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Lead Analyst/ Project Management

Oakville, Ontario, Canada
May 05, 2019

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Girish Tamhankar, CFA Email:

**** ****** ******* *****, ********, L6H0G9 Phone: 647-***-****

Objective: Looking for a contract role within Business Data, Project Management

or Business Analysis at a Capital Markets firm. Open to opportunities in the GTA or fly-in fly-out consulting opportunities.

Job Related Summary:

●Experience across many accounting, trading and data management platforms such as Simcorp Data Warehouse, Markit EDM, Efront, Eagle Pace, Yardi and Bloomberg.

●13+ years of experience in Capital markets in various front and back office profiles.

●Experience working on the Equity, Fixed Income, Derivatives, Private Equity, Private Debt and Real Estate Data.

●8 years of experience in Investment Data Management/ Data Analysis.

●Hands on experience in Equity, Fixed Income, Derivatives and Private Markets at buy-side, custodian, banks and data vendors.

●Advanced skills in SQL, Excel modeling and various financial applications/databases.


●Chartered Financial Analyst, CFA Institute, Alberta, Canada, May 2010.

●Master of Science in Finance, Investments, Georgia State University, GA, December 2004

●Master of Science in Industrial Engineering, State University of New York, Buffalo, NY, February 2002

●Bachelor of Engineering in Mechanical Engineering, Mumbai University, India, July 2000.

Professional Experience:

BC Investments, Toronto, Ontario May 2018 –April 2019

Lead Business Data Analyst- Contractor

●Validate data in the Simcorp Data Warehouse for Trade, Positions, Portfolio and Entities.

●Test and validate all the legacy extracts being replaced in the newly implemented SCD dimension and the warehouse.

●Incorporate requirements from Risk Management, Performance and Trade Operations into the security, entity and price master in Markit EDM.

●Participate in design/ modeling sessions with Simcorp project teams for onboarding Alternative Investments and Private Debt module in Simcorp and Markit EDM..

●Represent data management in cross-functional design sessions and instrument modeling sessions.

●Create requirements to onboard Bloomberg data for Equity and Derivative instruments in Markit EDM.

●Design the outbound data feeds from Markit Datastore to Simcorp, XIP (Trading) and Sylvan (Performance systems).

Manulife Financial, Toronto, Ontario November 2017 – January 2018

Business Data Analyst- Contractor

●Co-ordinate data conversion effort from legacy systems to the Yardi Voyager 7 implementation.

●Create business requirements for Document Management module.

●Document and create user groups and roles while maintaining segregation of duties

●Document user and application level permissions to Yardi.

●Ensure compliance with Information Risk Management and IT General Controls framework.

Bank of Montreal, Toronto, Ontario February 2017 – August 2017

Lead Business Analyst- Contractor

●Estimate project efforts and costs estimations in the project planning phase.

●Create business data requirements (BDR) documents for projects involving Trading, Global Equity Lending, Wealth Management, Market Risk.

●Identify key deliverables and new operational issues during daily scrum meetings.

●Guide the development efforts to deliver project on schedule

●Work with Market Data Licensing to optimize data usage and minimize the vendor licensing/ development costs.

●Maintain data mappings, xmls and schema artifacts for any new project/ data enhancements.

●Request/ manage the product enhancements/ bugs pipeline with Goldensource vendor team.

Public Sector Pension Plan, Montreal, Quebec July 2016 – January 2017

Business Data Analyst- Contractor

●Understand Private Equity, Private Debt, Infrastructure, Real Estate and Natural Resources deal pipeline and design data solution across the private investment teams.

●Participate in daily scrum meeting to represent data management team and identify key deliverables.

●Guide the development effort to achieve organization goals.

●Work with Investment Finance, Middle Office and Portfolio Managers to design Private Equity, Debt and Real Estate deliverables.

●Create data mappings, xmls and schema documents for new data services.

Ontario Teachers' Pension Plan, Toronto, Ontario May 2015 - June 2016

Lead Data Analyst- Contractor

●Represent Data Management on the project team implementing the EFront (Private Equity, Debt and Direct Investments) solution across the private investment teams.

●Analyze investment data across legacy investment systems and databases to be transformed and loaded.

