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Sr. Data Analyst Resume

Houston, TX

SUMMARY:

  • Over 8+ years of experience in business analysis, investments assets and business systems initiatives. Highly proficient in Business intelligence, Visualization, Reporting, Data Analysis, SQL, Advanced Excel, Visio and SharePoint.
  • Extensive experience with Bloomberg System, APEX and Morningstar ON Demand Tools.
  • Well experienced technical and resourceful Tableau Developer in analyzing data, creating and compelling visualizations to support business decision making. Possess strong training and presentation skills.
  • Experience with Bloomberg Data License & Terminal Services functions.
  • Strong in Bloomberg modules installation/configuration/administration/development/Analysis.
  • Assist with the Bloomberg AIM Inbound and Outbound feeds analysis.
  • Good knowledge on classifying the data sent by the custodians. The classification of data is based on the asset types such as Cash, Fixed Income, Equities, Alternatives, Private and Other.
  • Good knowledge on picking up the data from market sources and custodians and driving it to the hub as a part of SMF.
  • Excellent knowledge on reporting using Tableau. Good knowledge in building dashboards using techniques for guided analytics, interactive dashboard design, and visual best practices to convey the story inside the data.
  • Hands - on with creating solution driven views and dashboards by developing different chart types including Bar, Stacked Bar, Line, Dual-axes, Heat Maps, Geo Maps, Symbol Maps, Pie Charts, Bar Charts, Tree Maps, Gantts, Circle Views, Line Charts, Area Charts, Scatter Plots, Bullet Graphs, and Histograms in Tableau Desktop versions 8.0, 8.1, 8.2 and 10.2.
  • Excellent in rendering reports, managing subscriptions, creating reports in Tableau. Creating Workbooks by Importing data, Defining Relationships.
  • Hands-on with retrieving data from the data base using SQL. Good knowledge on how to write the complex queries to retrieve data for analysis and reporting purposes.
  • Well experienced in creating temp tables, views and data pulling from various tables using SQL.
  • Very good knowledge in writing and executing data quality checks to ensure that all and only the expected records appear, ensure that calculated values are correct, ensure that abnormal/edge cases are handled as expected, ensure that all values fall within expected range and finally check null value handling.
  • Excellent communication and interpersonal skills; able to communicate clearly and concisely in a variety of settings and styles; is effective in a variety of formal presentation and meeting settings.
  • Extensive experience in writing business requirement documents, user requirements, functional requirements, non-functional requirements, Current State, Future state flow charts, Solution option comparison and test case documentation.
  • Very strong skills in using Excel API tools for Bloomberg market and reference data.
  • Good Functional expertise on Trade Life Cycle of Equity, Fixed Income, FX and Cash.
  • Strong with Market Data management and vendor relationships.
  • Extensive experience with SharePoint, Visio, Power Point, Microsoft Project and Microsoft Office tools.
  • Strong in implementing and training data governance policies, procedures and roles (Stewards, owners, authoritative originators, custodians).
  • Worked on system integration to deliver and receive a clean data.
  • Worked on corporate Actions as part of SMF project.
  • In-depth knowledge, support and training of the complete trade life cycle to the team and the business users.
  • A self-starter, strong leader, vocal and efficient multitasker. Passionate about learning new technologies, keeping up with latest industry trends.

TECHNICAL SKILLS:

Database & Server: Oracle, MS SQL server, MS Access, PostgreSQL, Hive, HBase, MySQL, TOAD, TeraData

Project Methodology: Rational Unified Process (RUP), Agile and Waterfall

Packages: MS Office (Word, Excel, PowerPoint), MS Visio, MS Project

Languages: Python, SQL, R programming, and C

BI Reporting Tools: Power BI, Tableau, Micro strategy, Crystal Reports, Cognos 10 (report & Query studio), SQL Server Integration Services (SSIS), SQL Server Reporting Services (SSRS), SQL Server Analysis Services (SSAS), Micro strategy reporting system, HP ALM, SSIS, Pentahoo, OFSAA

Financial and Financial modeling: Equities, Fixed Income, securities, foreign exchange, bonds and derivatives, insurance, mutual funds and check processing, trading & risk environment, credit, interest rates, equity, foreign exchange, treasuries and Mortgage concept

Data Warehousing: Data Marts, OLTP, OLAP, ROLAP, DOLAP, MOLAP, HOLAP, Query/Reporting, Data modelling, Data mapping, Data Mining, Multidimensional Analysis, Data Mining, Slicing/dicing, Drill Down/Roll Up, MDM

ETL Tools: Informatica, SSIS, Sqoop, Oracle Data Integrator, Pentahoo

Entity: Relationships, Data Flow Diagrams

QA Testing Tools: HP QC, JIRA, Rally, IBM Rational Performance Tool, VersionOne

Statistical Tool: R, SAS, Excel 2007/2010, Access 2003/2007, Minitab, StatPad, SPSS

