Summary:

• Business/Data Analyst with 7 years of progressive experience in Investment Banking in the fields of software development, with hands on experience in software project planning and management, data and statistical analysis, quality process management and requirement management.
• Exceptional analysis skills with an ability to transform the needs of business users and stakeholders into functional/technical requirements.
• Firm understanding of Financial Instruments and regulatory and compliance reporting.
• Strong knowledge of Investments stocks, shares, bonds, mutual funds etc. , mortgage loans, auto loans.

Confidential

• Proficient in eliciting, modeling and refining requirements using Use Cases and Unified Modeling Language UML , Diagrams like, Activity Diagrams, Sequence Diagrams, and Collaboration Diagrams.
• Experienced in conducting Joint Application Design JAD sessions, brainstorming sessions, reviews, walk-throughs and customer interviews for various business processes.
• Strong project experience of Waterfall, Agile, Kumiega VanVliet K/V and Rational Unified Process RUP methodology.
• Strong visual modeling and business process modeling skills using tools like MS Visio and Rational Rose.
• Expert with conducting Requirement Gathering and Analysis, High-level Design, co-coordinating development, creating Test Plan and Test Case and supporting UAT.
• Highly skilled to translate high level business requirements, business rules and stake holders request into functional and non-functional requirements.
• Strong expertise in documenting existing process, analyzing business requirements, working with requirements traceability matrix and GAP analysis.
• Strong Mathematical and Statistical Modeling background. Experience in writing SQL queries to generate reports.
• Motivated self-starter with exceptional team building, leadership, and interpersonal skills. Excellent analytical and problem solving skills with the ability to handle multiple tasks effectively and quickly master new concepts and subjects.

Confidential

Skillset:

Rational RequisitePro, Quality Center, Rational Clearquest, MS Access, Oracle, UNIX, Win NT/Win2k/XP, MS Visio, MS Projects, HTML, PL/SQL, Java, VB, UML, SPSS, Crystal Ball, Sigma Plot, Statistica, MathCAD, Mathematica, Neuromodeler, SQL Server Management Studio, Rational Rose, MS-Office, Rational ClearCase, Streetscape, C , JIRA, C , Perl, BugZilla, Matlab, .Net, QTP, TOAD, Load runner.

Projects Summary:

Confidential

Business/Data Analyst

• Confidential and Trust Company provides securities services to institutional investors as a custodian bank and SSgA provides investment management services to mutual funds and other asset managers.
• The objective of the project was to work with a team to create a Web based portfolio management and asset management system for customers to access their accounts, update market information, trade online and evaluate their investments.

Responsibilities:

• Met with client groups to determine user requirements and goals. Utilized Rational Unified Process RUP to configure and develop process, standards, and procedures and create a Business requirement Document BRD .
• Conducted Surveys and Brainstorming sessions with Subject Matter Experts SMEs for requirement gathering and extensively used Rational RequisitePro for reviewing and analyzing the requirements.
• Wrote and maintained BRDs and Functional Requirements Documents FRDs defining new systems operations for the online banking project using Rational Requisite Pro.
• Derived Functional Requirement Specifications FRS based on User Requirement Specification URS .
• Conducted JAD sessions, created use cases, work flows, screen shots and power point presentations for the web applications.
• Documented the Use Cases and prepared the Activity, Logical, Component and Deployment views using MS Visio and Rational Rose for a clear understanding of the requirements by the development team. Coordinated with testers in using Rational ClearQuest for defect tracking.
• Performed complete analysis to integrate Risk Analyzer in addition to UAT User Acceptance Testing , SIT System Integration Testing and various in-house testing.
• Assist in identifying metrics and key performance indicators by which work can be monitored and evaluated.
• Generate graphical representations of data for internal and external reports and proposals and present analysis on findings and trends to the necessary decision makers.
• Support the Analytical Resource Group in maintenance of the Analytical Resource library, including tracking and inputting relevant documents and studies that are generated by teams, and promoting the use of the library.

Environment: Rational Requisite Pro Ver 7.0, Rational Rose XDE, UML 2.3, MS-Office 2010, MS Project Ver 14.0, MS Visio 2010, HP Quality Center 11, Rational ClearQuest 8.0, Rational ClearCase 7.1.2, Oracle 11g.

Confidential

Business Analyst

• Fidelity Management and Research Corporation acts as an Investment advisor for Fidelity's family of Mutual Funds, their Distributors, Investment advisors and retail Brokerage.
• Fidelity was in the process of developing the Self-Clearing Outsourcing SCO technology platform that will offer Broker Dealers who wish to clear for themselves and/or their affiliates under their own name and number, defined as Self-Clearing Broker Dealers, services similar to traditional Correspondent Clearing without any reference to National Financial Services NFS as a Clearing Broker.

Responsibilities:

• Prepared Roadmap Design of the SCO project for Money Movement and Margin divisions.
• Gathered requirements from the intended Clients and prepared BRDs of all the Business Processes.
• Captured existing workflows of Firm Funding, Cashier Balancing, Retail Cash Management, Banking Services, Funds Transfer, Retirement distributions 401K and Margin divisions.
• Converted all the workflows to Future State Business Designs in the projected SCO Environment.
• Generated a list of functional and system Parameters and determined if they were Hard-Coded/ Table Driven.
• Created activity and sequence diagrams and use cases.
• Assisted in the Preparation of the respective System Requirement Analysis SRA documents.
• Liaised closely with the Technical team to provide 'Straight-Through-Processing' functionality from the Front to back office areas.
• Re-modeled in-house SWIFT 899-908 messaging application and associated third party products, in addition to core reporting-systems for use in the batch process globally.
• SWIFT Alliance interface for funds transfers for international trade, funds management, and capital markets transactions.
• Performed GAP Analysis.
• Assist in identifying metrics and key performance indicators KPI by which project work can be monitored and evaluated.

