SUMMARY:

Diversely talented leader with proven track record in finance and technology, to impact the efficiency, profitability, and growth of high - profile companies. A certified Scrum master using Agile methodologies with in-depth knowledge of different aspects of the financial services industry, backed by a history of delivering quantifiable projects and deliverables. Demonstrated leadership and experience working with interdepartmental project resources to turn functional business requirements into performance solutions to effectively capitalize on investment opportunities.

CORE COMPETENCIES:

• Scrum Management
• Project Management
• Performance Attribution
• Data Management
• Management Reporting
• Portfolio Management
• Process Improvement
• Requirements Gathering
• Automation

TECHNICAL SKILLS:

Technology: Access, SQL, Java, VBA, Microsoft Office Suite, MS Visio, UNIX

PROFESSIONAL EXPERIENCE:

Confidential, Houston, TX

Business Analyst - Scrum Master/Team Lead, Business Analytics - IT

Responsibilities:

• Lead the software development team by directing and leading sprint planning meetings, backlog reviews and making sure assigned work is completed within the sprint. Work closely with the team to remove any hurdles and facilitate the completion of deliverables.
• Work with various software development teams and contributed to numerous multi-sized projects from data ingestion to report automation. As the lead Business Analyst, advanced projects from launch to completion, directly working with various business units, third party trustees and development teams.
• Engage client to gather report requirements/business rules, and ensure alignment with development teams
• Conduct different levels of testing including functional, user acceptance, integration and performance
• Identify and reconcile errors in client data to ensure accuracy of reports. Build cash and position recons for business units to reconcile between client and trustee sources.

Confidential, Houston, TX

Investment Business Analyst

Responsibilities:

• Excelled as Lead Analyst on hedge fund, residential real estate, and private equity group investment reporting.
• Directed and resolved user support analysis for inquiries related to MicroStrategy for the investments vertical.
• Generated ad hoc reports and analysis.
• Worked as a liaison between business unit project sponsors and technology teams.
• Slashed report generation times from two hours to ~10 minutes through automation, closely partnering with the business intelligence team.
• Sharpened investment decision-making, elevated efficiency, and contributed to numerous multi-sized projects through contributions to report automation projects. Advanced projects from launch to completion, directly working with various trading desks, the accounting department, and Chief Investment Officer teams.
• Devised a system enabling such breakdowns and angles as lowest yield, return attribution/allocation as well as top 10 sectors and positions by sector.
• Equipped staff to carve designated data based on their specific requirements.
• Achieved quantifiable time and cost savings by updating a reporting resource, additionally yielding improvements and innovation.
• Enabled investment managers and decision-makers to focus on other crucial tasks.
• Moved to company following a reorganization.

Confidential, Houston, TX

Investment Financial Analyst - Performance Measurement/Portfolio Analytics

Responsibilities:

• Calculated returns, attribution and updated portfolio managers/analysts on attribution performance.
• Shaped high-level decision-making through the delivery of risk analysis investment portfolio reports to investment teams and clients.
• Originated an internal rating tool to determine credit analyst performance based on designated benchmarks by forecasting issuer performance, yielding stronger, and more efficient credit analyst/reviews.
• Cut report development by 60 days by producing a resource to tally defaults rates for high-grade/high-yield investment portfolios such as recovery rates and distressed sales.
• Employed Microsoft Access, Excel, and VBA, compiling data from diverse sources.
• Sharpened the focus of portfolio managers on investment mandates through the development of reports to identify ratings outlier in each portfolio.
• Crafted ratings-oriented reports to pinpoint credit trends for issuers in the HY/HG (Debt) investment portfolios.
• Facilitated identification of issuers with one, three, six, and 12-month price changes for such instruments as CDs, equities, and bonds, equipping credit analysts to better identify investment opportunities.
• Originated and coordinated overnight load processes for positions and prices for Point/ Yieldbook.
• Produced and maintained analytical and position reports in Point/Yield for PMs and Credit Analysts, subsequently saving time through automated generation using SQL, Excel, and VBA.

Confidential, Houston, TX

Support Analyst - Team Leader/Supervisor

Responsibilities:

• Devised and administered a beta web application to produce domain accounts for login and domain resources in Visual Studios.
• Directed configuration, testing, and integration of Windows XP/2000 on all workstations.
• Drafted reference materials detailing lab management protocols.

Confidential, Houston, TX

Financial Officer

Responsibilities:

• Updated financial records for the Activities Funding Board.
• Set up and chaired board meetings.
• Formulated and presented budgets and financial reports.