SUMMARY:

• Over 7+ years of work experience in Project Management, Business Analysis and PMO in Financial industry. Specialized in Project Financials, Budgets, Forecasts, Costs, Benefits, Requirements management, user acceptance testing, Change Management, Reporting and SQL.
• Documented business requirements, user requirements, functional requirements and non - functional requirements on trading platform and data hub migration from Bloomberg AIM/Data License to Blackrock Aladdin suite.
• Experience with data conversion stream of trading platform migration.
• Extensive experience in creating data mapping specifications and interface documents.
• Strong in troubleshooting reporting and data issues in identifying the root cause.
• Experience working with Service Now and in supporting the production applications with 24x7 coverage.
• Experience in creating Service Level Agreements (SLA) for production support.
• Strong with data validation and data feed support.
• Involved in reviewing business requirements and analyzing data sources from Excel / Oracle / SQL Server for design, development, testing, and production rollover of reporting and analysis projects
• Extensive experience on CAMRA Accounting system.
• Experience with Bloomberg Data License & Terminal Services functions.
• Extensive experience with SharePoint, Visio, Power Point, Microsoft Project and Microsoft Office tools.
• Worked on Excel Macros,Data validation,Data Mapping and Crystal Reports.
• Coordinated with the stakeholders and project key personnel to gather functional and non-functional requirements
• Very good understanding of configuration and maintenance of Fixed Income, Equity, FX, Derivative workflows for Front office, Middle Office and Back office functions to include order management, trade executions, Matching, Confirm/Affirm and Settlement using Bloomberg, Omgeo, Liquidity applications (Tradeweb, Liquidnet, Market Axcess, FIX, BOOM, FIT, FXConnect).
• High proficient with SQL against SQL Server, Sybase, Oracle and DB2 databases using tools like Toad, SQL Programmer and Rapid SQL.
• Strong in leading meetings, preparing agendas, minutes and status reports.
• In depth knowledge, support and training of the complete trade life cycle to the team and the business users.
• Extensive training of trading systems training to all the portfolio managers, analysts, traders and IT.
• Very strong in using Excel API tools for Bloomberg market and reference data.
• Good Functional expertise on Trade Life Cycle of Equity, Fixed Income, FX and Cash.
• Experience with Program Trading, Rebalance of Equity portfolios and assist with other portfolio management functions using Bloomberg.
• Worked on CAMRA Accounting System.

TECHNICAL SKILLS:

• Project Management
• Business Analysis
• Requirements Management
• Data Analysis
• Investment Management
• Asset Management
• Microsoft Project Server
• Data Modeling
• Data Management & Reporting
• Change Management
• Database Development
• Share Point
• MS Excel
• Agile
• MS Word
• MS Access
• HP Quality Center
• ALM
• Clarity
• Extract
• ETL
• Informatica Power Center
• Informatica Data Quality
• Bloomberg
• Aladdin Blackrock
• Eagle Pace
• MS Office suite
• MS Visio
• Oracle 11g
• OBIEE 11g Erwin
• Informatica MDM
• SQL developer
• Toad
• UNIX
• SSIS
• SSRS
• SSAS.

PROFESSIONAL EXPERIENCE:

Confidential, Charlotte, NC

Sr. Business analyst & Data analyst

Responsibilities:

• Worked on Treasury transformation project in migration of trading system from Bloomberg to Blackrock Aladdin.
• Gathered Requirements and business use cases for Reloading the Rejected Feeds into CAMRA.
• Worked on Bloomberg AIM to Retrive the market data using BDP functions.
• Worked on Aladdin view and Aladdin security master to check the security data.
• Worked with the data feed requirements from Aladdin to CAMRA accounting system.
• Created the current state and future state diagrams using Microsoft Visio.
• Supported Bloomberg admin functions: Account / Group setup, Broker codes / commission setup, Access / Privileges.
• Worked on UAT and parallel Testing on transferring feeds from Aladdin to CAMRA.
• Maintained metrics for the feeds processing into CMARA Accounting system.
• Developed Crystal reports for Operations team to run the daily reports.
• Worked on Excel Macros to transform and Automate the security master Reports.
• Extensive experience in using CAMRA views,Rex reports and uploading feeds into CAMRA.
• Worked on Comerica Automation process to process Comerica feeds to Aladdin.
• Worked on Data Mapping and Data Validation to transform the feeds from Aladdin to Camra Accounting System.
• Used sql server for validating the data using sql query's.
• Worked on Error logs to identify the errors in daily processed feeds.

