Project Manager Data

***.*****@************.*** 732-***-****

SUMMARY: Over 9 years of extensive work experience as a Business Analyst in Banking and Financial domain

Financial Domain Knowledge and Expertise:

• Detailed knowledge of Equity market (Common and Preferred stocks), Fixed Income securities like MBS, TBA, CMO, Corporate Bonds, Municipal Bonds, Convertible Bonds, Junk Bonds, Treasury Bonds, Treasury Notes, and Treasury Bills. In depth knowledge of Derivatives which includes Options, Contracts (Future and Forwards) and Swaps (Interest Rate Swaps, Currency Swaps, Total Return Swaps, Credit Default Swaps)

• Strong analytical skill in analyzing Financial Risk such as Interest Rate Risk, Default Risk, Credit Risk, Inflation Risk, Operational Risk, Market Risk, Systematic Risk, and Volatility Risk associated with investment in securities. Detailed knowledge in Risk Management using metrics such as Greeks, VaR, Duration and Convexity

• Knowledge of valuation (Pricing) of Bonds and Common Stocks. Helped in decision making of right investment through proper valuation by calculating Present Value (PV), Net Present Value (NPV), and Opportunity Cost. Detailed knowledge of evaluating Capital Budgeting and Risk associated with it

• In depth knowledge of pricing models such as CAPM, Discounted cash flow, Binomial pricing, Black-Scholes, Time Series Analysis and Arbitrage pricing

• Detailed knowledge of Financial Planning, Analysis and management of Working Capital

• In depth knowledge of Dodd Frank, Basel I/II regulations for transparency of transactions and stockholders’ interests

• Vast knowledge of Financial Protocols such as FIX, SWIFT which helps to perform secured and streamlined communications across the Financial Institutions

Business Analysis Knowledge and Expertise:

• Wide experience of performing tasks associated with Software/System Development Life Cycle- creating and developing project plan, feasibility and scope management, communication and bridging gaps between users, technical team, and QA team.

• Vast experience in performing SDLC tasks - Requirement gathering, Analysis and Feasibility, Creating Business Requirement Document (BRD), Transforming BRD to Functional Specification Documents (FSD), High Level and Low Level Design documents etc

• Conducted GAP analysis in order to capture functionalities of existing system and analyze requirements of the proposed system or enhancement in order to bridge the GAP and design solution and followed various SDLC methodologies which include AGILE Scrum, AGILE Extreme Programming, Rational Unified Process (RUP), Iterative, and Incremental and Waterfall models to execute the proposed requirements

• Practical experience in managing daily scrum meetings and maintained sprint and product backlog

• Experienced in developing Requirement Traceability Matrix (RTM) for mapping the development and deliverables of the project

• Proven expertise in generating UML diagrams- Use Case Diagrams, Activity Diagrams, Swim Lane Diagrams, Sequence Diagrams, Class Diagrams, State Diagrams, Process Workflow Diagrams with objective to develop comprehensive notation for communicating requirements, architecture, implementation, and system development

• Proven expertise in coordinating with Database team to develop Database Models as per business specifications and Hands on experience in Database languages like SQL/DB2 to write queries and stored procedures for data manipulation, application development, and researching data issues

• Assisted in designing, building and maintaining Data Warehouse and Reference Database

• Experienced in working with Testing team, participated in writing Test Plan, Test Cases, Test Scenarios, RTM, Test Reports, and conducting various forms of testing which include Integration Testing, Smoke Testing, Regression Testing, White Box Testing, Black Box Testing and coordinating User Acceptance Testing

• In depth experience in managing Bug Tracking Life Cycle by identifying, analyzing, reporting, allocating and providing fixes to defects

TECHNICAL EXPERTISE:

Operating Systems : Windows 95/98/2000/XP/7, MVS/ESA, IBM Z/OS, UNIX, DOS

Programming Languages : C, C++, HTML, Java, .net

Database Languages : SQL, DB2

Databases : MS SQL Server, MS Access

Testing Tool : Win Runner, Load Runner, QTP, Quality Center Test Director

Visual Modeling Tools : MS Visio, Rational Rose

Other Tools : BO, Crystal Reports

Professional Expertise:

Project: GENESIS Enterprise Data Warehouse Jan. 2013 – Current

Citi Bank, Getzville-Buffalo NY Title: Business Analyst

Description:

Genesis is an enterprise data warehouse which holds collection of Contracts, Positions and Balances anchored to financials which is regulators and business imperative. Finance, Risk and Compliance have collectively established the Regulatory and Internal need for granular contract, position and customer balance data to fulfill the growing demands for disclosure, reporting and analytics. Genesis provides on stop solution to the business and regulatory agencies with the availability of granular level of data on daily basis which are not available on balance sheet. This is a new project which will decommission multiple legacy systems and will provide more transparency on data availability.

