Lead Business Analyst/Project Manager with 14 plus years of business and technical experience in all phases of Software Development Life Cycle (SDLC) within fixed income investment management. Thorough understanding of in-house built as well as third party portfolio management suite of applications, analytical engines, trading platforms, front-office, middle- office data oversight tools, and benchmark provider applications. Have excellent analytical, communication, problem solving, and project management skills. Goal oriented with strong attention to detail and deliver results consistently within strict deadlines. Maintain excellent relationship with internal and external clients. Achieved highest merit award “Gold Torch” in recognition of effective leadership in the year 2008.
•Proficient in all phases of Requirement Management, i.e., gathering, analyzing, detailing and tracking requirements.
•Strong understanding of various SDLC methodologies such as Waterfall and Agile with hands on experience in all of them.
•Experience in GUI, web based and back office database development, data architecture, data migration, system integration, meta data definition, and application support on multiple RDBMS platforms including MS SQL, Oracle and Sybase.
•Proficient in Change management and release coordination.
•Skilled at reviewing test cases making sure they are in accordance with requirements, and assist the overall testing process including User Acceptance Testing.
•Excellent communication skills and adept at facilitating walkthrough and training sessions.
Lead Business Analyst/Project Manager, Global Fixed Income Asset Management, JPMorgan Chase, NY
Worked on multiple portfolio management system applications, analytics engines, fixed income data oversight tools for F/O and M/O support, and trading platforms for fixed income securities and OTC derivative assets.
Global Insurance Solution project (Jan, 2013 – Present)
Successfully managing multi-phase, multi-component, interface development project that source external client data and load into Fixed Income Info Hub data store, GEMFIRE distributed system cache, and present in PRISM, a portfolio management application layer.
•Work with front, middle, and back office business and technology teams to gather business and technical requirements across multiple applications and operational data stores
•Research and analyze various systems, such as, FIIH, PTS, PRISM, GDISC, CLEARWATER and CAMRA to identify and map all asset types such as currency forwards, cash products, derivative products and other fixed income asset types, where necessary, provide appropriate mapping solution to external vendors.
•Demonstrate requirements/specifications with business users, QA team, FIIH, Gemfire, and PRISM AD teams.
•Manage tasks and milestones in Clarity.
•Facilitate weekly and ad hoc project meetings to discuss status, issues, and risks with all stakeholders
•Publish weekly project status report to keep upper management abreast with all the developments.
•Review test cases prepared by QA team to ensure the results correspond to business expectations; worked with AD and QA team to remediate defects in timely manner.
FIIH Scrum Master and Release Coordinator (May, 2013 – Dec, 2013)
•Organized and conducted daily FIIH scrum calls on periodic sprints. Documented issues log and communicated timelines.
•Ensured user acceptance tests completed, all defects addressed and all service requests contained in the release were signed off by the requestors.
•Maintained release calendar of implementation phases and events.
•Managed release activities by creating ITSM, seeking approvals from all stakeholders, and ensuring release was deployed per release plan.
Global Benchmark and Fixed Income Data Oversight applications (2010-2013)
Support Barclays, Citi, Merrill, Morgan Market, HSBC, Dow Jones and custom indices.
•Managed on boarding of new indices from index providers HSBC & Morgan Market where each family of indices differ in context, methodology, and file layout. Reviewed all published white pages to understand complexities involved in bringing them over to existing GBI framework successfully.
•Coordinated and managed automation of end users' routine tasks within FIDO & GBI Benchmark applications.
•Escalated issues and risks in timely manner, held periodic and/or ad hoc meetings to come up with the appropriate solutions.
•Consolidated requirements directly from end users or by reviewing existing functionality across multiple systems to create and upload custom, synthetics, constraints, sub, & main index;
•Created new and enhanced existing benchmark reports on vendors' sites such as Barclay's POINT, Citi's Yield Book, and Merrill sites
•Demonstrated requirements/specifications to all stakeholders.
•Coordinated and managed testing effort with QA team, risk team in COL and NY.
Derivatives Data Integration to FIIH and Capstone (2008-2009)
•Performed Project management responsibilities that included MS Project plan creation, prioritizing tasks for various small to mid size projects and keeping upper management abreast with all developments.
•Managed development and implementation of extraction, loading, and processing of derivatives functional data streams such as, instrument, position and analytics data;
•Created and maintained comprehensive data mapping representing data elements from upstream and downstream systems for derivatives integration to FIIH & Sentinel.
