SUMMARY

• An accomplished professional having substantial success in technology consulting, professional services, and assisting clients in Wealth & Asset Management and Capital Markets domain.
• Led teams, managed projects and served as subject matter expert for leading global financial firms.
• Expertise in eliciting and synthesizing business requirements and in ensuring those requirements meet approved business plans.
• Designed, implemented and rolled out OMS, EMS, affirmation platforms and other software systems across different technologies.
• Helped clients achieve efficiency by assessing current and future state, identify risks, design business processes.
• Developed Artificial Intelligence applications using Data Science skills, Machine learning & Deep neural networks.

TECHNICAL SKILLS

Product Ownership & Management: Requirements elicitation, analysis, business and application architecture, designing business processes, defining and grooming Epics, Features and User stories, Quality Assurance.

Project Management: Leading and managing complex projects, Agile, Waterfall, Sprint Planning, Resource Estimations, managing dependencies & scope, risk management.

Platforms: Varden BI Reporting Platform, IBM Cognos Analytics Platform, TIBCO Spotfire, Tableau, Order Management System (OMS) - BRS Aladdin, Confidential CTM, Execution Management System (EMS) - RedLine Trading

Business process expertise: Full Trade Lifecycle experience, Portfolio Management, Portfolio Rebalancing, Strategy/Model Management, Performance Attribution, Business Intelligence reporting, Order Management, Confirmation/Affirmation, Internalization, Smart Order Routing, Investment Compliance, Trade Exception Monitoring

Financial Products: Equity, Fixed Income (TBAs, MBS), Mutual Fund, ETF, UCITS, Fund of Funds.

AI / RPA skills: Machine learning, Naive Bayes, SVM, Deep learning (Neural Networks), CNN, computer vision, NLP.

Languages & libraries: Python, TensorFlow, Keras, Scikit-learn, NumPy.

Software/Technology: Jira, ALM, HP QC, MS SQL, Oracle SQL, Blueprint, XML/JSON, Web Services, Anaconda

PROFESSIONAL EXPERIENCE

Confidential

Business Analyst

Responsibilities:

• Understanding the present state reporting platform of Desknet.
• Learning the capabilities of new platform - Varden Technologies for generating the Business Intelligence reports.
• Understanding and documenting the future reporting requirements by conducting JAR sessions with business users.
• Involved in automation of various reporting collaterals including PUP book, Portfolio Strategies book, Datapack, Factsheets.
• PUP Book Automation involved multiple challenges. Introduced new features in Vendor platform to comply the requirements like ability to handle the dynamic footnotes, Interface to users to handle on the fly changes in the footnotes, ability to personalize values which are not flowing through the database.
• Worked on varied reporting needs of retail mutual funds, Institutional funds, UCITS funds.
• Understanding the business rules related to Lipper, MorningStar, Fund Performance, Benchmark Performance, Fund Statistics and Characteristics etc.
• Analyzing and mapping the reporting data with the Enterprise databases.
• Writing SQL queries for data mapping and documenting data gaps.
• Working with the upstream database team to explain the data gaps.
• Working on Oracle, MS SQL & Cognos (BI Tool).
• Working with developers for writing data libraries and reporting templates.
• Worked closely with web service developer to explain the data requirements.
• Using JIRA Board for assigning as well as tracking the stories and for defect management.
• Helping Project Manager in Project Management by highlighting the project risks, project deadlines, schedule spillage, Change Requests, Scope Crepes etc. Leading the stand-up meetings as part of agile process.
• Working with QA team to help them writing QA strategy and testing plan.
• Supporting UAT / Production issues from functional side and suggesting solutions or workarounds in coordination with business.
• Documenting UAT plan and helping business in User Acceptance Testing.
• UI for Reporting platform:
• Increased quality of platform by suggesting sustainable improvements to reporting platform.
• Implementing flexibility features for users to independently manage change requests without technology dependency.
• Collaborating with vendor team to understand their limitations and coming up with technical solutions as per the business requirements.
• Documenting training manual and giving training to business users for introducing them to UI features.

Confidential

Business Analyst

Responsibilities:

• Understanding the Marketing strategy of launching new UCITS funds.
• Understanding the legal disclosure requirements while drafting the layout of the collateral.
• Understanding the reporting vendor platform and their offerings.
• Collaborating with Product team to understand the UCITS product and its marketing requirements/ rules.
• Helping Project Manager in scheduling, planning, highlighting risks and challenges.
• Worked on identifying the data source, data mapping for each reporting field on collateral with database.
• Working with geographically diverse team.
• Working with QA team to support them in testing plan and while testing execution.
• Actively participating and supporting UAT/ Production issues from functional side.

Confidential

Business Analyst

Responsibilities:

• Understanding the current state and future state processes of FMT business to integrate FMT business into Confidential .
• Understanding financial products of FMT Businesses like Mutual Funds, CIT - Collective Investment Trusts, fund of funds etc.
• Participating in Business Process Management (BPM), requirement gathering, gap analysis, writing use cases & designing the functional specs.
• Driving functional Meetings to decide on the approach of functional solutions and priorities.
• Writing SDLC artifacts like business requirements, functional specifications, and use cases in inteGRATE tool.
• Preparing Traceability Matrix using inteGRATE tool.
• Identifying and suggesting improvement opportunities to make the business process more efficient.
• Identifying risks and dependencies of the projects and highlighting it to Project Managers.
• Gathering reporting requirements from FMT business users for trading and performance reports. These reports are sourced from Operational Data Store (ODS) which is central hub of all the applications.
• For reporting requirements, performed data analysis, data mapping of attributes, and source identification such as Morningstar, State Street etc.

Confidential

Business Analyst

Responsibilities:

• Participating in requirements analysis, gap analysis, Process modeling, writing use cases & designing the Functional Specs.
• Extensively worked on CTM product for allocation/confirmationprocesses for equity trade life cycle.
• Interviewing SMEs and Stakeholders to get a better understanding of client business processes and gather business requirements.
• Contributing in functional Meetings to decide on the approach of functional solution and priorities.
• Identifying and suggesting improvement opportunities to make the business process more efficient.
• Training the technical and QA team on business processes, Capital Markets Domain and on Product (CTM).
• Technical understanding of SQL query and Oracle and MSSQL databases.
• Supporting UAT / Production issues from functional side and suggesting solutions or workarounds.
• Backing business in user acceptance testing.
• Writing Functional Test Plans and Functional Testing of Business Requirements.
• Conducting peer level reviews of Test Plans and analyzing testing reports.
• Handling Change Management, Client Communication and offshore deliveries.
• Assigning work to subordinates and monitoring progress.
• Consulting with management on business planning, direction and identifying opportunities to reduce expenses and improve efficiencies.
• Following Agile (Scrum) practices in the project: Estimation and Prioritization of Stories, writing User stories / Acceptance criteria, participating in Showcases, Retrospectives & Iteration Planning Meetings.