SUMMARY

• Highly accomplished Business analyst with over 10 years of experience and verifiable track record of managing complex IT project and exceeding expectations. Demonstrated skill in interviewing business and technology stakeholders. Self motivated to learn and understand complex material. Managed resources and maintained project deliverables and timelines. Partner with business in providing technical expertise in driving meaningful discussion about exploring new business opportunity
• Extensive experience with Margin/ Collateral exposure and bond pricing calculations with Repos, Securities lending, Futures and Cleared OTC. Familiar with BASEL III treatment for repo and worked to reduce the balance sheet footprint.
• Expert in margin flow process and acted as SME in developing margin flows for new legal entities. Implemented and managed multiple projects. Ensured consistent and integrated implementation of Margin and Risk system across regions and business units.
• Developed outstanding relationship with Business Sponsor, Trading, Sales, Finance, Middle office, Prime Services, Risk and Regulatory leads.
• Partnered with business in providing technical expertise in driving meaningful discussion about exploring new business opportunity
• Strong experience in Trades Processing, REPO, Fixed Income Bonds (Treasuries, Gilts, Agencies, MBS, Emerging Markets, Gilts and Corporate) STP, Broker trades, Positions, Funding, Margin, Cost of Carry and PNL.
• Managed resources, delivery and communication across Business Sponsor, Users, Project Management team and other technology stakeholders.
• Expertise in Basel II PD, EAD, LGA, RWA calculations for Retail and Wholesale Credit products.
• Developed many SQL queries for analysis or to resolve any data related issues. Expert in Excel functions and familiar with VBA scripts with programming in excel and Access.
• Worked and provided data mapping between multiple data formats including fixed file format, csv and XML.
• Completed CFA Level II. As a CFA candidate have a broad understanding of various financial products and have a very good theoretical understanding of valuation models.

PROFESSIONAL EXPERIENCE

Confidential

Lead Operations Business Analyst/PM

Responsibilities:

• The project is to move Cleared OTC business from proprietary platform to GMI. As part of Operations (Margin Collateral management) team, responsible for setting and maintaining different account structure like, Parent/Child, Multi - CCP, Multi-Branch, Combined accounts in GMI for new clients and migration of all existing client accounts
• Design UAT test scope and test cases for different scenarios like Credit event simulation, collateral booking single currency margining etc.,
• Provide training to offshore operations team on ways to investigate and resolve breaks between legacy and GMI
• Provide requirements and clarifications for internal IT and GMI IT teams on collateral and cash flows.
• Based on client preference, responsible for setup and validate Interest, PAI, Commissions, Upfront fees and trade fees flows in GMI
• As part of every UAT testing cycle, validate and compare summary statement between existing platform and GMI for any inconsistency with CCP requirements, Cash flows, Fees/commission and margin excess/deficit numbers.
• Initiated discussions to lead Client reporting changes and to open up testing to limited external clients.

Confidential

Lead Business Analyst/PM

Responsibilities:

• Working as a lead business analyst in OTC collateral management team. Responsible for supporting downstream Cash & Collateral system with RANSYS to GMI / Stream core migration.
• Working to validate the existing system requirements against the proposed data model. Responsible to make sure the process are defined for single currency margin, cash carve out accounts and LME handling of variation margin.
• Coordinate directly with collateral Management, operations group and Regulatory team to define new procedures and suggest changes to existing GMI reports.
• Worked closely with business and upstream/downstream technology partners to define requirements and develop functional designs based on the analysis of business needs, objectives and existing systems infrastructure.
• Developed strategies to consolidate the existing feeds and optimized system design to be able to scale in future
• Coordinate the changes with all downstream systems and act as a single point of contact for all downstream systems.

Confidential, New York

VP, Business Analyst/PM

Responsibilities:

• Responsible for multi year project to migrate the Margin/Collateral management functionality from REPO Cams to Front office Martini platform and deployed customized solution in London, New York and Japan.
• Provided requirements and acted as SME to vendor SunGard in developing Margin functionality for JAPAN desk, which is significantly different from existing functionality.
• Partnered with business in providing technical expertise in driving meaningful discussion about exploring new business opportunity from Front office perspective.
• Responsible for FINRA Rule 4210 and Collateral Optimization implementation, by giving repo traders visibility to OTC derivatives collateral. Coordinated with repo desk, regulatory, compliance, risk, Prime services group and other technology stakeholders to understand the requirement and delivered the project on time. As project manager, managed deliveries of 4 developer resources over a period of 18 months.
• Developed and maintained trusted relationship with Business Sponsor, Trading, Collateral management team, Sales and support leads.
• Worked as a single point of contact for the Business Sponsor, Users, Project Management team and other technology stakeholders.
• After detailed analysis, provided preliminary work estimates and worked with Business sponsor in prioritizing BAU items.
• Responsible for providing consistent feedback to senior management and to maintain the project delivery on schedule. Escalated any risk and conflicts, affecting timelines, to business sponsor and PMO team.
• Modified existing bond classification to match business funding requirement and to support regulatory framework.
• Worked closely with development and QA team to ensure requirements and functional designs are translated accurately into system changes and impact to other system component well understood.
• Responsible for sanity check on the change to make sure the changes adhere to stakeholder expectation.
• Worked extensively in UAT, user training and tracked test performance.

Confidential, Madison Square, New York

Business Analyst/System Analyst

Responsibilities:

• Worked as front office business analyst in Fixed Income Repo investment banking unit.
• Responsible for gathering and analyzing requirements in an agile environment for Trading and settlement systems from traders, brokers and product managers.
• Performed root cause analysis on any breaks identified and trading system enhancements was suggested to significantly reduce the reporting breaks.
• Analyzed the work required to implement the autoborrow and autoreturns for repo desk thru Equilend and defined the chaining rules for trade execution based on repo desk’s preference.