SUMMARY:

• Over 7+ years of work experience in Investment Management/Asset Management/Wealth Management.
• Specialized in Business & Systems Analysis, Quality Assurance, PMO, Requirements management, user acceptance testing, Change Management, Reporting and SQL.
• Very strong in requirements gathering (Business Requirements, User Requirements, Functional Requirements), Flow charts (Process flow, data flow, system flow diagrams)
• Very Strong experience with order management systems Bloomberg AIM and Blackrock Aladdin.
• Very strong in using Excel API tools for Bloomberg market and reference data.
• Spearheaded efforts to lead business cases for several cost reduction initiatives while assessing people, process, technology, and data and by understanding the challenges and problems of senior executives across Front, Middle, Back office functions including the Compliance, Regulatory, Security and Audit functions.
• Designed, developed and tested the compliance rules for pre - trade and post-trade life cycle of events. Supported the monitoring of the compliance rule exceptions and the remediation plans.
• Lead the key initiatives to implement, integrate and test compliance technology (Violations manager, Pre-Trade, Post-Trade alerts, violations management, Personal Trading Assistant - PTA).
• Lead the Business Process Reviews for Compliance on Blackrock Aladdin.
• Experience in implementing the BlackRock Aladdin modules like Green Package, Security Master, Trade Entry and order management.
• Experience working with the inbound and outbound feeds around various investment accounting systems like PAS, PAM and CAMRA.
• Extensive experience working with Eagle Data management tools like Eagle Pace, Message Center, Pricing center and SMR Reference data manager.
• Extensive experience working with various data governance committees like Executive Governance committee (EGC), Data Governance Council (DGC) and Data Governance office (DGO).
• Extensive experience creating business glossary, metadata and lineage.
• Championed data governance training sessions across the enterprise.
• Very strong in authoring Data Governance policies, procedures, templates
• Supported metadata, data quality rules and metrics processes.
• Worked with Data Stewards, Data Owners, Authoritative Originators, Data Consumers.
• Designed Data Governance workflows using SharePoint and Collibra.
• Monitored policy compliance across all data roles and reported violations to DGO.
• Assisted DGC meeting agendas and meeting minutes.
• Strong in Master Data Management (MDM) framework and processes.
• Experience with Informatica Data Quality, Share point dashboards and governance workflows.
• Experience interacting with the investment risk management teams and system interfaces.
• Strong experience in supporting the documentation of Aladdin BPR for middle office operations.
• Experience working with the Treasury department and Finance department.
• Strong in documenting the data flow, process flow and system flows.
• Highly proficient in analyzing the data issues and the root cause via reverse engineering the feeds.
• Very strong experience supporting Reconciliation of positions and cash.
• Worked on multiple regulatory initiatives like Dodd-Frank, Sarbanes-Oxley.
• Worked on various investment asset types like Equities, Fixed Income, Derivatives (Swaps, Futures, FX Forwards etc.) on trading platforms, Eagle Pace and accounting systems.
• Supported Voluntary and involuntary corporate actions processing on Bloomberg, Eagle and CAMRA accounting system.
• Good Functional expertise on Trade Life Cycle of Equity, Fixed Income, FX and Cash.
• Experience with large custodians like State Street.
• Strong in writing the SQL queries in SQL Server, Sybase, Oracle and DB2 databases using tools like SQL Programmer and Rapid SQL.
• Exposure to the Aladdin Portfolio Risk Reporting and interactive Analytics tools like Anser.
• Extensively experience with issue tracking, Defect management, Requirements Tracking and Change management.
• Strong experience communicating with the business users about addressing their data and report issues and identifying the root cause.
• Expertise in designing the ETL around Aladdin, Bloomberg AIM, Eagle Pace and accounting systems.
• Ability to understand the existing business process issues and reverse engineer to implement the effective business process
• Exposure to the Business Intelligence tools like Tableau and Informatica Power Center.
• Extensive experience in Software Development Life Cycle (SDLC) in agile and waterfall methodologies and ITIL processes.
• Strong experience in testing coordination and working with various stakeholders through project initiation, solution definition, solution design and solution execution phases.
• Extensive data analysis in troubleshooting issues with various reports.
• Experience Setting up interview sessions with various stakeholders in gathering the requirements.
• Experience working with the IT architects and, assisting in the creating the current and target state enterprise data architectures
• Experience in test planning, schedule estimates, managing project risks and testing issues.