Statistical Techniques: Multi Variate Analysis (MVN, SVM, SEM, PC, FA, PLS), Regression Analysis, Clustering, Non Parametric analysis

Business Modeling Tools: Rational Rose Enterprise Suite, Rational Requisite Pro, MS Visio, Clear Case, Clear Quest, SharePoint 2007, Rational DOORS

PROFESSIONAL EXPERIENCE:

Sr. Data Analyst

Confidential, Houston, TX

  • Involved in reviewing business requirements and analyzing data sources from Excel/Oracle/SQL Server for design, development, testing, and production rollover of reporting and analysis projects.
  • Clear, high-level understanding of complex data models and software integration/delivery.
  • Focus on development/ improvement of data to support continuous evolution of a more competitive and profitable Bank.
  • Greatly involved in traditional and alternative asset class investment data, including but not limited to equity, fixed income, private equity, real estate, derivatives, mutual funds, ETFs, global assets, foreign exchange, etc.
  • Analyze business driven requirements and provide possible solutions, risks involved and time constraints.
  • Interpret data to match with the requirements and continue to have data quality checks periodically using statistical techniques and manual validation process.
  • Analyze the data fed from various custodians like Evare, Pershing, Sungard, Fidelity and so on and then make a decision on which custodial feed must be given primacy in order to populate a clean and enriched data.
  • Visualize the data using computer generated reporting tools such as Tableau and MAP for performance reporting and documenting them for the future usage.
  • Retrieve the data from the database and analyze to see if there is a need for data clean up or data enrichment.
  • Some data fields will be missing or bad security descriptions are populated when given a primacy to the systems, so proper analysis is always required to keep the data clean.
  • If the user requirements are repetitive on a daily basis, then analyze the data & its structure and set the requirement to automation process to generate automatic reports and eliminate manual interference.
  • Analyze the daily delta, weekly, and monthly inbound data files from Market data sources such as Bloomberg, APEX/ IDC, Morningstar and SS&C and CITCO, Russell and OTC. The data from these market sources are brought in to the platform as a part of the Security Master File.
  • As a part of data cleanup and data enhancement we completely rely on reliable market data sources with which we hold the license by running the Fixed Income securities data against Bloomberg and APEX, Funds data against Morningstar, Equities data against Russell and so on before the data is stored into the production environment which is called as data hub.
  • Validate the data once it is stored to the production database and make sure the end results met the user requirements and expectations.
  • Analyze and track the work flow, time and number of resources involved in the project by creating essential user stories on a Microsoft TFS platform. TFS also helps in capacity tracking of an employee based on the number of user stories and tasks assigned.
  • Once the validation is complete and data looks clean, the next in the line will be reporting. There are some high priority requests for reporting and visualizing the data.
  • Extensively worked on integration of systems. Connected many downstream systems to Data Hub to send/ receive data.
  • Worked on Corporate Action Files received from both APEX and Morningstar market data providers.
  • Extensive usage of Tableau is required for visualization purposes. Various visualization methods and types including Bar, Stacked Bar, Line, Dual-axes, Heat Maps, Geo Maps, Symbol Maps, Pie Charts, Bar Charts, Tree Maps, Gantts, Circle Views, Line Charts, Area Charts, Scatter Plots, Bullet Graphs, and Histograms must be used to make the visualization looks attractive and effective.

Environment: /Tools: .Net, Visio, Mockup Screens, ETL, UML, SharePoint 2013, SQL Server Services, Oracle DB, Toad, Tableau, Data Mapping, Tableau, PowerBI and Business Objects(BOXI).

Data Analyst

Confidential, Fort Wayne, IN

  • Document business requirements, user requirements, functional requirements and non-functional requirements on Trading platform and data hub migration from Bloomberg to Aladdin suite.
  • Design and develop Custom Security Reference master.
  • Worked extensively on corporate Action data from APEX market data provider.
  • Identifying Corporate Actions helped to keep the Security Master data clean and updated.
  • Created new security master records for processing new security attributes and flow into all downstream systems.
  • Created the current state and future state diagrams using Microsoft Visio.
  • Thorough knowledge on gathering requirements on insurance and separate accounts.
  • Involved in reviewing business requirements and analyzing data sources from Excel /SQL Server for design, development, testing, and production rollover of reporting and analysis projects within Tableau Desktop.
  • Bench marks, model’s setup and benchmarks uploads using Market Data providers.
  • Bloomberg Fixed Income workflow setup, Data License configurations, Excel API and TSAPI (Trading system API) applications.
  • Manage data conversion stream of trading platform migration. Used Microsoft Project extensively.
  • Used SharePoint to manage documentation.
  • Configure Bloomberg data License security and pricing information.
  • Setup Data Governance policies, and metadata.
  • Projects & Support: Support Portfolio Order Management, Trading executions, Compliance, Matching Confirm/Affirm, Settlement Operations, Accounting, Investment Research, Performance & Analytics, Investment Reporting, Data Management, Investment Risk Management, Sub-Advisory Business, Mortgage Loan Management and Real Estate administration business functions.

