OBJECTIVE

To work at a position and with an organization that can provide me with opportunities to utilize my knowledge and skills to their fullest and challenges to enhance them further.

KEY SKILLS - PROFESSIONAL

• Worked over thirteen years with Asset Management, Insurance, institutional/Retail and Wholesale financial companies.
• Experienced Business/System analyst with knowledge of various facets of financial services systems including systems of investment and commercial banking, Insurance and Assets Management services.
• Sound knowledge on financial and accounting applications/CRM systems such as Portia, PMAS, IDEE, Dacalog, Astra, iAvenue, SAP, SAP BW,BOE etc.
• Strong knowledge on financial products i. e Equity, Real estate, Insurance, Fixed income, Time Deposit, Cash, Bonds, mutual fund etc. .
• Strong knowledge on Product hierarchy and Data warehouse EDW product mapping.
• Advanced knowledge on Excel Pivot tables and Excel macros.
• Equity and fixed income reconciliation officer and Cash Manager at Citigroup.
• Worked closely with Portfolio managers at 7WTC trading floor.
• Experienced SR. Associate at Citigroup Asset Management.
• Reconciliation Officer 7WTC Citibank, SSMB.
• Cash Manager Citigroup Client Services, Salomon Brothers and Smith Barney.
• Skilled in consultation with various business units/departments including Trade Support, Product Development, Sales, Marketing, Client Relation, Finance, RFP/RFI and other Consultant Teams.
• Full knowledge for Client Services/Relations business unit being a user and Sr. BA to meet with Sr. Management for business requirements for project management purposes.
• Data warehouse expert with data integration projects such as Product mapping to CRM for Sr. mgmt. reporting and system data integration to connect prospects with clients for several business unit's needs.
• CRM to the next level of technology expert for ipad, Blackberry, Web version, Outlook marketing campaign citrix and xen-desktop environments.
• Experience with office 365 migration and Cheetah mail marketing responses integration with CRM systems.
• Team leader to create, prioritize, manage and release SDLC projects.
• Strong knowledge on Change control management QUARK,PAMS, HPQC to keep track of changes end to end for audit purposes.
• Expert in BRD, SRD, FR, DR, documentation using existing templates word, Visio, PPT and in creating new ones.
• Expert QA analyst for IT and business testing and responsible for project business sign offs.
• Experienced in generating business, system architecture and IT system integration flow diagrams Visio or PPT
• Write and execute test scripts in change control management systems.
• Coordinator business signoffs, test evidence PGL. QA, DEV and PROD to complete the project.
• Expert troubleshooting defects reported via Change Control Management systems.
• Expert Data analyst for various business units to generate AUM and Sr. Mgmt. Reporting/Dashboards.
• Strong business knowledge and expert query tool report writer, Dashboard expert and application support for Sales, Marketing, Client Services, Product Development, RFP, Operations, and Trade Support units.
• Sound knowledge on SQL plus, Query tool to extract data and generate business reports.
• Work between IT Developers, Business groups and third part vendor to enhance and manage applications/Data.
• Experienced Citrix BA with successful rollout of CRM windows and web client for global users and user training master.
• Sound knowledge of Citrix usage on ipad for Sales. Client services, Product Development, RFI/RFP and marketing business units.
• Experienced in Xen-Desktop zen/ VDI images roll out on global locations.
• Xen-Desktop rollout coordinator between All Business units and infrastructure team at PineBridge investments.
• Sharepoint coordinator to design, establish and maintain documentations per business need.
• One on one and group discussion with business groups to analyze business requirements and to review specifications.
• Meet with Sr. Management to determine project priorities and SDLC deliverables.
• Translate business requirements to Developers, IT and infrastructure teams via documentation, workflow charts and meetings.
• Provide third party vendor solution to business for enhancements and advance features technology vise.
• Client on boarding forms inventor in CRM and Data warehouse integration analyzer.
• Generate, maintain and train users on Query tool reporting for Sales, CS, CR, Marketing, RFP, Product Dev, Finance and Consultant business units.
• Expert query tool report writer, responsible to help building and maintaining Pipeline reports for Sr. Management per business groups and product Asset Class.
• Blackberry, Apresta, ipad application support and upgrades.
• Converted windows base CRM to web based and more advance technology intuitive.
• Network, Domain, SharePoint migration knowledge.
• Team player with sharp people management skills.
• Ability to handle multiple tasks to deliver targets and meet deadlines.
• Strong Communication Skills both verbal and written.

KEY SKILLS FINANCIAL SYSTEMS

• Experienced working with Portfolio Managers 7WTC, broker dealing and trade settlement.
• Sound knowledge along with practical experience on AUM, revenues, analyzed revenue, calculation of interest etc.
• Involved in Sr.MGMT discussions for Data integration between CRM and Data warehouse EDW for AUM reporting and client onboarding projects.
• Reconcile Daily Net Asset Values, Cash available, gain, losses, financial statements for clients, trade monitoring and over/under investment experienced.
• New product launch, expiration and system automation to align financial reporting for Tax, AUM and prospect pipeline reports for all business units.
• Successfully rolled out iAvenue CRM Saratoga CDC software product Rich and Thin both on Citrix environment as well as on xen-desktop.
• Experienced Application Manager/Administrator for Saratoga Systems iAvenue CRM Rich and Thin Client.
• Marketing responses integration with CRM to generate useful prospect reports to increase sales.
• Fully involved in Data warehouse projects to feed CRM with data required for reporting purposes across all business units within the organization.
• Experienced business Analyst to help designing CRM, Warehouse EDW and support including BlackBerry, ipad Reports and Screens.
• Strong understanding of business groups of Sales, marketing, RFP, Client Services, Product Development, operations and Trade support.
• Meet with third party vendor to find business applications/CRM solutions PAMS/RFP, Marketing Library, SharePoint, CRMs expert .
• Experienced gathering Business Requirements for reporting and system/data warehouse enhancements, Keep track of project dates deliverables and change implementation.
• Translate business to developers to implement business required changes to standard dashboards/Reports and system/Applications.
• Experienced with testing environment and Change Control Process systems.
• Manage and prioritize project per business demands and implement the change/enhancement in given timeframe..
• Successfully rolled out upgraded windows vs web applications globally.
• Experienced in providing training to users locally as well as overseas, including training for the DB knowledge, reports, query tools for users of Hong Kong, Dublin and Japan.

