Project Manager Resume

PROFESSIONAL EXPERIENCE

Confidential, Brunswick, NJ
Project Manager, Product Development & Analytics 12/09 - Current
Conduct original research and strategic analysis in support of flagship index families and new product launches, with a primary responsibility for core index families (Dividends, Sustainability, and Islamic) as well as business process improvement initiatives.

Highlight the investment thesis and competitive positioning of core existing products and product extensions through custom qualitative and quantitative analysis
Research market and industry trends, identify market needs and recommend new product development opportunities
Build original models to analyze portfolio component characteristics, interpret the results, and design reports to summarize findings for institutional clients (e.g. a suite of original dividend reports for the Dow Jones Averages and Dow Jones Dividend Indexes families)
Establish thought leadership through the production of 29 single-page "Talking Points" and one white paper to date, discussing a variety of index related topics, primarily targeted at the institutional investor audience
Collaborated cross-functionally to develop and execute a new country classification system in support of Global Equity Indexes, including competitive research, internal capabilities assessment, client and subscriber impact assessment, implementation strategy, and documentation to educate internal and external audiences
Improved key sales pitch books through a complete redesign, including strengthening and streamlining the sales narrative, creating uniform and comprehensive analytics, and assembling current market statistics

Confidential, New York, NY
Assistant Vice President, Worldwide Securities Services, Depositary Receipts 9/05 - 11/09
Senior Product Analyst on the Product Management team, responsible for project management, P & L management, competitive analysis, thought leadership, and overall strategy & planning.

Competitive benchmarking and market dynamics analysis, including identifying trends impacting profitability and detailed monitoring of market position in each region
Executed the migration of reporting activities from New York & London to Mumbai, India, resulting in annual savings of $50K; created the project plan, documented process flows and operating procedures, monitored performance against deadlines and budget
Improved expense management system and increased cross-functional transparency by coordinating an effort between Relationship Management, Operations, and Technology to upload contract data into a new web-based database
Created monthly business review presentations for senior management, reporting updates across all functional groups (i.e. Finance, Client Service, Operations, Sales, Investor Relations)
Managed the JPMorgan DR Index program, including the initial design of 12 indices, developing index rules and calculations, creating marketing collateral and monitoring performance

Confidential, Newark, DE
Internal Consulting Services (ICS) Rotational Development Program 8/04 - 9/05

Top performer in a leadership/management development rotational program, providing project management and consulting services to various lines of business. Completed three rotations across Technology & Operations, Corporate Intranet Group, and Treasury & Securities Services
Key Rotation - Shared Technology & Operations: Built and presented business case to migrate 16 FTE from Chicago, IL to DE and India for annual savings of $600K, and managed the subsequent migration project end-to-end

EDUCATION

B.S. Business Administration
Majors: Finance, Operations Management. Minors: Management Information Systems, Economics

SKILLS

Proficient in Bloomberg and Microsoft Word, Excel and PowerPoint; Experience with FactSet and Microsoft Access, Visio, and Project

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