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Project Manager, Business Analyst Resume

New, YorK

TECHNICAL SKILLS:

Office Applications: Excel, Word, Access, Power Point

Asset Liability Management: Profit Master (FKA BankMaster)

Project Management Applications: SharePoint, Microsoft Project, Visio, HP QC

Bond Analytics: Bond Edge, Intex Models, Bloomberg, LP Data, Trepp, ABSnet

Query Languages: Aginity workbench for Netezza, SQL, FOCUS

Automation Languages: VB4 / VB6, Excel VBA, ObjectPAL, PASCAL

Credit Risk: Moody’s, KMV, Standard & Poors, Dun & Bradstreet, Bloomberg

PROFESSIONAL EXPERIENCE:

Confidential, New York

Project Manager, Business Analyst

Responsibilities:

  • Created data elements inventory documentation for data office roadmap and for BI tool data model.
  • Identified measures metrics, and dimensions, as well as data owners, data sources, controls, and descriptions for each object in management reporting, business activities monitoring PowerPoint deck.
  • Scope spanning the enterprise across all business lines, and operational functions.
  • Complied aggregation of vendor scorecards results for ETL tools demos into PowerPoints results presentation.
  • Evaluated metrics comparison criteria across categories including functionality, performance, scalability, supported platforms, data quality, data profiling, fintech track record, and regulatory capabilities including OATs.
  • Performed KYC research and classification.
  • Created Visio visuals for Data Quality POC requirements document.

Confidential, Washington, DC

Business Analyst, Test Lead

Responsibilities:

  • Create user stories in for new tables, UI creation, and enhancements for the AMTM application. Utilize Corporate Data Dictionary to create table requests.
  • Advance user stories through the SDLC to reflect Kanban state. Conduct daily team stand - up meetings. Collaborate and communicate with business users, developers, and testers.
  • Prepare release and sprint project documentation for release cycles including Vision Statement, Agile Testing, and Stakeholder Features docs.
  • Create hierarchy mapping of epics, features, user stories, and test cases. Participate in Program Implementation Planning, Backlog Refinements, Design Sessions, and Team Huddles.
  • Test and document proprietary software user entitlements for MO Reporting Initiative. Document and map MO risk reports process from legacy and future state.
  • Led stakeholder meetings and document requirements for Treasury Accounting Future State. Map pricing curves from legacy and future state pricing application, and through SDLC. Work with UI Framework team to handle Framework user stories to meet requirements for UI behavior.
  • Test data transformation logic from SQL script vs. XML datasets. Map pricing curve collection UIs for legacy and future state, including OIS, LIBOR, Swaps Eurodollar, Fed Funds, Multifactor, and others from Portfolio Analytics, Bloomberg, and External Tick pricing sources.

Software: Rally, Toad, HP ALM, Excel, Visio, XML Spy, IBM Rational Doors, WinSCP

Confidential, New York

FICC OTC FRTB Business Analyst

Responsibilities:

  • Utilize SSRS Tool (RDV) as end-user to perform breaks assignments and investigations for various Systems of Record (SORs), for the purpose of systems migration to Quartz cross-asset market risk and Arctic retirement work to support the counterparty credit risk and the Global Risk and Treasury T&O, Liquidity Coverage Ratio projects.
  • Specifically, for the Credit Portfolio Management (CPM) and Basel II, Internal Models Methodology (IMM) data consumers. Basel III - Leverage Ratio reporting under FINMA / IHC / BCBS rule.
  • Prepare requirements to automate data quality metrics, charts, and graphs for management reporting 4-Blocker decks, track development progress, and QA testing of reports. Track and follow-up with DQ issues lists. Prepare 4-Blockers to meet weekly meetings.
  • Schedule kick-off meetings for 9 new SORs, including identifying SOR ownership contacts track deliverables. Update data-flow, and controls diagrams.
  • Compile and document requirements. Prepare Project plans, and management reporting project plans. Perform data analysis for break type investigations including trade population breaks, and ISDA Master Agreement ID breaks, using SQL, Excel, Data object browsers, edit and run python scripts.

Software: Microsoft SQL Server, Excel, MS Power Point, and Visio.

