Management Software Technical Support

Shirodkar Sookram

Email: *********@********.***

Address: ***** ****** ****

City: Jamaica

State: NY

Zip: 11432

Country: USA

Phone: 347-***-****

Skill Level: Experienced

Salary Range: $100,000

Willing to Relocate

Primary Skills/Experience:

See Resume

Educational Background:

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Job History / Details:

SHIRODKAR SOOKRAM

347-***-**** * *********@********.***

FINANCIAL BUSINESS ANALYST

Financial business analyst with more than 10 years of combined experience in portfolio administration, asset management, staff training and technical support for leading private financial banking institutions. Adept at using cutting-edge investment management software and leading the training of staff on the use of different software programs. Highly analytical with the ability to identify problems and implement effective solutions via automation and/or streamlining of operational processes. Effectively use an empowering, participatory management style that promotes accountability, teamwork, continuous improvement and results.

PROFESSIONAL EXPERIENCE

CREDIT SUISSE USA LLC, New York, NY 2006 - PRESENT

Technical Specialist/Senior Reporting Analyst/Senior Portfolio Administrator

Tasked with leading the data analysis and creation of customized financial reports using various data sources. Provide technical support to teams in Singapore and Mexico. Lead Portfolio Administrator functions, providing end to end support of various investment management software, maintaining high ethical standards and security.

Led the training of new Relationship Administrators, Portfolio Managers and Portfolio Administrators on the use of various Advent investment management software programs.

Streamlined the daily batch process-reducing the process time from 9 hours to 5 hours.

Charged with leading the daily reconciliation for more than 6,000 accounts.

NEW YORK LIFE INVESTMENT MANAGEMENT, New York, NY 2005 - 2006

Operations Consultant

Provided automated and restructuring of the reporting and data management processes as well as Portfolio Administrator functions. Spearheaded process improvement initiatives that worked to increase productivity while contributing to the financial bottom line.

Led the Advent Axys processing support for 50 accounts.

Provided the daily reconciliation of accounts to custodian feeds.

Prepared monthly hedge fund updates and valuation.

BNY MELLON (FORMERLY THE BANK OF NEW YORK), New York, NY 1995 - 2005

Technical Support Analyst - Product Management and Support

Provided leadership for a team of five administrators who were responsible for the daily reporting and support of

more than 27K personal, trust, custody, institutional fixed income and international investment portfolios. Established initiatives that worked to improve operational efficiency and ensure the accuracy and integrity of data.

Led the maintenance of 150 composites for senior management`s review of performance and presentations.

Charged with leading the training of Portfolio Administrators and support staff on use of investment management software.

Created Axys Team operating policy, workflow automation procedures and Reports Database for end users.

TECHNICAL PROFICIENCIES

Advent Axys v1.0 - 3.8.5

Advent Axys Report Writer Pro

Advent Moxy

Advent BREU

Advent Browser Reporting for Enterprise Users

Project 2010 Professional

Visio 2010 Professional

Bloomberg and Baseline

Pershing`s NetX360

Embarcadero 8.7

Crystal Reports 10

Microsoft Office Professional Suite

PROFESSIONAL TRAINING & DEVELOPMENT

Pace University, New York, NY - Coursework in Business Information Technology

New Amsterdam Multilateral School, Guyana - Coursework in Business Management

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