MATTHEW M.
KHOURI
***************@*****.***
Canonsburg, PA 15317
SKILLS
Systems Development Life Cycle (SDLC)
Financial Acumen Escalation Management
Relationship Management
Portfolio Management
Project Management
Product Owner
Scrum Methodology
3rd party and Internal/External Integration
EDUCATION
Point Park University
Pittsburgh, PA
MBA: Management
Fairmont State University
Fairmont, WV
Bachelor of Science: Finance
CERTIFICATIONS
CSM - Certified Scrum Master
PROFESSIONAL SUMMARY
Seasoned Business Analyst offering seven years of Financial industry success. Expert on business and systems requirements, user acceptance testing and end-user training. Accomplished at leveraging past lessons to inform future decision-making.
WORK HISTORY
Mortgage Connect LP - Senior Business Analyst, IT
04/2020 - Current
Partnered with clients to gather all requirements to formulate business process specifications and translate those into application functionality, understanding the value propositions of the project and deciding when to advocate and when to compromise to arrive at mutually acceptable solutions
Documented workflows and results of business analysis and obtain sign-off from clients on specifications
Assisted the technical teams in translating equities and the derivatives associated with those equities in the system
Communicated business directives, goals and needs to the technical team and serve as client interface for managing User expectations and Client satisfaction
Key skills in project development, business management, strong research and analytical skills and excellent communication skills
My objective is to find a company in need of a competent team leader that could implement IT projects from traditional practices to modern day programs
Supports Business Manager with Work Order Scheduling, Work Order Critiquing
Serves as the Project Manager backup and partner with the Project Manager to ensure the project is on schedule and all project activities are conducted with quality, efficiency and timely
Ensure the staff is managing testing defects, testing results, and testing is completed successfully and timely to meet the project schedule
Conduct touchpoint meeting with the Project Manager as needed, if project issues or concerns arise; then, develop an action plan to resolve those issues
Serve as the point person for Business Analyst related project questions, concerns and training support as they arise from the traders and from Cross Team Staff and project Team Members
Perform system application testing
Developed test scripts and documented business requirements
Conducted requirement gathering sessions
Reduced corporate expenses by streamlining incentive and demand processes across regions.
Led and assisted technical upgrade projects for clients by working and coordinating with consultants and developers for integrations.
DUQUESNE FUNDS SERVICES - Senior Portfolio Administrator
03/2017 - 02/2020
Assist all hedge fund traders and managers with their equities and the derivatives associated with those equities by ensuring Profit and Loss application reflecting properly
Managed day to day operation and accounting for three hedge funds, totaling $7 Billion in assets under management
Perform security settlements for clients by confirming amounts from brokers (such as UBS, JPM, Goldman Sachs) then send wires and complete transfers for both payments and receive amounts to appropriate fund accounts
Create new securities, book new trades and confirm trades for traders (such as Collateral, Interest Rate Swaps, Equities, FX, and other Derivatives) by using variety of systems such as Eze Castle, Bloomberg, Reuters, Geneva, and DTCC
Ensure all prime brokerage accounts are in balance with our records on a day to day and month end basis
Worker prime brokerage representatives on corporate action (such as mergers & acquisitions, spins-offs, and stock splits) for all funds
THE BANK OF NEW YORK MELLON CORPORATION - Securities Operations Specialist II
07/2015 - 02/2017
Review and update policy and procedure to guarantee the highest quality for each client
Ability to navigate through multiple internal and external trading platforms to ensure that trades are input before there assigned cut-offs
Ensuring that mutual funds, internal funds, and external funds have effectively executive critical controls to mitigate risk
Working directly with Portfolio Managers and Administrators resolve issues in promptly.
THE BANK OF NEW YORK MELLON CORPORATION - Trade Specialist I
07/2012 - 05/2015
Review database reports, including foreign currency exchange reports
Training new hires on specific tasks that have been assigned by the unit manager
Knowledge of fixed income and equity trading for foreign and domestic markets
Familiar with foreign policies, foreign exchanges, and currency movements
Primary contact for investment managers and clients to ensure their requests are completed in a timely manner.
.