Data Management

Salim H. Jafri

(C) 416-***-**** ■***********@*****.***

Profile:

Business/Systems Analyst(over 10 years) who manages/leads and also gathers requirements, solves problems as well as analyzes, designs, tests, integrates and manages business software development and resources that meets the complex needs of today's multi-tiered environments. Expert in creating reports using Excel, Essbase, Access, VBA, SQL Server and Oracle with working knowledge of Neo4j, Java, Apache Spark, Python, Share Point and .NET framework.

Experience:

Consulting Assignments 2006 – present

Clients: FAHM Partners Inc.,Canadian Tire, RioCan, AIG, FTECS, Goldman Sachs, RioCan, Jefferies, JP Morgan, AIG, RBC and UBS

Completed courses in Java, .NET and Python, currently working on Apache Spark and the “Data Science Specialization” certificate program from Johns Hopkins University.

Collected requirements, designed, developed and maintained an automated system for HR evaluations, data collection and reporting. Used Access/Excel/Outlook, VBA, .NET and SQL.

The process was run off an Access database; the Access database populated an Excel form and emailed selected staff using Outlook. The staff downloaded then filled/updated the form and clicked a button to email the data back to Access. Access operation received and updated tables and emailed Manager when response from all the staff was received.

Recalled to RioCan to assist in streamlining processes for over 350 Canadian and US properties and prepare reports. Used Access/Excel, VBA, .NET, SharePoint with SQL and Essbase.

Analyzed and created an automated process to update over 350 Asset Management reports.

Recalled to AIG to extract and transfer financial data (Essbase, Excel, SharePoint and Cognos) to Clarity. Used Access/Excel/Word, VBA, .NET with SQL and DB2.

Participated in data management meetings, created adhoc reports and an automated utility for Essbase CART data for transfer to Clarity.

Collected requirements designed and created programs for import/export brokers (ocean and air), freight forwarding and arrangement services, customs administration, trade analysis, tracking orders, resources and accounts using Excel, Access, VBA, .NET and SQL.

Actively participated in weekly meetings with business staff to evaluate resource management requests. As part of a four-person team, produced comprehensive requirements and detailed specifications, implemented changes to meet aggressive time limits and strict business rules.

Provided operational support over the phone and in person.

Tracked resources using data from multiple Essbase cubes, DB2, SQL and Oracle. Prepared reports for Management and posted on SharePoint.

Created extracts to feed OBI and Clarity resource tracking reports.

Identified business processes from work flow diagrams to create automated PVR and DCV reports (JD Edwards to Excel) and posted on SharePoint. Developed test plans to make sure requirements are met. Final product reduced overall processing time by over ninety percent for the Asset Management division.

Monitored financial data, streamlined and automated business processes to provide timely and accurate information.

Reconciled front and back office profit and loss data. Automated processes for efficient processing and investigated any discrepancies to meet aggressive auditing standards that meet government guidelines.

Analyzed, designed and automated end-to-end transaction-processing for MBS (Trade Capture System) and Close of Business Data (special emphasis on cancellations and corrections using capital markets data from Polypath and Bloomberg) resulting in 80% time reduction in investment analysis. Used VBA, Excel, SQL and Access.

Identified needs, created workable designs for utilities that Brokers and Traders can use for automated extraction of MBS/ABS Polypath data. End product allowed for multi tasking user queries reducing processing time by over 50 percent.

Updated, modified and documented BearXplorer modules using Excel, VBA, Access, SQL and R.

Created automation plans to load and test TrendsXplorer (isolate security exposure to economic factors) and SigmaXplorer (identify dislocation between long and short term trends).

Gathered requirements, modeled and automated HSBC and MSCI data feeds. Standardized on business objects, reformatted data for loading into Cognos (SQL Server based business intelligence system). Used SharePoint for data sharing and discrepancy discussions.

Performed forensics, data mining, analysis and internal corporate investigations, electronic discovery to meet needs of Compliance and Legal department using Orchestria and DtSearch.

Evaluated information involved in investigations using UNIX with Cygwin and other corporate approved utilities. Automated processes using VBA and UNIX.

Monitored and administered Orchestria to facilitate smooth daily operations.

Citigroup Asset Management (CAM) / Legg Mason 2003 - 2006

Systems Analyst

Created over 130 analytical daily/monthly reports of CAM equity products for Senior Management including Portfolio Managers and Board members and also for analysis. Used Factset/Micropal/Morningstar/Bloomberg/Lana and Lipper extracts.

Monitored and evaluated the performance (based on a variety of dimensions including key performance indicators (KPI)) of the firm’s mutual fund and managed discretionary account products sold worldwide.

Produced dashboards for senior management to assess business risk associated with aggregate equity holdings for managed separate accounts.

Produced attribution and characteristics reports for separately managed equity strategies, completed periodic assessments of the competitiveness of the firm’s product line and for evaluating performance standards.

Researched discrepancies in weekly and monthly private client to ensure accuracy and consistency and to assist in meeting the fiduciary oversight responsibilities.

Gathered requirements and data, developed and refined criteria to assess performance, in absolute, versus benchmark and against relevant peer groups and KPIs.

Created analytical tools and systems to undertake appraisals.

Identified products requiring more in depth scrutiny or corrective action.

Actively participated in regular forums to discuss product performance and in resolving any issues.

Assisted in analysis and positioning of CAM products and strategies for successful position of firm offerings vis-à-vis competitors’ products. Used Oracle based GPW for data verification and analysis.

Collaborated in the evaluation and appraisal of new product concepts, particularly from the standpoint of investment feasibility as well as preparing periodic assessments of trends in the retail asset management business. This included requirements analysis to delivering final product.

Consulting Assignments 1995 - 2003

Clients: P.F. Labs, Merck-Medco, Telebank, Washington Gas and Mobil Gas (now Exxon/Mobil)

Gathered requirements, formulated detailed business functional requirements, designed analyzed, coded and modified single and multi-user. Tested using WinRunner. Functionality included:

Tracked controlled drugs to meet 21 CFR standards (Federal requirements).

Created utilities that allowed web updates.

Documented systems for coders and end-users. Used standard or client methodology (Polaris).

Data mining and auditing DB2/Oracle/SQL data with aggressive time limits.

Data Entry and Order Entry system, storing, tracking and transmitting information.

Sales with multi aspect discount structure.

Scheduled, projects/resources/issue tracking.

Converted Access 2/ Paradox programs to Access 97/XP and trained users.

Used Easytrieve plus and COBOL for enhancements and to produce stored procedures and reports for data modification and verification as part of the Eclipse modification team. Stored procedures are called by Java code to retrieve data and improve performance.

Tracked and charted progress using Pert/Gantt charts.

Managed programmers through the entire development process.

Skills:

Trading System Applications: Bloomberg, Factset, Polypaths and Micropal.

Programming Languages: VBA, .NET

Applications/Operations Software: Ms Office (Excel. Word UNIX, Linux, Cygwin, DtSearch, SharePoint and Crystal.

Legacy Software: Application Systems (AS), KBMS, CMMouse, ISPF Dialog Manager, TSO ISPF, Btrieve, Project Workbench, Lotus 123, Rexx, COBOL, SQL, PL/1, Easytrieve Plus, Basic, DTL and JCL.

Databases: Essbase, SQL Server, Access, Oracle, Visual FoxPro and Sybase.

Education:

Data Science Specialization Certificate (in progress), Johns Hopkins University, USA – online.

Bachelor of Arts (Computer Science), York University, Canada.

Bachelor of Administrative Studies, York University, Canada.

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