Analyst Office

OLEG BERGER

** ********* ****** • Marlboro, New Jersey 07746 • 732-***-**** • ***********@*******.***

http://www.linkedin.com/pub/oleg-berger/47/580/790

SUMMARY

Self-motivated professional with over 10 years of experience in business and data analysis, equity

derivatives, IT and operations. Possess advanced analytical and technical skills. Consistently meet

deadlines and objectives and work well under pressure.

PROFESSIONAL EXPERIENCE

Quasar Trading, Short Hills, NJ 04/12 – 09/13

Data Analyst / Proprietary Equity Options Trader

• Built a data analytics tool in VBA/MS Excel that identified options trading opportunities based on

the prior volatility of underlying securities around earnings announcements and expirations. Utilizing

user inputs, the system queried historical options data and produced trading ideas for various strategies,

including calendars, straddles, strangles, vertical spreads, butterflies and condors

• Managed a portfolio of index and equity options constructed from trades generated by the system

• Interviewed and recruited traders as part of the firm’s initiative to create a new options desk

Barclays Capital, New York, NY 01/06 – 08/11

Equity Derivatives Middle Office Analyst 03/07 – 08/11

• Provided direct support to flow, structured volatility, LATAM and Delta-1 arbitrage trading desks

• Played a lead role in the successful migration and roll out of Middle Office and Documentation

systems post Lehman Brothers acquisition. Worked closely with technology teams on the creation

of business requirement documents (BRD) and functional requirement documents (FRD) for system

enhancements and remediation of issues

• Managed a team of junior colleagues who defined UAT test cases, coordinated their execution, and

documented and tracked defect resolution

• Prepared daily FOBO (Front Office - Back Office) and broker-to-broker reconciliations

• Set up, booked and monitored OTC derivative instruments including equity linked notes, listed

and OTC options, equity return and variance swaps

• Reviewed trading books for P/L; assisted product control groups in investigating discrepancies

• Produced MIS and FED targets reports for senior operations managers and trading desks

• Managed DTCC online confirmations process for equity swaps and options

Listed Options Clearing Analyst 01/06 – 03/07

• Managed monthly and quarterly options expirations

• Processed exercises and assignments

• Monitored the firm’s collateral and issued margin calls to clients

• Gathered requirements to automate the OCC trade entry process; coded, tested and integrated

a VBA macro that eliminated manual trade booking

• Designed and automated a report to screen the firm’s short options for dividend risk

• Documented the group’s procedures and trained new users in OCC settlements

Sound Securities LLC, New York, NY 01/04 – 09/05

Investment Analyst / Trading Assistant

• Generated ad-hoc reports for traders providing technical and fundamental analysis

• Interpreted financial reports and filings

• Analyzed and monitored portfolio holdings

Prudential Financial, New York, NY 07/00 – 01/02

Programmer / Analyst

• Developed an online employee stock option system for external clients. The system enabled users to

view stock options granted to them, exercise vested grants and review their history of transactions

• Worked directly with clients to gather requirements and develop technical specifications; served as a liaison

between users and team members

• Designed and implemented a Trade Proceeds Breakdown application using XML/XSLT and JavaScript

• Coordinated testing and deployment and documented automation guidelines for the team

LICENSES & EXAMINATIONS

Series 4, 7, 55, 63

TECHNICAL & SOFTWARE SKILLS

Programming Languages and Scripts:

VBA (MS Excel, MS Access), MS Excel pivot tables, HTML, XML, JavaScript, SQL, COBOL

Software and Applications:

MS Office, Visio, Visual Studio 2010, Sophis, Bloomberg, Delta1, Broadridge

EDUCATION

SetFocus, Parsippany, NJ (Microsoft Gold Partner for Learning Solutions)

.NET Master’s Program, 2012 ( .NET Framework, C#, ASP.NET, MS SQL Server 2008)

City University of New York at Brooklyn College

B.S. in Accounting, 2004 (CPA qualifying)

B.S. in Business Management and Finance, Computer Science minor, 2000

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