●Work with various vendors (Bloomberg, Factset and S&P Capital IQ) in identifying and assessing product offerings.

●Participate in daily scrum meeting to represent data management team and identify key deliverables.

●Receive feedback on the completeness of key investment relationship, closed and active deals.

●Ensure data quality by designing entity matching, mastering and error handling for companies and funds.

State Street Corporation, Boston, Massachusetts October 2014 - April 2015

Business Data Analyst- Contractor-Risk Management

●Act as the SME on the Bloomberg per security and back-office feeds for the enhanced custody (EC) business.

●Research and source Fitch CDS/ Index data.

●Research and source any new data elements/ attributes for the implementation of IBM Algo risk engine.

●Work with the European counterparts on the implementation of Sophis for Total Return Swaps.

●Create data requirements for the Algo risk management solution for different assets e.g. equity, fixed coupon, variable rate and contingent convertible bonds.

Insight Global at Wells Fargo Bank, Charlotte, North Carolina June 2014 - October 2014

Credit Risk Quality Assurance Analyst-Contractor

●Create Business Requirement and Test Strategy/ Plan for any products or process changes enhancement.

●Understand the logical data flow and actively participate in cross-functional meetings with Risk Management, Development and Quality Assurance.

●Understand the Gateway and ETL (Extract, Transform and Load) processes. Run/ Test various Unix batch boxes as part of any system change.

●Leverage the background in trading and investment management in defining business stories and requirements.

●Manage test cases and requirement in HP-Life Cycle Management/ Quality Center.

●Conduct Data analysis and data validation for the Credit Risk Data Warehouse to ensure data quality to downstream Credit Risk systems and processes.

EVS Consulting for S&P Dow Jones, India July 2013 - April 2014

Equity Index Research Lead

●Researched and structured smart beta multi-asset index ideas for S&P Dow Jones.

●Designed the equity selection process and created financial models using Factset universal screening and Excel.

●Calculated historical index performance using alpha testing module in Factset.

●Used Factset-MS Excel API, Factset universal screening, portfolio analysis and performance modules to backtest index ideas and suggested modifications to the strategy.

●Handled ad hoc projects with ETF/hedge fund clients involving SQL Querying, VBA and Matlab.

●Developed academic research and produced corroborative data for research papers in collaboration with the Director of Equity Research and Design.

●Researched and back-tested new index strategies like momentum, sector rotation, dispersion, enhanced beta, low volatility and other leading signals.

Gold Investment Management, Edmonton, Alberta March 2012 - June 2012

Portfolio Manager, VP-Asset Management

●Managed portfolios as per the investment management agreements.

●Maintained desired asset mix and tactical asset allocation using cash securities and derivative instruments.

●Managed portfolios and fee plans in the internal NDex portfolio management system. Developed and managed the client reporting and financial advisor reporting process in Microsoft Excel/VBA Macros.

●Initiated trades and communicated with custodians, traders and clients. Coordinated activities amongst different traders and custodians.

●Managed the fee and performance models. Involved in composite management and automation of the reporting process.

Alberta Investment Management Corp., Edmonton, Alberta March 2010 - March 2012

Data and Reporting Analyst/ Acting Manager

●Worked with portfolio managers to design dashboards and investment management reports.

●Extracted intelligence from large sets of relational data in Eagle Pace using T-SQL (SQL Server) querying.

●Managed a team of three individuals in the daily securities operations, business analysis and reporting function.

●Managed the incoming data feeds to Eagle Pace from Thomson Reuters, Bloomberg, MSCI and Scotia Bank.

●Designed and managed reporting process to measure counterparty credit exposure.

●Understood business requirements from the risk/performance group and suggested modifications/enhancements to the uploaders/downloaders or data source hierarchy within Eagle.

●Managed the integrity of reference data for the equity, fixed income and derivative instruments.

●Performed user acceptance testing, regression testing after any system changes. Acted as a primary stakeholder for the Eagle Prod and UAT environments.

●Approved data mappings (between Calypso, FMC, CRTS and Eagle), functional specifications and uploader/downloader changes.

●Collaborated with derivative middle office (Calypso), valuations (FMC) and trading (Charles River Trading) to define business requirements for new products traded for users like risk, clients and portfolio managers.