Confidential, New York

Vice President, Project Manager, and Business Analyst

Responsibilities:

  • Manage milestones, resolve issues and prepare reports on progress for prioritization on Basel 2.5 implementation. Design process improvements, reporting feature changes, and test for Dodd-Frank Section 943 RMBS repurchase reporting to SEC.
  • Prepare BRDs and data flow diagrams to build regulatory reporting data warehouse. Negotiate with project stakeholders, for data, resources, and timeframes.
  • Prepare power point presentations and data flow diagrams for Basel requirements for trading book. Products included mainly RMBS, CMBS, ABS, ABCDS.
  • Prepare decks and data flow diagrams for Basel 2.5 requirements for FRTB SZN, prepare menu of Basel 2.5 SSFA options for clients and for lunch-and-learns. Utilize data from securitization reference data warehouse including reference data from Intex, Loan Pricing, ABSNet, Trepp, Bloomberg Back Office.
  • Develop ABS Securities reference data feeds from SPEED to the Security Master Central master reference data base.
  • Initiate Legal Names data quality improvement project in coordination with Security Master Central and Account Master Central, the master account and customer party reference data source, and through their lead the AVOX member Firm party reference data source to contribute and verify party data attributes.
  • Performance Attribution: Measure and track capital and RWA and Capital savings by technology categories; data improvement, methodology improvement, rules implementation, and risk-approved overrides. Perform QA analysis, document QA procedures. Led training on QA and recon processes, DQA

Software: Microsoft SQL Server, Bloomberg, IntexDesktop, IntexCalc, ABSNet, HP Quality Center, Excel, MS Power Point, Visio, and Proprietary Basel applications, Aginity Workbench for Netezza.

Confidential, New York

Project Manager, Business Analyst

Responsibilities:

  • Financial Services Consultant - Provide consulting solutions to clients, including GSE client Confidential . Products included Single-Family, Multi-Family, guarantee products and Capital Markets.
  • Instruments included mortgage related loans and OTC bonds, OTC treasury bonds, deposits, OTC and Cleared Interest derivatives including swaps, listed options, swaptions, and mortgage OTC derivatives and OTC forward contracts.
  • Mortgage OTC bonds included MBS, CMBS, agency and private label securities.

Confidential, New York

Portfolio Surveillance Manager

Responsibilities:

  • Investment Advisory and Portfolio Management, Investment portfolio included alternative OTC bond asset classes including TALF ABS, RMBS, and CMBS.
  • Creation and maintenance of TALF ABS securities and pricing database, remittance and servicing reports credit database, historical ABS spreads database, and TALF CMBS database.
  • Create project specifications for marketing database. Gather macro-economic data, and create excel charts for investor presentations

Confidential, New York

Project Manager

Responsibilities:

  • Credit Risk Manage a range of Basel II projects to source data from business units to the Enterprise Counterparty Exposure Enterprise Database for ISG.
  • Scope of responsibility included QA, UAT, and BA roles information gathering, requirements, execution, and system testing.
  • Led Loan IQ Project to improve functionality of CEED feeds for Corporate Lending by expanding data attributes required for Basel II.
  • Worked with Loan IQ IT, Loan Controllers, and Credit Risk IT to complete Loan IQ feeds. Banking book vs. trading book loan classifications for capital calculations.
  • Led team to automate Basel II Warehouse Lending feed to CEED, on time and within budget.
  • Initiate project to improve counterparty reference data quality.
  • Improve Counterparty domicile data quality metrics. Source inventory data and develop related report to automate Treasury Controllers hedge accounting report, saving the firm monthly re-curing costs of $.5 million per year in monthly manual report production.
  • Market Risk Basel II Projects execution lead for ISG. Senior Manager, Asset Management Scope of responsibility included BA role of information gathering, and requirements. Projects included SMC data quality, metrics and cleanliness.

Software: Power Point, SharePoint, MS Project, Visio, Proprietary Morgan Stanly Counter Party Exposure Management Systems, and Commodities Trading and Risk systems for Oil and Gas.

Confidential, New York

Senior Analyst

Responsibilities:

  • Develop and maintain Focus data extracts required to port data from VAX system to BankMaster, the ALM PC software application.
  • Build BankMaster and VBA Macros to automate monthly and quarterly reporting processes. Work with the IT department towards source data improvements and develop solutions.
  • Work with the Controllers to ensure data reconciles to the official ledger. Senior Portfolio Transactions Analyst, OTC Structured Credit Swap, (from March 2000), Maintain bond and single name CDS transaction database and model integrity.
  • Loan Account Officer - Arbitrage CLO Warehousing Line, Develop and maintain all documentation on the account, and policies and procedures.

Software: Access, SQL, FOCUS, VBA, Moody’s, KMV, Standard & Poors, Dun & Bradstreet, Bloomberg, ProfitMaster

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