SUMMARY:

• 8.5 years of total experience in Wealth Management with diverse teams and roles in Waterfall and Agile, working closely with Business units, Vendors, Operations and IT with strong focus on Asset data, Portfolio Management, Compliance, Financial transactions. Experience in requirement gathering, requirement analysis, Test strategy Planning/ Formulation, Data analysis.
• Experienced in gathering, analyzing, negotiating and refining requirements from client, business unit, evolving markets, operations and in turn communicate the same to development/testing team(s) to get it develop, implement and tested.
• Expertise in creating Use - cases, functional requirement documents, wireframes, workflows and activity diagrams for development team and as to serve prototype of application. (WaterFall Methodology)
• Expertise in creating Features, User stories, adding acceptance criteria in Rally, workflows. (Agile Methodology)
• Conduct and participate in JAD sessions for impact analysis and identify feasible solution approach.
• Participate in Design sessions and identifying opportunities for process improvement along with recommending solutions.
• Strong Expertise in creating mapping documents for ETL development.
• Analyze and optimize data workflows on platform.
• Good knowledge of SQL so as to query across various data bases to ensure consistency of data.
• Good knowledge of Informatica tools for data workflows monitoring (ETL's).
• Thorough understanding of Structure and attributes of Marketable financial Instruments: Fixed Income, Equities, Open-End Funds, Derivatives, FX.
• Expertise in Financial Data mining on Bloomberg terminal, Extel, FTI, Euroclear and Interactive (Asset and Pricing data).
• Experience with data analysis on very large data sets.
• Responsible for providing mitigations to maintain integrity and consistency of financial data across various components in the platform.
• Business Validations, UAT and training of End-Users on new functionality implemented.
• Assist QA Team in defining test scope, testing strategies and help design test data.
• Outstanding organizational skills including ability to multi-task prioritize and manage increasingly complex issues.
• Co-ordination with Global teams at offshore development center.
• Excellent Communication skills - following up with 3rd party vendors, end-clients, fund managers across the globe for data requirements and resolving queries.
• Resolve queries and provide solutions to internal teams, Trading teams, End clients (Banks, IWA's (Independent Wealth Advisors)) within tight SLA's.
• Create and provide reporting to Auditing and Senior management.

TECHNICAL SKILLS:

Concepts: OOPS, RDBMS

Programming Languages: Java, C++

Database: Oracle, MS SQL

Testing Tools: QTP 9.2, HP Quality Centre, Test-Director, PVCS Tracker, Rally

Others: Visio, Axure, Win SCP, Putty, Http Watch, Basics of UNIX.

PROFESSIONAL EXPERIENCE:

Scaled AGILE 2.0 Methodology

Product Owner

Confidential, Oaks, PA

• Worked as PO/Business Analyst on various features including Enhancing Cash Workflows, SWIFT messages routing, Wash Sale processing, Principal Encroachment, Advisor Dashboards, IRAResponsibilities:
• Creating. Maintaining and prioritizing the backlog per Business Value/ROI.
• Perform JAD sessions and impact analysis to determine scope of requirements.
• Writing Features and user-stories for Rally after gathering, negotiating and analyzing requirements from Business-Units, Clients or Vendors.
• Identify Risks, Dependencies and mitigate or escalate them as needed.
• Identify configuration and seed data from requirements and get it implemented in various Env’s.
• Engage Business and Clients via prototype demos to ensure team is building right product and is aligned with overall platform strategy.
• Participate in UAT and Business validations.
• Responsible for delivery of committed Objectives by the team.

Scaled Agile 2.0

Business Analyst for GWP-InvestEdge Integration

Confidential, Oaks, PA

Responsibilities:

• Primary contact with vendor for stating requirements and gathering inputs so that data files can be successfully send/receive data files to/from vendor platform.
• Designing various datasets (Assets, Accounts, Taxlots, Transactions, Compliance-lists, Entitlements) needed by InvestEdge to perform compliance on our data
• Development needed to be in sync for both parties for integration and thus detailed planning and continuous follow-ups with vendor.
• Representing team in vendor meetings and negotiate on functionality needed along with timelines.
• Performed Business Validations and UAT.
• Handled production support post implementation of the system and worked on change requests.

Senior Data Analyst for Data Migration Team.

Confidential, Oaks, PA

Responsibilities:

• Data analysis for integrity and consistency of data at different stages of Migration (Source- target validations)
• Analyze requirements coming from clients and communicate to development teams to update/modify migration scripts.
• Maintain test-Automation framework, that runs parallel with migration so as to support real-time validations at every stage.
• Creation of new test scripts in SQL and update automation framework, as new functionality or new business validations need to be added.
• Co-ordination with offshore team, to keep teams in sync

QA-Lead: Core Services- Assets, Accounts and Activity Management.

Confidential, Oaks, PA

Responsibilities:

• Assure Quality for deliverables before handling for business validations.
• Test Strategy Planning, Test Plan formulation for the new functionality
• Identify the functionality that qualifies for Automation to aid Regression in future releases.
• Test planning for all phases of testing: Component, Integration and System test.
• Identify combination of different type of testing to be performed: Blackbox, Whitebox, performance, load testing etc.

Asset data Specialist and Coordinator

Confidential

Responsibilities:

• Set up an offshore team in India.
• Communicate with data-vendors, fund managers to provide data for new clients being added on platform.
• Resolve queries of internal teams, End clients (Banks, IWA's, and trading teams).
• Deliveries within tight SLA's.
• Co-ordination between onsite and offshore teams.
• Business validations for new functionality being added.

Data Analyst

Confidential, Oaks, PA

Responsibilities:

• Prepare test scenarios, test data for Business process validations of Platform followed by Migration and new releases.
• Co-ordination between operations and development teams to understand requirements and communicate same to development team.
• End client and Pre-production testing to ensure smooth business workflows and meeting of SLA requirements across the platform.
• Actively involved in System Integration testing, user acceptance testing, and validations of data-migration to new code base.
• Providing mitigations for gaps and ensure consistent deliveries to client.
• Ensuring Integrity and Consistency of financial data in all components of platform.
• Driving automated validations and health-check reports b/w various components of platform to ensure data integrity across external and internal components.
• Driving internal Audits to ensure operations on the platform meets SLA's.
• Create and provide reports to senior management for analysis.

Quality Analyst

Confidential at Oaks, PA

Responsibilities:

• Capturing and Analyzing Business Requirements as well as technical Specifications, across the tracks that is impacting the Application.
• Development of Test Plan, Test Suites, Test Cases and Test Data.
• Mapping & Maintenance of release wise requirements and Test Case Execution in Quality Centre.
• Validating Seed data and Data Mining in Database.
• Monitoring and Managing of ETL Workflows using Informatica Power center.
• Responsible for Data Integrity and Consistency of Asset data from External Data Vendor to ADS, OMS and downstream consumers.
• Impact Analysis of the Application