System Sales
Resume:
LOUIS K. WONG
East Brunswick, NJ 08816
732-***-**** **********@***.***
SUMMARY
Information Technology Professional with extensive experience in financial
applications. Proficient in all aspects of the project life cycle including
gathering business requirements, analysis, design, programming, testing and
implementations. A team worker experienced in building strong client
relationships and completing assignments on time. Excellent planning,
interpersonal, multitasking and analytical skills.
TECHNICAL SKILLS:
HARDWARE: IBM Mainframe z/OS, IBM PC Compatible
SOFTWARE: COBOL II, DB2, STORED PROCEDURE, CICS, VSAM, INTERTEST, JCL,
IDCAMS, SMARTTEST,
TSO/F, ENDEVOR, CHANGEMAN, SYNCSORT, FILEAID,
QMF, SPUFI, EASYTRIEVE,
MS EXCEL, MS WORD, AFP
PROFESSIONAL EXPERIENCE
FIDELITY INVESTMENTS, New York, NY 8/2008 - 12/2009
Compliance Prospectus System
Consultant - Programmer Analyst
Responsible for the development of online and batch applications for the
Compliance Prospectus system. Part of team to design and code the Document
Reconciliation Repository system.
* Developed several COBOL II/DB2 modules for the Document Reconciliation
Repository DB2 system. Process information for Trade Confirm
Prospectus, Proxies and Semi/Annual Prospectus utilizing mutiple rows
insertion for increased performance.
* Multiple enhancements to the Compliance Prospectus using COBOL
II/CICS/DB2; capture mutual fund annual prospectus, eliminate duplicate
prospectus mailings and generate monthly billing file and report for
National Fidelity Correspondents.
* One time conversion to populate DB2 table of 25 million records with
name & address, security type and line of business. Separate into
mutiple jobs for parallel processing.
MORGAN STANLEY, New York, NY 1995 - 2008
Firmwide Account Portfolio Performance System
Senior Programmer Analyst
Responsible for the development of online and batch applications for the
Managed Account Portfolio Performance Report and the Index Performance
systems. Enhanced and maintained the annual, quarterly and adhoc batch
process of the performance reports and the online/batch update process of
daily index returns. Worked closely with business analysts to identify
requirements, develop specifications and formulate test plans. Designed and
coded complex programs. The performance report encompasses net and gross
annualized investment returns. Also includes top ten holdings, equity
security positions with sector classifications and fixed income securities
with average years of maturity and Moody's rating.
* Enhanced DB2 system performance for consolidated accounts to default
the effective begin date for gross and index investment returns from
inception month end date to actual inception date using COBOL II/DB2.
* Member of team to add annuities to the Managed Account performance
system. Developed and tested module to mark accounts with annuity for
performance calculation using COBOL II/DB2.
* Designed and developed COBOL II/DB2 module to provide real time
annualized gross rate of return and standard deviation for the
Citigroup 3-month Treasury Bill index. This information was used on the
Morgan Stanley Firmwide Performance website to create the Comparative
Risk Return report.
LOUIS K. WONG
79 Pennsbury Way
East Brunswick, NJ 08816
732-***-**** **********@***.***
* Managed a conversion project to utilize a new AFP print vendor.
Provided requirements and reported project status to management. This
was a department wide initiative to reduce cost and to improve print
services.
* Expanded the index performance DB2 system to include daily index
returns, providing real time information on the Morgan Stanley Firmwide
Performance website using COBOL II/CICS/DB2. This added value to the
Financial Advisor's sales marketing tools.
* Designed and developed DB2 database to capture the Global Industry
Classification Standard (GICS). Incorporated GICS sector
classifications into the performance reports. Developed CICS/DB2
application to identify and code the unclassified securities.
DEPOSITORY TRUST COMPANY, New York, NY 1989 - 1995
Master Cusip /Money Market Instrument System
Senior Programmer Analyst
As senior member of the team responsibilities included the design,
development and implementation of
Money Market Instrument Issuance System using COBOL/CICS/DB2. Member of
team to support the CICS/DB2 Master File Cusip System.
* Analyzed and developed the functional specifications for the Issuance
Instruction for the Money Market Instruments.
* Managed team of two consultants to implement the conversion of the
Commercial Paper and Medium Term Notes system.
* Programmed the Commercial Paper Swing Agent and Issuance Instruction
Inquiry Functions.
MERRILL LYNCH, New York, NY 1986 - 1989
Sales Information System
Programmer Analyst
Responsible for the design, development and implementation of the enhanced
Financial Consultant Mailbox, security related Mail Subsystem using
COBOL/CICS/VSAM. Assisted in the maintenance of the XPS and XPM
Crossposting and XPF Fundsline System
* Programmed, tested, documented and implemented the critical job stream
which initializes the FYI system and prepares it to receive new mail.
* Worked closely with the Reorg Department to expand the scope of the
disbursement types report by the Anticipated Funds Reporting system
* Detail design the new CICS transaction which will provide the
Compliance Department and FYI Administrator with the ability to review
and delete Security Related mail messages
SMITH BARNEY, New York, NY 1985 - 1986
Back Office Trades Development Group
Programmer
As member of the Back Office Trades Development Group, programming
assignments completed for the Trade Processing System using COBOL/JCL
included:
* Daily status on Delivery vs. Payment Risk Account Trades Monthly Status
Report; year-to-date of Accumulating Agency. Order Report; Control
Group Reports for the Name and Address Files Reports; and Monthly Total
aggregate Short Positions in NASDAQ Securities Report.
EDUCATION
University of Pennsylvania, Philadelphia, PA
BS, Computer Science/Engineering
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