Data Analyst Manager

Kimberly N. Nguyen

** ****** ****, *******, ************* 02339

781-***-**** *******@*****.***

Summary

Accomplished analysis functional process and manage variety investment types in the financial investment for Mutual Funds and Private Equity investment services. Consistently successful in increasing productivities and enhancing the quality of service offerings. Combine expert communication, team-building and presentation skills.

AREA OF EXPERTISE

Client and Account Management

Portfolio Compliance

Investment service

Process Improvement

Presentation skill

Customer service

Business Analysis

Professional Experience

JP MORGAN CHASE, Boston, MA October 2018- August 2019

Mutual Fund Data Analyst Consultant

Responsible for converting outside clients onto JPM platforms and designing/implementing processes and controls in support of all daily production requirements.

Establish and maintain fund and account profiles in JPM’s accounting system (FIS), based on a combination of client instructions, fund prospectus information and legacy administration books and records. Worked directly with the client, client service representatives, global hubs/utility groups and Boston Operations teams to manage the overall conversion of daily fund accounting services within specified timeframes all the while, maintaining a high degree of client satisfaction.

Process fund events, Client Conversions, Fund Launches, Closures, Mergers, In-Kinds and Asset Transitions and complete standard reconciliations.

WORLD FINANCIAL GROUP, Wellesley, MA December 2016- December 2019

Agent

I am an Agent licensed to sell insurance through World Financial Group & I offer a variety of products and services that can help you meet a number of insurance and financial needs.

STATE STREET CORPORATION, Boston, MA July 2016 – November 2016

Business Data Analyst Consultant

Assisting as part of the Risk and Regulations team supporting operations and investment to rollout Hogan into ESF.

Define business/system requirements by facilitating user meetings and interviewing users, researching and resolving issues. Participates in business analysis project planning and management by documenting and maintaining plans. Analyzes current processes and recommends solutions and improved processes.

Analysis and dissemination of subject matter knowledge. Provided technical and business knowledge to clients. Keeps abreast of technological and competitive developments. Conducts research on industry practices and standards and other benchmarking data.

HARBOR VEST, Boston, MA Jan 2016 – June 2016

Business Analyst Consultant

Assisting as part of the Business Intelligence team supporting operations and investment staff to ensure that current and future technology enhancements meet clients’ customized needs. (eFront)

Analyzed product enhancement requests and software bugs to determine that solutions do not have a downstream impact in other product features. Created and executed test scripts for internal reports and application enhancements for various internal departments. Responsible for tracking and assignment of all reported issues as well as communicating test results to the development team.

Prepared and updated specifications, manuals, and process documentation. Work with Business Users to scope and define functionality and reporting requirements. Define the acceptance criteria for each fix, new functionality or report. Evaluated the needs of the project stakeholders and work accordingly to satisfy them with appropriate solutions.

EAGLE INVESTMENT SYSTEMS, Wellesley, MA August 2014 – December 2015

Business Analyst Consultant

Supported Core Accounting Services in account creation, tested all New Releases, and all Service Packs in QA capacity by using knowledge of financial and accounting processing.

Maintains and executes functional test plans and creates and monitors automated regression cases to improve software quality. Locates, writes-up, tests, and using Test Track Pro Client software to close bugs in the product.

Defined business and systems specifications and actively contributed throughout project planning and management process. Worked with developers in order to understand business requirements SDLC – BRDs. Gather additional data and analyze the requirements in order to map them to the to-be process and draft the functional requirements SDLC – FRD

STATE STREET CORPORATION, Boston, MA August 2000 – July 2014

Business Analyst (2012 – 2014)

Business Analyst in the Mutual Funds Accounting technology project team supporting a long term systems migration project including data migration, data field mapping, and user acceptance testing, for Fixed Income, Derivatives portfolios

Client Operations Manager (2011-2012)

Established and managed funds for Putnam’s investment portfolios, ranging from $400M to $4B in net assets per client. Evaluated equities, fixed income, and derivatives fund structures, special requirements, and risks.

Client Operations Manager, Mutual Funds for Multiple Clients (2009 – 2011)

Established and managed funds for multiple clients’ investment portfolios, ranging from $600M to $14B in net assets per client. Evaluated complexity, fund structures, special requirements, and risks.

Business Analyst, Information Technology and Business Project Services (2005 – 2009)

Supported external clients and Wealth Management Services Division in account creation, transition management, securities transfer, and account closing systems (Global Plus application). Experienced in data migration, data field mapping, user acceptance testing, regression testing, bug tracking, and system enhancement requests.

Clients Operation Manager (2000 – 2005)

Managed full service operations for privately-held funds in assets including cash reconciliation, accounts receivable, accounts payable, trade settlements, and G/L entries using MCH, Hogan and GSMAC system to maintain daily process. Supervised and coordinated for semi-annual, year-end tax audits, and financial reporting.

Business Systems Portfolio

Invest One

STAR

Bloomberg

Multi-Currency Horizon

Global Plus Accounting Platform

eHorizon

MS Office

Windows

eFront

My State Street

Education and Training

Bachelor of Science, Business Administration, Finance, Northeastern University, Boston, MA

Producer License: Accident & Health, Life

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