Functionalities:

• A common pool of Contracts, Positions and Balances organized on an enterprise wide basis across all Citi line of businesses on common model and reference data

• Anchored to financials for integrity and completeness

• Global Target Record layout for different products like Derivatives(Options, Swaps, Futures, Forwards), Securities (Stocks, Bonds), Trade Products and Loans

• Quality assures at the inception

• Daily feeds of contracts, positions and customer account balances

• Anchoring data to GL and FRS to ensure accuracy and completeness

• Multiple Source systems/Product Processors can feed the data on daily basis

• Enrichment of the raw data is done at the staging

• Ad hoc and scheduled reports can be run to fulfill data demand of various customers like Treasury, RRAI, Liquidity team

• Captures all products that goes into the balance sheet

• Various reports like Summary reconciliation report, Daily recon report, Rejection Summary, Exception summary report, Exceptions detail reports can be generated by the user demand

Responsibilities:

• Worked with Data Modeling team in order to cover all attributes in TR(Target Record) layout as per the business requirement

• As a part of FPG team, communicated with many source systems/product processors, GL teams on daily basis to perform MAP/GAP (Data Mapping and Current state analysis) analysis during the Data Acquisition stage

• Managed daily calls with source systems in various reasons like NAM, EMEA, LATAM, APAC

• Handled SIT and UAT calls on daily basis and maintained SIT/UAT issue tracker and defect log

• Worked on data acquisition of many products like Derivatives, Loans, Securities, Trade Products

• Performed manual reconciliation during SIT and UAT for ME (Month End) files and Mid-Month files before it goes live

• Helped users in preforming UAT and SIT testing

• Managed CR(Change Request) management and Incidents opened during recon process

• Worked with many teams on daily basis and helped them resolving recon issues

• Managed project timelines and release cycles

• Helped FPG team in creating On Boarding training manual and system architecture

• Created Ad Hoc reports using BO (Business Objects)

Environment: MS Project, Windows 2000, UNIX, J2EE, Visual Basic, PL/SQL, SOL, Oracle, Rational Rose, MS Visio, HP Quality Center

Project: TBA (To Be Announced) Mortgage Backed Securities Trading Platform Oct. 2011 – Dec. 2012

HSBC Securities (USA) Inc, NY Title: Business Analyst

Description:

The Mortgage Backed Securities Trading platform provides an easy way to automate complete trade life cycle of TBA (To Be Announced) mortgage backed securities within the HSBC Securities. This trading system describes the forward TBA mortgage backed securities trade. This project provides an enhanced Order Management System over the existing system. This module provides hedging benefits like Dollar Rolls, Pair Offs, Turns, Forward Rolls, Factor changes which was not supported by the legacy module.

Functionalities:

• Provides an easy way to create orders – TBA Buy and TBA Sell

• Pool Assignment Window for TBA Sell and Pool Entry Window for TBA Buy

• Electronic pool notification (EPN) messaging and easy pool file imports

• BMA calendar- 48 Hour Notification

• TBA Roll Over window

• Auto generated CUSIP at the entry of trade and assignment of pool from the current inventory

• Provides a flexible and customized view of current inventory

• Optimization of available inventory for TBA delivery, pair off, turn or roll

• Easy navigation of different windows within the module

Responsibilities:

• Obtained business requirements through user stories and documented them in Product Backlog and Spring Backlog

• Communicated and interacted on a regular basis with the project manager and development team during different stages of SDLC

• Performed feasibility analysis and GAP analysis to identify the possible constrains between the existing and future system

• Followed AGILE Scrum methodology for SDLC, helped business users to analyze possible requirements, assess the progress and prioritize user stories based on business requirements in the product backlog and conducted all meetings within the SDLC model

• Prepared business requirement documents and used Rational Requisite pro to manage, analyze and convert business requirements to the functional requirements

• Developed use cases from requirements and created UML diagrams such as Use case diagrams, activity diagram, and sequence diagrams

• Created Data Flow Diagrams (DFD’s), Entity Relationship Diagrams (ERD’s) and web page mock ups using the Rational Rose and MS

• Managed schedules and maintained Requirement Traceability Matrix (RTM) to map and trace the requirements through all stages of product development

• Extensively worked on SQL queries, and worked to interface with various internal and third party servers to send and receive data

• Worked with QA team to communicate requirements and help them in creating test plan, test strategy, test cases, and helped in conducting various functional and non functional tastings

• Hands on experience on Quality Center to manage defect tracking life cycle- analyze, log and prioritize defects, monitor defect resolution, maintained defect log, status updates

Environment: MS Project, Windows 2000, UNIX, J2EE, Visual Basic, PL/SQL, SOL, Oracle, AGILE, Rational Rose, UML, OOAD, MS Visio, HP Quality Center

