Mohinder Pahuja
*** ********* **. *** *****, CA *4582 Cell: 510-***-****
**************@*****.***
Professional Summary
● 12 years of experience in financial services industry, ranging from portfolio research/analysis, data modeling,
design, development and implementation of business critical applications.
● Experienced in fixed-income and equity markets. Sound understanding of alternative investments including
swaps, futures and forwards.
● Excellent communication skills.
● US citizen.
Skills
Financial Data Systems: Bloomberg, Factset, Reuters, Charles River OMS, Electra OpenStaars, Compustat
XpressFeed, Markit Partners, CMA Quotevision, Optionmetrics, CRSP.
Languages: Java, VB, VB.net, VC++, C/C++, Javascript, and JSP.
Databases: MS SQL Server, Sybase.
Development Tools: IntelliJ IDEA, Eclipse, Visual Studio, SQL Advantage, Sybase Central, MS Visio.
Others: Excel, VBA Macros, BI/ETL (SSIS/SSRS), Codestreet, SAS, Struts, Ant, Log4j, XML.
Certifications:
FRM (Financial Risk Manager) – 2009
CFA (Chartered Financial Analyst) – Passed level 2 in June 2012. Level 3 candidate.
Professional Experience
Fixed-Income Business System Analyst
Matthews International Capital Management, San Francisco Aug 2011 – Dec 2012
Matthews is a San Francisco based mutual fund company specializing in investments in Asia, with over USD 19B
AUM. As an analyst, I was responsible for bridging between the FI portfolio management team and the IT team.
Main highlights of this position are:
● Developed and managed Excel/VBA based application, Risk Monitor for the fixed-income portfolio:
Offers a dashboard for the portfolio.
Allows the PMs to make a hypothetical trade and analyze its impact on the portfolio in terms of risk
and returns.
Interfaces with Charles River OMS to submit the trades.
● Forward Rate Bias Currency Strategy - Developed an FX trading strategy for the Asian currencies based on
their implied forward rates.
● Portfolio Analysis - Analyzed the fixed income portfolio for daily/monthly variations, data integrity and
validation of positions, risk, returns, ratings, sector etc.
● Performance/Liquidity Reporting - Developed and managed the monthly portfolio performance and liquidity
reports in compliance with GIPS.
Environment: MS Excel, VBA, VB.net, MS SQL Server 2005, Charles River, Bloomberg, Factset
Financial Data Analyst/Modeler,
Diversified Credit Investments (DCI), San Francisco Sept 2007 – Aug 2011
DCI, a privately held company, is a fixed-income hedge fund company managing the assets of institutional investors.
This position involved:
● Building and supporting tools to assist the portfolio management team.
● Data modeling, designing, developing and maintaining the production systems.
● Supporting traders, risk management, research and operations teams for any process or data related issues.
Some of my major projects are building and maintaining the applications for:
● Cross reference mapping to link all the proprietary vendor Ids to a DCI Id and maintain the history of parent-
sub relationships.
● Liquidity analysis of CDS reference entities.
● Reporting applications for fund administrators, backend operations and trading teams.
● ETL functions for fund's holdings: sending the trades to administrators and feeding the administrator's
holdings confirmations to downstream processes.
● Processing the trade/holding reconciliation reports for backend operations team.
Environment: Java, MS SQL Server 2000/2008, Sybase, Resin, Struts, Ant, Log4j and XML.
Software Development Manager/Sr. Software Developer
Moody’s Analytics, San Francisco Dec 2000 – Sept 2007
Some of my key design and development accomplishments are:
● Lead the design and development of high performance regional production system for EDF (Expected
Default Frequency) production, Portfolio File Services, Alerts and Movers.
● Model Spread Calculator, using Reuter’s (for North American bond issuers) and NRI (for Japanese bond
issuers) bonds.
● Weekly Equity Returns calculation system. These returns are further used to calculate Weekly Asset Returns.
Environment: Java, VC++, Sybase, JBoss, Struts, Ant, Log4j, Hibernate, SAS, UML and XML.
Education
M.E. (Computer Science & Engineering)
B.E. (Computer Science & Engineering)