SUMMARY

• 9+ yrs of financial industry experience in Business/Data Analysis and Project Management in Capital Market areas such as Wealth Management, Asset Management, Trading, and Fixed Income Electronic Platforms.
• Adept at Business Analysis, System Analysis, Quality Analysis and Project Management with extensive experience in the Capital Markets domain specializing in broad range of financial products such as Equity, Options, Fixed Income, Foreign Exchange FX, Currency Forwards (CFWD), Futures, Treasury Securities, Agency Bonds, Municipal Bonds, Corporate Bonds, MBS, ABS, CDOs, IRS, CDS, Derivatives and Swaps (CDS, IRS, TRS, CLN, Options, Swaptions etc.)
• Leading a team of four Junior Business Analysts and QA resources; excellent communicator; leverage technical, business and financial acumen to communicate effectively with client executives and their respective teams.
• Skilled at performing Gap analysis, Risk analysis, and Cost/Benefit analysis, along with in - depth knowledge of process workflow tools and techniques. Experienced in feasibility analysis, use case analysis, gap analysis, data mapping/modeling, and data mining.
• Proficient as liaison between Business and Technology with competence in full System Development Life Cycle (SDLC) using Waterfall and Agile methodologies, as well as broad cross-functional experience leveraging multiple frameworks.

TECHNICAL SKILLS

• SDLC
• PMLC
• Waterfall
• Agile
• Excel Macros
• SQL Server
• MS Project
• MS Visio
• Rational Rose
• MS PowerPoint
• Snag It
• MS Access
• HP Quality Center
• MarkitSERV
• Bloomberg
• OMS
• Trading Systems
• BSA/AML
• Crystal Reports JAD
• Toad
• Python
• Tableau
• Balsamiq
• MQ
• JIRA
• Data Analysis- Data warehouse
• Data Lake
• Data dictionary
• FIX Protocol
• Fpml

PROFESSIONAL EXPERIENCE

Project Manager/Sr. Business Analyst

Confidential

Responsibilities:

• Documented business requirements and delivered Functional Specifications, Wireframes, and implementations of Proof of Concept Prototypes for an electronic trading platform for Treasuries geared towards the market pool of Buyside clients.
• Worked with Product management team on the vendor selection and created a cost benefit analysis and gap analysis to assist with the decision making process.
• Led agile pod creation and management for timely requirements gathering and execution for deliverables in each sprint.
• Successfully launched Interest Rate Swaps as a lead business analyst and PM on the Confidential platform of the firm for electronic trading and integration within NASDAQ OM matching engine.
• Interface with key stakeholders: Risk, Legal, compliance, Client Trading desks, Trading, Operations, Global Development teams, QA and external vendors
• Responsible for creating and managing budgets for the work streams and getting them approved from senior management.
• Elaboration of test suites and co-ordination of UAT and PAT

Lead BA/PM-Front Office IT

Confidential, New York, NY

Responsibilities:

• Specializing in Front office IT and Pricing, Trade Execution, Front to back and Regulatory local and global projects.
• Point of contact for any NY business analysis and third line support for Credit and Rates desk.
• Responsible for gathering requests from Traders, prioritizing demands in a challenging past-paced environment.
• Reporting and project updates to Business, Trading and IT management.
• Created and managed project plans, communicated schedules with different stakeholders and ensured successful delivery of all projects and tickets.
• Managed production releases and drove adherence to compliance activities by following the change management guidelines. Provide Business user requirements document, Functional specs and UAT testing. Ensure global coordination between Quality Assurance, architecture, operational and support for fixed income.
• Interface with key stakeholders: Front office, Trading, Operations Support Staff, IT development team and External vendors.
• Elaboration of test suites and co-ordination of UAT and PAT
• Specializing in Credit eTrading and Pricing local and global projects.
• Designed ad hoc queries with SQL, Toad and Examined reports and presented findings in PowerPoint and Excel. Implemented projects to meet organizational requirements.
• Responsible for collecting business data, analyzing information, and developing improvement and enhancement solutions based on their finding to reduce costs, pricing new products, solving issues that cause losses, and increasing employee productivity.
• Analyzed data on UI dashboard, to ensure the portal (CIB Portal) programming were correctly implemented and anomalies within the data were investigated and resolved in a timely manner.
• Analyze and document the results and data management assessment for a wide range of internal and external audiences including senior management, and bank regulators

Business Analyst

Confidential, New York, NY

Responsibilities:

• Implemented/On boarded 12 SEFs-“BBG, Tradeweb, GFI, BGC, Tradition-tradX/Volbroker, ICAP-iSwap/ Confidential, tulletPrebon, trueEX, Market Axess, FXAll, FX Connect, 360t, SwapEx, LatAM for Rates, Credit and FX to make TD compliant with CFTC with Confidential Act (DFA) Confidential trading protocol.
• Defined scope goals and deliverables for the work stream that support business and regulatory goals in collaboration with Senior Management and Stakeholders.
• Acted as a bridge between the technical Fixed income Architecture and development teams and front-office Traders/Sales, Middle and back-office personnel, as well as with groups through impacted throughout the trade lifecycle- CMRM, Clearing, Trade reporting, Settlements, Confirmations and Compliance for delivering the next generation platform for real-time trading of Swaps, NDFs and FXO.
• Prepared comprehensive Functional Requirements Documents (FRDs) for development projects based on priorities and scope determined by Product Management and Project Governance team for Aveksa/Diamond On boarding, Billing automation for Confidential trades, eSTP for Credit, Reconciliation requirements for the new Confidential flows, Portfolio compression and netting, Clearing and regulatory reporting via MarkitWire; SDR reporting, MAT trading, Pre trade clearing certainty using Traiana Ping and Push model, IMM and MAC package trades.
• Single point of contact for any production issues and coordinated with business, technology and SEFs for resolving them in a timely manner with tracking on Jira.
• Trained the desk on all the new flows, functionality relating to the new trading paradigm of SEFs.