Environment: JIRA, Aladdin Blackrock, Eagle, Share Point, MS Excel, Agile, MS Word, MS Access, HP Quality Center, UML, ETL, Informatica Power Center 9.X, Informatica Data Quality 9.X,Informatica MDM, Oracle 11g,Erwin,OBIEE 11g, Bloomberg, Eagle Pace, MS Office suite, MS Visio

Global Project Portfolio Controlling Associate

Responsibilities:

• Worked Wealth Management business process and application simplification initiative to coordinate multiple projects.
• Gathered requirements of PPC by working with the project portfolio managers.
• Participated in the Portfolio Governance and Data Governance working group sessions to create policies.
• Followed up monthly status on 80 programs to report it to the management.
• Documented the reporting requirements to implement new PPM tool.
• Conducted training sessions on governance policies and procedures.
• Used SQL to analyze data on Oracle database
• Created Source to target mapping Documents, business rules, and workflows
• Designed excel Pivot tables and V-Lookup tables to analyze large data.
• Used SQL to analyze data from PPM databases.
• Tested the applications along with the Quality Assurance testing teams.
• Used Microsoft Visio to draw business process swim lane diagrams.
• Crated estimates on the assigned project work streams.
• Provided regular status reports to the management.
• Managed the issues on HP Quality center (ALM).
• Used JIRA to plan and allocate resources
• Implemented the change management procedures.

Environment: Vestek, Extract PPM, Clarity PPM, Reference data, Eagle, Inbound/outbound interfaces, SQL, .Net, JIRA, SQL Server, PL/SQL, Informatica Power Center, Informatica Data Quality, Microsoft Access, Visio, Share Point, HP Quality Center

Sr. Business Analyst

Responsibilities:

• Worked on Treasury transformation project in migration of trading system from Bloomberg to Blackrock Aladdin.
• Worked on Bloomberg AIM to Retrive the market data using BDP functions.
• Worked on Comerica Automation process to process Comerica feeds to Aladdin.
• Worked on Data Mapping and Data Validation to transform the feeds from Aladdin to Camra Accounting SystemWorked on Comerica Automation process to process Comerica feeds to Aladdin.
• Worked on Data Mapping and Data Validation to transform the feeds from Aladdin to Camra Accounting System.
• Worked on Aladdin view and Aladdin security master to check the security data.
• Manage scope, schedule and costs of the project.
• Publish weekly and monthly status reports on the project.
• Lead Steering committee meetings, create agenda and minutes for the meetings.
• Authored the Business Requirement (BRD), User Requirements,Functional Requirements (FRD)
• Gathered requirements by working with the portfolio managers, traders, investment operations, investment accounting users on trade life cycle
• Used SQL & FTP to analyze data from the third party data providers.
• Wrote Microsoft Excel Macros. Worked with the share Point sites.
• Tested the applications along with the Quality Assurance testing teams.
• Used Microsoft Visio to draw business process swim lane diagrams.
• Provided regular status reports to the management.
• Used ITIL process (Change Management, Issue Management) on HP tools
• Involved in various phases of data modeling process.
• Worked closely with database development and administration teams.
• Worked on designing the DW model and the physical structure
• Experienced in applying the ETL transformations.
• Proficient in analyzing database objects like queries and stored procedures

Environment: Eagle Pace 6.0,Aladdin,Bloomberg,Microsoft Project, IBM MQ Series, Reference data, Message Broker, Unix, Autosys Scheduling,Inbound/outbound interfaces, SQL, .Net, Sybase, SQL Server, PL/SQL, Microsoft Access, Visio, Share Point, HP Quality Center, MVC, C#, ADO.net

Business Analyst/Project Manager

Responsibilities:

• Authored the Business Requirement (BRD), User Requirements, Functional Requirements (FRD)
• Gathered requirements by working with the relationship managers, wealth managers and field agents.
• Worked on Use Case diagrams in gathering requirements
• Worked with development team to implement technical solutions the client
• Used SQL to analyze data on data bases
• Performed Backend Testing by executing SQL queries.
• Generated Data Driven scripts that access the backend database.
• Involved in developing test plan for the entire application. Developed test cases after analysis of the Business requirements and Business Use cases.
• Participated in various meetings and discussed Enhancement and Modification Requests.
• Interacted with all the developers to report defects and also to get the build status of the application.
• Wrote Microsoft Excel Macros. Worked with the share Point sites.

Environment: Java, JIRA, SharePoint, Power Point, Oracle 10g/11g, SQL*Plus, Shell Scripting, Windows-NT, Red hat Linux

Business Analyst/ Quality Analyst 

Responsibilities:

• Define and document customer business requirements, functions, and processes.
• Provide support to technology teams serving as liaison between the business and IT.
• Capture, analyze, and document business and end user requirements.
• Assist in the preparation of the testing strategy and testing the execution plan.
• Document requirements, current status, and changes to existing configurations.
• Gather, analyze, and document practices and workflows to identify efficiencies, alternatives, and gaps.
• Create Use Case Documents, rules, and workflows.
• Facilitate and document QA test plans and specifications, UAT, and post-production roll out.
• Strong experience in conducting UAT and documentation of test cases.
• Provide detailed weekly executive updates.
• Developed Test cases to cover the entire functionality of the site.
• Identify bugs by performing functional and usability testing.
• Involved in requirement analysis, process analysis, design and development.

Environment: Rational Rose, MS Office Suite, Oracle9i, Windows NT/XP, Business Objects, Web Services, UML, HTML, CSS, WSAD, Web sphere 5.1, .Net