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Principal Consultant Resume

New York, NY

AREAS OF EXPERTISE:

  • Capital Markets Market Data Electronic
  • Trading Project Management
  • Technology Implementation
  • Requirements Management
  • Data Analysis
  • Data Integration & Migration
  • Project Scope & Planning Solutions Delivery
  • Project Scheduling Resource
  • Allocation Issue
  • Resolution & Troubleshooting

PROFESSIONAL EXPERIENCE:

Confidential, New York, NY

Principal Consultant

Responsibilities:

  • Senior Business Analyst and Project Manager tasked with overseeing the implementation of Confidential ’s Aladdin for Confidential Wealth Management and Managed Advisory Program.
  • Responsibility includes, collecting and documenting business requirements (BRD), documenting of current and future state workflows, project plan creation and identifying risk and issues. I am also the Order Management and SME charged with identifying deficiencies and determining best course of action.
  • Manage the implementation of Confidential Aladdin
  • Responsible for creating and maintaining project documentation
  • Well versed in Waterfall and Agile Methodologies
  • Order Management SME

Confidential, Boston, MA

Project Manager

Responsibilities:

  • Lead Project Manager tasked with mapping out and executing the merger of Order Management Systems.
  • Bloomberg AIM SME, responsible for analysis and documenting current and future state environment for the consolidated trading environment.
  • Manage connections to liquidity platforms, counterparties and custodians.
  • As Lead PM, define the approach for implementation of key tools.
  • Coordinated full - lifecycle project management, spanning documentation, business requirements, workflow design and resource allocation.
  • Perform in depth data analysis to maintain DB consistency
  • Responsible for creating and maintaining project documentation
  • Bloomberg SME tasked with ensuring Traders and PM’s have optimum functionality on Bloomberg AIM Order Management System

Confidential, New York, New York

Senior Project Manager

Responsibilities:

  • Bloomberg AIM SME responsible for interfacing day to day with Traders and Portfolio Managers for all “ Confidential ” Bloomberg AIM functionality.
  • Implemented Bloomberg AIM platform and spearheaded data integration to facilitate data delivery to all consumers of Trade and Market Data.
  • Managed data uploads and downloads required for reporting. Bloomberg AIM admin entrusted with managing all users on Bloomberg AIM.
  • Ensuring proper permissioning, account access and trading functionality.
  • Manage all BAU activity to ensure trading and reporting functionality for all desks trading Equities, Fixed Income, Swaps, FX and Repo’s
  • Responsible for creating and updating project documentation
  • Manage Compliance 2 project to increase the scope of Compliance functionality on Bloomberg AIM

Confidential, New York, New York

Project Manager/Business Analyst

Responsibilities:

  • Coordinate requirements gathering to support implementation of Confidential ’s Aladdin, compiling data critical to custodian feed integration.
  • Conduct FTP delivery mechanism testing; address and resolve issues.
  • Supported Salesforce CRM implementation for the High Net Worth team by capturing future state workflows and overseeing integration of CRM with Outlook and the PBX system.
  • Ensured data quality and integrity during requirements capture and information gathering.
  • Successfully harmonized with the High Net Worth team to achieve implementation goals on schedule.

Confidential, New York, New York

Project Manager

Responsibilities:

  • Coordinated selection and implementation of business technologies for multiple capital markets projects, with authority over documentation of current and future state scenarios, on-time delivery, resources, budgets, and requirements gathering.
  • Administered Bloomberg AIM, TOMS, and market data feeds. Provided daily support for Confidential Aladdin.
  • Optimized reporting, confirm / affirm, and trade capture applications by integrating Bloomberg data.
  • Streamlined data governance through development of an automation solution.
  • Enabled alignment with Federal Reserve requirements by simplifying the reporting process for CCAR.

Confidential, Jersey City, New Jersey

Business Analyst

Responsibilities:

  • Orchestrated merger / integration between the Think or Swim Forex and Options platform with Confidential, with authority over documentation of all intraday and end-of-day position and transaction jobs on the Confidential network, and requirements redesign of the mobile application.
  • Supported delivery of a revitalized mobile application with home page enhancements, integrated news, and research.

Confidential, New York, New York

Senior Project Manager

Responsibilities:

  • Flawlessly integrated Confidential ’s price, position cash, and custom data into Bloomberg via a new process.
  • Strengthened data management by integrating market data feeds into the Confidential data warehouse.
  • Recognized as a subject matter expert entrusted with training new users on Bloomberg.
  • Simplified data delivery to all consumers of Bloomberg trade and market data by deploying the Bloomberg AIM platform and overseeing expanded use of the Gateway application.

Confidential

Business Analyst/Project Manager

Responsibilities:

  • Enhanced and overhauled workflows for trade processing to ensure appropriate handling of all security types and global regions, including equity, fixed income FX, swaps, and derivatives.
  • Improved utility of Bloomberg Gateway throughout the organization for higher efficiency in trade and market data processing, greater data integrity, and reliability by upgrading the application.
  • Elevated staff performance through in-depth training on Bloomberg products, including coaching project teams on Bloomberg processes.

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