SUMMARY

• Project Manager, Senior Business Analyst, Data Analyst, Agile Scrum Master Product Owner with diverse experience in Risk Management, Asset Management, Front - Office (Trade desk), and Middle Office. Deep understanding of financial products, risk management, and stress framework and have hands-on experience in Credit/Market Risk, Risk Analytics.
• In addition to my solid understanding of financial products, risk management, and the stress framework, I also have hands-on experience in Credit Risk, Market Risk, Risk Analytics, P&L, VaR, CVaR, CVA, FVA, CCAR, and RWA. Extensively worked with Business users, third-party vendors, and technology partners. Excellent data analysis skill and proficient in SQL, Python, Excel and MS Access.

TECHNICAL SKILLS

• Agile
• Waterfall
• Cognos
• Tableau
• Oracle
• SQL Server
• Python
• MS Office
• MS Visio
• MS Project
• Perfrom
• Yield Book
• Credit Scope
• Informatica
• CONTROL-M
• Autosys
• Requisite Pro
• ClearQuest
• QTP
• JIRA
• Bloomgberg iLite

PROFESSIONAL EXPERIENCE

Confidential, Weehawken, NJ

Project Manager/Senior Business Analyst

Responsibilities:

• Project Manager/Senior Business Analyst (Product Owner/Scrum Master), Identity and Access Management
• Access Governance manages users' access to the Wealth Management (WM) platforms across UBS and technology partner Broadridge.
• The MAC (Master Access Control) platform is a golden source for all WM end-users and home and field users. The system automates the management of user access throughout the user's lifecycle.
• As a product owner, lead, define and execute product roadmap supporting the access management business, focusing on driving efficiency and flexibility.
• Worked in agile delivery, creating user stories, requirements, and Jira user stories to support the creation of new functionalities and change management for existing products.
• Engage stakeholders in developing, reviewing, and managing the Product Backlog.
• For the reference data initiatives, lead the efforts in analyzing and documenting requirements, data modeling, data analysis, user interface design, and coming up with solutions for a wide range of reference data projects.
• Communicate the program status, timeline views, risks, issues, decision needs, and budget forecast to the WMAP, Securities, and Broadridge-IDM Program managers.
• Conduct peer reviews with all stakeholders to meet the business and system objectives.
• Provide support for WMAP testing programs for Gen5, Gen6, SIT, UAT, TDR, and DRs from a MAC perspective.
• Work closely with UBS implementation partner Broadridge for the IT enhancements' prioritization and implementation.
• Proactively organize meetings and workshops to discuss items of work and/or resolve issues and represent the team.
• Liaise with key stakeholders across different teams to ensure smooth implementation delivery.
• Assume responsibility and drive ownership for resolution; escalates issues, raise risks, and formulate mitigation strategies and action plans.
• Weekly reporting to senior management and the project/program steering committee to communicate the project's health in terms of budget, delivery, scope, and tasks, including forecasts, estimates, risks/issues, current progress, overall project high-level milestones, completed significant tasks, and important upcoming events.
• Managed a team of three business analysts, two functional test analysts.

Confidential, New York, NY

Senior Business Analyst/Project Manager

Responsibilities:

