SUMMARY

• Around 9 years of work experience in Investment Management/Asset Management.
• Specialized in Business & Data Analysis, Quality Assurance, Requirements management, user acceptance testing, Change Management, Reporting, SQL, Data Management, Data Quality, Data Governance, Metadata.
• Very strong experience in supporting business area day to day operations by fixing issues using minor enhancement and/or by working on small and large projects.
• Very strong in requirements gathering (Business Requirements, User Requirements, Functional Requirements), Flow charts (Process flow, data flow, system flow diagrams)
• Strong in documenting nonfunctional requirements using QUEST framework.
• Vast experience in designing prototypes, wireframes, user interface mockups.
• Very strong in authoring Data Governance policies, procedures, templates
• Supported metadata, data quality rules and metrics processes.
• Worked with Data Stewards, Data Owners, Authoritative Originators, Data Consumers.
• Strong experience in establishing and designing various data models.
• Strong in writing the SQL queries in SQL Server, Sybase, Oracle and DB2 databases using tools like SQL Programmer and Rapid SQL.
• Extensive experience with issue tracking, Defect management, Requirements Tracking and Change management.
• Ability to understand the existing business process issues and reverse engineer to implement the effective business process.
• Experience in test planning, schedule estimates, managing project risks and testing issues.
• Experience with the ETL and Business Intelligence suite like Informatica Power Center, Tableau, Crystal Reports.
• Experience with Informatica Data Quality, Sharepoint dashboards and governance workflows.
• Extensive experience in Software Development Life Cycle (SDLC) in agile and waterfall methodologies and ITIL processes.
• Strong experience in testing coordination and working with various stakeholders through project initiation, solution definition, solution design and solution execution phases.
• Extensive data analysis in troubleshooting issues with various reports.
• Experience Setting up interview sessions with various stakeholders in gathering the requirements.
• Experience working with the inbound and outbound feeds and interfaces around various investment
• Very Strong experience with order management systems Bloomberg AIM and Blackrock Aladdin.
• Very strong in using Excel API tools for Bloomberg market and reference data.
• Experience in implementing the BlackRock Aladdin modules like Green Package, Security Master, Trade Entry and order management.
• Highly proficient in analyzing the data issues and the root cause via reverse engineering the feeds.
• Very strong experience supporting Reconciliation of positions and cash.
• Good Functional expertise on Trade Life Cycle of Equity, Fixed Income, FX and Cash systems like Blackrock, Bloomberg, Eagle, Factset, PAS, PAM and CAMRA.
• Expertise in designing the ETL around Aladdin, Bloomberg AIM, Eagle Pace and accounting systems.
• Experience working with the IT architects and, assisting in the creating the current and target state.
• Excel Expert and Skilled in VLOOKUP formula, Pivot Table generation, and Pivot reporting.

PROFESSIONAL EXPERIENCE

Sr. Business/Data Analyst

Confidential - Omaha, NE

Responsibilities:

