SELF SUMMARY:

• Financial services and IT professional dedicated to driving technology - based projects related to
• Confidential management & trading, quantitative finance & risk analysis, investment Confidential analysis, and business intelligence.

SKILLS

Subject Areas: Financial Services, Quantitative Investment Risk Analysis, Returns-based Style Analysis, Asset Allocation, Business Analysis, Portfolio Management, Securities Trading, OMS/IMS Trading Systems, Operations, Automation, Agile Software Development, Scrum

Software/Systems: Tableau, SQL Databases, MS Office, IT Networking, Web Service API’s, Charles River IMS

Programming: SQL, R, Python

PROFESSIONAL EXPERIENCE

Confidential, Boston, MA

Consultant Project Manager & Senior Business Analyst

Responsibilities:

• Work extensively with all lines of business to analyze business problems and opportunities, business requirements, and recommend IT solutions.
• Responsible for acting as a team leader, providing project and design leadership.
• Direct both employees and consultants on an as needed basis.
• Develop and define business requirements for complex financial processes. Define project plans and testing activities related to these projects.
• Provide regular project status reports to business area and IT management.
• Act as the business expert inside the IT group and assist the development area to translate business requirements into technical designs.
• Led the establishment of standards for project administration and documentation within Asset Management Operations (AMO).
• Drove structure, use, and adoption of Atlassian Confluence and Jira for project documentation and administration.
• Built-out structure and initial content of central data dictionary and inter-systems data mappings documentation.
• Defined field naming conventions and XSD-based messaging standards.
• Established formal sign-off procedures.
• Reverse-engineered complex batch processes, documenting the logic of a vast set of shell scripts and SQL stored procedures.
• Analyzed, diagrammed, and documented intricate model for the communication of securities data across data vendor, accounting, enterprise data management, order management, reporting, and other systems. Analyzed and documented batch cycle timings and dependencies.
• Generated requirements for future-state, EDM-based systems architecture. support of migration across order management and accounting systems, developed and executed plans to ensure the future state availability, accuracy, and timeliness of all data necessary to support the Confidential management and implementation teams.
• Mapped and built advanced SQL queries and views to extract, compare, and enable streamlined reconciliation of accounts, positions, and securities data between Confidential OMS and Charles River IMS databases. Developed scripts to enrich Charles River data and port order data across systems in support of workflow development efforts and the eventual promotion of changes to production.

Confidential, Boston, MA

Senior Business Systems Analyst / Projects & Technology Lead

Responsibilities:

• Led and managed all technology-based projects for the Confidential Research & Consulting Group (PRCG), a quantitative investment Confidential research team offering consulting services to investment professional clients.
• Acted as information technology subject matter expert for PRCG and as liaison among PRCG, internal Development & IT, and external development and technology vendors.
• Mapped-out and maintained the strategic roadmap for technology platform & tied all initiatives into it.
• Acted as product owner for all custom-built software applications and reporting.
• Built software & reporting prototypes and short to medium-term production solutions as needed.
• Ran point on vendor negotiations for PRC back-end data solutions, the review of PRC vendor contracts from the IT perspective, and vendor software administration.
• Developed technical competencies within the team with regard to systems, databases, software applications, and programming languages as appropriate.

Confidential

Responsibilities:

• Served as product owner on a $1.5m+ project to develop a proprietary, self-serve Confidential analysis and simulation tool to be used by a hand-picked set of key clients.
• This portal incorporates multiple sophisticated financial exposure, risk, and return break-downs and analyses. In 2016, it was awarded ‘ Confidential management initiative over the last 12 months’ at Continued to act as product owner and project lead through the portal’s Confidential, including the development and deployment of version 2.
• Ran lead on a joint project with one of our asset manager affiliate firms to develop and deploy a fully custom Confidential implementation of the concept behind their own historical investment regime analysis tool.
• Defined requirements for and partnered with development to rollout and test an ever-growing suite of statistical calculation web services addressing everything from returns-based betas & exposures to risk & return contributions to benchmark-relative statistics.
• Devised and developed, in partnership with development, a new calculation and reporting framework to analyze clients’ Confidential models and robustly benchmark them against their peers. This framework utilizes Tableau as the front-end, R as the middle-tier, and a combination of R and java-based models for on-the-fly computations.
• This reporting includes risk factor (beta) analysis, returns-based style analysis, holdings-based exposures, fund & security-level statistics, and risk & return benchmarking.
• Devised and developed the comprehensive architecture for an integrated system allowing for the systematic analysis of aggregate, proprietary investment Confidential data.
• Single-handedly developed production-level business intelligence reports using a combination of SQL, Excel, and Tableau.
• These reports in corporate multiple analyses into investment trends with respect to asset allocation, exposures, and sources of risk and returns across timeframes.
• Worked collaboratively with our internal development group and led the initiative to build and deploy an internal security master with reference and returns data on comprehensive universes of funds, market indexes, equities, and separate accounts.
• Single-handedly developed a production prototype capable of drawing upon separate transactions history and PRCG activity databases to construct aggregate-level analysis of client purchase behavior prior to and following their introduction to PRCG.
• Contrived and partnered with our internal development group to build a fully integrated system and software topology allowing for the seamless exchange of proprietary data, report files, and administrative data among internal and external databases and applications.
• Developed, kick-started, and conducted a semi-formal, internal Tableau training program for the broader analyst group.
• Have and continue to develop varying competencies within the team in systems, databases, and R.
• Mentor junior analysts as appropriate in fundamental career skills such as prioritization, time allocation, project management, and taking initiative.
• Developed a closer partnership with the project management office than existed before to focus on core competencies while keeping projects on track.
• Continue to develop a closer partnership with the development team.
• This closer relationship with application development continues to grow in importance on further development of custom models and software solutions.

Confidential Burlington, MA

Business Systems Analyst / Operations Lead

Responsibilities:

• Led operations readiness planning for a project team formed to build - out a new, managed service offering.
• Determined, prioritized, and scheduled operational requirements for go-live.
• Created and maintained Operations project plans.
• Planned, diagramed, and implemented operational processes to support a 24-7 highly available service.
• Engineered requirements for, planned, diagramed, and implemented a highly available technical infrastructure designed to meet stringent customer SLA and encryption requirements.
• Gathered requirements for, designed, and implemented new tools and customizations to allow the Data Service to offer additional value in response to client demands.
• Identified, designed, and implemented tools and procedures to increase operational efficiency and reduce operational risks.
• Designed and implemented automated solutions to carry out regular batch processing.
• Architected, implemented, and oversaw change management procedures and our disaster readiness solution.
• Anticipated and implemented processes to ensure readiness to deal with potential technical and supply-related problems.
• Worked with developers to architect technical solutions to business and operations-related needs

Confidential,New York, NY

Business Consultant

Responsibilities:

• Managed the accounts of 10 hedge funds in New York City with AUM collectively totaling more than $10 billion.
• Acted as liaison for my clients and drove the operations of the company, assigning and managing tasks.
• Worked closely both on-site and over the phone with traders,
• Confidential ’s, Confidential managers, and compliance officers to support their operations, develop client-specific workflows and practices, and train users.
• Interfaced internally with systems admin, interface setup, FIX support, and product management groups.
• Implemented customizations to accommodate client-specific needs and business tactics.1 1