Create and maintain artifacts, standards and user templates: functional specification documents for Waterfall and Agile projects , CRAID logs, requirements traceability matrices, Visio diagrams and stencils. Write analysis standards and guidelines policy.
Build and maintain Agile product backlog including epics, features and user stories. Run Sprint Planning meetings, participate in daily stand ups and Poker Planning sessions.
Define test plans, write test cases and test scripts, manufacture test data and participate in integration and user acceptance testing. Review defects, recommend corrective action plans and retest. Create and maintain content of JIRA / GenJIRA tickets.
Build and maintain project collaboration portals in SharePoint 2007 and 2010.
Write MySQL queries to analyze client and counterparty reference data.
Role:Business Analyst
Work Area Highlights:
Client Counterparty Reference Data
FATCA Compliance
Agile
Morgan Stanley
Confidential
Analyze business rules and data quality standards for 2030 fields across PHH origination and servicing feeds: HELOC Servicing, HMDA Lead, HMDA Loan, CIF Lead, CIF Loan, Market Risk Lead, Market Risk Loan, Privacy Opt, Servicing and Servicing Transaction.
Create and maintain project artifacts and PMO templates: Mortgage book of work, Waterfall and Agile project plans, risk and issue logs. Provide weekly status reports on active projects to Global Banking and Wealth Management Technology PMOs.
Review MSPBNA FR Y-14M data collection and regulatory reporting procedures.
Build and maintain collaboration portals in SharePoint 2007 and 2010.
Project Manager / Business Analyst
Work Area Highlights:
Mortgage Lending
BHC CCAR Reporting
Dodd-Frank Compliance
Agile
FINRA
Confidential
Audit NYSE, AMEX, ArcaEx and BOX market patterns from CTA SIAC market data feeds for data quality and compliance, deliver findings and recommendations to BSG Director.
Write and update FINRA EGR and AGR business requirements documents based on research coordinator needs and BSG management direction revise ARCA and AMEX.
Create version control matrices to track status of business requirement documents, for PMO reporting. Perform user acceptance testing on BSG StarWors BPM workflow tool.
Business Analyst
Work Area Highlights:
NYSE, AMEX Exchanges
Trade Surveillance
Exception Alert Patterns
Confidential
Research trade confirmation and settlement failures and IOI placement impediments.
Analyze gaps in KYC, Legal and Compliance client verification process, attestation document mapping and trade eligibility validation. Reengineer workflow processes.
Review anti-spinning regulation FINRA Rule 5131 with internal business stakeholders, institutional broker-dealers, external counsel and SIFMA. Successfully proposed integration of FINRA 5130 and Citi EOD forms under new FINRA Rule 5131.
Analyze and document FX Spots client onboarding workflow, redesign client onboarding process, build flow diagrams, write technical procedures and train CoE team.
Coordinate security coding and market data projects for data warehouse integration, automated set up and management processes for retail security and price master data.
Create and maintain PMO tools and project artifacts: business requirements documents, cost benefit analyses, gap assessments, initiation and scope documents, project plans, tollgates, playbooks, issue logs, status reports, SharePoint dashboards and JIRA tickets.
Manage account management function migration from trading desks to a regional CoE.
Review vendor MSAs, SOWs and RFPs. Evaluate insourcing and offshoring options.
Role:Project Manager / Business Analyst
Work Area Highlights:
Global Data Operations Shared Services
Retail, Commercial and Investment Banking
Capital Markets
Equity Fixed Income
Data Warehousing
Reference Data
KYC Compliance
Client Onboarding
Confidential
Manage middle and back office outsourcing program for 320 institutional and retail accounts with EQ and FI assets onto BNY Mellon custody and accounting platforms.
Create and maintain PMO tools, templates and project artifacts: SharePoint and MediaWiki sites, initiation documents, master project plans, playbooks, issue lists, escalation processes, requirements documents, business continuity and disaster recovery plans, status reports and dashboards. Train developers to become BAs.
Analyze legacy processing platform reference data requirements. Map data fields to customizable SWIFT message fields for data processing and warehousing, coordinate development of stored procedures and batch jobs for downstream feeds.
Write RequisitePro test cases and scripts, lead integration and user acceptance testing, track issues and defects in ClearQuest. Develop and lead corrective action plans.
