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Senior Business Analyst / Product Owner Resume

Charlotte, NC


  • Good understanding of Business/Data Analysis tasks and techniques and the ability to work as liaison between various stakeholders to understand their needs and find solutions.
  • Experience in eliciting business needs and translate/document Business Requirements (BRDs) and Functional Requirements mainly in the investment banking industry and conduct UAT testing
  • Ability to transform data into useful information for analytical and reporting purposes.
  • Solid understanding of financial products and analysis coupled with more than 15 Years of demonstrated experiences in the Investment Banking Operations.
  • Obtain and measure Key Performance Indicators (KPIs) extracted from various source system
  • Good understanding of capital markets and Money Market instruments: Equity, Fixed Income, Collateral Management, Repo, and Derivatives products such as Interest Rate Swaps, Options, FRA, Caps & Floors, and other Structured Finance Products (CDS, CDO, TRS).
  • Extensive experiences in OTC trade support workflows and lifecycle on the buy and sell side and from the front office to back office: Daily Cash and Position Reconciliations, Trade Captures and Settlement, Client Services, Documentations, Product Control support, SWIFT processing, and other middle office functions such as cash management services (CMS).
  • Familiar with the Securities Financing Transactions Regulation (SFTR), FATCA Regulations, Resolution Plan (RP) and Living Will
  • Extensive work using Bloomberg, Summit, Calypso, Charles River, and other in - house trading platforms
  • Working knowledge of Hadoop/SyBase SQL and familiarity with Tableau, Access, PowerPoint, Visio, Excel using formulas, V-Lookups, Pivot Tables. Familiar with SAP FICO.



Confidential - Charlotte, NC


  • As team member of the Traded Product Domain (TPD) within Data Management Insight (DMI) group, I work closely with the various business side and the IT team to conform and curate inside the Data Lake the ingested raw and sanitized trade and position data from various SoRs for all LOBs across the enterprise.
  • Work directly with Business partners to address business needs and regulatory requirements by providing business solutions.
  • Good understanding of collateral holdings and traded products such as repo, equity (listed and OTC) and derivatives.
  • Write Business Requirements Documents (BRDs) to illustrate the objectives and purpose of confirming a specific SoR. The BRD will include any transformation logic necessary to sourcing certain data elements from multiple SoRS to create a unified data model.
  • Interact with the development team by communicating the business needs and requirements that include the logical transformation of each data elements.
  • Apply both Waterfall and Agile approach and conduct regular UAT testing between conformed and sanitized environment.
  • Intermediate knowledge of SQL queries and the ability to extract and interpret data
  • Exposure to SFT data available via Global One and LoanNet as well as collateral positions, exposures and movements.




  • Main Business Analysis projects include, but not limited to, an EU regulatory initiative called Securities Financing Transactions Regulation (SFTR) and Foreign Account Tax Compliance Act (FATCA) Reporting of Form 8966 and 1042-S to the IRS.
  • Work closely with all stakeholders such as Program Team, Business, Vendors to solicit and clarify high level business requirements and the ability to translate them into functional requirements comprehendible to the IT team.
  • Analyze each data fields requested by the regulators versus data in our database or source systems. Any are immediately addressed and recommended viable solution.
  • Constructed Data Flow and Process Flow diagram in Visio, produce high level power point presentations, and
  • Write functional requirements document
  • Tri-party Repo Reform of post trade processing of collateral selection, payments and deliveries using SWIFT messages such as MT527 & MT528
  • Query database using Sybase SQL and ability to join tables and provide logical data analysis.
  • Close interaction with QA team to produce testing scenarios and resolve potential coding issues prior to go live


Confidential, New York, NY


  • Ability to turn data into valuable information and insights to foster profitable business decisions
  • Obtain and measure Key Performance Indicators (KPIs) extracted from various source system
  • Responsible for gathering, managing, and analyzing raw data qualitatively and quantitatively to measure the effectiveness of marketing campaign
  • Conduct reporting capabilities and develop scorecard analysis and continuously monitor performance and identify improvements
  • Acquire Data from internal and external sources to create dashboards and scorecards.
  • Collaborate with others to drive and validate business decisions
  • Maintain and update the weekly and monthly scorecards for the Life, Disability & Other LOBs
  • Liaise with vendors and other IT personnel to identify bottlenecks and provide resolution to improve customer experience
  • Strong Analytical & PC skills: SQL Server Queries and extensive use of advance Excel techniques including but not limited to Pivot Tables and Vlookups, PowerPoint, and SharePoint
  • Familiar with Tableau, Qlickview, Webtrends, and used Clicktale to generate Heatmaps and Conversion Funnels


Confidential, Warren, New Jersey


  • Support the US Living Wills team and Plan workstream leads and section owners in providing data and analysis to ensure timely completeness of deliverables
  • Conduct research and support data capture/data management for Material Legal Entities, Critical Operations (COs), Core Business Lines (CBLs), and Global Functions.
  • Daily interactions with the Firm’s Central Recovery and Resolution Planning team to ensure that all materials related to shared operational services and infrastructure are updated
  • Provide analysis and facilitate responses to regulatory requests such as FRB/SRP
  • Assist in creating senior management presentations and other stakeholder communications and matrices.
  • Extensive work on Excel using Pivot Tables & V-Lookup.
  • Manage multiple contingent assignments, solicit efficiently responses to regulatory requirements, work independently and think creatively, and present to and interact with senior management at all levels

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