Manager Analyst

SAYEED AL-SHEHAB ● *** HERRICK AVENUE, TEANECK NJ 07666 ● 201-***-****

******.********@*****.***

Senior Project Manager & Business Analyst with close to 15 years of software delivery experience KEY ACCOMPLISHMENTS

● Financial advisor system enhancements for the Morgan Stanley Smith Barney technology merger.

● Implementation of SEC 15c3-5 and Dodd-Frank trader controls on Morgan Stanley’s FI trading applications.

● Front-end UX enhancements for E*Trade’s retail equities and options trading platform.

● Automation of Fixed Income portfolio transition management process for CNR Bank.

● Product Manager for BNP’s CRM application for North/South America.

● System analysis for establishing the new Brazil structured equities trading platform for BNP.

● Implementation of a client services management system for North America for BNP Paribas.

● Successful migration of cost basis reporting from Sungard to Gainskeeper for UBS. SKILLS

Large Scale Project Management ● Business Data Analysis ● Wireframe Documentation Agile Software development ● System Analysis & Design ● System Scaling & Customizations ● Software Delivery Life Cycle ● SQL Data Analysis ● Oracle/Siebel proficiency● Compliance & Regulation Analysis ● MS Project\Visio\Excel proficiency ● PMP certification in progress PROFESSIONAL EXPERIENCE

Fidelity Investments – FINCOMM (01/20 – Present)

Senior Business Analyst- legacy COBOL programs

● Team lead to migrate financial communications programs from legacy COBOL.

● Design the process to translate and deliver the COBOL programs into user stories.

● Negotiate SLA between client, and third-party software stakeholders.

● Conduct weekly meetings with project stakeholders for project updates

● Coordinate training of the third-party code analyzer application for client IT team.

● Document post-project handover to the client IT team and set post-project support guidelines. City National Rochdale (09/19 – 12/19)

Senior Solutions Architect

● Project Manager/ Business Analyst for automation FI portfolio transition management processes.

● Analyze the delta between the current and proposed process automation.

● Design new process wireframes to incorporate into the existing infrastructure.

● Work with development teams to identify new system and coding enhancements.

● Design Agile project plan identifying responsibilities and dependencies across all stakeholders.

● Manage daily scrum meetings to review and prioritize Jira use cases.

● Manage the lifecycle of the project through post deployment handover to client support teams.

● Provide post deployment training to FI portfolio managers. BNP Paribas 02/14 – 7/2019

Product Manager – E-Trading Platforms

● Manage client-facing FX and Index trading application suite.

● Manage client on-boarding priority with business stakeholders.

● Document requirements and customize trading applications accordingly for clients.

● Assist clients through the on-boarding process and conduct training as needed.

● Manage system enhancements and work with IT stakeholders through SDLC. Vice President - CRM Applications (North & South America)

● VP of client relationship management activity for North and South America.

● Document new requirements and consult global sponsors for approval and prioritization of work.

● Manage user support and training for CRM applications.

● Manage CRM custom data reports for various business end user groups. 1

● Conduct data mining projects to identify synergies between business lines.

● Provide monthly and weekly marketer performance reports using the CRM database.

● Coordinate CRM application training for users across North and South America.. Senior Business Analyst-Brazil EQD Digital

● Conduct Data Analysis for the new Brazil structured equity business line.

● Work with key stakeholders to ensure data integrity between NYC structured equity desk, Paris hedging desk, and Sao Paulo trading desk.

● Test Data feeds to downstream reporting and PnL applications

● Document enhancements to the proprietary structured equity trading system to incorporate new data fields.

● Work with PM team to conduct UAT testing and run post deployment production test deals book correctly. Project Manager - CLM IT – Client Services & Reporting (CSRT)

● PM for KYC investigation project to integrate vendor database Alacra with the proprietary client onboarding application (GCARS).

● Manage project deliverables and provide weekly updates to compliance and legal stakeholders.

● Conduct UAT testing and post release checks.

● Provide third level support and user training as needed.

● Build daily report feeds for compliance consumption. Project Manager - Client Services NY - Hobart

● PM for Hobart email functionality deployment for Corporate Banking NY.

● Work with Paris Capital Markets IT team on Hobart Convergence project for Capital Markets NY.

● Coordinate with North America Risk Management and Data security teams to ensure email security.

● Ensure email transfer is recorded per industry guidelines on data management and retention.

● Conduct weekly meetings with Compliance, Legal, Data Security, and IT stakeholders.

● Engage Compliance and Legal team to attain signoff required at various stages of the project.