Project: Data Warehouse Apr. 2010 – Sept. 2011

BMO Financial Group, DE Title: Business Analyst

Description:

Main scope of the project was to expand and enhance the existing Data Warehouse in US region by importing, storing and processing Dividends, Interest Rates, and Foreign Exchange rates to support pricing application of portfolio revaluation. This application supports individual account and entire portfolio performance calculation. The existing system to obtain, store and processing these data was done manually and has created many drawbacks. This enhancement provides the ability to download vendor market data automatically multiple times a day, any time of the day. The first objective was to import all the Dividends, Interest Rates, and Foreign Exchange rates from external data vendors. Second objective was to automate the retrieval process of data and third objective was to generate transformed and refined data for the downstream applications which are Pricing, Portfolio-Margin Re-evaluation etc., and to create various kinds of reports for further analysis and decision making.

Functionality:

• Import all Dividends, Exchange Rates and Interest Rates daily from internal and external sources

• Interfacing with many internal and external servers using FTP protocols to import the data daily

• Automate retrieval of data

• Manual inputs can be applied by using assumption engine

• Data Mapping process by mapping source data to the targeted table

• Data refined and published differently for different downstream applications

• Various reports like YTD performance, 1 year, 3 year and 5 year projection reports, Return on Investment ratio report, Asset allocation by each account and over all portfolio report, Curve reports. Charts generated from the fine data for further analysis

• Auto and Manual (Adhoc) reports designed manually based on user requests

Responsibility:

• Implemented the project through complete SDLC process

• Managed product and Sprint Backlog by gathering requirements through user stories and managed Scrum calls and daily meetings

• Worked with Project Manager and coordinated Development team, DBA’s, and QA team during each stage of SDLC

• Worked with Project Manager for various Project Management tasks like generating estimates, resource allocation and status updates on various projects

• Interacted with many internal and external users in order to receive and automate the receiving process of data

• Assisted Data modeling team to identify various entities and entity types, developed a progressive relationship between various entities and respective constrains

• Coordinated with DBA’s and ETL team to make necessary Database changes and created mapping document and executed SQL queries and worked with Data Base team

• Worked with SME and QA team to help them on creating user scenarios for system testing and UAT. Performed Unit testing and integrated testing

Environments: Windows 2000/UNIX, IBM Z/OS Main Frame, DB2, Java, SQL, Quality Center, UC4, AGILE, MS Project, MS Visio

Project: Fixed Income Trading Platform Sept. 2008 – Feb. 2010

Wells Fargo, NC Title: Business Analyst

Description:

The main scope of this Fixed Income Security Trading Project is to provide end to end trading platform for Fixed Income Securities. This web based trading application automates the entire trading life cycle. This system imports, analyses and processes many static data and market data from and to various systems to achieve prompt trade execution. It is User-friendly GUI for easy trade execution.

Functionalities:

• Entering Bond Product information using bond product window

• Defining bond attributes by specifying Coupons, Market Conventions, Amortizations, Cash flows, Primary Market information etc

• Convertible bonds, Credit Linked Notes and Floating Rate Notes set up

• Importing and processing live Market Data and Static Data

• Integration and Automation of trade rules within the trading module

• Allocation and execution of trade

• Optimizing of inventory

Responsibility:

• Coordinated Project Development throughout the SDLC

• Worked on feasibility testing and GAP analysis to find possible constrains during development

• Closely worked with Project Manager, End Users, Developers, and Testing Team to meet business requirements in timely fashion

• Conducted JAD sessions consisting of entire IT team to define solutions

• Followed AGILE Scrum methodology for SDLC, helped business users to analyze possible requirements, assess the progress and prioritize user stories based on business requirements in the product backlog and conducted all meetings within the SDLC model

• Created UML diagrams for various process flows using MS Visio

• Designed user-friendly GUI Mock ups

• Executed SQL queries to retrieve, validate and build user reports

• Assisted QA team in writing test cases, test plan, test strategy and performed many GUI, Functional and Non Functional tasting

• Utilized Quality Center tool to manage defect tracking life cycle- analyze, log and prioritize defects, monitor defect resolution, maintained defect log and generate status updates

Environment: Windows 2000/Unix, MS Project, ASP, .NET, SQL server, Web Logic, Mercury Quality Center, QTP

Project: Document Management (New A/C Opening) Jan. 2008 – Aug. 2008

Hudson City Bancorp, NJ Title: Business Analyst

Description:

The main scope of this project is to provide solution to the users and management for Document processing, tracking and improving quality of document routing process and optimize the quality of work. The current system was performing this task on manual level and it has created many problems so this new enhancement was to fix that defect.

