Business Analyst / Consultant

STEVEN CHO

Phone: 312-***-**** **** Clarence Ave. #14

E-mail: *********@*******.*** Oak Park, IL 60304

____________________________________________________________________________________________

Objective To contribute my analytical & problem solving skills and creativity to the finance or

information technology division of a corporation.

Education The University of Illinois at Chicago

College of Business Administration

Bachelor of Sciences Degree completed: May 2002 GPA: 4.14/5.0

Dual Majors: Finance and Information & Decision Sciences (Information Technology)

Skills 7+ years of professional experience in financial investment, portfolio accounting, corporate trust,

project management, and team-oriented environments. Microsoft Office, IBM Universe relational database, ODBC/SQL querying, Total Return, WinSurfer, Crystal Reports, and WebEx.

Professional Experience

SS&C Technologies, Inc., Chicago, Illinois

July 2008- Sr. Consultant, Total Return - Hedge Fund, Fund Services, & Family Office

Present • Perform new client implementations, existing client upgrades/conversions, consulting projects that

increase software’s performance and/or improved clients’ operational process, and serve as Business

Analyst through out the project and/or software development life cycle.

• Execute onsite and remote (WebEx) client training sessions and prospect demos.

• Train and provide guidance to newly hired Analysts to insure their successful development.

• Maintain all previous responsibilities of a Client Support Analyst as required.

August 2005- Client Support Analyst, Total Return - Hedge Fund, Fund Services, & Family Office

July 2008 • Provide investment portfolio & partnership accounting software support, troubleshooting, data

import & automation, report generation, and software enhancements to clients as needed to insure

customer satisfaction and data accuracy.

• Communicate client support issues to various internal groups, such as support, development,

and/or relationship managers/sales when issues require specific attention.

• Scope & design systems requirements (specs) base on business value, integrate client specifications,

and functional test of software modifications and upgrades (quality assurance) for release to clients

and internal users (fund services groups).

• Create and maintain client issues in CRM database until they’re resolve and release through client specific modification patches or subsequent general software releases.

• Assist in product documentation, release notes, and internal/external training materials.

Northern Trust Company, Chicago, Illinois

July2004- Business Process Analyst, IDS Project Team of Worldwide Operations & Technology

August 2005 • Managed and supported the full business process of Northern Trust’s Fund Peek Through – a Risk & Performance product which has over 35 corporate/institutional clients, 100 commingled/mutual funds, and 250 periodically audited accounts.

• Reviewed existing procedures, processes, and problems and recommended where automation or better process can be implemented to improve accuracy/timeliness/scalability and reduce costs.

• Investigated and identified root causes of errors. Re-engineered processes to ensure that client

needs are met and efficient processes are in place.

• Interacted with internal staff in systems and operations, external fund managers, asset custodians,

data vendors, and clients to maintain and improve the product.

July 2002- Securities Asset Coding Analyst, Worldwide Operations & Technology

July 2004 • Interpreted and analyzed indicative data and valuation information regarding various asset types to ensure accurate processing and valuation of client account records.

• Researched and resolved discrepancies through vendors (such as Bloomberg, Cusip, FTID) or

investment manager interchange, and analytical tools -- communicated resolutions to appropriate

internal parties such as accounting, entitlements, trade, and investments.

• Answered daily internal e-mails and completed daily reports regarding validation of data and

resolution of discrepancies and exceptions -- ensuring the data and valuation integrity of all

asset information on file.

• Determined appropriate pricing/asset vendor and the data needed, used and applied knowledge

of how different security types/complexities affect trading, income, accounting, etc...

January- A.G. Edwards & Sons, Inc., Joliet, Illinois

June 2002 Financial Consultant Internship

• Conducted cold calling and appointment setting that resulted in $2.5 million of new assets.

• Prepared educational and retirement planning and funding analysis for clients.

• Researched investments and conducted organization of equity research materials.

• Assisted in performing mutual fund and fixed income analysis and insurance reviews.

August 2001- Ernst & Young LLP, Chicago, Illinois

January 2002 Intern, Work Opportunity Tax Credit Department

• Consulted clients on their employees’ eligibilities for state and federal tax incentive programs.

• Assisted company clients in earning tax credits and saving them money.

• Established and maintained accurate client records with SCOUTWorks System software and Microsoft Access.

• Processed forms and applications and assisted with daily office operations when needed.

August 2001- UBS PaineWebber, Chicago, Illinois

January 2002 Financial Advisor Internship

• Learned about securities industry, investment portfolios, asset diversification and allocations.

• Assisted 3 financial advisors in operations such as generating new client contacts, profiles, and

seminars; processing client forms and applications; and reviewing clients’ portfolio performance.

• Researched investments and conducted organization of equity research materials.

• Prepared retirement planning and funding analysis for clients.

References Supply upon request.

Steven Cho, *********@*******.***, 312-***-****

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