● Manage data migration from old ticketing system to Hobart.

● Provide application training to North American Hobart users.

● Document post release enhancements as requested by owners. Senior Business Analyst -SignPlus – Jersey City, NY, & Montreal

● North American Admin for global signatory repository with vendor application SignPlus.

● Provide support and training for North American SignPlus users.

● Engage with vendor IT teams to establish new feeds for SignPlus users in Montreal, NY, and South America

● Document and report new enhancements requested by users to Paris.

● Setup SLA for SignPlus support tasks.

UBS (Consulting) 05/13 – 10/13

Senior Business Analyst –TOM and Data Conversion & Quality Management

● Senior Business Analyst for Cost Basis Reporting migration from SunGard to GainsKeeper.

● Conduct data analysis to document gaps between the two systems.

● Document functional requirements; use cases for development sprints, and test cases for UAT.

● Manage TOM team deliverables by assigning/tracking/resolving issues assigned to team members.

● Coordinate with Business, vendor IT, Compliance, and Operations stakeholders to resolve project tasks.

● Document UX GUI design for Risk Management and Compliance teams.

● Provide weekly progress reports to the executive steering committee.

● Conduct data integrity tests following each phase of data migration to the new platform.

● Attain Compliance and Legal stakeholders sign off on data management and retention per industry standards. Royal Bank of Canada (Consulting) 05/12 – 04/13

Senior Business Analyst-Operations and Processing

● Implement SEC and FINRA changes to the back-office operations and PnL processing.

● Provide analysis for compliance driven projects related to Dodd-Frank initiatives.

● Provide technical analysis to the Operations and Process team with projects related to daily post trade reporting and intraday PnL management.

● Evaluate existing code and make recommendations for improvement.

● Review systems documentation with users and developers and update support documents and run books for SOX compliance.

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● Overhaul outdated systems documentation and workflows and update support documents and run books related to Equities & Options trade processing across multiple front end trading applications. Morgan Stanley Smith Barney (Consulting) 04/11-03/12 Project Management – Technology Merger – Morgan Stanley & Smith Barney (Equities & Options)

● Manage initiatives for the Morgan Stanley and Smith Barney technology merger.

● Document functional requirements for the new retail Financial Analyst GUI.

● Conduct data integrity analysis of Smith Barney data feeds with Morgan Stanley downstream systems.

● Maintain daily project status meetings with key stakeholders from both firms.

● Provide bi-weekly progress updates to key stakeholders at Morgan Stanley and Smith Barney.

● Conduct UAT testing with users from both firms to attain signoff prior to releasing the new platform.

● Manage nation wide release of the new platform to retail Financial Analysts. Project Management - Dodd Frank Project (Equities, Options, Futures, FX, Fixed Income)

● Implement SEC and Dodd-Frank requirements over vendor and proprietary FI trading systems.

● Manage projects with IT teams to ensure all trading systems are compliant with SEC rules.

● Manage Risk & Infrastructure projects with IT stakeholders to deploy risk controls for FI, Equities, and Options execution systems.

Business Analyst/Project Management – Equities & Options Retail front-end trading platform re-design

● Review current GUI design and code for streamlining data input functionality.

● Document functional requirements and new User Interface designs for business approval.

● Manage projects with IT and business stakeholders with weekly meetings.

● Conduct UAT testing and attain signoff from stakeholders

● Conduct pre-release user acceptance testing.

● Manage a nation-wide release broken down by region. Details for the below positions will be furnished upon request Deutsche Bank (Consulting) 11/09-4/11

BA - FIX Client On-Boarding – Global Equities/Futures/Options Bank of America/Merrill Lynch (Consulting) 08/09-11/09 Futures- Client On-boarding

E*TRADE Financial 07/06-07/09

Project Manager - Global FIX Client On-boarding

Susquehanna International Group 02/05-07/06

Business Analyst /Project Manager

UNX- Universal Network Exchange 07/03-02/05

Support engineer/Project Manager

Prudential Securities 04/00-07/03

Electronic Trade Support Jr. Admin/ Trade floor support Electronic trade support

Various Positions as a Help Desk Support/Level 2 Administrator 05/96-04/00 EDUCATION

Montclair State University, Major:Biochemistry, Baccalaureate in Science: spring 1996. Bergen Community College, Major:Biology, Associates in Science: spring 1993. Additional courses: C++, Computer Graphics for Business, and Information Processing AFFILIATIONS

Co-Chair – Interfaith BNG at BNP Paribas

FIX Protocol – active member of the algorithmic trading group. PMI – member of the Project Management Institute.

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