ipad Beta CRM testing/implementation for Sales, Client services and Marketing Teams.

Worked closely with IT for network, SharePoint, Domain and outlook migration.

PROFESSIONAL EXPERIENCE

Confidential

• Manage Saratoga Aptean CRM projects SDLC with the responsibility of product support and development.
• Meet with Sr. Management to discover new business workflow/processes and document them using Visio diagrams or PPT presentations.
• Change control management system HPQC expert to keep track of the projects, defects, releases, test cases and PGL implementations.
• Manage releases, projects in HPQC. Generate test cases for IT and business units work with business to run test cases in HPQC. Test release in QA test environment for IT and business both.
• Full project development Lifecycle experience with Business Detail Requirement documentation for Analyse, Design, Development, Test and production phases.
• Build workflow diagrams, structure in Visio and propose best solution to IT according to business needs.
• Meet with HPQC, IT and business teams to align the process for ongoing release cycle.
• Expert SQL Plus for any DB investigation and necessary trouble shooting.
• Expert in building forms per business needs and automate them for marketing purposes.
• Expert user guide writer and provide training to users for new releases and on existing system functionalities.
• Fully involved in Data integration enhancements/developments.
• Sound knowledge of CRM and Microsoft integration to use the CRM more productively..

Confidential

Business Analyst

• Has been associated with PineBridge as Business Analyst since December 2009, and entrusted with the following key responsibilities and gained the following achievements:
• To work closely with business in Sales, Marketing, Client Services, Finance and Business Development Groups.
• To meet the business needs, configure the complex business logic using iAvenue Schema rules. Full in depth experience knowledge on iAvenue Schema, User Admin, Screen Wizard, Update Center utilities.
• Document Project time line, monitor project progress. Manage change control process within company policies.
• Translated business to the system developer for end results for user-friendly tools.
• Write test scripts and coordinate with users for final sign offs.
• Write user guides for each business unit for global training purposes.
• Monitor Data synchronization for global offline, mobile and BB users.
• Created a number of Blackberries iAvenue read/ write interfaces for Sales and Marketing teams to enable sales team to edit, add note, contact or use any other financial data using iAvenue Blackberry.
• To monitor Hong, Kong, Japan and Dublin IL servers for Data Synchronization with Central Data Base NY servers.
• Generated reports/charts and provided training to 350 users for Query tools and CRM system for all financial groups based on their respective needs.
• Create training materials for users per business groups and finalize their CRM dashboards per Region or Strategies.
• Ipad beta tester for Saratoga CRM web version of the product.
• Full understanding for Ipad reports, dashboards, system data integration, global searches, contacts, activities.
• Blackberry apresta expert to design screens, reports, query tool expert per business group needs.
• Played Key/leadership role in Citrix Xen-Desktop, Thin Client application implementation roll out for global users.
• Tested Thin Client/ Xen in QA, verified by business groups in PGL in Prod and managed release in Change Control management system throughout the PLC.
• Application support for RFP team RFP machine/RFP Express, PMAPS , Marketing Style advisor, SharePoint and Marketing library .
• MS office integration with CRM specially outlook calendar, inbox and contact activities archiving

Confidential

Business Analyst

• Had been associated with AIG as Business Analyst from October 2008 to December 2009, and gained:
• Experience for providing support for iAvenue CRM institutional and business development groups.
• Experience of responsibility for all Business Reports and administration needs.
• Experience of responsibility for replication between central database and remote users, configuring reports, providing training to sales and Business Development teams.
• Experience building reports for Blackberry users and help developers to design screens per user' needs.

Confidential

Insurance Underwriter

• Had been associated with Hereford Insurance Company as Insurance Underwriter from October 2005 to December, 2006, and gained:
• Experience of working in fully professional TL C insurance company environment.
• Experience of ensure clients satisfaction, and providing them alternatives to avail the benefit of reduce insurance premium.
• Experience to underwrite the DMV search documentations delineating details for customer's driving records.
• Experience of vehicle inspection and quotation of insurance limit maintenance and upgrading the computers and their network.
• Experience of compilation and updation of the Database System via web Moreover a user of AS-400.

Confidential

Cash Manager

• Had been associated with Citigroup Asset Management as Cash Manager from 1998 to 2003 and gained the following experiences:
• Reconciliation officer for Assets and Cash for global clients within the organization.
• Cash management for Bahrain, RCN, Bermuda and many other clients on international level.
• Monitoring of trading and settlement of trades with brokers.
• Notification to Portfolio Mangers for available cash for investment.
• Responsibility to complete sales group performance reporting needs and replication of Trades distribution for Global Asset Management and the Sales and Marketing teams between London and New York.
• Hand-on experience of using Bloomberg, Portia, Portfolio Management Accounting System, Astra, Staars etc.
• Worked within Trade Support, Operations, Fixed income, Client Services and equity business units.