SUMMARY

• Entrepreneurial, decisive, and results - oriented professional wif exceptional quantitative and communication skills offering 20+ years of experience in Consulting, Technology, and Financials.
• Demonstrated skills in program management, project management, efficiency improvements, resource utilization, and research analysis.
• Extensive noledge of technology, financial markets, and financial instruments such as derivatives, equities, corporate debt, and convertibles

TECHNICAL SKILLS

Business Applications: Bloomberg, CapitalIQ, Factset, Microsoft Office, Visio, SharePoint, MS Project, Crystal Ball, Reuters Knowledge, Brass, U2, ServiceNow, Clarity, AWS, Jira

Languages: C#, VB.NET, VB, Java, C / C ++, Python, VBScript, JavaScript, XML, XSL, HTM

PROFESSIONAL EXPERIENCE

Confidential

Project Manager

Responsibilities:

• Utilized my technical and financial background to create a new product evaluating Forex transaction costs, providing price alerts, and adhoc/scheduled reports
• Conducted field study and concept testing
• Collaborated wif users to assess their needs and understand workflow & processes
• Worked wif on-shore and off-shore teams to create prototypes and perform usability studies
• Managed all aspects of business and project development from idea generation, initial scoping, designing, testing, implementation, and training
• Created documentation and user training material. Conducted demos and go-live training

Confidential , Radnor, PA

Lead Analyst

Responsibilities:

• In dis client facing role, supported senior partners/portfolio managers managing multi-billion dollar funds wif all trading, modeling, and data needs
• Leveraged technical, business and financial acumen to communicate TEMPeffectively wif client executives and their respective teams
• As part of the Investor and Client Applications group, managed multiple projects spanning areas of research & rapid solutions and suite of portfolio applications such as Investor Launchpad, Portfolio Management Workstation, Portfolio Analysis Tool, and Enterprise Reporting
• Helped wif daily morning client reporting (Enterprise Reporting) matters such as data errors, printing issues, and scheduling. Worked wif users, developers, support teams, and compliance to resolve data errors, printing issues, enhance existing reports, and create new ones
• Worked wif cross-functional teams - data providers/vendors (Factset/Bloomberg), IT Support/developers, and compliance to resolve trade, pricing, and performance issues in Enterprise Reporting and Portfolio Analysis Tool
• Performed data analysis and created models for Portfolio Managers using Excel/VBA, Oracle, Factset, and Bloomberg API to screen and back test securities based on historical financials
• Created and analyzed valuation models and investor reports such as performance, attribution, appraisal, transactions/trades, factsheet, and holdings reports
• Worked across teams - users (portfolio managers/analysts), developers/testers (Boston/India), compliance, vendors (Factset/Bloomberg), and other teams (Boston/India/Singapore/UK)
• Worked closely wif investment professionals located globally at all levels of the organization to provide support using follow-the-sun approach for existing applications and proactively identified opportunities for new/improved systems
• Analyzed and implemented projects delivering custom solutions to be used in the investment and research process. Wrote technical documents, performed UI design, created prototypes, participated in UAT, helped wif rollout, and trained the users
• Used ServiceNow for workflow management, incident management, self-service, and change management

Confidential, PA

Program Manager

Responsibilities:

• Managed existing products and worked wif the sales and development teams to design, develop, and implement new products
• Managed both onshore and offshore teams of developers, testers, and support personal
• Instituted new project management guidelines wifin organization to improve ability to meet objectives, timelines, budgets, and better resource utilization
• Negotiated new vendor contracts and managed existing relationships

Confidential,

Project Lead

Responsibilities:

• Managed teams of developers and testers to support the structured finance group
• Gathered requirements and managed the addition of a new module for Recovery Analytics to Browse Intex Output application
• Generated new Recovery Analytics reports for various securitized products (mortgage/asset backed) such as RMBS/CMBS and ABS
• Led the team to add Publishing functionality, to Recovery Analytics, for publishing deals marked by committee
• Performed code reviews, created new C# winforms, wrote Oracle packages, and performed troubleshooting in Intex C++ engine
• Organized and participated in Scrum meetings. Created new user stories and followed up on impediments, if any

Confidential, Jersey City, NJ

Analyst

Responsibilities:

• Generated new investment ideas (equity, fixed income, convertibles, and derivatives) for the trading desk
• Created financial models to perform valuations using Discounted Cash Flow, Sum of the Parts, and comparable multiples
• Used Bloomberg API and created models in Excel/VBA to evaluate risk/reward scenarios using derivatives, convertibles, bonds, and preferred/common equity
• Examined entire capital structure and generated ideas based on various events/catalysts such as covenant violations, debt restructurings, bankruptcy proceedings, and pending mergers.
• Managed portfolio risk and hedged positions using derivatives and futures
• Found arbitrage opportunities such as Capital Structure Arbitrage, Event-driven Arbitrage, and Merger Arbitrage
• Performed bond valuation by creating models based on semi-annual coupon payments

Confidential,

Analyst

Responsibilities:

