SUMMARY:

• Highly experienced Program and Project Manager with proven track - record of delivering complex IT solutions to Financial Industry.
• Extensive background in investment strategy, multi-asset portfolio management and fundamental research with specific focus on dashboard/portal implementations, performance and risk monitoring, managing and reporting.
• Strength in analyzing industries and individual companies from both macro and micro perspective with accent on technological differentiation factors.
• Strong analytical and presentation skills.

SKILL HIGHLIGHTS:

• Leadership communications skills Business Operations Organization
• Market Research and Analysis Financial Modeling and Budgeting
• Business Development and Service Expansion Operating Model Optimization

PROFESSIONAL EXPERIENCE:

Confidential

Program Manager

Responsibilities:

• Managed deliverables required by the Confidential & Confidential regulatory commitments inclusive of status reporting, issue tracking and management and change control oversight.
• Partnered with business and technology stakeholders to develop the framework as well as in identifying issues specific to their individual organizations and then gaining buy-in for the proposed solution.
• Developed project communication plan for all stages of SDLC.
• Improved collaboration among project teams to improve efficiency and facilitate timely delivery.
• Managed off-shore and onsite multi-vendor project engagements.
• Established change management processes.

Program Manager

Confidential

Responsibilities:

• Managed delivery of next gen of predictive models for Trade and communication surveillance.
• Oversaw development of dashboard prototypes to analyze exposure, performance, performance attribution and frame business scenarios. Ensured data synchronization and validation with Security and Reference Master.
• Partnered with stakeholders from compliance and infrastructure functions to ensure information compliance with the regulatory and security policies, including BSA, Volker Rule, OFAC

Confidential

Project Manager

Responsibilities:

• Managed development of investment research portal, providing a web-based platform for fundamental research coverage of equities, fixed-income, currencies, and economic research.
• Incorporated automatic market and static data feeds from key market data sources such as major exchanges and Bloomberg.
• Implemented rule-based analytics engine to compute and integrate wide-array of financial ratios, metrics and parameters used in fundamental research.
• Created robust mechanism for product storage, work flow, publishing and distribution to clients via email and company’s portal through subscription management.

Project Manager

Confidential

Responsibilities:

• Identification, development, and maintenance of business development strategy for Derivatives Clearing and Equities Margin customers.
• Prioritized book of work, tracked completion of requirements, guaranteed understanding of project objectives, coordinated verification and sign-offs with project stakeholders.
• Negotiated and defined release scopes with stakeholders.
• Providing required resources and budgets estimates.
• Managed relationships with multiple third party vendors.

Project Manager

Confidential

Responsibilities:

• Co-lead architecture and design phase of fixed income, equity and counterparty risk initiative.
• Identified information needs of sales, marketing, compliance and other users of performance - includes defining, developing and producing performance and analytical reporting in accordance with GIPS guidelines.
• Defined business workflows to support the integration into the performance calculation process for multi-asset classes including Equities, Fixed Income, Futures, Options, FX, Commodities and Interest Rate Swaps.
• Oversaw prototyping and development of daily risk reporting and VaR calculation engine.

Business Analyst

Confidential

Responsibilities:

• Business Application support and Project Management for Straight Through Trade Processing (STP).
• Analyzed and documented business requirements for trade aggregation, enrichment and validation.
• Created Business Requirements Documentation (BRD) for Migration Status Tracking Application ( Confidential )
• Owned UAT and PVT test planning (creation of test cases and scripts), preparation, and execution for each Confidential release including steps for data validation for Rates and FX asset classes.
• Generated analysis for high-yield and loans research platforms.

Director

Confidential

Responsibilities:

• Launched and fully setup company’s operations in Singapore to serve multinational clients’ needs, including Operations, HR, Accounting and Finance.
• Created a financial / business model to forecast cost and savings associated with resource reallocation (from onsite to offshore) and project planning timelines.

Confidential, New York, NY

Buy-Side Equity Research / Deputy Portfolio Manager

Responsibilities:

• Provide research of technology and telecom sectors (company analysis, financial modeling, earnings forecasts, equity valuations) to mutual fund and institutional money managers.
• Generate investment ideas and assist in portfolio management of large and mid cap growth mutual funds.
• Optimum stock selection & sector allocation lead to benchmark annual out-performance of 200 bps on average
• Co-manage small-cap pilot fund, which outperformed Confidential NA Small Cap by 500 bps since inception.

Confidential, New York, NY

Equity Research, Senior Sell-Side Analyst

Responsibilities:

• Lead equity research coverage of enterprise networking sector, including Extreme Networks, Foundry Networks, Enterasys / Cabletron and Lantronix. Co-covered Cisco Systems.
• Published company analysis, financial models, earnings forecasts, and investment recommendations.
• Prepared research coverage of Communications Software (Amdocs, Convergys, CSG Systems, etc.)

Equity Research, Associate Sell-Side Analyst

Confidential

Responsibilities:

• Analyzed large cap telecommunications equipment companies.
• Developed market-wide forecast as well as company-specific revenue and earnings models.
• Prepared written company reports and First Call notes.

Confidential

Network Engineering Manager

Responsibilities:

• Managed teams of consultants and internal staff on various design and implementation projects.
• Conducted cost effectiveness and feasibility studies to justify capital investments into IP multicast technology.
• Evaluated capabilities and services offered by Tier-1 ISPs. Negotiated SLAs, pricing tariffs and contracts.

Confidential, New York, NY

Network Architect

Responsibilities:

• Formulated corporate LAN Switching and WAN Routing Architecture and Standards.
• Planned and designed multi-tier global router network utilizing BGP-4 and OSPF routing protocols.
• Constructed business case studies of converting legacy X.25 and SNA environments to TCP/IP technologies.

Program Manager

Confidential

Responsibilities:

• Facilitated implementation of corporate WAN and roll-out of networking services to Confidential corp businesses.
• Managed planning, budgeting, execution and testing of large technology infrastructure projects.

Project Manager

Confidential

Responsibilities:

• Coordinated engineering activities with operational support for Confidential corp Confidential region.
• Designed process of transitioning of new technologies from engineering to operations in the region.

Confidential, White Plains, NY

Telecommunications Analyst / Network Engineer

Responsibilities:

• Analyzed and optimized data traffic patterns on Confidential internal communications networks.
• Developed expert knowledge-based network management systems for multi-vendor environment.