Sr. Business Analyst

Andrew Xu, MBA, CFA, FRM Tel: 416-***-****

Highlight

MBA (Finance & Risk Management) with Risk Analyst experience in banking industry

Five years of Business Analyst experience in major bank and financial Industry

Three years capital market experience

Advance knowledge in market and credit risks areas

Advance knowledge in derivative knowledge

Superb quantitative, numerical and financial analytical skills

Excellent team working skills and effective communication skill

Broad finance and capital market knowledge

Technical Skills

Extensive computer skills: Excel, SQL, VBA, Visio, Bloomberg, Reuters, Hortonwoks

Employment Experience

CIBC, Market Risk Technology, Toronto, Ontario

Senior Business Analyst, May, 2016 – present

Data migration of market risk data to Sun Gard for various trading products including equity, fixed income, option etc.

Conduct data mapping, data quality analysis

Gather requirements and create technical specs for system enhancement project.

Bank of Montreal, CC Basel Team, Toronto, Ontario

Senior Business Analyst, April, 2015 – April, 2016

SME for BMO bank wide securitization BCAR reporting

Pro-actively communicate and collaborate with business clients to gather and analyze business requirements and deliver appropriate artifacts as needed: business requirement documents (BRD), functional specifications (SRD), use cases, reports and user-interface layouts and designs, test cases, etc.

Collaborate with development teams within own group, LOBs and other stakeholder departments throughout system implementation and delivery.

Drive discussions with LOBs and get their agreement/ decision on key design elements.

Critically evaluate information gathered from multiple sources, reconcile conflicts, and decompose high-level information into details to form functional requirement

Conduct data lineage, data quality and data mapping analysis

Enhance Basel II & III Knowledge

ScotiaBank, Global Risk Management, Toronto, Ontario

Senior Business Analyst, October, 2014 – April, 2015

Lead the delivery of multiple risk reporting projects for a wide range of financial product for Trading Floor Risk Management (TFRM) group

Conducts information gathering sessions with business stakeholders to gather requirements, capture critical data elements, and define data process flows.

Enhance credit risk, counter-party and liquidity risk management knowledge

Generate OSFI report with Tableau and QlikSense

RBC Capital Market, Toronto, Ontario

Senior Analyst, March, 2014 – October, 2014

Analyze business requirements and VaR calculation methodology for Projection Engine project

Promoted to team lead within three months at the position

Conduct PnLs and VaR analysis for capital market financial product on the bank’s trading books

Collaborate and lead QA team for SIT and UAT testing

Work with SQL and UNIX environment on daily basis with Agile development methodology

Temenos Inc. Toronto, Ontario

Senior Finance / Business Analyst, December, 2011 – November, 2013

Specify requirement definitions and software specifications for wealth management product.

Design algorithms for financial product valuations

Analyze and design risk management components based on client’s requirement

Establish back office data mapping to ensure accurate data loading and transformations

Collaborate with development teams, QA team and service consultants to achieve project objectives

Trader & Investment Analyst

September 2009 - September 2011

Contract with Swift Trade Inc. and Enriched Capital Inc. and worked independently

Trade U.S. stocks, ETFs and options

Conduct security analysis and maintain DCF valuation models on public traded companies

State Street Corporation, Toronto, Ontario

IFS, Alternative Investment Group

Senior Risk Analyst, March 2008 – February 2009

Measure, manage and report capital at risk and potential stress event losses, and ensure timely delivery of VaR measure and stress testing results to hedge fund clients

Acquire knowledge of VaR measure, Greek letters, and stress testing approaches and become a subject matter expert in models implementation, execution and troubleshooting

Respond in a timely manner to client requests in regard to VaR measure and Stress testing results.

Investigate and solve missing market data issues on daily basis and researching different risk vendors for model improvements

Motorola MCSC Inc, Montreal, Quebec

Senior Software Engineer, Team Lead August 2000 – May 2005

Assumed team leader and Project Configuration Manager role to regulate and coordinate individual team member’s development efforts in various projects

Developed various telecommunication projects on UNIX and Window environment with C++ and Java programming language.

Participated in all phases in Software Development Life Cycle (SDLC) including software requirement gathering, requirement analysis, software design, implementation and testing

Education

Rotman School of Management, University of Toronto, Toronto, Ontario, Canada

M.B.A. Class, 2007

Major in Finance/Financial Risk Management

Managed a US$ 30 Million balanced mutual fund and achieved total return of 15.8%

Completed advanced derivatives and risk management courses

Completed advanced financial modeling training with the Marquee Group

GMAT 710

Concordia University, Montreal, Quebec, Canada

B. Sc, Computer Science, Class 2000

Major in Software Engineering

Massachusetts Institute of Technology

Fintech Certificate Course: Future Commerce

June – September, 2016

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