Business Analyst Resume

PROFESSIONAL SUMMARY:

15 years of experience in Financial Services industry ( Confidential, Confidential and Confidential )
Analyzed, Developed, Tested and Implemented numerous Portfolio Management, Accounting, Trading, Risk Management and Compliance Systems
Certified knowledge and experience of GAAP, IFRS, FASB and GASB
Financial and Accounting expertise in Equity, Fixed Income, Derivative and Foreign Exchange securities/instruments including: Options, Rights & Warrants, Futures, Foreign Currency Forwards, Total Return Swaps and Futures - Look-A-Likes
Worked closely with Portfolio Managers, Analysts, Traders, Compliance and Risk Managers

TECHNICAL SKILLS:

Technology and Tools: Microsoft Office (Excel, Word, Access, Visio, Power Point and SharePoint), Oracle Data Base, SQL, Numerous Portfolio Management, Accounting, Trading, Risk Management and Compliance Systems, Calypso, Bloomberg, Reuters

PROFESSIONAL EXPERIENCE:

Confidential

Business Analyst

Responsibilities:

Conducted JAD/JAR sessions with Investment, Marketing, Accounting, Finance and Business Users to design, configure and customize Confidential and Hedge Fund Portfolio Management and Partnership Accounting System.
Drafted Functional Specifications and Test Plans, and executed Test Cases of Confidential Direct and Partnership Investment, and Fund Management Reports and Dashboards.

Confidential

Business Analyst

Responsibilities:

Provided Project Management, Financial, Accounting and Process Analytical services. Developed Project Plans and performed Project Economic Analysis including Net Present Value Analysis and Return On Investment Analysis.

Confidential

Business Analyst

Responsibilities:

Conducted JAD/JAR sessions with Portfolio Managers, Analysts, Traders, Business, Compliance and Risk Managers; and documented Business Requirements and Functional Specifications.
Analyzed, developed and delivered key Portfolio Management Workstation (with Calypso, Advent Geneva Accounting System, Security Master, Fidessa Sentinel Compliance System and Global Trade Order Management System interfaces) functionalities including: Portfolio Construction, Options, Beta Hedge, Futures Close & Roll, Currency Forwards Hedging, Total Return Swaps and Futures-Look-A-Likes. Worked closely with Business and Development teams to assure the details of Stocks, Options, Rights & Warrants, Futures, Swaps and Currency Forward orders are created accurately and routed to Trading Systems.

Confidential

Business Analyst

Responsibilities:

Conducted JAD/JAR sessions with Portfolio Managers, Analysts, Traders, Business, Compliance and Risk Managers; and documented Business Requirements and Functional Specifications. Analyzed, developed and implemented a web-based Equity, Fixed Income and Derivative Trading System (Active Trader Pro) working very closely with the Business, Quality Assurance, Development, Maintenance and Customer Service teams.

Confidential

Business Analyst

Responsibilities:

Royal Blue’s Fidessa Global Trade Order Management System
Thomson Financial’s Global and Domestic OASYS Trade Allocation System
Tiarra Portfolio Management and Accounting System of ITS Associates acquired by Eagle Investment System
ACT System for reporting, matching and clearing trades
State Street Brokerage Data Warehouse

Confidential

Business Analyst

Responsibilities:

Conducted JAD/JAR sessions with Portfolio Managers, Traders, Compliance and Risk Managers; and documented Business Requirements and Functional Specifications.
Developed and executed Test Plans and Test Cases.
Performed Structured Analysis and developed Data Flow Diagrams, Business Rules, Decision Tables and Data Dictionaries.
Implemented Capability Maturity Model (CMM) software development practices and Systems Development Methodologies.
Significantly contributed to the following Portfolio Management, Market Information, Trading and Risk Management systems development projects:
National Financial Correspondent Services - CRM, Correspondent Risk Management system; CRDS, Correspondent Revenue Disbursement System; MAXXbroker and MAXXinvest, internet based applications that offer brokerage services for financial professionals and individual investors.
Fidelity Life Insurance Company - Analyzed, developed, executed Test Plans & Test Cases and verified Life Insurance and Annuity Products/Systems financial and accounting Net Present Value discounted cash flow calculations.

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