•Redefined derivatives classification schema for LZ in collaboration with Data Management Team.
•Coordinated meetings across regions, including F/O, M/O, Risk and Technology and resolved UCIITS related complex data issues surrounding OTC derivatives, such as, single leg vs. multiple leg, long/short code, global exposure, risk exposure, and counterparty exposure by product, etc.
•Performed extensive UAT data validation on market values, exposure contributions by market values, rating, and duration between FIIH, Capstone, Sentinel & Charles River for migration of Fixed Income accounts for regulatory post trade compliance.
•Analyzed and presented a data gap report on Reference data such as quality rating structures across two systems to Risk Management, PMs, DIG & FI AD teams.
Technical Lead (2007-2009) –( Received highest merit award “GOLD TORCH” for effective leadership)
•UCIITS/Luxembourg project: Managed development of derivatives instrument, analytics, and position data streams interface application for Charles River from initiation to implementation.
•GDS/WSS Feed & Summit Pricing Project: Managed GDS gateway feed and resolved all issues and enhancement requests. Summit Pricing project was geared to result in an increased price transparency and objective portfolio valuation process.
•Managed development effort during multiple phases of Summit Pricing Project that involved numerous groups from EMEA and IMA regions.
•Derivatives Trade Confirmation(Markit Communicator): Managed development of application interface to auto confirm derivatives trades leveraging Markit Communicator tool. The project was a moving target from the onset which constantly challenged my ability to adapt, improvise, and deliver new requirements in timely manner with immediate assessment of project impact and the risk involved.
Senior Programmer/Analyst – Fixed Income OTC Derivatives (2005-2007)
•Analyzed existing data, reverse engineered logic that was embedded deep in Java layer and documented business requirements,;
•Developed stored procedures for trade allocation, partial termination, full termination, cancellation, editing, posting and reposting of a deal.
•Developed stored procs and batch processes to implement OTC derivatives trading platform for all regions and all products such as CDS, Swaptions, IRS, and LOCKS.
•Redesigned and enhanced existing overnight batch processes to allow multi-currency analytics and positions calculations.
•Independently, analyzed, coordinated, developed and enhanced global overnight batch process that generated the analytics and EOD accounts positions, considering all dependencies for derivatives and other fixed income securities deliverable SLAs.
Production Support (Fixed Income) - (2003-2005)
•Provided Front Office and Middle Office trading support by troubleshooting trade issues related to fixed income securities, derivatives and equities. Also troubleshoot FIS2 application, overnight batch process, Lehman Smart Ticket trade files, MTM, rates, and risk files, etc.
•Effectively, developed, trained, and coached local as well as offshore team members.
•Managed weekly system maintenance activities for recycling of both UNIX and Sybase servers, resolving space issues, either by purging data or archiving data.
•Participated in stability and strategic team design review sessions and provide input to effectively improve the overnight batch process by carefully analyzing job dependencies, striping or rescheduling the batch jobs and reducing the redundancy by redesigning application components;
•Managed and administered UAT environments.
•Reviewed and provided feedback to the final user and production support documentation via PTOs;
Application Developer – FIS2 (Feb 2001- 2002)
•Developed FIS2 system integration process with ILITE (global security data repository) that covered all investment management regions; Streamlined data conversion process that included redesigning data model, data mapping, identify data anomalies and provide solutions to improving data quality across interfaces;
Worked on various projects ranging from analysis & design to custom application development in the fortune 500 financial, telecommunication, and pharmaceutical companies like Deutsche Bank, Hoffman Roche, Merck, Janssen & Janssen, and Schering Plough, and UUNET. Responsibilities included:
•Developed data model and data flow diagrams using ERWIN and Visio for sales force automation and government contract pricing systems.
•Performed technical architect role in Siebel Project and created interface data mapping document using EIM tool;
•Designed technical specifications for ETL and various management, analytical, and control report.
•Recommended solutions to improving data flow across multiple interfaces and developed action plan for implementation of tactical and strategic solutions.
•Analyzed enterprise- wide system impact to implement common identifier for 37 applications to meet shared data standards requirements and the estimated timeline to implement changes.
•Reviewed SAS system architecture with multiple vendor applications and databases to do gap analysis, identify data anomalies and performance issues for sales force automation system.
•Interviewed client's users, vendors, and other responsible individuals per project requirements.
•Gathered business and data requirements for government contract pricing and sales force automation system applications.
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