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Project Data

Toronto, Ontario, Canada
January 17, 2018

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** ********** **., # ***, *******, ON. M1L 0G9. Canada.

Phone: 647-***-****.


Extensive business/ systems/process analysis, project management, quality assurance experience in successfully implementing IT solutions within the financial services industry (Banking, Capital Markets, Investment/Wealth Management, Risk Management /Regulatory, Online/Mobile, Agile, Data warehousing/Data Analysis/BI)


B.M.O., Toronto.

Lead Business Systems Analyst.

Banking Enterprise Collections System.

October 2016 to September 2017.

Gathered, analyzed and documented business/ systems/process requirements

for the enterprise collections (Loans, Mortgages, Deposits, Cards) project.

Profiled data, identified data gaps/sources, and produced data mapping documentation.

Coordinated with project managers, business analysts, source system personnel, system architect to implement requirements.

Contributed towards the design of extraction, transformation, loading process.

Environment: Agile/Scrum Methodology, SAP Power Designer, IBM Netezza, SQL, Integrated Data Platform, MS Office.

Fidelity Investments. USA.

Lead Business Systems Analyst.

Online Brokerage Trading.

August 2015 to February 2016.

Gathered, analyzed and documented business systems requirements

using responsive web design for the online brokerage application (Stocks/ETF, Mutual Funds, Options, Fixed Income) technology projects.

Implemented Agile/Scrum methodology practice (daily scrum, backlog, groom stories/acceptance criteria, sprints, and retrospective).

Coordinated with project managers, business analysts, developers, UI/UX responsive web design, QA to implement requirements.

Performed functional, regression testing.

Mentored business systems analysts.

Systems: web application, Windows, MS Office, JavaScript, REST, JSON, JIRA/Confluence, HP ALM, Ribbit, Snag It, SOAP (UI).

NPC, Toronto (Private)

Analyst / Trader.

June 2014 to July 2015.

Conducted fundamental, technical analysis of equities, futures, options- US, Canadian, Global Markets.

Conducted data analysis for efficient trades.

Developed strategies in trading and investing

Traded in equities, funds, futures and options.

IGS Canada, Toronto

Consultant (Senior Business Systems Analyst). Global Asset Management.

(Charles River Integration, Cost Basis Accounting, New Investment Systems).

November 2013 to May 2014.

Gathered, analyzed and documented process, business and systems requirements

for the wealth management group projects: Integration new fund( equities, bonds, mutual funds) accounts into Charles River system, Cost Basis Accounting (FACTA) and NISS client on boarding system enhancements.

Coordinated application production support, master security setup.

Performed data (integrity /reconciliation) analysis.

Systems: Agile methodology, Charles River IMS (trading), MACS (client/ portfolio/CRM), FMC/SS&C PACER (accounting), ADP/Broadridge (transactions, positions), New Investment Services System(CRM), MS Office, SQL, .NET, HPQC, FundSERV, Requisite Pro.

NPC, Toronto (Private)

Analyst / Trader.

January 2012 to October 2013.

Conducted fundamental, technical analysis of equities, futures, options, currencies- US, Canadian, Global Markets.

Developed strategies in trading/investing.

Traded in equities, funds, futures and options.

CIBC, Toronto

Consultant (Senior Business Systems Analyst) - Capital Markets Technology (Trading, Credit Risk, Market Risk -Basel III/Dodd-Frank Regulatory Reporting).

May 2011 to December 2011.

Documented / updated functional (SRS/SDS) /data mapping requirements for the global trading book of CIBC Capital Markets-Credit/Market Risk (Equity/Mutual Fund, Interest Rate, Currencies, Commodities, Credit & Derivatives: Futures, Forwards, Swaps, Options) from source systems to Datawarehouse /databases (portfolio, positional, cash flows), to conversion of files (XML version), to the SunGard SAAS solution.

Performed testing, created test cases/traceability, resolved testing issues.

Followed agile methodology.

Performed data analysis (pivot table, vlookups).