• During my tenure at Confidential, I worked on various projects, including implementing automation of different quantitative models for Credit and Counterparty risk models such as LGD, Ratings, and Capital to meet regulatory requirements, optimize the Firm’s risk exposures and increase profits. On-board various Confidential Wealth Management loans such as LAL (Liquidity Access Line),
• ECL, CML, Resi Mortgage, Wholesale loans, etc., for Internal reporting, Regulatory reporting, Stress testing/BAU stress testing, and
• RWA calculation. Systematize firm-wide limit monitoring process and workflow, providing controls around limiting excess generation and identifying excess aging and remediation actions.
• Organize and facilitate the sprint planning meeting, daily scrum meeting, and product demo meetings.
• Maintain project status, bottlenecks, and issues and communicate the sprint’s progress to stakeholders and the business/IT leadership weekly.
• Implemented solutions to source data directly from third-party data providers such as Bloomberg and IDC in the risk systems for stress calculations.
• Create, review, and manage the Product Backlog through stakeholder engagement.
• Prioritize the product backlogs by working closely with multiple groups of product owners to make sure the deliverables are ready for the next sprints.
• In the prioritized product backlog, state the business requirements for the product and define the requirements clearly.
• Determine viability and ensure that deliverables meet quality standards.
• Defining the minimum "Definition of Done" criteria for sprints and acceptance criteria for each user story.
• Provides facilitation for the development of acceptance criteria for "user stories."
• During the Sprint review session, review and validate deliverables.
• Create, review, and manage the book of work (BAU and other enhancements) through stakeholder engagement.
• Proactively pursue bottlenecks with a focus on accomplishing planned items.
• Hold status calls every two weeks with the rest of the IT team to keep track of the status of all Credit IT projects.
• Assisting cross-functional teams in understanding scrum processes and practices through coaching and mentoring.
• Conduct retrospective meetings to reflect on the most recent sprint and identify improvement areas.
• Report to senior management on the progress of projects, issues, and remediations of projects.
• Maintain and communicate model inventory to capture changes and enhancements related to existing models.
• Assume responsibility and drive ownership for resolution; escalates issues, raise risks, and formulate mitigation strategies and action plans.
• Provide support to the Audit team by furnishing explanations and evidence on various queries.
• Managed a team of three business analysts and one functional tester.

Confidential, New York, NY

Project Manager/ Business Analyst

Responsibilities:

• Independently managed Muni trade desk IT operations and was a critical player on the Fixed Income Front Office Technology team, primarily managing the development and support of critical front office fixed income operations and analytics framework. Complete ownership of the external and internal applications from the IT-BA/PM perspective and drive the technology needs for the Muni Trading Desk of JP Morgan.
• Independently managed JP Morgan’s Muni trade desk IT projects by collaborating with senior members of the Muni trade desk, Quant modeling team, and IT teams.
• Daily tasks include planning and implementing updated item lists (BAU and enhancements), creating a work breakdown structure, deliverables and milestones, deadlines, communication with respective stakeholders, and working with assigned resources for effective solution/delivery based on sensitivity and priority.
• Worked with external vendors, such as Bloomberg, Merritt, ICE Data Services, etc., for the data feed requirements to support the desk’s operations and analytics engines.
• Managed a team of two business analysts.
• Country Risk
• Implemented Country Risk stress framework that includes Exposure calculations, Shock/Stress calculators, CVA, DVA, and FVA implementation by collaborating with cross-functional teams, including Quant, Credit Risk, and Market Risk teams.
• Worked with the CALC team for implementation, prepared test plans, performed testing, and developed a framework for Credit/Country Risk specific shock/stress calculators.

Confidential, Warren, NJ

Senior Business Analyst/Project Manager

Responsibilities:

• Interact with a broad spectrum of team members, including business stakeholders, business analysts, architects, application developers, and the Software Validation team - both on-site and off-shore.
• Performing various tasks relating to Requirements gathering and analysis using appropriate techniques and documents.
• Ensure that requirements from business stakeholders for developing new products/modules or enhancements to existing products are appropriately analyzed, documented, and communicated to technology.
• Map the data from different product processors to the strategic platform OPTIMA for the data migration activities.

Confidential, New York, NY

Senior Business Analyst

Responsibilities:

• Worked on multiple financial instruments related to Commodities, including power, gas, and metals, from different systems integrations.
• Trade reconciliation includes Trade populations, MTM exposure, Counterparty, and Notional reconciliation for BASEL regulatory requirements, using SQL/ Excel
• Worked with Front Office Source systems and Middle office (Valuation Engine) for data feed requirements, created data mapping documents, and Reviewed data loaded into the Data Warehouse for accuracy.
• Analyze trading and settlement data from various client sources: front-end trading systems and historical databases.
• Reconcile source data to different Exchanges, Broker, bank reports, and invoices.
• Built and refined models to optimize business decisions and identify and implement process improvement and cost reduction ideas.