PROFESSIONAL SUMMARY:

• Over 12 years of professional experience: Sr. Business System Analyst in various industry (Asset Management / Portfolio Management, Trading, Equity Research, Prime Brokerage, Risk and Margin, Banking, Telecom).
• Experience in Trading systems - Charles River Investment Management Solution (CRD), Charles River Anywhere (CRA), Trade Order management system.
• Experience in Confidential portfolio management application- ConsultWorks, Confidential book management tools including Model Rebalancing Tool for trading and book management.
• Experience in Asset Management including Portfolio Management, and various asset classes: Equity, Fixed Income products, Derivatives- Options, Mutual Funds, ETFs.
• Strong working knowledge of financial planning concepts, including asset allocation, goal planning, portfolio analytics, trade life cycle, clearing and settlement.
• Worked on Front office and middle office for asset management and trading projects.
• Experience in Financial Modeling and Equity Research Analysis.
• Experience in the Agile, Waterfall Software Development Life Cycle (SDLC).
• Excellent Requirement gathering, Documentation, Presentation and Process Management skills.
• Proficient in Data Analysis, Use Cases Diagrams, Screen Specifications, Business Rules, Screen Mock-ups, Process Maps, Functional Specifications and Activity Diagrams.
• Extensive experience in gathering Business and functional Requirements, working with UML, developing Use Cases, conducting Gap Analysis.
• Excellent Business writing skills in writing Business Requirements Document (BRD), and Systems Requirements Specification (SRS).
• Proficient in conducting JAD sessions with stakeholders.
• Excellent working knowledge of Microsoft Office Suites including MS-Word, MS-Visio, MS-Project, PowerPoint, Excel, Access and Outlook.
• Extensively worked on various Excel functions including Pivot Tables, Vlookup and Macros.
• Expertise in Data Analysis using SQL and good knowledge of database concepts..
• Experience in documentation for Data mapping & Data Integration.
• Proficient in writing Test Scripts and Test Scenarios.
• Actively involved in User Acceptance Testing (UAT).
• Experience in Forecasting & Budgeting and Cost benefit analysis.
• Strong team building, conflict management, time management and meeting management skills.
• Effective team player that has ability to develop productive working relationships while bridging the gap between technical, non-technical and test teams.
• Exceptional analytical, problem solving, strategic planning and decision-making skills.
• Strong communicator and creative problem-solver.

TECHNICAL SKILLS:

Modeling & Design, Testing Tools: Microsoft Visio, HP Quality Center

Other Tools: Snagit, MS Visio

Operating Systems: Microsoft Windows 7, XP

Programming Languages: Python, SQL

MS-Suite: MS-Office, Word, Excel, MS Access, VBA, Power-point

Project management tool: JIRA, GIT HUB, MS Project

PROFESSIONAL EXPERIENCE:

Confidential, Newark NJ

Senior Business Analyst

Responsibilities:

• Working with the various business unit under Asset Management (PGIM Group) to gather and document the business requirements for automating forecasting process.
• Working as a liaison between business partners and technical team to document detailed business requirements and functional specifications.
• Preparing BRD and FSD for all the business units under PGIM. Creating illustrations and functional specifications for asset management fees calculation, baseline flow trend calculations for various funds for all the business units.
• Working on various financial products including Equity, Bond, Mortgages in client's portfolio for market value calculations.
• Working with AUM Database team to in corporate benchmark index for corresponding funds.
• Creating BRD and illustrations for performance fee calculation.
• Documenting as-is and to-be processes.
• Updating and monitoring project tasks and plans with the project manager.
• Providing end-user support including issue resolution and remediation.

Confidential

Business Consultant Business Manager

Responsibilities:

• Worked with the Asset Management group to gather and document the business requirements for P2 project (Product and project), including requirements clarification and analysis.
• Liaised with business users to understand and gather the pain points and business needs and then translated those into business requirements to be used for iPortal migration.
• Based on business needs and product assessment, prepared the Equity Assessment Document that included pain points analysis, requirements, my analysis and recommendation.
• Worked on equity, derivatives option product rationalization and performed As-Is Vs To-Be analysis for migration of iDesk application to iPortal application.
• Prepared detail requirement document at equity product type, product sub-types and features level to be used in iPortal.
• Worked on reclassification of option (Derivatives) types and option features so that relevant data points could be captured properly in iPortal.
• Prepared and made presentations using MS PowerPoint and Visio to project stakeholders and senior management.
• Created detailed equity life cycle and flow process diagram using Visio that will help in capturing and tracking changes in equity data points from investment till divestment of equity (Front office to downstream application).
• Documented the tracking and maintaining institution transformations for IFC equity investments because of Mergers and Acquisitions, spun off.

