Project Manager Management
Resume:
Mustafa S. Parvez
** *** ***** ****** ****, Wayne, PA 19087
*******.*.******@*****.***
http://www.linkedin.com/in/mustafasparvez
Summary of qualifications
Goal oriented with strong project management, organizational, and interpersonal skills
Effectively employ technology to streamline and enhance operations to increase scalability
Business and financial computer experience: Excel, Power Point, Word, Access, SQL, ADVENT Portfolio
Management & Moxy Trading System, Invest Edge, Global Plus Trust Accounting System, Bloomberg, etc.
Experience
Family Endowment Partners, LLC, Devon, PA
Consultant, April 2010-Present
• Planned, managed and completed the following projects without interrupting the daily work flow:
• Data conversion: Converted client historical transaction files and core security related data files from
Morning Star portfolio management system to Axys
• Automation: Automated daily operational process using Scripts, Macros, Combined Reporting Tool and
Scheduled Tasks
• Billing Report: Modified Axys Billing report to match their existing statement format and automated
quarter-end billing process
• Private Equity Report: Created new Axys reports using software specific tool (Report-Writer Pro) to report
Private Security related data (Total Investment Commitment, Capital Call, Return of Capital, etc.)
Ballamor Capital Management, Radnor, PA
Senior Business Analyst, January 2009-November 2009
• Developed and executed a critical plan to clean up data files for future conversion from Axys to APX without
hindering daily operational work flow and reporting
• Provided business and analytical knowledge for the development, enhancement, and implementation of
investment processing services and technology upgrades
• Increased scale by re-engineering and automating existing daily operational procedures
• Managed the out-sourced portfolio accounting processing vendors
• Created reports using software specific tools to facilitate users’ needs
• Enhanced quarter-end client reporting process for 10+ asset classes including hedge funds, venture capital,
private equity, etc. by introducing Macros and Scripts
• Provided end-user support, training, and system troubleshooting for all in-house software
• Documented all processing procedures for future reference and training
• Provided support to outside vendor to manage system network and related activities
• Maintained inventory database for all IT software, hardware, and software license renewals
• Created and maintained company disaster recovery protocol and business continuity plan
The Glenmede Trust Company, N.A., Philadelphia, PA
Project Manager/System Administrator, November 2005-December 2008
• System conversion from Advent to InvestEdge : Member of the core Project Management/System
Administration group
• Actively involved during the functional design phase of the project
• Provided vital support to maintain the project plan, goals, objectives and project deliverables
• Successfully coordinated and assisted multiple task groups of the project (management, InvestEdge,
in-house developers, end-users) to gain approvals, maintain the project objectives and time line
Mustafa S. Parvez
84 Old Eagle School Road, Wayne, PA 19087
*******.*.******@*****.***
http://www.linkedin.com/in/mustafasparvez
• Assisted and trained different Beta groups with various test functions
• Acted as a point of contact for the end-user during the transition of InvestEdge into production
• Coordinated a team effort with multiple task groups to troubleshoot during the transition
• Managed out-sourced portfolio accounting processing vendor for our clients’ foreign assets
• Managed the nightly automation data flow process from multiple external sources
• Responsible for training end-users for the portfolio and trading systems
• Responsible for the reconciliation of 17,000+ portfolios and over $20 billion in assets
• Increased scalability by identifying bottlenecks and modifying operational procedures
• Documented and updated in-house process related activities
• Updated company disaster recovery protocol and business continuity plan
• Tested and verified new patches and software related updates before placed into production
• Effectively worked with people of diverse backgrounds, ages, and ability levels
Alex. Brown Investment Management, Baltimore, MD
System/Account Analyst and Reporting Specialist, May 2000-October 2005
• Coordinated with outside vendors to manage system network, related activities, and support
• Automated and streamlined data downloading process
• Customized Axys system processing for maximum efficiency and accuracy
• Provided support to daily operations, compliance and new account set-ups
• Prepared and calculated performance reports within AIMR standards
• Placed trades with retail and institutional brokers
• Maintained excellent interaction with managers, brokers, auditors, consultants, and clients
Education
Masters of Business Administration, MIS Concentration
Strayer University, Center City, PA, Degree expected June 2011
Bachelor of Science Degree in Finance, with Investment and Accounting Concentrations
Winona State University, Winona, MN, November 1999
Professional Development
Two years of Management Training at Piper Jaffray, Inc., Minneapolis, MN
Fund Management Seminars
Fundamentals of Axys Training in New York, NY
Axys Advanced Reporting Training, New York, NY
Contact this candidate