SUMMARY:

• Strategic planning & execution | project management | financial systems analysis
• Visionary Business Analyst/Project Management Professional with background in Investment Banking for global leaders. Able to bridge business, finance and technical areas using extensive systems needs analysis and implementation experience for fixed income, equity derivatives, bonds and other products. Successfully guide organizations through process improvement, developing and executing targeted IT business strategies, while maximizing operational and financial performance. Talented thought leader proficient in identifying and transforming business requirements into strategic solutions via SDLC methodologies. Customer service - oriented approach to daily operations, with track record for bringing together internationally disparate groups to achieve common objectives. Ability to articulate complex concepts to diverse, non-technical and technical audiences. Additional capabilities:
• Research & Planning Change Management Performance Management
• Client Relations/CRM Writing & Documentation & Development
• Process Reengineering Data Modeling/Development Risk Management

TECHNICAL SKILLS:

Applications: MS Office; Visio; Fixed Income Trading Products (e.g., WinFits; Calypso)

Lifecycle Case Tools: Rational Suite Enterprise (including defect tracking tools); Mercury Tools; Remedy AR

Databases: Teradata; Oracle

Programming Languages: C/C++; Java; UNIX Shell Programming; SQL

Middleware: Business objects; business intelligence

Hardware/Operating Systems: Mainframe ISPF; Unix; Windows

PROFESSIONAL EXPERIENCE:

Confidential, New York, New York

Business Analyst/ Project Manager

Responsibilities:

• Project: Created new applications to settle listed equities, bonds and OTC derivatives. Requirements included all Middle Office products and feeds. (Listed derivatives, OTC derivatives, cash equities, J2EE to TIBCO).
• Re-engineered and enhanced the RAM to cash manager feed, responsible for maintaining information on OTC derivatives, this feed is also responsible for determining the overall cash equity of the current set of investments. Coordinate with application owners, developers, business owners, traders, finance team members, compliance and regulatory team members and middle office, front office managers for release of the new application.
• Re-engineered largest settlement feed in equity-linked trade space (heavy day to day volumes of international cash equities and equity derivatives), to accommodate growing trade volumes in client’s organization. Leveraged Tibco BusinessWorks to build scalable application, increasing processing capacity ten-fold and reducing latency from 30 minutes to less than one second. Efforts drastically reduced time-to-market for enhancements/database load.
• Built application to mimic functionality of previous version. Challenging migration, rewriting legacy Java code without availability of associated documentation.
• Performed extensive testing to ensure seamless de-commissioning of previous application in a single day, without any impact to client or end-user customers.Project: Re-engineered other post-trade settlement feeds (MIFID Feeds, XML to CDM, RAM to OLTP):
• Achieved virtually unlimited scalability, improved performance, and shortened time-to-market for functional enhancements to successful equity-linked hedge trade application described above.
• Spearheaded re-engineering tasks with added responsibilities of co-ordination and complete lifecycle management. Delivered projects within timelines, service level targets and budget.
• Collaborated with: support team for every release; other global managers to ensure efficient middle office workflows; and offshore teams to ensure change requests were timely and accurate.
• Managed change requests, and release management process for all changes, including larger migration efforts. Performed follow-ups on every request; tested application post-change.

Confidential, New York, New York

Business Analyst

Responsibilities:

• Project: Incorporated Calypso into Hedge Fund Integration Service (HFIS), a system for processing and clearing trades (MBS TBAs, MBS pools, CMOs, ABS and U.S. treasuries) for Confidential funds and individual hedge fund Prime Brokers/organizations.
• Performed trade bookings. Set up calendars and Bloomberg for pricing, factor and other market data. Ensured Calypso included interest income/expense of discount accretion/premium amortization in valuation reporting.
• Defined and documented processes, data and workflow requirements.
• Analyzed hedge fund strategies/portfolios setup as Calypso Books (one for each strategy/portfolio). Established function to auto-generate TBA definitions via periodically-run batch process. Function based on TBA product templates and BMA/SIFMA TBA class settlement dates.
• Created interface between Calypso and other ML systems for mortgage products. Ensured process and interface design was in accordance with current technology framework in HFIS and was also extensible and generic.
• Established counter-party setup. Integrated processing organization delivery instructions (SDIs) to reflect clearance relationships with the individual Prime Brokers.

Confidential, New York, New York

Business Analyst

Responsibilities:

• Project: Co-developed Business Management Dashboard application (using ETL data warehousing concepts) for reporting vital metrics for GWM (Global Wealth Management) group at Confidential . Application used by cross-departmental managers, including branch managers.
• Established methodology to ensure functionality and accuracy of important metrics, such as assets, revenue and profitability calculations across products and branches.
• Gathered requirements for application enhancements, including revenue mix, GL codes, budget data, creation of views and development of data model for storing data.
• Conducted analysis of insurance and annuity reporting application. Requirements gathering included setting up sessions with managers throughout the company, issues resolution, liaising with business development to test system requirements and overall project management.

Confidential

Project Manager/Business Analyst

Responsibilities:

• Project: Customized KWI application used by global energy businesses, for multi-commodity trading and risk management, for KWI client Confidential . Worked in BP’s London and U.S. offices.
• Collaborated with business and project teams. Conducted project related presentations. Gathered and analyzed end-user business requirements, documentation needs, and converted these into technical functional requirements. Identified applications capable of supporting requirements.
• Defined templates using Software Development Lifecycle (SDLC) methodology. Established project expectations and evaluated impact of changes on organization and planned accordingly.
• Created detailed process flow diagrams of existing and proposed systems using Visio. Provided documentation, such as requirements management plans, functional requirements, supplemental requirements, test plans and test cases.
• Liaised between development, testing and management groups. Involved in Joint Application Design/Development (JAD) sessions with the various teams and stakeholders. Formulated test plan and test strategies. Tracked enhancements/changes requests using Rational Clear Quest.
• Resolved system deficiencies negatively impacting system performance and user satisfaction.

Confidential, New York, New York

Systems Analyst

Responsibilities:

• Applied industry dynamics and exploited value creation activities leading various projects, such as consulting with Confidential ’s Fixed Income Team on quality assurance strategies.
• Worked in the equities and equity derivatives trading applications space assisting with end to end flows for equities.
• Oversaw change/risk management associated with new software implementations.
• Conducted troubleshooting and maintenance of applications.