Review and negotiate vendor contracts, define SLAs, research costs for data warehouse server and seat licenses for market data feeds. Provide recommendations to PMO.
Role:Project Manager
Work Area Highlights:
Retail, Commercial and Investment Banking
Equity Fixed Income
Equity, Debt Money Market Securities
Accounting Custody
Reference Data
SWIFT Messaging
Confidential
Manage phases I and II of 11.68 million merger between Wachovia Securities, CIBT and A.G. Edwards which included 450 applications, 500 employees, 200 workstations and 17 branch and regional offices distributed across the U.S. and Europe.
Identify costs for procurement of retail market data services including FIX circuits, keyboards end terminals and seat licenses from Bloomberg, NASDAQ and SIAC.
Research estimates of infrastructure costs, software purchases, travel expenses, vendor services, application development, employee retention and new hiring for PMO.
Create and maintain program artifacts: scope documents, master project plans, books of work, playbooks, issue logs, inventory matrices, status reports and dashboards.
Analyze 27 Capital Markets market data and trade feeds for 5 year growth projection.
Role:Project Manager
Work Area Highlights:
Corporate and Investment Bank Technology
Market Data Feeds
Market Makers
Infrastructure
Confidential
Lead analysis of business and technical requirements for Risk Systems Planning and Support changes to comply with Basel II Accord and USA PATRIOT Act.
Create and maintain project artifacts: business requirement documents, process diagrams, issue logs, test cases and scripts, status reports and corrective action plans.
Design test cases and scripts. Participate in integration and user acceptance testing.
Redesign legal vehicle management processes by Citi Markets Banking LOB.
Role:Project Lead
Work Area Highlights:
Investment Banking
Operational Risk
USA Patriot Act
BASEL II
SEC compliance. Reference data client, security pricing information
Confidential
Analyze requirements for intranet and desktop versions of AML Customer Relationship Management application, draft requirements and functional specifications.
Identify application defects, set up Quality Center test environments and write test scenarios and test scripts. Participate in integration and user acceptance testing.
Identify and track tollgate requirements for queuing testing and production releases.
Analyze application development, testing and release support activities for creation of level 0, 1 and 2 projects and release budget estimations provide findings to management for review and decisioning.
Role:Business Analyst
Work Area Highlights:
Investment Banking
AML Compliance
Testing
CRM
Confidential
Ensure department projects adhere to corporate objectives, observe legal and compliance project mandates and complete all required PMO artifacts.
Construct financial models for ascribing operational costs to specific departments, programs, projects and employee activities. Provide findings to executive management.
Create and manage Ariba procurement requests RFx , auctions, bid console, review and validate NDAs, MSAs, SOWs and leasing contracts, create delivery and purchase orders, manage approval workflows, redesign product and vendor selection processes.
Build department SharePoint sites, create project artifacts and manage content.
Utilize Remedy Asset Manager to create and maintain hardware replacement plan.
Role:Business Analyst
Work Area Highlights:
Sourcing Procurement
Infrastructure
Operations
Accounting
Confidential
Initiate 1.4 trillion Funds Transfer infrastructure consolidation and testing program.
Analyze APIs, Oracle 9i RAC RDBMS, software patches and system hardware. Assess operational gaps and write post mortem report with change recommendations.
Research Sun Microsystems and Citigroup requirements for new Sun Fire server write technical specifications, develop and execute test plans and report SIT and UAT results.
Role:Project Manager
Work Area Highlights:
Patch Management
Performance Testing
Confidential
Analyze 370 applications and components across eight lines of business for SOX compliance regarding business continuity planning and disaster recover testing.
Track project time and material expenditures, build runbook templates, issue logs, application user surveys and create and maintain project artifacts in Documentum.
Design web database portal models in Visio and MS Access for application tracking and management, evaluate feedback and deliver recommendations to stakeholders.
Role:Business Analyst
Work Area Highlights:
Retail, Commercial Investment Banking
Capital Markets
SOX Compliance
BCP / DR
Confidential
Project Management, business and systems analysis.
Sales and marketing via web, radio and news syndications.
Quarterly and annual financial reporting re: operational expenditures.
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