SUMMARY:

• As a Business Analyst / Project Manager, I bring 15+ years of work experience in IT industry, with last 10+ years working as a business analyst and project manager, defining and articulating product features and functionalities.
• My key area of expertise is Equity Portfolio Management systems / Clearance and Settlement, however I am confident I can apply my business analysis / project management skills to any domain.
• Coordinating with business stakeholders and external clients to prioritize enhancements and define product map
• Managed customer expectations by coordinating weekly meetings with primary dealers such as Confidential, Confidential, etc to ensure issues are resolved in timely manner
• Coordinating amongst multiple cross functional /cross organizational teams, not limited to BNYM internal teams, client testing teams, relationship managers, messaging team, file transfer teams, vendors like Broadridge and Sunuard
• Timely status reporting to senior management, client communication related to releases
• SME for system functionality in my role as a business analyst, gathering functional requirements from business stakeholders, documenting requirements, translating to technical requirements as needed
• I have passed all 3 levels of CFA exams. More information about the CFA program is available at I am studying towards PMP certification..

PROFESSIONAL EXPERIENCE:

Business Analyst / Project Manager

Confidential

• Worked as a business analyst supporting requirements for client migration as well as a Project manager to ensure all key aspects of client conversion are covered and no data was lost in translation
• Timely updates to senior management, with escalating for issues, as required.
• Coordinated with multiple primary dealers w.r.t testing, reference data / extract setups, resolving queries, etc to ensure successful migration to the newer system.
• Keeping track of issue lists for the primary dealers assigned to me.
• Coordinated with multiple cross functional teams(within BNYMellon as well as external vendors like Broadridge, Sunguard) to ensure client migration from the legacy Clearance system proceeds in a seamless manner.
• Singlehandedly supported conversion requirements for all modules
• Coordinated the successful delivery of the Bank’s recordkeeping reports, a module that was in the critical path for continued conversions consisting of 106 reports
• Worked as a business analyst on various modules of the clearing platform such as Clearance and Settlement, Asset Servicing, Cash flow management, Trust Receipts, etc - writing detailed use cases and functional diagrams.
• The biggest challenge was getting myself up to speed in a very short time frame and learning the ropes of Clearance and Settlement.

Business Analyst

Confidential

• Worked as a Business Analyst at Confidential supporting GMAG (Global Multi Asset group) team of users.
• Migrated business processes of GMAG from spreadsheets to thinkFolio - a vendor based Portfolio Management system that supports multi asset trading and sophisticated modeling capabilities
• Prior to ThinkFolio, GMAG users managed their portfolios on complex excel sheets with lot of manual processing that was very error-prone. I worked with the users to understand their work processes to ensure ThinkFolio will be able to support required functions. Prior to the users starting UAT, I conducted a very thorough recon test to ensure that thinkFolio portfolios closely represent the user accounts and any differences can be explained. Agile methodology was used in this project.

Project Manager

Confidential

• Database migration from Sybase 12 to Sybase 15
• Application server migration from Solaris to Linux
• All of the overnight jobs of Equities business within J.P.Morgan were utilizing a Sybase 12 database version. The project involved repointing some applications and all overnight jobs to a new server with Sybase 15 . There was very high emphasis on this project since any glitch during migration would have resulted in the systems not being ready for portfolio management the next day. We completed this migration without any issues in the overnight batch run and it has led to faster processing.
• This project involved migration of some applications and all of the overnight jobs of Equities from Solaris to Linux. I conducted meetings with all relevant teams such as Infrastructure, DBAs, application teams, application support, QA, etc to ensure that the new infrastructure was set up as required and we could proceed with a phase migration approach.

Project Manager / Business Analyst

Confidential

• Confidential Holding L.P. ( Confidential ) is an investment firm that provides research, diversified investment management and related services globally to a range of clients. The Company's clients include institutional clients, retail clients, private clients, institutional investors and issuers of publicly-traded securities. The Company also provides distribution, shareholder servicing and administrative services to its sponsored mutual funds. Confidential offers a range of investment products and services to its clients. The Company serves clients in global markets through operations in 46 cities in 23 countries
• I worked on several projects as a Business Analyst and Project Manager. The most challenging projects are as below -

Developer

Confidential

• Meeting with business stakeholders
• Requirement gathering and documentation
• Liaison with development team
• Developing test cases
• UAT Planning and coordination
• SQL querying
• Creating Project Plans
• Coordination with various project teams
• Tracking progress of the project
• Identifying risks
• Project Release
• Six Sigma Green Belt Certified
• Passed all 3 CFA exams
• PGDST from National Centre for Software Technology(NCST) India

TECHNICAL SKILLS:

Languages & Tools: ASP, Crystal Reports, Netegrity Siteminder, SUN LDAP, Visual-Interdev, Kronos, Macromedia Dreamweaver, ASP.Net, HTML, DHTML, JavaScript, VBScript, C, C++, UML

Databases: MS SQL, MSAccess, Oracle

Operating Systems: WINDOWS NT, UNIX, MS DOS

Miscellaneous: Kronos, FMC Pages, IIS server,.NET Framework, Object Oriented Analysis Concepts.