KHALID MIRZA

ad1agp@r.postjobfree.com

917-***-****

SUMMARY OF EXPERIENCE

Senior Business Analyst and Application Support with over 20 years of experience working in the financial services industry. Proven track record in analysis, design and development working with front, middle and back-office teams. Strong communicator, both verbal and written, with superior skills in data analysis, requirement specifications, documentation and architectural systems design.

Language

MS Visual Studio .Net (VB .Net and C#), ASP .Net, WPF, Windows and Web services, Python, HTML, UML, Scripting, and VBA.

Database

SQL Server, T-SQL, PostgreSQL, SSRS, SSIS, IBM COGNOS Reporting Tools, Power BI

Financial Tools

Geneva (Accounting and Portfolio Management System), EZE Castle (Trading application), Bloomberg (market-data), Research Management System (Factset and Mackey), FMC (reconciliation package), FormPF. Service Now (SNOW)

Compliance Tools

Compliance Science PTCC, ELF Compliance.

Enterprise Scheduling Package

Global Event Control System (GECS).

Encrypting

Gnu PGP and Bit-vise 2028

Enterprise Tools

MS Office (Excel, Pivot table, V-Lookup, VBA) Business Objects, BeyondFTP-a Windows based FTP application, JIRA (A Project Tracking Software), Atlassian-Confluence (A workflow tool), FTP and sFTP protocol, and GIT.

EXPERIENCE

City National Bank, New York

Vice President – Senior Application Administrator May 2023 – Present

Provide technical assistance to projects.

Incident and Problem Management including during and post-incident analysis.

Researching and implementing new technology per project and support needs

Set-up and support of workflow and job scheduler software

Application environmental set-up, administration and support

Application support, issue management and escalation

DR planning and participation in DR tests.

Use specialist knowledge in several applications and supporting environment.

Understands application use and access

Assist with the Technology Lifecycle Management Program for technology asset management.

Prudential Financial Insurance June 2020 – Jan 2023

Senior Business Intelligence Specialist (Manager)

Mapped the business requirements with available data and technical requirements to accomplish the project.

Worked on the data modeling to help create visualization reports for business.

Analyzed, developed and supported an API based (C#, SQL, VBA and Lotus Notes) data driven Sales Executive Financial Wellness application, for Individual and Group Insurance, annuities and 401(k) plan.

oThis API based application includes

Data Extraction from Lotus notes to flat files

Thru a generic Stored Procedure, the data was loaded to SQL tables

APIs (C#) were built on the SQL Stored Procedures

Excel and Power BI consumed the data from API for reporting purposes.

oCreated 3 different environments for deployment

Dev, QA and Prod.

oCreated test plan for end users.

Analyzed, developed and supported Excel-API based application which keeps track of Field Advisors performances and their short-comings, and displaying thru graph, the trending over the period of 13-month data.

Documented and implemented the test plan for the end product.

Managed a small group of developers, creating API.

Created a process flow and road map to accomplish the conversion of legacy reports (lotus notes) to new API based platform.

Indus Capital Partners, NY, NY Dec 06 – Dec 2019

Vice President of Information Technology/BA/Application Support/Middle and Back Office Developer/Integration Specialist.

Responsibilities:

Senior Business Analyst and Application Support for a 5B AUM hedge funds managing various projects while working directly with business teams across the fund to customize applications, build dynamic reports, fill ad-hoc application requests.

Responsible for liaising with business teams to collect data from Risk, Compliance and Legal, Marketing, Accounting, OPS, PM’s, Trading Desk, and Analysts.

Worked as project leader to create a team of external consultants to build business applications.

Analyzes and defines the business requirements and functional and operational architecture for projects.

Formulates and defines system scope and objectives by thoroughly understanding business processes.

Using documented processes, collects and defines requirements, translates into functional design documents and develops project scope, objectives, constraints and assumptions for a given project

Participates in development of the technical design, test plans, and user documentation.

Gathers and analyzes information and provides recommendations to address and resolve business issues for a specific business group.

Applies experiences with existing software and systems development processes to develop better processes to be used in the future.

Actively influences software and systems development process improvement initiatives.

Provides advice to internal business groups and business analysts on process improvement projects by analyzing business process flows and identifying changes. Contributes to the achievement of team objectives.

Expert in Data Governance – Ensuring data quality thru technology to proper data management.

Improved operational tasks via implementing automation and eliminating manual overhead of inefficient processes.