Environment: MS Visio v12.0, MS Project 2007, MS Office 2010, Streetscape broker and advisory workstation, C 3.0, MS SQL SERVER 2008, JIRA 4.

Confidential

Business Analyst/Data Analyst

• Confidential has been a leader in technology, customer service and in value in the stock brokerage industry.
• The goal of this project was to building high frequency trading system.

Responsibilities:

• Evaluated the amount of efforts and resources needed to design, implement and test the application Gathered and documented the business and functional requirements from various teams and stakeholders.
• Extensively involved in moderating JAD sessions with different business units and application development team.
• Used UML methodology and diagrams in designing and presenting the workflow of the system to business users and developers
• Used MS Visio for designing flow-charts and process models of the application and drafted use cases in Word/Rational Requisite Pro utilizing K/V methodology.
• Developed both QA and UAT test cases and test scripts for both external and internal agents and performed QA Testing. Documented and discussed QA test results with Developers and business units.
• Lead the team meetings on status updates, issue resolution, client meetings, Track bug reports, and postfix analysis and executed SQL queries.
• Used Quantitative Methods to Check Performance and performed SPC analysis to determine causes of variation.
• Coordinate the development of the user review plan and facilitate UAT.
• Develop deep understanding of the customer, their work environment and strategic goals. Identify their business challenges and provide thought partnership to define solution options. Manage the workflow and process change documents. Build and maintain positive, constructive partnering relationships with key stakeholder groups, including senior leaders.

Environment: UML 2.2, Rational Requisite Pro, Rational Rose 2.0, MS Visio 12.0, MS Project 2007, SQL Server 2008 R2, SPSS 17.0, Crystal Ball, C TR1, HTML 3.0, JavaScript, Perl 5.6, BugZilla 3.0.3, Excel 2007, Matlab 7.7, Mathematica 7.0, C 3.0, .Net, Java SE 6.

Confidential

Business Analyst/Data Modeler

• Confidential is a privately-held financial software, news, and data company providing financial software tools such as analytics, an equity trading platform, data services, and news to financial companies and organizations globally through the Bloomberg Terminal.
• The project involved the development of a new function in the Bloomberg terminal called 'BMAP' for the Sustainability Department which provides the customer a 3-D look at assets on the global map, assisting them to make investment decisions in case of catastrophic events affecting these sites.

Responsibilities:

• Analyzed the existing business processes and identified the internal and external shared business processes.
• Worked with developers and business groups to understand and determine the 'AS IS' and 'TO BE' business processes of Bloomberg terminal.
• Conducted web based seminars using GoToMeeting/Team Viewer with offshore business groups, mainly with users from Sweden, Denmark, Norway, Iceland and Finland.
• Created the business objectives, queries, data analysis scenarios, metadata and FRS for the data warehouse and data mart. Participated in ETL, database design reviews, and data models with business representatives and developers
• Documented gaps between Bloomberg's AS IS business and what they expected from the data warehouse project, specifications, design flow charts, and process maps.
• Followed the UML-based methods to create business flow, use case, state, and activity diagrams and shared on SharePoint with the developers and SMEs.
• Involved in the Business Impact Analysis Template BIAT to analyze and document the effect of proposed changes on the project schedule and costs.
• Conducted UAT, developed test plans, test cases, and expected results in coordination with the QA team to verify implementation of new features and enhancements.
• Performed system testing including the development of test cases, running test scenarios, documenting results, tracking defects and verifying processes are working as designed.
• Created standard and/or custom reports based on the end-user requirements. Supported the completion of various ad-hoc requests as needed.

Environment: Rational Rose 2003, Rational ClearCase 2003, Rational ClearQuest 2003, Rational Requisite Pro 2003, MS Visio 2003, MS Project 2000, Unix, Oracle 10g, JAVA SE6, QTP 9.0, SQL Server 2005.

Confidential

Business Analyst

• Confidential was the fourth largest investment bank doing business in investment banking, equity and fixed-income sales and trading especially Confidential. Treasury securities , research, investment management, private equity, and private banking.
• The project was to design and develop an integrated Wealth Management Reporting WMR platform with primary focus on designing the Investment Catalog IC module which provides the asset classification schema, its attributes and strategies including links back to products .

Responsibilities:

• Conducted one to one interviews with Portfolio Manager to gather System Requirements and was involved in the documentation of System Requirement Documents.
• Primarily responsible for on-going enhancements and changes relating to the presentation layer e.g. report layout, account grouping, asset class order of WMR reporting.
• Work with the Business to classify and link Products Equity, Fixed income, Derivatives, Mutual Funds, Hedge Funds to their Corresponding Strategies within the Schema.
• Develop Business and Functional Specifications, Data Definitions, GUI Graphic User Interface Specifications, Use Cases, Process/Data Flow diagrams pertaining to the IC Sub-System.
• Develop Use Cases and Process Flows to document interaction between the Asset management System and other modules.
• Conduct a GAP Analysis to ensure the overall WMR requirements have been met within IC.
• Interact with BA's from the other sub-systems to define and document Data interfaces.
• Maintain all Schema Hierarchies Asset Allocation , Strategies and Products within the IC database.
• Conducted GUI testing, System testing, Regression testing and UAT. Support Test Planning and Test Cases Development as a test user.

Environment: TOAD, Perl 6, UNIX Shell Scripts, SQL 2003, PL/SQL, Oracle 9i, DB2, SQL 2003, Load runner.