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Business Analyst Resume

San Francisco, CA

PROFESSIONAL SUMMARY:

  • 14 years of hands on experience as a Business Analyst in Investment Banks and Asset Management domain.
  • Adept Agile professional over 6 Years of experience working with Traders/Dealers/Control Room/Trade Surveillances/Regulatory Compliance users.
  • A professional with extensive experience who can manage small or large teams.
  • Completely accustomed to working with every audience: Front, Middle and Bank Office Users.
  • Having knowledge of Data Management worked with Security Master, Client Master, and Trade & Transaction data. Hands on experience of data visualization tool and Data Analytics
  • Knowledge of business processes in Capital Market Infrastructure Entities
  • Extensive experience in Capital Markets , Corporate Banking, Financial Asset Management, Insurance/Mortgage Markets and their Business Processes
  • In addition, have experience in data sourcing requirement for recent regulatory and compliance.

SKILL:

  • Capital markets, Investment Banking and Wealth Management.
  • Equity, Fixed Income, Security Finance, Derivative data sourcing and distribution.
  • Transaction Monitoring, Financial Crimes and Reporting.
  • Reference Data Management.
  • Reference data system like Asset Control. Data Vendors like Bloomberg, Reuters, GMI and others.
  • Trading and OMS system like CRD, Aladdin, Kondor
  • Position and Holding Data from IBOR Engines. (Eagle Star)
  • Client / Counterparty Reference data. (Sourcing from different internal application)
  • BRDs, FRDs, Unit/QA/UAT/Regression test and implementation plans.
  • User documentation/dictionaries with global presentation and training classes.
  • Oracle/SQL servers, data mining via complex queries.
  • Hands on experience working with XML and converting as per business need.
  • Data visualization tool like Tableau and QlikView.
  • Hands on experience on Project Management tool like JIRA, Rally and QC
  • Experience of full Software Development Life Cycle - SDLC, (Agile/Scrum, Waterfall) Methodologies

PROFESSIONAL EXPERIENCE:

Business Analyst

Confidential, San Francisco, CA

Responsibilities:

  • To understand new requirement of data element from Wealth Management user and implementation within existing data warehouse.
  • Re-designing Client on-boarding w.r.t new CRM as salesforce.
  • Directed teams performing market entry research covering wealth and asset management, custody, alternative investments, and capital markets
  • Assisted in the creation of Basel II RFP/RFI proposals for modeling, and economic capital
  • Identified and assessd new and existing risk and elevate any concerns to Capital Markets Senior Management to mitigate bank exposure or potential loss
  • Lead various process improvement projects within Capital Markets and ensure timely and accurate results of all project deliverables
  • Documentation of Gap Analysis and Communicate to Dev team/ QA team for each data elements.
  • Reporting and Data Dashboard requirement related to Tableau
  • Developed the Business Requirement Document (BRD), creating project initiation document (PID), project plans and managed scope.
  • Defined the resources required for completion of a project and allocated resources accordingly.
  • Ensured that projects were correctly prioritized and resourced as well as met strategic demands.
  • Worked with teams and understand their needs and difficulties to help them better and increase the overall velocity.
  • Analyze business requirements and segregate them into high level and low-level Use Cases, activity diagrams.
  • Coordinate all ceremonies including the daily scrum meetings, sprint planning meetings, sprint review meetings, and sprint retrospective meetings.

Confidential, NYC-New York

Sr. Business Analyst

Responsibilities:

  • Lead BA for Data Sourcing for Wealth Management Products like SBL’s, CRA Loan, Margin Loan, credit card and others.
  • Design, Integrate and implement controls to prevent operating exposures and increase business improvements in Capital Markets area
  • Worked on data sourcing for recent regulatory and compliance changes like CFTC, FINRA, MiFiD II, AML and others.
  • Supported the Development team by working in a team space by providing knowledge Transfer, clarification on stories in backlog, and thorough analysis of requirements and any system functionality issues.

Confidential, NYC-New York

Lead Business Analyst

Responsibilities:

  • Lead Change Management Business Analyst of Chief Compliance and Regulatory Affairs Officer(CCRO) CCRO covers global trade surveillance, restricted Trade/Employee, Large Shareholding, AML, MiFiD (I and II ) KYC reporting.
  • Analyze all data elements used by CS proprietary system and third party s/w like Actimize, and Mantas.
  • Data components covered orders, trade, client/counterparty, position and product reference data (equity/debt/derivative/issuers used in compliance.
  • Author multiple BRDs and FRDs for each compliance function for US/APAC/EMEA region.
  • Defined acceptance criteria for testing, created and executed UAT test plans and tracked the performance using KPIs

Confidential, Houston, Texas

Sr. Business Analyst

Responsibilities:

  • Integration of various application with in Confidential through DTL (Data integration Layer)
  • Various Data Includes Security Master Data, Position Data, Portfolio data etc. within Confidential .
  • Act as a bridge between the clients, technical and creative teams; facilitating internal, technical and Client design reviews and ensuring that delivered application remains true to the creative design.
  • Created Business Requirement Document ( BRD), User Requirement Specification ( URS), Functional Re-quirement Specification ( FRS) document, Change Request ( CR) document and Defect document for system application development.
  • Implemented IT business processes including workflow analysis, documentation, workflow diagrams, requirements solicitation and quality assurance.
  • Performed Business Acceptance Test ( BAT) on Loan Sphere updates to ensure optimal performance.

Confidential, New York

Business Data Analyst

Responsibilities:

  • Understanding and gathering requirements of different downstream adopters of reference data distribution system (CDDS).Documentation and Communication requirement to all stakeholders.
  • Client management with respect of resource allocation and funding. Act as SPOC for all Product ref data adopters.
  • Acted as a SME for the application team and the Infrastructure team.
  • Gathered requirements to confirm the functional and data validation for the various Service Center modules.

Confidential

Business Analyst

Responsibilities:

  • Enhanced STA application for Cost Basis Regulatory requirement.
  • Functionally helped Development team as well as QA team to live successfully two new clients for our STA product with minimum amount of production bugs.
  • Written Major requirement for stock side enhancements.

Confidential

Business Analyst

Responsibilities:

  • Gathering & defining business requirements while managing the risks to improve business processes and translating the requirements into systems solution by preparing functional specifications.
  • Worked for Custodian Boston based “State Street Bank” for corporate action.
  • Coordinating with business partners, executives and other client personnel to define engagement along with project development and resource estimates

Confidential

Sr. Analyst

Responsibilities:

  • Pivotal in carrying out OTC Derivative Valuation/ Settlements while conducting valuation of the OTC Derivative Products like IRS, CDS etc. Involved in Pre-settlement and Post Settlements of the OTD Derivative products and in Cash Reconciliation of the derivative product

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