SATISH KB
E-Mail: adccaf@r.postjobfree.com;
Mobile: +91-974*******
Senior Data Analyst – Equity, Fixed Income, Data Quality, Data Analysis, Investment Management, Project Management, Statistical Analysis and Tableau Dashboards
Industry Preference: IT / Banking / Financial Services
P R O F I L E S U M M A R Y
Over 8+ years of rich, end-to-end Business Analysis experience in the IT and Financial Services industries; expertise in Data Quality (Coverage, Correlation, Staledata test, Anomalies, Accuracy, conformity, Uniqueness) on Equity & Fixed Income Funda and Securities by using different statistical Analysis in Data Research including Data Gathering, Data Profiling, Data Cleansing, Data Extracting, Data Modeling, analysing, drawing meaningful interpretation and reporting of the research findings using Tableau Dashboards.
Also worked on Netezza, Oracle Data warehouse by coding SQL Scripts to extract the Data (Equity & Fixed Income) based on the Business Requirements for doing Data Analysis and reporting any data discrepancy to the Portfolio Managers, Data Stewards and CDO ( Cheif Data Officer).
Excellence in designing Tableau Dashboards for presenting data quality reports more than 30+ dashboards and provided business solutions. Proficiency in working across multiple trading markets in US, UK, Europe and Asia; interacted with business clients both internal and external and delivered financial performance data (sourced from vendors like Reuters, Bloomberg and Factset). Expert understanding of SDLC processes and Agile flavored development methodologies (Scrum, Agile Framework).
K E Y S K I L L S
Netezza Data Warehouse
Tableau Desktop / Server
Data Management
Bug Fixing / Maintenance
Root Cause Analysis
Data Governance
SQL coding
Data Quality & Reporting
Project Management
Business Requirement Gathering
Data Extraction
Data Cleansing
Data Profiling
Business Analysis Data Integration
Team Management
W O R K E X P E R I E N C E
Since June 21st 2018 with HSBC, Bangalore as Assistant Manager, Data Quality Management and Data Management
Key Result Areas:
Gathering Business Requirements from Data Stewards for different funds and equity data sets and coding Data Quality Rules
Data Gathering, Data profling, Data Cleansing, Data Extarction for HSBC funds
Worked on Data Governance tool Collibra
Worked on Tableau Desktop to prepare the Data Quality Reports and presented in the Data Quality, Data Governance and Data Stewards Forum
Data Quality and Data Controls Management – Identified different data quality issues and controlled the data issues by doing Root Cause Analysis (RCA) and actively contributed to the Data Quality Group to drive the data quality issues resolution, tracked progress and also resolved potential issues
Expertise in Data Quality research by generating Alpha Scores for the Active Quant Equity securities and HSBC Funds
Creating Trend Analysis/Time series and forecasting on Tableau dasboard
Worked on different data sets like equity and fixed income funds and share classes by applying Data Quality dimensions according to BCBS 239 banking rule
Leading and trained team members
Presented Data quality issues to onshore (UK) stakeholders/Data stewards by preparing Tableau reports
Experience in Data Governance, Data Analysis and data Quality on Equity and Fixed Income funds
Interaction with Data Stewards through call and mail on regular basis
Since August 17th 2015 till June 21st 2018 with State Street Global Advisors (SSGA), Bangalore as Senior Data Analyst
Key Result Areas:
Worked on BIG DATA (Netezza) Data Warehouse Appliances to extract Equity and Fixed Income data by coding SQL script
Worked on Tableau Desktop to represent the Data Quality Report extracted from Netezza for Portfolio Managers for Investment decision making
Experience in Data Governance, Data Analysis and data Quality on Equity and Fixed Income funds
Expertise in Data Quality research by generating Alpha Scores for the Active Quant Equity securities
Worked on Linux/Unix for automating the process
Experience in working with relational database and SQL Server
Work Directly and Regular client Interaction through Call/Mail to take the requirements
Assist and work with establishment of Dashboards, Reports and Adhoc analysis.
Evaluate reporting result through data investigation and analysis.
Preparing Documents and presenting the data requirements to the Team
Deliver financial performance data (sourced from multiple systems) to key stakeholders and Portfolio Managers
Working directly with product owners and stakeholders to elicit their feedback on customer satisfaction items
Facilitating requirement gathering, root cause analysis and other requirements workshops
Conducting requirements training sessions and developing best practices for product delivery
Partnering with Development Leads to identify opportunities for better collaboration and process improvements
guiding a team of 4 members; promoting a strong culture of Business Analysis processes as part of global standards
Trained New Joiners to improve overall efficiency of department process
Excellent knowledge of data management, and data analysis
Accomplishments:
Single point of contact between Project Management and IT groups from solution planning, sizing, to fulfillment
Got appreciation mail from Stake holders (Data Stewards) & Portfolio Managers for doing the best Data Quality research and presenting the user friendly Tableau Dashboard Report
Received one Monthly best performer award and one spot award
Analyzed the Data and provided inputs on any security factor change due to corporate actions, data issue from vendors etc. for better investment decision making for Portfolio Managers
Improvised the process by automating the different process by using Linux/Unix tool which saved almost 2 full time employee work
Captured 40% in cost savings through a virtualization project that substantially reduced the duplication of the work
June 2011 - August 2015 Thomson Reuters, Bangalore as Content Analyst /Analyst
Key Result Areas:
Extracting Data from the database by creating the SQL Query
Experience on database management system, were we collect the information from the vendors or our clients and store that in our database (EJV)
Experience on Mutual funds, Bond markets and Fixed Income
Involved in Service & Quality metric discussions as well as handle Client queries
Monitoring Real Time Pricing and setting up Tolerance Level for Equity trading purpose
Monitoring and updating Auctions
Make sure accuracy of Data is 100% in the team by running day-to-day reports
Updating Terms and conditions for Auctions on UK, US & Canadian Government bonds
Creating Benchmarks/Rollovers
Extracting Data from CUSIP website for CINS/CUSIPs identifiers
Hands-on experience in frequent handling of queries from customers (includes both voice & E-mail)
Proficient in the use of Reuters 3000Xtra & EIKON
Accomplishments:
White Belt Project– Improve the accuracy of CINs (Identifier) from 40% to 100%
Identifying and improving the sourcing level on UKI Bonds
Received appreciation for Data Quality on the ISINs Identifier
Star of the month’ Award, Consecutively for 3 months
Awarded as TR Star Performance Award, Aug-2013
Letter of Appreciation from client for conflict query resolving
White Belt Certified form TR. for successfully completing the project
IT S K I L L S E T
Operating Systems: Windows Platforms
Technologies: Netezza, Tableau, Unix, PL/SQL, R Scripting (Learning), Excel,
Macro (Intermediate), Statistics
Database: Big Data (Netezza), Oracle, EJV
Integrations: Golden Gateway, Sybase
Financial Domain: Equity, Fixed Income, Derivative, Bond Market, Mutual Funds
E D U C A T I O N
Course
Institution
Year
Marks Post Graduation
(Finance/Marketing )
Surana College PG Centre
Bangalore
2011
70
BBM (Finance )
PES college of Business Management, Bangalore
2009
63
P R O F E S S I O N A L C E R T I F I C A T I O N S
Diploma in NIIT, Bangalore
Six Sigma, White Belt Certified from Thomson Reuters
P E R S O N A L D E T A I L S
Contact Address : No.1 Near Pattalamma Temple, Thigilara
Layout, Nayandhalli (P.O), Bangalore –
560039
Age : 30
Sex : Male
Nationality : Indian
Languages : English, Kannada, Hindi, Tamil and Telugu.