SUMMARY:

• Results oriented Business Systems Analyst with 15 years' experience in the financial services Industry.
• Skilled with Bloomberg OMS. Possess strong analytic skills with solid business acumen.

TECHNICAL SKILLS:

• Access Pivot Tables , Excel V-look-ups , PowerPoint, Word, Visio, MS Project,
• Familiar with Visual Basic, C , SQL, Java, XML
• Bloomberg AIM/POMS-TSAPI, Clear Par, DTCC, WSO Wall Street Office , Markit

Product Knowledge:

• Domestic corporate
• Money Markets Instruments
• Governments
• CDS single indexes
• SWAPS IRS,ETRS,VARIANCE SWAPS
• Foreign Exchange
• Structured Products MBS, ABS,CMBS
• Bank Loans
• Non Dollar bonds
• Listed Equity
• Futures

PROFESSIONAL EXPERIENCE:

Confidential

Business Analyst

• Analyze and document workflow for quote/ indication, bind and issuing of commercial insurance policies for a policy administration system.
• Utilize agile methodology and other iterative approaches during development process.
• Analyze and document workflow for the approval, subject to, mid-term endorsements, and renewal process.
• Data mapping of variable data elements for user interface development and participation in UML modeling. Document as is vs. to be workflow for various lines of business.

Confidential

Senior Business Analyst Bloomberg Order Management SME

• Analyze, decompose and document fixed income equity workflow used by PM's traders for AUM in excess of 70B. Evaluate re-engineer trading workflow across asset classes inclusive of gap analysis.
• Meet with stakeholders to solicit feedback regarding needed workflow enhancements.
• Create BRD's designed to enhance front office usability within the Bloomberg OMS for equity EMS-Equity Management System fixed income BDS-Business Decision Support assets classes.
• Create FRD's and Fully Dressed Use Cases for use during the development process.
• Track enhancement milestones and development timelines from release to beta, UAT, and production.
• Responsible for change management process, test script creation, user acceptance testing and documentation. Maintain open-issue action items log with prioritization of enhancements
• Report project related progress to head of technology operations during weekly status meetings.

Confidential

AIM/Buy-side Account Manager

• Provide onsite client based training designed to increase client use and comfort with the Bloomberg AIM order management platform. Educate clients with respect to system functionality and enhancements from the front end trading application, middle office applications, to the back office communication to custodians.
• Develop configure client workflow for front, middle, and back end processes across all asset classes.
• Meet with, respond to, and anticipate the needs of Bloomberg trade system users ranging from PM's, COO's, traders, compliance, and back office personnel.
• Educate users with respect to system functionality from equity execution, order mgmt, settlement and analytical related tools for bonds, equity, fixed income, CDS, Total Return Swaps, Commodity Swaps, Interest Rate Swaps, FX and other related products. Create customized benchmarks and models for clients in Bloomberg BDS.
• Team with the integration staff to develop a statement of work designed to pinpoint deliverables. Move client from implementation phase of the Bloomberg AIM platform to the live production environment and beyond.
• Manage relationship and provide support for over 100 users 14 accounts with AUM in excess of 450b.
• Explain compliance related functionality and assist users in developing compliance related rules and strategies designed to ensure proper implementation of internal investment guidelines and policies.

Confidential

Business Process Analyst Fixed Income Equity Trade Support

• Provided daily monthly P L for all portfolio holdings and asset classes ranging from individual CDS contracts, Index related CDS contracts, leveraged loans, bonds, equity and foreign exchange. Assist in preparing monthly fund performance related material for client distribution. Reviewed and approved ISDA documentation.
• Managed P L process across asset classes and operational risk issues. Provide pricing information for use in month-end P L process.
• Served as Bloomberg AIM Subject Matter Expert. Maintained SQL database with portfolio target allocation percentages for use in assigning appropriate allocation targets during the allocation process.
• Developed business specifications and procedures for trade entry, processing and settlement across product lines.
• Migrated operational function from outside vendor to in-house operational staff, at an annual cost savings of 150,000.
• Settled loan, bond, equity, CDS transactions. Reconcile security positions and P L across all product lines. Reconciled loan accruals, rate resets, foreign exchange P L, and loan pay-downs.
• Instituted straight through processing of equity and bonds, reducing input errors by 60 .
• Interacted with fund administration, prime brokerage, and other counterparties to ensure accuracy of loan related documentation, fixed income P L and other portfolio related items.
• Utilized DTCC and Clear Par for trade confirmation and affirmation process. Utilize Wall Street office for processing of loan transactions ranging from DIP, Distressed, Term Loans, etc.

Confidential

Trading Assistant Fixed Income Securities

• Reconciled high yield and distressed bond positions on a daily basis.
• Interfaced with TRACE reporting system to ensure timely entering of trade related data in compliance with NASDAQ policies and procedures.
• Confirmed daily transactions on the MBS/ABS desk for institutional and high net worth accounts.
• Calculated daily profit and loss figures for the trading desk. Maintain long and short portfolio positions.
• Reconciled account discrepancies, settlement and clearance issues with internal and external counterparties.
• Provided MTM prices for portfolio positions during daily and month-end process.
• Interacted with high net worth clients for the purpose of explaining monthly trading activity as well as debits and credits within their accounts.

Confidential

Senior Operations Analyst

• Prepared month-end P L reports for 10 firm portfolios in excess of 2bln in notional value.
• Calculated daily monthly P L on leveraged fixed income portfolio consisting of Government securities, corporate debt, distressed debt, bank loans repurchase agreements. Cleared and settled trades in products including equities, fixed income, FX, and commodities.
• Provided P L reporting for futures portfolio's with contracts ranging from S P, NASDAQ, Gold, Crude oil, Natural gas, Bank Loans, Nikkei, and Government bond futures.
• Interacted with 12 Prime Brokers on a daily basis and reconcile with fund administration for month-end positions, pricing and profit loss.