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BUSINESS ANALYST II Resume Example

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MS
BUSINESS ANALYST II
Professional Summary

Seasoned Business Analyst offering four 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. Result oriented, quality-driven problem solver with experience working in a fast-paced financial environment, a quick learner with ability analyze complex analytical and financial problems. Motivated to exert and master experience in economics, accounting, data analysis, technical skills and investments. Enthusiastic team player with exceptional communication skills, with an excellent reputation as a leader who consistently achieves committed objectives.

Education
05/2015Bachelor of Science | Business Administration: Finance & EconomicsCalifornia University Of Pennsylvania, California, PA
Skills
  • Microsoft Office (Word, Excel, Outlook, PowerPoint, Visio).
  • Introductory knowledge of SQL and relational database management systems.
  • Proficient knowledge of SharePoint
  • Quick Books
  • Working knowledge of GAAP Accounting and finical statement analysis
  • Bloomberg Software
  • Trade Web
  • Market Axess
  • Oasys Omega
  • Bloomberg
  • Cash management
Work History
05/2018 to CurrentBUSINESS ANALYST IIMORGAN STANLEY | Baltimore , Maryland
  • Supporting cash Fixed Income business for institutional clients across all products and markets.
  • Delivering exceptional levels of client service throughout full life-cycle of trade process; from post-execution through to settlement.
  • Responsible for completion of daily processing tasks, working in fast-paced, high-risk team environment.
  • Investigating and resolving issues to ensure client on boarding, account opening, trade allocation, confirmation processing and settlement occurs in line with client service level agreements while minimizing risk to Firm and client.
  • Demonstrate ability to analyze trade discrepancies while utilizing variety of analytical techniques to solve problems.
  • Developing detailed technical and product knowledge together while demonstrating excellent client service, communication, organization and prioritization skills.
  • Mapped process activities to identify shortfalls and propose options to rectify operational inefficiencies.
  • Reviewed files, records and other documents to obtain business information and key data informing responses to development requests.
  • Evaluated consistency and importance of different business intelligence data against needs to determine optimal courses of action.
  • Improved business direction by prioritizing customers and implementing changes based on collected feedback.
01/2016 to 03/2018INVESTMENT OPERATIONS ASSOCIATEBANK OF NEW YORK MELLON | Owings Mills, MD
  • Responsible for ensuring timely and accurate preparation of daily net asset values (NAV) for several complex funds investing in wide variety of instrument types including municipal bonds, variable bonds, derivatives and emerging markets.
  • Ensure NAV are issued to all relevant parties in accordance with reporting requirements.
  • Liaise with custodians to resolve any reconciliation issues.
  • Developed integrated spreadsheet and database templates for accumulating, formatting and organizing program data and presented findings to management.
  • Evaluated reliability of source information by weighing raw data to make data easier to interpret.
  • Prepared statistical analysis plans and provided statistical interpretation for graphs, tables and charts.
  • Resolved trade problems, improved operations and provided exceptional client support.
06/2015 to 01/2016SECURITY SETTLEMENT PROCESSORBANK OF NEW YORK MELLON | Pittsburgh, PA
  • Responsible for timely and accurate settlement of domestic and international trade processed on behalf of trust clients.
  • Communicate with lending agents and brokers, resolving discrepancies between depository and/or fund company and internal trade information.
  • Ensured efficient handling of securities and account transactions within tight deadlines.
  • Input and verified distribute checks, balancing monthly and quarterly reports.
  • Prepared closing disclosures, post-closing records and disbursements.
  • Received and reviewed incoming documents and materials.
  • Maintained confidentiality of bank's customers and adhered to all regulatory requirements..
06/2014 to 08/2014Retail Banking InternPNC BANK | Pittsburgh, PA
  • Provide of optimized financial services to banking customers.
  • Extensive knowledge of handling cash, cash processing and other banking services.
  • Understanding of banking laws, guidelines and compliances, and how to utilize them to benefit of both customers and bank.
  • Good presentation skills to enhancing ability to accurately present banking portfolio.
  • Checked amount details and fraud markers for transaction papers such as checks and money orders.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe deposit boxes.
  • Presented new and additional products and services to existing customers.
  • Processed POS transactions, including checks, cash and credit purchases or refunds.
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Resume Overview

Companies Worked For:

  • MORGAN STANLEY
  • BANK OF NEW YORK MELLON
  • PNC BANK

School Attended

  • California University Of Pennsylvania

Job Titles Held:

  • BUSINESS ANALYST II
  • INVESTMENT OPERATIONS ASSOCIATE
  • SECURITY SETTLEMENT PROCESSOR
  • Retail Banking Intern

Degrees

  • 05/2015 Bachelor of Science | Business Administration: Finance & Economics

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