TECHNICAL SKILLS:

MS Office Suite, SQL, Bloomberg, Fidessa (Minerva), FIX Protocol, Linux/Unix, Putty (Telnet Client), OMGEO/CTM, Tradeweb, MarketAxess, Agile, Execution Management Systems, Order Management Systems

PROFESSIONAL EXPERIENCE:

Confidential

Business Analyst

Responsibilities:

• Assist Project Manager & Project Sponsor in defining project scope.
• Identify business goals and problems in individual business units and across the organization.
• Perform assessment of feasible solutions and the range of problems they may solve.
• Lead project segment or work stream. Prepare a plan for the work stream plan, including the creation of a work breakdown structure, task assignments, timelines, phases, dependencies, and critical paths.
• Work with Project Managers to prioritize deliverables and manage resources
• Ensure thorough testing of all system changes, including user acceptance testing, regression testing, client testing and parallel/pilot testing as require.
• Ensure that Business Analysts adhere to strong project execution methodology standards and best practices throughout the project lifecycle
• Assist Project Manager and Project Sponsor in defining project scope.
• Identify business goals and problems in individual business units and across the organization.
• Perform assessment of feasible solutions and the range of problems they may solve.
• Lead project segment or work stream. Prepare a plan for the work stream plan, including the creation of a work breakdown structure, task assignments, timelines, phases, dependencies, and critical paths.
• Work with Project Managers to prioritize deliverables and manage resources
• Ensure thorough testing of all system changes, including user acceptance testing, regression testing, client testing and parallel/pilot testing as require.
• Ensure that Business Analysts adhere to strong project execution methodology standards and best practices throughout the project lifecycle
• Lead work streams or project segments
• Lead or participate in client workshops and meetings to identify key issues, requirements, and gaps.
• Conduct/lead user/client training when necessary.
• Assist in the creation of product announcements and modification of client demonstration materials as needed.
• Provide guidance for Business Analysts through coaching, resolving interpersonal conflict, coordinating activity, and assigning work.
• Based on lessons learned, offers updates to improve best practices, project documentation and standards as applicable.

Confidential

Trade Systems Analyst

Responsibilities:

• Monitored a high - volume trading desk and support trading and compliance applications for its business users (Traders & Portfolio managers)
• Investigated and resolved inquiries from Traders, PMs, Compliance, sell-side (brokers) and operations related to trades, valuations and market data
• Extensive generation of SQL reports for tracking order/execution/confirmation flow and proactively identified potential issues
• Worked with users in trading, investments and back-office, and systems professionals to investigate and solve system issues and participate in business analysis, requirements definition, and testing
• Managed and maintained FIX Protocol connections
• Worked as a liaison among business users in order to elicit, analyze, document, communicate and validate requirements
• Worked closely with Systems Development team to clarify business requirements and translate business requirements to technical requirements
• Documented clearly and concisely the information necessary to support the applications and solutions
• Assisted with testing, deployment, training and support of the multiple-asset trading applications
• Supported and performed detailed analysis and on production issues for FIX, OMS, ECNs and Middle Office (trade confirmation)

Confidential

Trade Systems Analyst

Responsibilities:

• Provided day-to-day support for high-volume trading floor for existing applications and troubleshot system/application performance issues as they arose
• Responsible for support of trading system applications, including issue resolution, tracking and status reporting
• Used SQL extensively in order to solve trade-related issues
• Managed and maintained FIX Protocol connections with 3rd party vendors in order to provide connectivity support and solution
• Worked on resolution issues pertaining to Equity, Fixed Income & products
• Worked directly with internal business partners to solicit, define and finalize core business requirements
• Assisted with testing, deployment, and support of the multiple trading applications
• Performed system/application testing to ensure delivery meet business and end-user expectations
• Acted as the primary onsite contact for the offshore development team and guided them to deliver planned sprints

Confidential, Boston, MA

Trade Support | Systems Analyst

Responsibilities:

• Coordinated with other team members to categorize, prioritize and resolve software application issues dealing with all levels of the order management systems (OMS) and execution management systems (EMS)
• Interacted regularly with members of the development team to produce software solutions that address operational needs and requirements
• Monitored FIX connections and provide connectivity support and solutions
• Tested various trading scenarios and query database to retrieve and analyze data as needed
• Coordinated and implemented updates and modifications to software
• Provided L1 support (brokers, institutional buy side and hedge fund clients) and internal (accounts executives, implementation consultants) customers by answering complex questions on functionality and usability of electronic trading platform
• Resolved technical support issues and problems in the areas of system configurations, functionally and enhancements surrounding Confidential ’s trading applications
• Provided real-time monitoring of electronic trading, network and systems
• Implemented software and network installations at institutional client sites
• Coordinated new connections and test new production LVCs prior to client usage

Confidential, Boston, MA

Trading Systems Analyst

Responsibilities:

• Maintained portfolio trading systems and interfacing with all areas of firm
• Provided support for both institutional and self-trading clients customers from all over the world
• Identified workflow/system improvements and working with supervisors and operations team to enact change.
• Understood and applied best practices in all technical support procedures
• Maintained and read colleagues’ support logs daily for familiarization with new and common issues
• Fluently comprehended market vernacular and main participants
• Handled DR of MT4, Bridges and related hardware
• Utilized BT Bridge software, MySQL, VMware vSphere, Radmin, Juniper VPN, Stunnel, AutoIT, MT4 Admin & Manager, both MS Office and Google docs suites, as well as several other necessary tools

Confidential, Boston, MA

Trader

Responsibilities:

• Maintained constant research and study to determine which sectors are leading the current market
• Executed trades based on current order flow and trading programs to gauge trading continuation
• Developed trading strategies and techniques to increase firm and individual profitability
• Performed in-depth analysis on company’s earnings reports and other potential market moving news

Confidential, Waltham, MA

Trader/Investments Specialist

Responsibilities:

• Part of trading team that handled high volume of trade requests for all equity, fixed income and option products
• Processed critical account inquiries, wires and account transfers
• Assisted clients with asset transfers, account documentation and capital markets economic update

Confidential, Boston, MA

Institutional Sales & Trading Associate

Responsibilities:

• Responsibilities were focused on distribution of research & development of trading relationship and developing trading ideas
• Compiled daily trading letters to clients including research by internal analysts, major street events, periodicals, economic news and events or technical alerts that may affect particular sectors relevant to the investment manager
• Trusted to successfully capture, maintain, and retain critical relationships with wide range of clientele
• Provided expert analysis of market conditions by gathering key data, analyzing trends, creating reports, and offering comprehensive evaluations to meet clientele’s objectives