Functionalities:

• Defines workflow of document routing path of AWD, Branch Workflow and Straight to archive

• Updating status by placing service call to get the status updates

• Sending rejection alerts to the branch

• Split processing of documents

• Scan documents, Rejected documents image and Rejected documents reasons through scan viewer

• Generate daily and monthly report and make it available for branch manager

Responsibility:

• Interviewed business users and documented requirements in Product Backlog

• Managed daily scrum meetings and maintained Sprint Backlog

• Performed feasibility and GAP analysis to find possible constrains between the existing system and new system

• Worked with Project Manager and SME’s to understand and analyze the requirements

• Coordinated with Technical team and Testing team within SDLC

• Created mock ups and designed many work flow diagrams

• Interacted with many internal and external users towards atomization of the process

• Defined various Entities and created many Entity Relationship Diagrams, Use Case Diagrams, Sequence Diagrams and Activity Diagrams

• Designed many reports for the users

• Extensively worked on SQL and DBA’s while interfacing with many servers

• Worked with QA team to create test cases, test plan, test strategy and performed many functional and non functional testing

Environment: UML, Rational Rose, Rational Requisite Pro, MS-FrontPage, Visio, MS Office, MS-Project, MS-access, J2EE, XML, Oracle, Unix, Win Runner and Test Director

Project: Portfolio Management System July 2006 – Dec. 2007

Capital One, VA Title: Business Analyst

Description:

The main objective of this project was to accommodate the enhancement of the legacy system. This is an interactive web based report generating application which allows the money managers to generate and view customized reports. The existing system was generating these reports manually so this new application provides the flexibility of customized auto generated reports.

Functionalities:

• Various reports can be generated to display performance of account and model performance

• Asset class performance and Security holding performance reports can be generated

• Manages investors accounts effectively, efficiently and maintains all the database of Fixed Income and Equity

• Portfolio reports, Performance reports, Multicurrency reports, SEC reports and Fixed Income reports can be designed and published

Responsibility:

• Supported Web Reporting Application enhancement for Portfolio Managers, Prepared various layouts in MS Excel and discussed with users

• Interviewed and conducted JAD sessions with portfolio managers to understand their requirements

• Performed feasibility and GAP analysis to identify the constrain between current and new system

• Obtained business logic from SME and primarily responsible for the Functional Specification documents with the use of Use Case diagrams, Activity diagrams, Sequence diagrams, Entity Relationship diagrams

• Data verification to develop custom reports for the portfolio managers by models, asset classes and security holdings per account. Ensuring the system tracks the performance of each model in order to provide the Portfolio managers with a breakdown of the performance fees per client portfolio

• Extensively worked on SQL queries to perform data analysis in order to generate reports, Analyze the data feed from external sources and utilized accurate terminal to ensure correct asset classification and pricing

• Performed Data mapping for the input-output fields for various sources from the requirement gathered and assisted DBA’s in resolving any issues with Data Mapping and Data Modeling

• Developed USE cases and assisted QA team in creating test cases, test strategy and test plan

• Performed functional, non functional testing and UAT testing

Environment: UNIX, Java, Business Objects, MS Office Suite, Oracle, Sybase, NT DB, MS SQL Server, AGILE, Windows, MS Visio, Quality Center

Project: Market Data Service Jan. 2005 – June 2006

Fidelity Investments, MA Title: Business Analyst

Description:

The scope of the Market Data Service system is to act as a centralized data source for both current and historic market data for the Debt Market. The application provided an extensible and saleable framework that can be easily configured to access and manage various types of market data as the business expands it provided single common market data interface for application developers to access the market data objects delivers by the market data platform.

Functionalities:

• Centralized data for both current and historic market data for decision making

• Represents raw market data by the extraction of data from market data

• Provided capability for recording current market data and capturing historic data as a single source

• Various auto reports and Adhoc reports created

Responsibility:

• Performed in- depth GAP analysis with different business users to accommodate the requirements

• Effectively facilitated Joint Application Development (JAD) sessions to gather, finalize and document requirements

• Created high level design documents and Functional Specification document

• Followed generic path to gather requirements and maintained log for requirement tracing

• Assisted in modeling of workflow and business process

• Generated Use Case diagrams, Activity diagram and Sequence diagram

• Worked on project deliverables, project estimates, and task allocation

• Helped DBA team and ETL team to perform data analysis and developing data marts

• Worked with Development team and QA team to clarify functionality, resolve issues and provided feedback to ensure quality of the end product by assist them perform system testing. Used QC to define and develop test cases, test plan, test strategy

Environment: Windows 2000, J2EE, UNIX, UML, Rational Rose, Oracle and Informatica

Education:

• MBA in Finance, Goldey Beacom College, DE, USA

• BS in Industrial Chemistery, Gujarat, India

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