Systems: Calypso (CDS), Catalyst (Commodities), DSTS (Exotics, Interest Rate related, FX, Fixed Income), Monis (Futures, Equity) Murex (IntRate related, FX, Fixed Income, Deposits, Futures), Optex (Bond, Money Market, FX, Futures), Wall Street Systems(FX), Xtrader (Exotics, Money Market, Commodities, FX, Equities), Bloomberg (Bond Index par yields), Reuters (Govt. curve), Markit (CDS Spread Sector / Ratings) and SunGard Adaptiv (pricing/risk calculations). MS Windows / SQL Server 7 / 8, .NET, VB, Unix/MS Word, Excel / Visio, XML, SQL, HP Quality Center, Enterprise (Trade data) / Voyager Datawarehouse (risk sensitivities calculation), Risk Analytics, MHS (Security/Market History Data warehouse), TRACS (credit risk data warehouse), Autosys (scheduling), Fedhub, Tumbleweed(file transfer).

TD Canada Trust, Toronto

Consultant (Senior Business Systems Analyst) - Mobile Mortgage Application.

April 2010 to October 2010.

Gathered analyzed and documented process, business and system requirements (SRS/SDS), UI (use cases, screen mockups, user interfaces/dashboard) for the mobile mortgage system (including Line of Credit, Insurance).

Coordinated with Business Analysts, Testers, Production Systems Support, ETL, developers, DBA to resolve issues (onshore/offshore).

Mentored Business Analyst, Testers.

Followed agile methodology.

Performed testing, participated in the test planning, created test cases, test scenarios traceability, resolved testing issues using HP QC

Environment: MS Windows/MS Office/Visio, Snagit, .NET, Java, XML, SQL, HP Quality Center, Customer Information File-Data Warehouse, and Mortgage Data Warehouse.

NPC, Toronto (Private)


April 2008 -March 2010

Researched and analyzed: equities, options, futures and currency-US, Canadian, Global markets.

Developed strategies for trading.

Traded in equities, funds and options.

Scotia Capital, Toronto

Consultant (Lead Business Systems Analyst) - Capital Markets-Total Return Swap Derivative.

November 2007 to March 2008

Elicited, analyzed and documented: system mapping/reporting requirements (SRS), use cases; from the Front/Back Office/System/Hedge Fund client areas.

Contributed to the evaluation of process analysis & vendor software.

Systems: ACBS (loans-obligation), CRA Data warehouse (FO trade capture-facility level). K2 Data warehouse (book swap trades in the security master derivatives-facility level), CMTS (bonds), Markit Clear Par/TSI (trade settlement), Collateral (Sentry), Trade Blotter/Deal Spreadsheet (Excel), Right Fax (Agent Bank notice), Corona/BESS (cash management, wire transfer), GL: OG/SG (Accounting) and Wall Street Office (Portfolio/CRM/Reporting) software.

RBC Dexia, Toronto

Consultant (Project Lead/ Analyst). Capital Markets (Custodial/Treasury) -Risk Analytics

Product Owner.

October 2006 to March 2007.

Elicited, analyzed and documented: business process & business/system/reporting requirements (SRS), use cases from the Treasury/ Middle/Back Office and the IT areas (KYC, Equity Lending (Repos), FX Contracts, Money Markets).

Defined evaluation criteria, reviewed proposals and vendor selection process (RFP/Cost benefit/ROI for Portfolio/risk solution: Fermat, Algorithmics, SunGard, and SAS.

FRS Global, Toronto

Project Manager/Analyst. Retail Bank, Capital Markets-Basel II Regulatory Reporting. Product Owner/Canada.

January 2006- April 2006.

Managed internal/external business/technical personnel, managed project activities, issues and timelines (on shore/off shore) for the Bank Regulatory (credit/market risk) Reporting project.

Performed testing, participated in the test planning, created test cases /scenarios.

Elicited analyzed and documented business & technical requirements for Canadian Basel regulatory reporting. Systems: FRS Risk reporting datamart.

Developed the project study report (work/schedule/cost/ project plan).


Project Management Professional. PMI, USA. 2006.

Option & Currency Trading. Optionetics, USA.

Canadian Securities Course (CSI), Toronto.

Oracle Developer/Administrator Developer 2000 (Xincon Institute,Toronto)

Courses: Object Oriented Design & Development, RUP, UML, CGI/PERL, Java, JavaScript, UNIX and Visual Basic.

Systems Analysis & Programming Diploma. CDI, Toronto.

Post-Graduate Diploma in Business Management. India.

Bachelor of Science. University of Mysore, India.

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