• Generated average return of 13% on positions recommended and added to the portfolio
• Identified under-valued/over-valued securities using fundamental deep value analysis
• Interviewed management (CEO/CFO), industry experts, customers, and vendors. Participated in quarterly/annual earnings calls
• Assessed macro-economic conditions, market, competition, and other events/catalysts to generate long/short ideas across the capital structure (equity / debt)
• Priced corporate debt based on coupon payments, EBITDA multiples, recovery analysis, and seniority in capital structure
• Performed financial statement analysis, generated forecasted data, and performed valuation of all components of capital structure, including debt, warrants/options, convertibles, and preferred/common equity

Confidential,

Analyst

Responsibilities:

• Conducted bottom-up research for ThinkStrategy Market Neutral fund and made recommendations to the portfolio manager
• Created financial models in Excel using CapitalIQ, Reuters Knowledge, and Bloomberg
• Screened for long/short positions and followed through wif quantitative (Financials) and qualitative (Product, Demand, Management, Competition) analysis of the screened positions

Confidential,

Program Manager

Responsibilities:

• Transitioned all Sybase applications to Microsoft SQL Server, which dramatically reduced licensing, and support costs, and enhanced overall software processes and reliability. In addition to database migration, it involved modifications to applications (C#, VB.NET, VB6), data transfer, and replacing data transfer routines
• Managed projects (C# applications) that were part of a global data clean-up effort enabling EMI Music to save $16 million annually
• Designed and managed the project to write a C# application to allow EMI to exploit its assets at the track level. The application helped EMI sell individual tracks digitally and increased revenues by $21 million
• Recommended and led the effort to replace old RIAA process wif new web-based application, reducing the processing time by more than 90%. The old process used to take hours of synchronous processing, useful DBA time, and was run off hours due to intensive use of resources. In contrast, the new application was run by the end-users, wif no DBA intervention, took less than a hour to process, was run during regular business hours, and processed data asynchronously
• Led the effort to create an enterprise reporting tool to secure various scanned legal documents. The application allowed management to give role-based user access to these documents and was written using VB.NET
• Initiated the SPD project (VB 6), which helped different labels wifin the EMI Group to subscribe to the SPD data. The old process of requesting data manually was replaced wif a Publisher/Subscriber model. Different labels subscribed to the desired data and received notifications of the change whenever data was changed. The subscriber could tan retrieve and process the desired data
• Recommended, evaluated, and implemented new technologies, new versions of various tools, and third party components and frameworks to enhance productivity

Confidential,

Project Lead

Responsibilities:

• Creditlink: Analyzed and identified inefficiencies in the communications infrastructure. Proposed and implemented a new solution, in C/Unix/Oracle and reduced the processing time from 2-3 minutes to 3-5 seconds. The improved solution used a dedicated line to TransUnion instead of the old dial-up. The module used customer data from the Oracle Database, connected to the Credit bureau through the serial port, sent the customer information, received the final credit report, extracted and stored the required information back in to the database
• POS/XCEDE:Led the team to complete dis long-standing project. The project involved creating a client-server point of sale application for wireless service providers. Worked wif the business analysts and designed the application

Confidential,

Senior Developer

Responsibilities:

• RMS: Worked on the Territory Builder module of the Repertoire Management System. Also, wrote a small application (Cross-Reference App), including reports, for synchronizing the two RMS databases in UK and US

Confidential , Montvale, NJ

Senior Programmer

Responsibilities:

• Worked on VIC-Vehicle Inventory Control, project to keep track of the vehicle inventory. Created and coded new windows for the Invoicing module. Migrated applications (Price Protection / International Parts Pricing System) from PB4.0 / PB5.3 to PB6.5 and Oracle 7.3 to Oracle 8.0. Also, helped wif other projects using Visual Basic and Visual C++

Confidential,

Programmer/Analyst

Responsibilities:

• OMS Print: As part of the team, for the module called Qualification, me was fully responsible for everything related to Rules (Bookversion, Manufacturing, Dispatch), one of the sub-modules of Qualification. dis included designing table structures, creating window prototypes for the various rule windows in interaction wif the users, creating the actual Windows, Datawindows, Non-Visual objects, and the associated stored procedures for rules. In the process of working wif rules, found and fixed bugs in the Class libraries
• FETCH: dis application was for tracking various conferences organized by Fortune (Magazine). me was involved in the full life cycle of the project, from database design to final deployment. me was responsible for major part of the project including database design, coding, and related reports. Created basic application structure using PFC. Wrote PB - Crystal Reports interface for the application

Confidential

Co-Founder

Responsibilities:

• Performed market analysis, product development, systems analysis, and built client relationships
• Developed the business from a team of two partners to a total of 27 employees in 3 years
• CAMS (Cane Accounting and Management System) - The project involved detailed system study in major sugar mills in the country, and development of an extensive system, which carried out various managerial, administrative, and accounting functions
• Weigh Bridge Interface for CAMS - Responsible for system design, interface wif Smart 460 (weighbridge interface), development, testing, and network integration. The control module was developed in VC++ using SDK functions
• HMS (Hospital Management System) - The application was virtually an administrator for the hospital, an integrated solution, covering various aspects and functions like patient management, doctors module, services module, diet management, diagnostic module, and inventory control