Confidential, NYC/NJ

Business Analyst

Responsibilities:

• Worked with the Risk and Margin group to understand the business requirement and document the business and functional requirements during software development project, including requirements clarification and analysis.
• Worked with the business team to perform requirement gathering and documentation for the enhancement and development of Prime Risk and Margin Application called FRAME.
• Liaison with business team to gather the business requirement and perform requirement analysis and prepare the Business Requirement Document (BRD) and Functional Requirement Document (FSD).
• Prepared BRD and FSD for various projects including Rules Based Margin that helped calculate margin requirement based on financial products like Equity, Bond, Options in client's portfolio.
• Created detailed Risk models using Excel and VBA for PEAC that will help in tracking daily risk for Counterparty Credit Risk (CCR).
• Coordinated with offshore team on regular basis for the development of new features and functionalities of the application
• Performed testing to validate margin calculation for various asset class like Equity, Fixed Income, Options (Derivatives), Mutual Fund etc. Also performed data analysis and used SQL extensively for analysis and business logic validation.
• Helped in Project Management by setting up and maintaining the tracking applications JIRA and GitHub.

Confidential, NYC

Business Analyst

Responsibilities:

• Worked with the client company to understand the business requirement and document the business and functional requirements during software development project, including requirements clarification and analysis.
• Liaison with Marketing team and Business Users to perform requirement gathering and documentation for the development of web-based application (Market Index data).
• Coordinated with offshore team of visual designers for the development of web page designs
• Worked on requirement gathering and analysis and prepared the Business Requirement Document (BRD) for WebPages like Dashboard, Index Landing Page, Index Performance analytics, intraday alerts page.
• Worked with the developersand technical architectto explain business requirements for development of the application with new functionality, features and reporting requirements.
• Worked on variety of Index and funds with various asset classes including Equity, Fixed Income products, Derivatives and commodities.
• Coordinated with business stakeholders to ensure the quality and compliance aspects of business requirements. Performed testing including User Acceptance Testing (UAT) and create test scenarios and test cases and perform testing.

Confidential

Business Analyst

Responsibilities:

• Performed technical analysis, validating and enhancing the processes by incorporating vendors' requirements for the financing and leasing application (InfoLease application).
• Worked with the business group to document functional requirements for migration project and process enhancements including new features, functionality, version upgrades, and reporting requirements.
• Performed technical analysis, data mapping and documentation of credit scoring application.
• Assisted in production release of new functionality and provided assistance in support of production issues by providing resolution from business team.
• Performed data analysis and used SQL extensively for analysis and business logic validation.
• Helped testing team in writing test scenarios and test cases and performed testing for User Acceptance Testing (UAT).

Confidential, NYC

Business System Analyst

Responsibilities:

• Gathered, analyzed and validated systems, processes and end user's (financial Advisor) requirements for enhancement of trading system (Charles River).
• Worked with the business group to document functional requirements for Order management system, trade lifecycle process enhancements, including new functionality, version upgrades, and reporting requirements.
• Wrote business requirement documents for enhancement request to be used by development teamand provided timely updates on progress of assigned tasks to senior management.
• Analyzed existing workflow, process, performed GAP analysis to derive requirements for existing systems enhancements.
• Created PowerPoint on Trade life cycle process (including Equity, Fixed Income, Derivatives workflow) for new users within technology group.
• Documented user defined enhancement requests, product gaps, and product bugsand reported to senior management.
• Assisted trade processing team in EOD process-Trade reconciliation process.
• Coordinated with testing team and assisted in test scenarios and test plans to ensure all the requirements are fulfilled during product enhancements.
• Assisted in production release of new functionality and provided assistance in support of production issues by providing resolution from business team.
• Performed data analysis and used SQL extensively for analysis and business logic validation needed to resolve production issues.
• Extensively worked on Equity, Fixed Income, Derivatives including Options, Mutual Fund, ETF and other financial products.
• Good exposure in trade life cycle, trading compliance and Charles River trading systems.

