ETF Fund Management Automation in a Global Financial Institution

Project Background

In response to the dynamic development of the ETF fund market and growing regulatory requirements, a global financial institution with over 200 years of tradition began a digital transformation of the investment fund management area.

Project Goal

The goal was to build a scalable and secure platform for ETF management automation, ensuring regulatory compliance, easy integration with external partners, and high operational quality.

Solution Scope

A modern application based on microservice architecture was developed, enabling comprehensive ETF fund management – from reference data management to reporting. The system supports external integrations, automates processes, and meets high security requirements.

Technologies

• Backend: Java (J2EE), Spring Boot, Hibernate, Kafka, REST API, SOAP, PL/SQL, SQL
• Frontend: Angular, JavaScript
• Databases: Oracle, DB2, SQL Server
• DevOps / Infrastructure: Docker, Kubernetes, Git, CI/CD, PowerShell, bash
• Security: OAuth 2.0, OpenID Connect (OIDC), SAML

Methodology and Work Organization

The project is implemented using Agile/Scrum methodology, with division into sprints, systematic code review, and implemented CI/CD pipelines. The team works iteratively, emphasizing quality, performance, and regulatory compliance.

Team and j‑labs Engagement

12 specialists from j‑labs are involved in the project implementation – including Java and Angular developers, as well as business analysts. The team works in close cooperation with the institution’s internal IT department and its branches in the USA. Main location: Krakow, Poland.

Business Results

• Automation of manual processes and significant reduction of operational errors
• Scalability enabling management of a growing number of funds and partners
• Regulatory compliance and data security at enterprise-class level

Summary

The j‑labs team became an integral part of the international project, delivering high-class technological solutions for the investment sector. Through the combination of financial experience, technological knowledge, and an efficient work model, it was possible to implement a system that truly supports global ETF fund management.