Environment: ERWIN, Data modeling, Visual Studio, Microsoft SQL Server, SSAS, Visual Paradigm

Business Analyst

Confidential, Irvine, CA

  • Captured and analyzed requirements through interactions with stakeholders
  • Analyzed various components of client portfolio like equities, fixed income securities in capital markets to identify the attributes to in corporate in reports.
  • Conducted meetings and review of the documents such as BRD, FRD with the concerned teams.
  • Accumulated business requirements from various business users and translated into business requirements
  • Documented discussions, stored the requirements and tracked the changes maintaining
  • Created use case scenarios and documents work flow and business process with use case diagrams
  • Wrote SQL queries and assisted in mapping Data through different sources to process the data into the staging system
  • Developed data mapping for ETL process by analyzing the of logical & physical data model to create data mapping for ETL process
  • Read SQL for Data verification and Data Validation using SQL queries
  • Interpreted data from primary and secondary sources and provide ongoing reports
  • Performed data profiling, cleansing & selecting data using Excel and SQL
  • Defined and created the Test strategies and associated scripts for the verification and validation of all defined business requirements and associated functionality.
  • Reviewed and analyzed the Use cases and came up with System design and Test Plan Templates and developed test plans, test cases and test strategy.

Business Analyst

Confidential

  • Authored the Business Requirement (BRD), User Requirements, Functional Requirements (FRD)
  • Gathered requirements by working with the relationship managers, wealth managers and field agents.
  • Worked on Use Case diagrams in gathering requirements.
  • Well experienced technical and resourceful Tableau Developer in analyzing data and creating compelling visualizations to support business decision making. Possess strong training and presentation skills.
  • Hands-on with creating solution driven views and dashboards by developing different chart types including Bar, Stacked Bar, Line, Dual-axes, Heat Maps, Geo Maps, Symbol Maps, Pie Charts, Bar Charts, Tree Maps, Gantts, Circle Views, Line Charts, Area Charts, Scatter Plots, Bullet Graphs, and Histograms in Tableau Desktop versions 8.0, 8.1, 8.2 and 10.3.
  • Expertise in designing and creating various analytical reports and Dashboards to help users to identify critical KPIs.
  • Good knowledge in building dashboards using techniques for guided analytics, interactive dashboard design, and visual best practices to convey the story inside the data.
  • Created List, Cross Tab Reports with Quick Filters, Summarized Filters.
  • Experience in Marks, Action, Filters, Parameters, Cards, Publisher and Security.
  • Experience in Requirement gathering data analysis and created Derived Columns to fulfill the User Requirements and created Parameters to reports be more User friendly to End Users.
  • Formatting the Data by using Legends, Marks, Colors, Sizes, and Shapes.
  • Established Best Practices for Enterprise Tableau Environment and published dashboards on Tableau public.
  • Possess a very good knowledge in MySQL.
  • Thorough knowledge in the construction of SQL queries to retrieve data.
  • Good understanding on how relational databases work.

Environment: C#, Microsoft Project, Oracle, UNIX, MS Excel, MS Office Suite (Word, PowerPoint, Excel, Outlook), Visio.

Business/ Data Analyst

Confidential

  • Gathered requirements by working with the relationship managers, wealth managers and field agents.
  • Worked on Use Case diagrams in gathering requirements.
  • Well experienced technical and resourceful Tableau Developer in analyzing data and creating compelling visualizations to support business decision making. Possess strong training and presentation skills.
  • Hands-on with creating solution driven views and dashboards by developing different chart types including Bar, Stacked Bar, Line, Dual-axes, Heat Maps, Geo Maps, Symbol Maps, Pie Charts, Bar Charts, Tree Maps, Gantts, Circle Views, Line Charts, Area Charts, Scatter Plots, Bullet Graphs, and Histograms in Tableau Desktop versions 8.0, 8.1, 8.2 and 10.3.
  • Good knowledge in building dashboards using techniques for guided analytics, interactive dashboard design, and visual best practices to convey the story inside the data.
  • Worked very closely with data retrieval process using SQL. Mostly involved in retrieving data from the data base by writing the complex queries for analysis and reporting purposes.
  • Greatly involved in creating temp tables, views, joining multiple tables and data pulling from various tables using SQL.
  • Define and document customer business requirements, functions, and processes.
  • Capture, analyze, and document business and end user requirements. Document requirements, current status, and changes to existing configurations.
  • Create Use Case Documents, rules, and workflows. Strong experience in conducting UAT and documentation of test cases.
  • Normalization and De-Normalization of existing tables wherever needed, for faster query processing and created/Modified SQL Stored Procedures for the data loads.

Environment: Waterfall-Scrum Hybrid, MS SharePoint, JIRA, MS Visio 2010, Service Oriented Architecture.

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