TECHNICAL SKILLS:

• Business Analysis
• Systems Analysis
• Data Analysis
• Data Governance
• Data Quality
• Requirements Management
• Asset Management
• Risk Management
• Data Management & Reporting
• Change Management
• Database Development
• Share Point
• MS Excel
• Agile
• MS Word
• MS Access
• ETL
• Informatica Power Center
• Informatica Data Quality
• Bloomberg AIM/API/Data License
• BlackRock Aladdin
• Eagle Pace
• MS Office suite
• MS Visio
• HP ALM
• Oracle 11g
• OBIEE 11g Erwin
• SQL
• PLSQL
• Rapid SQL
• Toad
• Microsoft Access.

PROFESSIONAL EXPERIENCE:

Confidential, Jersey City, NJ

Sr Business Systems Analyst PMO

Responsibilities:

• Creating data interface specifications for BlackRock Aladdin.
• Create requirements for the inbound and outbound feeds around BlackRock Aladdin.
• Created data mapping exercise framework to design various data flow specs.
• Assisting in Creating the Business Process Review (BPR), Business Requirement Document and User Requirement document.
• Creating data requirements for the feeds between StateStreet Accounting and Blackrock Aladdin and Eagle data hub.
• Lead business analysis and functional testing activities for compliance teams on Bloomberg AIM, BlackRock Aladdin, Personal Trade assistant (PTA).
• Worked on management reporting for Wealth management by reusing asset management reporting framework.
• Worked on Account master data framework on Eagle Pace for both asset and wealth management businesses.
• Working with the data quality team in creating procedures for the data management around Aladdin and Eagle Pace.
• Working with the project teams located around the world in EMEA, APAC, LATAM and Americas regions.
• Assisted PMO by generating program execution metrics and testing metrics.
• Lead the data conversion work stream by managing scope, schedule and cost of the work stream.
• Created metadata/glossary on various investment data domains like Reference data, Pricing, ratings and operational data.
• Creating data requirements for the feeds between Trading, Accounting, performance and data warehouse systems.
• Creating glossary to contribute significantly to holistic data governance by providing a high degree of control over metadata along with the flexibility to deal with new and changing requirements.
• Implemented data governance initiative is to manage data for the purpose of delivering trustworthy, timely, and relevant information in support of informed business decisions.
• Authored data governance policies, procedures and other artefacts.
• Lead User Acceptance testing, coordinated system integration testing.
• Implementation of metadata management system for an end-to-end process and governance framework for creating, controlling the metadata schema.
• Created Data governance workflows using Share Point and created business case and Proof of concept for Collibra data governance.
• Coordinated the status of various program work streams by gathering status from development leads, QA leads, and various business work stream leads.
• Working with Querying the data from Eagle databases on SQL Server and troubleshooting various data issues.
• Working with the reconciliation of data between the BNY Mellon custodian and Blackrock Aladdin and StateStreet Accounting.
• Working with the trade feeds, position feeds, pricing feeds and security reference data feeds.
• Providing processing support to all portfolios and asset classes on Eagle PACE
• Created efficient application which reduces the time required performing data entry and generating reports.
• Creating the business case for the reference data platform.
• Perform Reverse engineering on the legacy system and create requirement document for new platform.
• Involved in the Integrating the data from Aladdin, Bloomberg using ETL Informatica PowerCenter
• Involved in writing requirements to move data from Investment accounting systems to Custodian Banks
• Create data mapping between Eagle Pace and various vendors like Bloomberg, IDC and Reuters.
• Created Test Strategy Planning (TSP) and assisted testing team to implement test plans during UAT kickoff.
• Acted as a facilitator to gather requirements with stakeholders/end-users/clients.

