PROFILE:

• Experienced Technology professional
• Project Manager / Business Analysis with skills and expertise in: -
• Investment Banking/Fund Management
• Main Firm Cash Securities
• Middle / Back Office for Prime Brokerage
• Corporate Actions/Asset Servicing
• Fund Management Middle/Back office
• Extensive experience of Change Management, Compliance with Regulatory and Audit requirements, IT Application development and IT Production Support.
• IT ownership of mission critical Settlement, Delivery Management, Messaging and Asset Servicing applications.
• Experienced advocate of using offshore / on-shore, in-house / vendor resourcing from multiple global locations.

SKILL:

• Project Management, Business Analysis, Program Management, Project/Team Leadership
• Stake-holder and Vendor management
• Budget planning and management
• Project planning, ownership of risk/issue logs, project reporting
• Proponent of SDLC (Development lifecycle) and Waterfall/Agile methodologies
• Application development controls
• Business process modelling (Reconciliations/Controls)
• Data Analysis/SQL/SSRS
• MS Office(Excel/Word etc). MS Project

PROFESSIONAL EXPERIENCE:

Confidential, Albuquerque, NM

Project Manager

Responsibilities:

• IT lead for the production, issue and scoring of RFP for a Merchant Services (Payments) function.
• Completed a number of Preliminary Analysis tasks to validate requests for IT functions/systems from multiple County departments and to recommend solution.
• Scope varied from complete systems to request for enhancements to existing applications.

Confidential, Albuquerque, NM

IT Analyst

Responsibilities:

• Providing day to day IT support for applications used by County staff. Managing upgrades to applications and liaising with Bernalillo users, IT teams and vendors to ensure smooth implementation.
• POC for Tyler Eagle Recorder system including day to day support and management of new projects for Clerks and Recorders office.
• SME for Motorola RMS application rolled out in June for the Sherriff’s Dept. and Civilian functions.
• Responsible for all non-vendor changes, software releases and Crime Reporting Analysis Reports.
• Currently responsible for data Integration and matching for interface to Confidential .

Confidential

IT Business Analyst and Project Manager

Responsibilities:

• A contract role, initially working as a BA on the Confidential Remote Input initiative.
• I provided indepth data analysis of Trading activity to determine data characteristics to facilitate the transfer of regional business to their “home” legal entities.
• I then moved onto part of the Confidential Global Settlement Initiative (GSI).
• I liaised with the local Confidential Regulatory team in Singapore and the legal Dept. in APAC to document the current regulations of the Monetary Authority of Singapore to ensure they were correctly interpreted and incorporated into the GSI Requirements and Design.
• Subsequently joined a multi - location team combined of IT and Business users to plan and implement a migration of the Confidential Prime Brokerage business to a new legal entity located in Dublin Ireland.

Confidential

IT Business Analyst

Responsibilities:

• A relatively short contract role supporting the development and implementation of Confidential ’s strategic Asset Servicing architecture .
• The role was to create UAT test cases (from Use case documentation) and supporting UAT prior to a planned phase implementation and planning and requirement gathering for the following planned development phase.

Confidential

Product Project Manager/Business Analyst

Responsibilities:

• A contract role working for Confidential ’s Product Client Access team, implementing a corporate client internet banking portal for Confidential in Saudi Arabia (SA).
• This was based on the Temenos (T24) banking platform, which had been tailored extensively for Confidential .
• I managed the final phases of UAT for the Product team.
• I then moved on to an extensive business analysis phase that resulted in a full BRD that was submitted to a vendor RFP process.

Confidential

IT Project Manager

Responsibilities:

• Responsible for delivery of three major projects in 2 years.
• Managed he necessary development and extensive testing of changes made to switch the underlying base currency of Confidential products traded by the Confidential Moscow entity from USD to RUB in order to comply with Russian regulatory requirements.
• The role involved close cooperation with the local FA and PC in Moscow and collaboration across Confidential Front Office and Product reference data.
• Implemented system to automate matching of client Purchase Sale Agreements in the Confidential Moscow office. This is a key regulatory step required prior to settlement in the Russian market. This replaced a manual process and is said to be the first successful attempt to automate this function. A local Moscow software vendor and offshore vendor resource in India undertook development.

Confidential

IT Project Manager

Responsibilities:

• VP role in the Fund Management arm of Confidential .
• I managed the full lifecycle for new development work for two key Confidential.
• Both clients used the HiPortfolio Fund Accounting platform to support this business function.

Confidential

Project Manager

Responsibilities:

• This contract role focussed on business initiatives designed to increase Confidential market share by improving scalability.
• I ran the feasibility study for 3 projects, producing initial requirement documentation as well as providing the necessary input to the 2008 budget process.

Confidential

IT Program and Project manager

Responsibilities:

• During this extended time at Confidential I gained experience in the following areas:-
• Asset Servicing/ Corporate Actions
• Prime Services and Brokerage
• Cash Settlements
• Critical Payment systems
• Proprietory Messaging (e.g. SWIFT)
• Utilisation of off-shore/out-sourced resources
• Regulatory control / compliance