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Trade Support Analyst Resume

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Summary: 10 years of experience supporting financial and trading applications and products
4 years in supporting financial planning and wealth management systems
6 years of experience as a financial support specialist
4 years of participation in system implementation, testing and release

Systems: Windows 2000, Windows XP, Windows Vista, LINUX, Citrix

Database: SQL Server

Trading
Systems: SUNGARD BRASS OMS, FIX Protocol, RAPTOR Client Market Information

Financial
Systems: EISI NAVIPLAN, Methuselah
Software: Word, Excel, Outlook, Power Point, Access, Internet Explorer

Licenses: NASD Series 7, 65, 63, Life, Health, and Variable Annuities Licenses

Education:
Master of Business Administration
Bachelor of Science in International Business

Professional
Development:
MS SQL Server Database Course
UNIX Fundamentals Course
QUICKCERT.
Comitia A+ Essentials/Practical Application
/Practical Application

Experience:

2008-2009 Confidential,New York, NY
Trade Support Analyst

  • Utilized standard UNIX utilities while proactively managing FIX protocol logs to identify and troubleshoot problems associated with client orders by investigating messaging errors, navigating UNIX log files, using top UNIX commands.
  • Liaised with the Vendors and network providers with regard to the FIX specifications supported.
  • Worked closely with Network Services to aid in application upgrade roll-outs
  • Supported company real-time Derivatives platform, algorithmic trading interface and trade advertising application.
  • Participated in various aspects of sell-side equity, derivative and Algorithmic trading as well as in aspects of reporting to ACT, OATS.
  • Configured application interface according to trader requests.
  • Provided client access to database functions via logins, passwords, etc.
  • Reconciled trades by identifying reconciling items, investigating the reason for breaks and taking corrective actions to resolve trader book discrepancies.
  • Researched issues related to customer order, execution, and IOI workflow.
  • Investigated trading system issues by reviewing client and server log files.
  • Performed maintenance and end user support of Ipreo CRM application.

2005-2007 Confidential,New York, NY
Software Application Support/Quality Control/Team Lead

  • Provided over-all client support for desktop and Web-based applications including trouble shooting, functionality assistance and training.
  • Interfaced with application development, business users and members of information technology group.
  • Participated in all phases of the Software Development Life Cycle (SDLC), including project analysis and design, development, testing and quality (QA) and deployment.
  • Mentored and guided personnel on resolving technical issues of their assigned clients.
  • Performed software troubleshooting analysis and consulted programmers on solving issues.
  • Designed excel validation spreadsheets to test functionality of software products
  • Assisted with development of quality control test plans and performance test scenarios.
  • Responsible for the functionality of the CRM and billing systems

1999 -2005 Confidential,Jersey City, NJ, New York City, NY

Application Support Associate

  • Provided general application support of Naviplan Financial Planning Software.
  • Served as financial planning desk team lead.
  • Supported application release to production.
  • Performed system testing to ensure quality of software application.
  • Resolved system performance and infrastructure related issues by documenting issues, investigating progress and communicating with product development team.
  • Liaised with operations and software vendors by creating performance reports
  • Analyzed Financial Planning Cash Flow, Net Worth, Estate Planning and Asset Allocation client reports.

Insurance/Annuities Product Specialist

  • Prepared Insurance and Annuity product comparison reports.
  • Performed insurance analysis for VIP Producers.
  • Communicated annuity and insurance concepts in the context of trusts, qualified plans and client estates.

Mutual Funds Client Support Specialist

  • Acted as liaison for mutual fund front office, outside networked companies, funds processing, internal wholesaling, trade adjustments departments.
  • Provided high level, personalized customer service to end users.
  • Participated in troubleshooting and resolving complaints and concerns to the ultimate satisfaction of the customer.

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