Confidential, NJ

Business System Analyst

Responsibilities:

• Worked closely with business team to gather, analyze, evaluate and validate the requirement for Client Inquiry enhancement phase 1 and phase 2 (a component of Confidential Portfolio management trading tool ConsultWorks- similar to Charles River).
• Wrote requirement documents to add new features like real time market data availability for the client’s portfolio holding application.
• Created As Is vs. To Be workflow process for client inquiry page to be used by various users including financial advisors.
• Worked with the business group to document functional requirements for enhancements of Portfolio analytics report for ConsultWorks analytics component.
• Wrote requirements (FRD) for WebPages like Asset Class Growth, Calendar Year Returns, Portfolio composition, Asset type breakdown, Sector weightings, Mutual fund analysis, Portfolio holdings and other reports.
• Coordinated with the various team in the analysis, design and implementation of portfolio management (client enquiry) enhancement.
• Designed and developed Use Cases, Activity Diagrams, Sequence Diagrams using Visio.
• Conducted workflow, process and GAP analysis to derive requirements for existing systems enhancements.
• Assisted with user testing of trading system (ConsultWorks), developed and maintained quality procedures, and ensured that appropriate documentation was in place.
• Performed data analysis and used SQL extensively for analysis and business logic validation.
• Extensively worked on Equity, Fixed Income, Mutual Fund, ETF, UIT, Derivatives and other financial products.
• Prepared High level test scenarios and helped QA team in preparing and reviewing the test cases.
• Performed User Acceptance Testing (UAT) for Enhancement phase 1 and phase 2.

Confidential, NYC

Business Analyst / Project Management

Responsibilities:

• Led 3 major projects as PM: ColdSpark replacement project, ML legacy to bank migration project and SDR performance optimization project.
• Interacted with SMEs, Business users and Stake holders to gather requirements.
• Performed extensive due diligence to select the vendors for application replacement.
• Interacted with various stakeholders including Dev team, tech. architect and senior management for requirement gathering for ColdSpark replacement project.
• As part of due diligence, coordinated with various stakeholders internally and externally- tech team, architects, business and various vendors.
• Evaluated vendors based on various parameters including technical, financial and company’s stability.
• Worked with Global research technology group including Equity and FI research reports for enhancement initiatives.
• Wrote Business Requirements Documents (BRD) and functional Requirements Documents.
• Coordinated with teams across the globe (Asia Pac, EMEA), tracked and reported the progress to senior management for SDR optimization project
• Worked as PM for each quarterly release that involved project planning and project management.
• Worked on various aspects of day-to-day project management, reporting and necessary follow ups.
• Conducted workflow, process and GAP analysis to derive requirements for existing systems enhancements.
• Interacted with the user community & SMEs to enhance understanding of the Global Research.
• Performed Gap analysis and Cost benefit analysis for various projects.
• Developed business Use Cases & Activity Diagram using Visio for a better understanding of the user community.
• Extensively involved in writing test scenarios and test cases and gave demo to offshore Dev and Testing team.

Confidential, NYC

Sr. Business Analyst

Responsibilities:

• Worked in the capacity of a Senior Track Lead within financial control group for Fund Services and PB Reporting in order to facilitate the transition of financial reporting processes from New York to Baltimore.
• Interacted with SMEs, senior management and clients to gather, review, analyze, validate and evaluate the requirement.
• Coordinated with end users (Financial analysts) for requirement gathering and understood the financial reporting and accounting process including General Ledgers and process flow, data flow and system input/output.
• Documented the complete financial reporting process taking all the screenshots, understanding the logic involved, system input & output data, flow of the data/information and got the signoff from respective groups.

Confidential, NYC

Business System Analyst

Responsibilities:

• Reviewed, analyzed, validated and expanded the high level test scenarios to check for the functionalities of MRT tools according the business needs.
• Coordinated with testing team and performed User Acceptance Testing (UAT) for Model Rebalance Trading (MRT- similar to Charles River) to ensure requirements are fulfilled.
• Performed UAT for variance analysis and Drift & Rebalancing of client portfolio for portfolio management and trading application like ThomsonOne.
• Involved in Knowledge Management Activities such documentation of Test Plan and Test scenarios, release processes, creation of a FAQ for resolution of common issues.
• Performed functionality testing on Equity, Fixed Income, Mutual Funds, Derivatives, ETF and other financial products.

