Data Sales
Resume:
Holmdel, NJ ***** ****.**********@*****.***
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JOB OBJECTIVE
Senior Data Analyst / Risk Analyst
SUMMARY
. More than 11 years of application development, financial data mining in
the full project life cycle environment for variety of brokerage and
banking institutions.
. Strong analytical, design and programming skills contributed to increased
profits, improved productivity, and flawless business processing.
. Awarded numerous times for innovative solutions that resulted in
significant revenue growth.
QUALIFICATIONS AND SKILLS
. Tools: MS SQL Server, MS Visual FoxPro, MS Excel, MS Word, MS Office,
Bloomberg
. Risk: VaR, Stress Test, Scenario Analysis, ETL
. Programming: SQL, VBA, DB2
EXPERIENCE
STATE STREET BaNK
Elkins-McSherry, LLC / Global Risk Services, New York, NY 01/03 - 10/14
Lead Senior Data Analyst / Risk Analyst
Trade Cost Analysis Group - Lead Senior Data Analyst
Played major roles in production and client service teams that provided the
institutional investment companies and boards with detailed Trade Cost
Analysis (TCA). Products include compete Market Impact Cost for Global and
Domestic Equities and Fixed Income transactions against a compilation of
the Universe trade data from 300+ major institutions in 47 countries.
Responsible for import and data aggregation for hundreds of clients into
the MS Visual FoxPro tables, detailed analysis, normalization, trading data
trends and symbology validation, and report generation. Provided software
solutions for clients' data integration into the company's central
databases. Responsible for complete client services in the on-boarding of
new prospective clients.
. Responsible for the full production cycle. Perform thorough research,
communicate directly with clients on the daily basis on the business
process requirements. Assist with data integration into the Elkins-
McSherry database for new on-boarding clients. Create detailed data
mappings and layouts.
. Handle data aggregation (incoming through the WEB, email and FTP in
various formats), process, validate and normalize client's data for 300+
clients on the quarterly basis. Distribute work among other team
members, communicate the priorities and deadlines with sales team.
. Generate and validate hundreds of TCA T+1, weekly, quarterly and annual
reports for hundreds of Elkins-McSherry and State Street clients
(Executive Summaries, Equity and Fixed Income, Global and Domestic, Full
day and Interval analysis), F/X. Create PDF files, used in-house tools to
upload the reports online.
. Generate and validate hundreds of T+1, weekly, quarterly and annual
reports for hundreds of clients. Executive Summaries, Equity, Fixed
Income, Global, Domestic, Full Day, Interval, F/X analysis in PDF, MS
Word and MS Excel formats. Use in-house GUI tools to upload the reports
online.
.
. Create SQL queries, applications and subprograms that are used by entire
group to format, manipulate, normalize and upload clients' data into the
TCA database.
. Isolate and investigate discrepancies in fees, commissions and market
impact calculations. Perform research and analytical review to determine
the root causes of inconsistencies, validate historical market data using
Bloomberg Workstation, SQL, and various automation tools.
. Function as a project leader for the automation project for 50+ State
Street clients. Design and develop major core automated applications to
replace manual processes for data validation and normalization. It
radically improved performance and efficiency of the entire group. Work
closely with IT group on the full project life cycle (analysis, design,
development, implementation, and testing). Work closely with sales
department on client specific requests and requirements to customize the
process accordantly. Gather the client's feedback and make all necessary
improvements to provide excellent client service.
. Perform FTP setup and conducted connectivity, data transfer tests and
production rollouts.
. Successfully implement several data processing conversions due to the
custodian change, create new structure layouts and new client specific
processes.
. Provide the expert-level client support, address the issues and provide
solutions in the timely manner. Identify issues and escalate them to the
IT development group.
. Maintain documentation and create manuals based on the client's
specifications for entire production group to use. Conduct training
sessions for the new group members.
. Lead development and conduct training for Hindustan Computers Limited
(HCL), the leading outsourcing firm in the field. Create key
documentation and manuals, conducted assessments. Create multiple
automated processes for HCL group to use offshore. Responsible for
managing the HCL group, oversee the work progress and ensure report
priorities and schedule of deadlines.
. As the manager's backup, was managing the entire productions team while
the manager was on leave for 3 month. Received Above and Beyond Award for
that extended responsibilities and excellent performance.
Global Risk Services Group - Risk Analyst
Functioned as project leader in the Risk Analytics front-office team.
Supported major State Street client, Teachers Retirement System Hedge Funds
(TRSHF) to assist throughout the investment lifecycle. Responsible for data
collection (incoming through the WEB, email and FTP in various formats) and
validation according to clients' business rules, complete data management,
normalization and data integration into the position-based risk system
(trueView), submitting and monitoring VAR simulations and various stress
tests, produced month end detailed reports. The reports included Market
risk exposures, various stress tests, notionals and sensitivities
calculations, provided inside detailed info on how the value of the fund
will behave due to the changing market conditions. Reports covered
interest rates and credit spreads fluctuations scenarios, as well ask value-
at-risk (VAR) analysis. Provided personalized client support.
. Using in house risk engine (truView) compute various risk measures such
as VaR, pVaR, ETL, etc. Perform stress tests and scenario analysis on
large client portfolios. Work with clients on risk end of month reports
creation and stress/scenario test setup.
. Investigate any valuation issues. Use tools including SQL and Bloomberg
to validate historical market data and confirm valuation models.
. Participate in all phases of product development including requirement
specifications and UAT testing. Identify issues and escalate them to the
technology and product management teams.
. Perform major data normalizations for the Microsoft Excel files with
thousands positions for various instrument types and downloaded into the
Risk Management database system.
. On-board new client holdings, work with hedge funds representatives to
gather position data and set up data feeds, implement data mapping
procedures, work with production support group to set up and test new FTP
connections.
. Provide expert-level support to solve all client issues, address all
issues in a timely manner and meet all deadlines.
. Maintain group's mailbox, distributed work and oversee other group
members, participate in weekly meetings.
prudential securities, New York, NY 1995 - 2002
Senior Programmer / Analyst
Led development of online Securities Money and Records Transfer mainframe
clearance system (SMART). Responsible for system analysis, design,
development, database maintenance, preparing system documentations and
specifications.
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Education
B.A. in Computer Science and Information Systems, Pace University, New
York, NY, 1994
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