●Provided fund information and manage relationships with external parties including Auditor General of Alberta, Canada, external auditor and Statistics Canada. Managed the data feeds to various downstream systems such as Risk Management (Askari) and Performance Management (Sylvan).

●Designed look-thru (underlying) exposure reporting on derivatives (futures, swaps, options and forwards).

●Created client reports/board reports for pension, endowment and government funds managed by AIMCo. Assessed asset allocation, geographical diversification and sectoral diversification as per the client’s mandate.

Capital One Financial Corporation, Richmond, Virginia October 2006 - September 2009

Senior Data Analyst

●Handled the regulatory, rating agency and servicer reporting out of the Teradata Data Warehouse by using stored procedures and ad hoc SQL Queries and VBA macros.

●Performed cash/investment management of over $4 billion at various financial institutions in US and Canada.

●Managed corporate banking relationships with various banks through turbulent capital markets environment.

●Managed and negotiated around $20 million in gross annual fees. Performed cost reduction and enhanced controls in the area of bank fee analysis. Allocated bank fees across various business units.

●Securitized over $10 billion of assets to various credit card backed (ABS) securitization trusts.

●Handled ad hoc cross-functional projects with treasury, cash-management and accounting.

●Performed operational and financial analysis in the areas of treasury operations, float analysis, currency and cash reporting and forecasting.

●Collaborated with treasury and accounting to launch a subprime trust with evolving commercial paper market conditions.

●Assessed the quality of collateral and prime/subprime composition of the collateral to comply with the servicer agreement.

●Collateralized over $700 million under the Fed Borrower in custody discount window, rating agency profiles/eligible pools for new securitization offerings.

Bank of America Securities, Mumbai, India April 2005 - June 2006

Investment Banking Analyst (Team Lead), US Real Estate/Gaming and Leisure Division

●Involved in populating equity comparables and spreading M&A transaction comparable.

●Created company profiles and industry research covering various real estate sectors.

●Conducted ad hoc company and industry research through Bloomberg, Thomson One, Thomson Research, CapitalIQ, SNL, FactSet, Factiva and SDC Platinum.

●Performed valuation/investment analysis including comparable public company and precedent transaction financials. Supervised deliverables of four junior analysts as the Team Lead.

●Used advanced financial modeling, e.g. leveraged buy-out, ability to pay and accretion/dilution analysis.

●Managed the delivery of pitch-book requests from US/UK real estate investment banking group.

●Developed in-depth macro understanding of the real estate sector.

General Electric Company, Schenectady, New York January 2004 - August 2004

Sourcing Specialist Co-Op, Power Systems Division

●Setup and supervised e-auctions between GE suppliers. Measured cost savings produced through competitive bidding.

●Involved in metricizing supplier and buyer performance through statistical analysis. Analyzed quotations and placed purchase orders with suppliers across the globe.

Robinson College of Business, Atlanta, Georgia August 2004 - December 2004 Graduate Research Assistant, Department of Finance August 2003 - December 2003

●Worked with faculty in the Department of Finance to extend present research in M&A, using resources such as Thomson Financial, Factiva and Wharton Research Data Service.

●Analyzed the asset exchange mechanisms and motives of US corporations. This empirical study derived conclusions from stock performance of companies involved in merger and acquisition activity.

Technical Skills:

●Databases and Vendors: Factset, S&P CapitalIQ, MSCI, Bloomberg (Terminal, Excel and back-office), Reuters and Markit.

●Financial Applications: Simcorp Data Warehouse, SCD Dimension, Markit EDM, Eagle Pace, Teradata, TSYS, Charles River Trading System, Goldensource, Wall Street, Yardi, Bloomberg AIM, EFront.

●Programming & Tools: SQL, T-SQL Querying, Stored Procedures, Shell Scripting, Excel Macros, XML, Altova, Jira, Shell Scripting, Unix, Advanced Excel

Accolades and Scholarships:

●AIMR Scholarship for the CFA exam fees, Georgia State University, GA, 2003 - 2004.

●Robinson College of Business, Graduate Research Assistantship, GA, 2003 - 2004.

●Syracuse University, Graduate Student Scholarship, New York, United States, 2002 - 2003.

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