Confidential, MD

Business System Analyst

Responsibilities:

• Worked on Wealth management and Asset allocation process.
• Interacted with senior management and clients ( Confidential & Wells Fargo) to gather, review, analyze, validate and evaluate the requirement for asset management project.
• Wrote Business Requirements Documents (BRD) for ‘Drift’ and ‘Rebalancing’ of client portfolio as a part of PropGen project for ThomsonOne (similar to Charles River).
• Worked on data analysis and data query using SQL.
• Worked extensively on Data integration manual and documented the ingestion of back office data to Thomson One wealth management component.
• Extensively worked on Equity Derivatives, Fixed Income, Mutual Fund, Derivatives, ETF and other financial products.
• Worked extensively on investment products, prepared mockups and wrote business rules for product catalogs.
• Interacted with the user community & SMEs to enhance understanding of the portfolio management and trading application like ThomsonOne.
• Performed Competitive Analysis by analyzing competitor’s business and product offerings including financial market data & contents.
• Developed business Use Cases & Activity Diagram using Visio for a better understanding of the user community.

Confidential, NC

Business System Analyst

Responsibilities:

• Conducted JAD and One O One sessions to gather requirements.
• Worked in Empower (A Fidelity Loan origination System & mortgage application).
• Worked with third-party vendors to increase the coverage and quality of their prices.
• Worked in Encompass & Iquick (Loan origination software).
• Wrote and maintained Business Requirements Documents (BRD) including Functional and Non-Functional requirements.
• Conducted workflow, process and GAP analysis to derive requirements for existing systems enhancements.
• Performed data analysis and used SQL extensively for analysis and business logic validation.
• Wrote Business rules in the Business rule repository.
• Worked closely with Risk Management group to in corporate HAMP (Home Affordable Modification Program) under MHA initiative.
• Worked on all facets of FHA loan.
• Coordinated with testing team and assisted in test scenarios and test plans to ensure all the requirements are fulfilled during product enhancements.
• Extensively involved with testing team in writing test scenarios and test cases.
• Helped in performing User Acceptance Testing (UAT).
• Good exposure in banking and commercial lending business.

Confidential, MD

Business Analyst / Financial Analyst

Responsibilities:

• Conducted JAD and Elicitation sessions to gather requirements for the enhancement of billing system.
• Wrote and maintained Business Requirements Documents (BRD).
• Assisted development team in writing System Requirements Specifications (SRS), including Functional and Non-Functional requirements. ed by the CEO for improvising the mediation process and standardizing the billing process.
• Prepared financial models for cost and revenue projections for expansion in international market.
• Involved in Forecasting & Budgeting and Cost benefit analysis.
• Performed revenue leakage analysis and implemented ‘Close the Gap’ initiative resulting in immediate savings of $25K.
• Wrote Business rules document and understood the Business process.
• Coordinated with partner network operators and prepared RFP for evaluation of potential partner companies.
• Coordinated with teams across the globe (Asia Pac, EMEA), tracked and reported the progress to senior management for expansion of partner network.

Confidential

Quality Analyst / Associate Business Analyst

Responsibilities:

• Defined requirements and developedUse Cases for system development/enhancement.
• Assisted QA team in writing and clarification of Business Requirements Documents (BRD).
• Understood the Business process and wrote Business rules document.
• Interacted with the user community & SMEs to enhance understanding of the portfolio management applications.
• Actively participated in domain-based knowledge sharing sessions with the new joiners.
• Interacted with system developers to resolve questions and discrepancies in Business Requirement Documents.
• Worked closely with technical staff to validate business requirements and expectations.
• Organized requirements into high level Use Cases and low level Use Cases.
• Reviewed and assisted the QA testers with the development of project test plans.
• Developed requirement traceability matrixes, high level test scenarios and prepared test plans for multiple projects.
• Tested for various development and enhancement projects with multiple divisions.
• Used regression testing and system integration testing extensively.
• Worked on Agile and waterfall SDLC.
• Made presentation in front of Business user and took KT (Knowledge transfer session).