Project Manager Resume

SUMMARY

14+ years of experience as a program manager and project lead in the domain of brokerage operations, financial applications, capital markets, investment banking, wealth management, and M&A/Divestitures
Team leader with consistently demonstrated problem - solving and project management skills including budgeting, resource management, cost-benefit analysis, and scope/change control for large enterprise finance business operations and technology projects
Extensive experience in Capital Markets, in both business and technology domains of Front-Office Trading / Middle-Office Risk Management / Back-Office Accounting and Operations across Equity, FX and Derivatives.
Full Project Life Cycle Management including scope, timeline, budget, governance, resources, risks, stakeholder/vendor management, business case development, project planning, executing, controlling and monitoring.
Successfully led multi-disciplinary technology teams in complex large-scale systems development and implementation, strategic planning, team development, SLA management, offshore teams and vendor management

TECHNICAL SKILLS

Accreditation: Project Management Professional (PMP), Lean Six Sigma Black Belt, Certified Scrum Master (CSM)

Financial Products: FX, Equities, Derivatives, CFDs

Investment Banking: Divestitures, Deal Diligence, Post Merger Integration, Reportable Transactions, Broker / Dealer Operations

Regulatory: SOX, Dodd Frank, Volcker, MiFID 2, KYC / AML

Technology: Workflow Systems, Business Intelligence Tools, Blockchain, Front & Back End Trading Systems, Compliance Systems

Project Management: MS Project, HP PPM, Clarity, SharePoint

PROFESSIONAL EXPERIENCE

Confidential

Project Manager

Responsibilities:

Ensured application managers were meeting delivery expectations and established robust project management frameworks for managing work backlogs and senior management reporting at a cross functional cross stream level.
Coordinated UAT with Operations and Middle Office teams addressing validation issues and coordinating fixes with application managers. Led prioritization of open issues to align with broader program objectives and give direction to off shore development teams
Documented roles and responsibilities and governance for the KYC/On Boarding teams along with defining KPIs/KRIs to measure performance and built the capacity model for the On Boarding team. Rolled out the risk and control self-assessment for both teams.
Drove delivery of Regulatory Transformation Plan due for 2016. Led program governance for the KYC stream and liaised with local and global KYC and Compliance teams to ensure timely delivery of committed artifacts.

Confidential

Project Manager

Responsibilities:

Defined technology roadmap (SDLC methodology) for 40 impacted desks across the Americas region. Worked with global team to implement project delivery standards and define project scope and success criteria. Led UAT & business adoption for Americas
Led offshore development teams for implementation of data feeds from front office trading systems to enterprise trade data repository. Designed automated data validation procedures for trade reporting against legacy offline reporting

Program Manager

Confidential

Responsibilities:

Defined program governance standards to manage a portfolio of projects associated to program delivery. Led the planning effort at a portfolio and project level. Established management reporting cadence and due escalation process
Conducted feasibility study on merging wealth management and Institutional clearing & settlement systems / operations to realize cross asset and cross functional synergies. Delivered a multi- year road map to accomplish target operating model.
Managed the Implementation of in-house built Portfolio Management and Order Management System project for the wealth management Financial Advisors. Delivered a plan for business and support group operational readiness for product launch. Managed a team of employees & off shore consultants to provide product testing support