Investment Business Analyst Resume

PROFILE

Demonstrated leadership in providing cost effective business solutions that improve quality, drive sustained business process improvement and maximize revenue potential.
Proven record of accomplishments in research, teamwork, time management and client relations.
In depth knowledge of accounting principles, financial instruments, risk management, portfolio management, economic concepts, market data and database design.
Able to combine information technology, an extensive knowledge of finance, advanced techniques in statistics and quantitative analysis to leverage data to achieve results.

SKILLS SUMMARY

EXPERIENCE

Confidential Aug 2011 – Date
Investment Business Analyst – Hedge Fund

Worked closely with Investment and IT teams to identify and recommend opportunities for operational and system improvements to processes such as Investment Sourcing, Due Diligence, Portfolio Management, Investment Execution, Performance Monitoring, and Trading.
Documented Requirements, Test Cases, System Architecture and Design Solutions within an ‘Agile’ framework.
Hands on development of a series of World Valuation and Hedge Fund Performance Monitoring tools using MATLAB, Excel VBA and Microsoft BI Stack Technology.

Confidential Oct 2010 – Apr 2011
Fixed Income Analyst – Post MBA Optional Practical Training

Analyzed community bank asset and liability portfolios containing instruments such as CDO, MBS and Treasuries to provide optimization and income enhancement strategies.
Stress tested & evaluated client’s liquidity profiles and interest rate risk using a broad array of financial analytical tools such as Factset PolyPath models.
Liaised with Fixed Income Desk and IT to enhance automation and integration of existing portfolio analysis tools using VBA and ACCESS.
Liaised with the sales desk to develop a Municipal Bond scoring model.
Developed CRR lattice model to the analyze price distribution of callable bonds using VBA.

Confidential Aug 2008 – May 2010

ConfidentialSep 1995 – Aug 2008
Principal Data Architect/Business Analyst

Overall responsibility for the integrity, compliance, development, architecture and utilization of enterprise level data.
Matrix project management responsibility for the data component of all projects impacting the storage or consumption of data.
Liaised with the business and IT teams to identify opportunities recommend solutions and implement projects such as:

Implementation of a fixed income and equity performance/risk attribution system through the design, management and construction of an interface to fund accounting systems and market data (Factset/Datastream/Bloomberg) systems.
Implementation of a portfolio rebalancer/order management system by interfacing to broker trading, DTCC, SWIFT and reconciliation systems.
Development of a flexible, extensible and hierarchical securities master classification schema to enable downstream systems to analyze performance/asset allocation using n-dimensional star schema models.
Reengineered the core management information systems to take account of derivative exposure though leverage, credit valuation adjustment, mark to market & internal pricing models as well as in terms of contract and underlying instrument exposure.

Confidential Mar 1993 – Sep 1995
Implementation Consultant

Provided system development/design training and consultancy to blue chip clients in Europe, US and Canada. Clients included Tokai Bank (Valley Forge PA) and Chemical Bank (New York NY).
Implemented SDLC design methodology at client sites, facilitated design workshops, provided mentoring services in data modeling, physical database design, object-orientated development and process re-engineering.

Confidential Aug 1990 – Mar 1993
Senior Analyst Programmer

Designed and built applications for the package holiday industry.
Using Monte Carlo Simulation demonstrated that superior occupancy and revenues could be achieved from selling unpackaged versus packaged transport and accommodation inventory. This exploited the trade-off between creating unsellable inventory and providing the consumer with their first choice holiday and led to the creation of a point of sale inventory management system using price elasticity to drive demand.

EDUCATIONMBA Finance
Ph.D. Chemistry: Thesis: Time Series Analysis of Multivariate Geochemical Data
B.Sc. Geochemistry