 15:16, 13 May 2025

Course Description:

  • This is an SMU-X course designed in collaboration with participating Banks, FinTechs, and other FIs, to serve as project sponsors. Collectively, industry sponsors will supply a minimum of 5 projects ideas to select from.
  • Students will form teams of 5 or 6, and select one the project ideas to work on. Project selections do not need to be unique, meaning multiple teams can select the same project idea.
  • Each student project team will be assigned to a sponsor/mentor and an SMU faculty supervisor.
  • Sponsors will provide project scope and management for student teams to have practical industry learning experiences.
  • Student teams will have weekly check in meetings, either virtually or physically, with their sponsor.
  • Sponsors will specify the technologies to be used, including; development tools/languages, OS, database, 3rd party libraries, target deployment environment e.g. cloud environment.
  • Student project teams will be expected to develop a working software application prototype, to be delivered to the sponsor at the end of the course.

Course Prerequisites:

1. Software Project Management (IS212) is a pre-requisite or a co-requisite.
2. Any two (2) track courses from the track that you are declaring for your project. One of these courses can be a co-requisite.

Project Timeline:

Activities Timeline Term 1/ Term 2 Action By
Project Sourcing and Registration Week -14 to Week -10 Form teams. Review the below set of predefined projects provided by Citibank, OCBC, NETS, UBS, and others. Fill up the Project Team Signup Sheet at the below link, listing your preferred projects. FT Track Coordinator will finalize the matching of teams to projects. Students
Project Matching Week -10 FT Track Coordinator will finalize the matching of teams to projects. FT Track Coordinator
Proposal Due before the start of Week -8 Submit your project proposals to your Track Coordinator(s). For mixed-track teams, both track coordinators need to review your proposal. Students
Decision on Proposal Week -4 Your Track Coordinator(s) will confirm that the project has sufficient scope to fulfill your respective track requirements for IS Project Experience. Track Coordinator, Students, (Optional: Sponsor)
Start of Project Week 1 Supervisor - Teams Student
Midterm Week 8 Presentation Students, Supervisor, Reviewer (Optional: Sponsor, Track Coordinator)
Finals Week 14 to Week 16 Presentation Students, Supervisor, Reviewer (Optional: Sponsor, Track Coordinator)

Key Dates for AY2025/26 Term 1

  • ✓Students submit team registration and prerequisites forms: by 13 Apr 2025
  • Sponsor project descriptions available: by 2 May 2025
  • Sponsor info session with students: week of 5 May 2025
  • ✓Students submit project preferences: by 14 May 2025 -> 19 May 2025
  • Student teams assigned to projects: week of 19 May 2025 -> 23 May 2025
  • ✓Students submit project proposals: by 12 Jun 2025
  • SMU track coordinator approves proposals: around mid-Jul 2025
  • Students start working on projects: in early Aug 2025
  • Midterm review: around mid-Oct 2025
  • Final presentation/demo: around the end of Nov 2025

Project Team Signup Sheet:

AY2025/26 Term 1
https://docs.google.com/spreadsheets/d/1q-2qNkXGcjPxybU52s-1cazP5k4zhHTYRn7SKxz5Hjg/edit?gid=0#gid=0

Current Projects - FY2025/26 Term 1

Here is the link to the list of sponsor projects:

https://docs.google.com/spreadsheets/d/11drNR9efEo9Yx2UNKskiSSatRiQPT3JCaAB4UsZTmpQ/edit?usp=sharing

A couple of the sponsors are in the process of revising some of the descriptions (see the notes column). I will post a message on Teams when the updates are available.

Tues, 13 May
7:00pm: Citi
7:30pm: Viom

Weds, 14 May
7:00pm: Singapura Finance

Friday, 16 May
3:30pm: Tiger Fund Management
4:00pm: UBS
4:30pm: OCBC

Still to be confirmed
- UOB KayHian

I will post a message on Teams when the timing of the UOB KayHian session is confirmed.

Archived Past Projects and Groups

https://docs.google.com/spreadsheets/d/1IDAhC4JiK3RuKnIDQMG5UjJ6I1IiImo81Lu13wAuUxE/edit#gid=491663198

Past Project Descriptions
https://docs.google.com/spreadsheets/d/1f7r2y1n6USWAYVTVyWkZkYxJt7HCoxlc-z3jAGzX7LQ/edit?gid=0#gid=0

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