Environment: Aladdin Blackrock, Share Point, MS Excel, Agile, SQL, MS Word, MS Access, HP Quality Center/ALM, ETL, Informatica Power Center, Informatica Data Quality, Oracle 11g, OBIEE 11g, Bloomberg, IDC, Eagle Pace, Tradeweb MS Office suite, MS Visio

Sr Data Analyst PMO

Responsibilities:

• Requirements review sessions with the core business team on Business Topics relating to expected system functionality.
• Perform feasibility analysis, scopes projects, and work with the Core Business Team to prioritize and schedule deliverables, and negotiate on product functionalities across all the investments and finance departments.
• Lead onboarding of Personal Trade Assistant (PTA) platform for the compliance department
• Created metadata/glossary on various investment data domains like Reference data, Pricing, ratings and operational data.
• Creating data requirements for the feeds between Trading, Accounting, performance and data warehouse systems.
• Creating glossary to contribute significantly to holistic data governance by providing a high degree of control over metadata along with the flexibility to deal with new and changing requirements.
• Data discovery, Aggregation and Transformation of data based on business use cases and requirements.
• Developing and generating reports for the Technology Services (TS) organization;
• Use BI Reporting & ETL Tools using SSIS & SSRS for management reporting.
• Use Blackrock Aladdin Green Package for daily exposure reports.
• Used SQL to analyze data on the databases and Eagle pricing center.
• Tested the applications along with the Quality Assurance testing teams.
• Provided regular status reports to the management.
• Managed the issues on HP Quality center (ALM).

Environment: Aladdin Blackrock, Eagle Systems, Reference data, Inbound/outbound interfaces, SQL, .Net, SQL Server, PL/SQL, Informatica Power Center - ETL, Informatica Data Quality, Microsoft Access, Visio, Share Point, HP Quality Center.

Business Data Analyst/Systems Analyst

Responsibilities:

• Created swim lane process flow diagrams for Bloomberg AIM Order management system.
• Gathered requirements by working with the portfolio managers, traders, investment operations, investment accounting users on trade life cycle
• Restructured the compliance rules management and monitoring on Bloomberg compliance manager and violations manager.
• Used Bloomberg API and Bloomberg Data License server to gather securities data.
• Used SQL to analyze data on data bases
• Wrote Microsoft Excel Macros. Worked with the share Point sites.
• Supported Eagle Pace data management importers, exporters, events and stored procedures.
• Created and maintained Eagle trade log and reconciliation reports.
• Managed issues with various ETL feeds from the custodians, sub-advisors into Bloomberg AIM
• Supported investment data quality team by trouble shooting and identifying the root cause issues.

Environment: Eagle Pace 6.0, Bloomberg AIM, Charles River, IBM MQ Series, Unix, Autosys, interfaces, SQL, .Net, Sybase, SQL Server, Microsoft Access, Share Point, Visio, HP Quality Center

PMO Coordinator/QA Coordinator

Responsibilities:

• Created business Requirements, User Requirements, Functional Requirements
• Managed program status reporting, RAID and milestone status reporting and QA metrics
• Participated in change management and demand management meetings.
• Gathered requirements by working with the field officers, Bank Managers, customers/clients
• Performed batch job testing, ETL testing and online GUI testing.
• Established traceability matrix.
• Managed the testing team of 3. Created test strategy, test plans and performed testing coordination.
• Created logos, training material, and product bulletins.
• Created workflow diagrams and PowerPoint presentations.
• Maintained database stored procedures, SQL queries.
• Created the data models working with various stakeholders.

Environment: .NET, Unix Scripting, Sybase, SQL, Autosys

Business Analyst/QA Engineer

Responsibilities:

• Created requirements documents (BRD, FRD)
• Analyzed medical data and established the records on the databases.
• Analyzed system Specifications and design document and developed test plan in HP QC.
• Prepared the test environment including setup of facilities, hardware and software.
• Executed and wrote Test Cases on increments based on functionality added on each increments of web application.
• Participated in Use Case Reviews, Test case Reviews, Test scenario Reviews and created synchronization points for validation and verification.
• Preparation of Test Plan which specifies testing overview, testing approach, testing strategy, roles and responsibilities and scope of testing.
• Executed different scenarios like compatibility, scalability, and load test to identify bottlenecks on every component of the system.
• Performed data accuracy, data validation, and data integrity testing by querying the database using ‘SQL’ to ensure and to confirm business rules.
• Performing queries on the database using check successful Transaction & to create particular test cases.
• Interacted with Developers and QA team members in different defect raising situations

Environment: Rational Rose, MS Office Suite, Oracle9i, Windows NT/XP, Business Objects, Web Services, UML, HTML, ETL, CSS, WSAD, Web sphere 5.1, .Net