Helped team to remove manual components for all counterparty file transfers.

Simplified operational workflows for loading holdings and research into compliance attestation and personal trading platform.

Implemented enterprise job scheduler (GECS) responsible for managing hundreds of business-critical daily jobs across various departments

Point person for Risk and their team for support and all their reporting needs.

Below is list of the accomplishments as Project Leader and Business Analyst:

oPrice Tolerance Report

oExcel based Live Pricing Application connected with Bloomberg for Ops and Risk reporting.

oVolume Report – provide daily, weekly, monthly and yearly volumes, created using VS .Net, and SQL server

oPnL Report – complex structure for DTD, MTD, QTD, YTD and ITD PnL across funds, created using VS .Net, SQL server and COGNOS reporting tool.

oStatPro Report – extracted TOPIX data for StatPro portfolio valuation reporting

oBBG Portfolio Load – A daily list of securities loads to BBG for Portfolio Managers to access their performance on BBG terminals.

oMany processes developed involving ETL, extracting data from different sources (BBG, SS&C, EZE, and Factset) massaging and loading to database tables thru automated SSIS and SQL packages.

oPosition Loader - loads the position and asset files to EzeCastle from Geneva, using the tools of VS .Net, and SQL Server

oDerivative Reconciliation – Team used VS .Net, SQL server and SSRS.

oPari Passu – compares and optimizes allocations across master and sub-accounts, created using VS .Net, SQL server and DEV Exp DataGrid.

oMIK Equity Finance Tool – gathered PB files, enriched with internal security master and holdings data, displaying best rates across primes

oMarket Data Handler – designed and managed centralized market data handler with Bloomberg Server API in order to enrich security master and distribute to downstream systems and reports

oControl Report – provides self-service automation of the RSL (report specification language) reports to run thru a web user link, to generate pnl sheets.

oBoomerang – provides end user access to start/stop pre-configured batches that controls back office operational workflows

oDaily administration of SQL server infrastructure including systems upgrades, maintenance and patching

oPrimary developer of SSIS and SSRS components

oSQL Data administrator responsible for underlying data schema and implementing data governance

oSystems administrator responsibilities for Solaris infrastructure supporting Geneva

oTechnology lead for compliance and regulatory reporting infrastructure

FormPF

OPERA

Wash Sale

ASIC Short Reporting

Corporate Actions

Jul 05 – Dec 06 Mellon HBV, NY

Senior System Analyst/Business Application Developer

Developed Hummingbird Automated Application - Which Automated/reduced the operation time by automating the evening process.

Designed and supported Cross Trade System, which generates an excel file as an output with all the net trade of the investments, which are being done on different portfolio on the same date. It gives the total of holdings (positions) of every investment across the portfolio for a given date range.

Implemented and supported Commission Report System

Designed, implemented and supported Risk Metrics System

Developed the following reports: End of Month Report, Current Holdings Difference, Manual Pricing

Apr 04 – Jun 05 New York Community Bank, Westbury, New York

Programmer Analyst

a)Designed, implemented and supported Mortgage Loan and Expense WEB System.

b)Using the tools of MS .Net 2003 (VB .Net, ASP .Net, MS SQL 2000) and Infragistics NetAdvantage 2004 Vol 2, and Crystal Reports, I developed Mortgage Loan system, which was being used by over 250 branches in tri-state area.

c)Designed, implemented and supported Incentive Plan Tracking System. This is another web application that I worked. The bank supervisor, branch manager, Asst. manager and some executive can access the system. They enter any closed deal made by any employee.

d)Enhanced and supported Timesheet Web System. This is also a .Net Web application that runs over the intranet. Most of the functions of this project used to accomplish thru DTS package or SQL query

May 96 – Apr 04 Arm Consulting Group

Senior Programmer Analyst & Project Leader

Responsibilities

Started as developer, then promoted to Senior Developer and Project Leader; worked in the following projects with The ARM Group:

Designed, implement, and support Contract Advantage, a commercial based Contract management system, using the tools of MS Visual Studio (VB6, VB .NET, ASP .NET and SQL Server)

Worked as Project Leader to convert Client Server Contract management system to web-enabled system.

EDUCATION -

New York Institute of Technology, New York, NY Dec 1995

MS, Computer Science

Quaid-I-Azam University, Islamabad, Pakistan Jan 1990

BS, Mathematics; Minor: Physics, Computer Science and Statistics

Courses in Accounting and Economics

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