SUMMARY:

• Established professional having an in depth knowledge and understanding of technology with a solid background of the major financial companies.
• Experience in the leading technologies with a business emphasis on Investment Management and Data Mining.
• Hands on experience in interacting with portfolio managers and analysts, and proficient in delivering technology solutions for complex business problems.
• Equity portfolio management, equity portfolio optimization, equity research modeling, analytics performance attribution, pricing and risk management.
• Client/server architecture design and implementation, object oriented design and programming, and applied design patterns.
• Database design and implementation in Sybase, SQL Server and Oracle.
• IBM Rational Application Developer, Eclipse IDE, Infromatica, Cognos, Sybase Power Designer and Emacs.

TECHNICAL SKILLS:

Client/Server Architecture, Relational Database Systems, Object Oriented Technologies, Java, Java EE, Spring, Hibernate, MyBatis, jQuery, openadaptor, Informatica, BIRT, Cognos, C, C++, Unix, Sybase, SQL Server, Perl, Tomcat and WebSphere

EXPERIENCE:

Confidential, Jersey City, NJ

Responsibilities:

• Designed and developed Global EDAP services for Asia and EMEA regions, and set up the regional instances and batch jobs for data loading and processing using Spring Boot, MyBatis and SQL Server
• Developed and implemented different business requirements on Equity Data Analytic Platform (EDAP), which provided consensus and analytical data for Active Portfolio Management and Client Reporting using Spring Boot, Mybatis and SQL Server.
• Managed level two support for the EDAP and equity research processes, and assisted the portfolio managers and anlaysts in configuring different types of portfolio scenarios on EDAP for portfolio valuation report generation.
• Upgraded the Factset Standard Data Feed to newer version and conducted integration tests to ensure entire EDAP processes worked end to end.
• Migrated EDAP services to use FactSet data and retired the legacy MQA data processes.
• Designed and implemented FactSet OnDemand data loading processes to acquire the consensus and analytical data required for EDAP services.
• Implemented daily batches and system check for EDAP services to validate the data quality.
• Set up and implemented different portfolio strategies to use EDAP services for report generation and enhanced the report generation process using Spring and BIRT.

Confidential, Jersey City, NJ

Prtfolio manager and analyst

Responsibilities:

• Developed Confidential Benchmark Toolkit to set up and manage different multi asset benchmarks which were used for Confidential portfolios performance tracking. The toolkit ran on Tomcat server with UI using Backbone.js and jQuery.
• Designed and implemented the data extracting processes from Thinkfolio to provide portolio data for Confidential environment, using Informatica, SQL Server, Sybase and Oracle.
• Developed trading adaptor to process the trading orders between Thinkfolio and LVTS. The adaptor converted the orders from Thinkfolio into FIXML to send to LVTS thru the IBM MQ, and vice versa. It logged the orders for reconciliation, order tracking and trouble shooting to ensure the trading orders were handled properly.

Confidential, New York, NY

Responsibilities:

• Developed back - test databases and processes for portfolio strategy analysis and modeling using Java, Websphere, SQL Server, MarketQA and ITG Opt.
• Supported the QET Systems to ensure business as usual, and interacted with portfolio managers and analysts for new enhancement implementation.
• Developed QET Portfolio Construction Web services to provide a scalable opened architecture and infrastructure to drive the QET Batch processes and ITG Opt, interacted with the client GUI and generated reports with Cognos report engine for Equity Portfolio Optimization System, using Java, J2EE, iBatis, openadaptor and Apache Axis.
• Developed QET Dashboard Web application for daily support and data management operations using Servlet, JSP and Axis.
• Created different reports such as portfolio holdings, portfolio characteristics, performance attributions, etc, using Cognos to help portfolio managers in making critical investment decisions. Used Jave multi-thread programming in the report service process to improve the system performance.
• Designed and implemented QET databases using SQL Server. Created ETL processes using Informatica to populate the QET databases environment.

Confidential, New York, NY

Responsibilities:

• Developed Portfolio Valuation Report System (Portval) by leveraging the EOS to support the Active Portfolio Management, reducing the cost of support and maintenance with a single integrated platform.
• Successfully retired the legacy Equity Optimizer and Portval and provided training for the business users to migrate to the new systems.
• Supported and enhanced the Global Dividend Discount Model System (GDDM) implemented in Java.
• Collaborated with global research analysts on GDDM enhancement requirement and implementation, including converting London DDM convergence period and Growth Convergence DDR.
• Automated the GDDM year-end rollover process to streamline the rollover steps so it became more robust thru reconciliation and recovery processes. The automation helped the analysts to reduce rollover errors and improved the rollover process performance by 40%.
• Interacted with data vendors, such as SAP, Russell Investment, MSCI, Reuters, Barra, Factset, etc, to build and maintain information feeds to utilize by equity investment business.

Confidential, New York, NY

Responsibilities:

• Designed and developed Portfolio Pricing System (POPS) to provide intraday pricing and end-of-day pricing from Reuters DataScope.
• Integrated the POPS with Bloomberg pricing feed to improve the pricing system reliability and robustness, increasing the pricing system performance by 50%.
• Developed the POPS front end using HTML, Perl and CGI programming.
• Developed portfolio performance attribution using the intra-day and closing prices, and reported the portfolio performance by publishing on Structured Equity Web using Perl and CGI programming.
• Developed the Structured Equity Reporting System to generate different portfolio, equity research and portfolio performance reports using HTML, Perl and Sybase.