• Worked on Agile methodology to develop software called Trade Architect.
• Wrote SQL queries (aggregate functions, nested queries) to extract the data and perform analysis.
• Involved in developing a trading platform for Equities and Fixed Income instruments.
• Dealing with several Bloomberg Fixed Income, Equity, Hybrid Equity, etc requestors to ensure each requestor is run based on the requirements mentioned in the Autosys Jobs
• Proper hands on, on the "Autosys" to analyze each job, figuring the error (if any), force starting / On Hold / On Ice any jobs
• Design and customize data models for Data warehouse supporting data from multiple sources on real time.
• Managed the project using the Agile Method of project development.
• Perform adhoc reporting using database and other data recovery devices
• Prepared a user screen that would help users conduct a What-If analysis using Data Mining techniques on their portfolio and hence make more informed decisions.
• Creating data requirements for the feeds between Blackrock Aladdin and Eagle data hub.
• Providing processing support to all portfolios and asset classes on Eagle PACE
• Gathered user and business requirements through conducting marketing surveys and interviewing Investment managers.
• Validate Mutual Fund Performance information using Oracle Business Intelligence Suite (OBIEE) to be sourced into Eagle Pace and do Gap Analysis of data required on various reports
• Prepared Business rules document based on user requirements and industry protocols.
• Advocated standardization of financial information exchange by implementing FIX protocol.
• Once implemented helped the testing team to test the entire routing using FIX protocol.
• Analyzed and prioritized user and business requirements as system requirements that must be included while developing the software.
• Planned and defined system requirements to Use Case, Use Case Scenario and Use Case Narrative
• Developed RTM to define the relationship between entities at conceptual level.
• Used SQL to analyze data on the databases and Eagle pricing center.
• Created Activity Diagrams, Process flow diagrams with vertical swim lanes, Sequence Diagrams and ER Diagrams in MS Visio.
• Facilitated JAD sessions with SMEs, users and stakeholders for resolving issues.
• Scheduled meetings with developers, system analyst and testers to collaborate resource allocation and project completion using MS Project.
• Assigned problems to appropriate software development team for fixes via MS Project.
• Maintained requirement traceability matrix and performed requirement analysis. Used JIRA for requirement management.
• Wrote SQL queries and performed data analysis as needed to gather business requirements around report delivery.
• Extracted data by running SQL queries, and analyzed securities, financial and customer metadata that gets populated on the web application
• Created Complex Stored Procedures, Triggers, User-defined functions, Views and other SQL joins to ensure efficient data retrieval.

Business Analyst

Confidential - Philadelphia, PA

Responsibilities:

• Created requirements for different business workflows for various investments systems like Sim Corp Dimension, BlackRock Aladdin, thinkFolio, Bloomberg, BNY Mellon - Eagle star, Eagle pace, TradeHub, ClearPar, Wall street office, YieldCalc.
• Worked as a project manager in different phases for Middle office and Data workstreams on Blackrock Aladdin implementation.
• Gathered Business requirements from Business owners, Subject matter experts and stakeholders from all the regions across the globe.
• Gathered and analyzed third party market data requirements for the business and exceled as a liaison between client and vendor negotiations.
• Worked as a Business analyst for multiple Business Process Reviews' and documented all the Artefacts which are being used by business owners, SME's and stakeholders.
• Created and reviewed the process flow and data flow diagrams for various systems used by stakeholders in Americas, EMEA and APAC regions using advanced MS Visio.
• Involved in various workstreams in different phases of the implementation and directly reported to the stakeholders.
• Worked on end-to-end development on integration between various systems.
• Worked on key Middle Office domains (confirmations/settlements, pricing, reconciliation, security master, reference/analytics data, trade operations, performance, attribution, risk data)
• Worked with portfolio managers to gather all the benchmarks, sectors and ratings requirement from market vendors.
• Perform project analysis, various ad-hoc reporting and analysis duties to support day-to-day operational and strategic management decisions
• Worked with front office stakeholders to determine the process and workflow on creating the custom benchmarks, ratings and sectors in Blackrock Aladdin.
• Worked on various Blackrock Aladdin modules implementation like Aladdin View, Aladdin Dashboard, Aladdin Explore, Green Package, Prism, Aladdin AnSer.
• Participated in the Global PMO weekly meetings with the stakeholders and reported key issues, risks of the project.
• Created a global consistent process flow and workflow by working with portfolio managers, Quant teams, Investment Risk teams, Investment accounting team, Trade operations and settlements team, IT and trade support teams.
• Worked on different testing phases and logged, resolved and documented testing defects, open issues in JIRA by coordinating key Subject matter experts.
• Worked on decommissioning the existing systems by analyzing and resolving the potential gaps.
• Created and managed the third-party market data dashboard and tracker which helped the business owners to track the negotiations.

Environment: Aladdin Blackrock, Bloomberg AIM, Eagle Pace, Sim Corp Dimension, thinkFolio, BNYMellon - Eagle star, TradeHub, ClearPar, Wall street office, YieldCalc, Share Point, JIRA, MS Visio, MS Excel, Agile, SQL, MS Word, MS Access, HP Quality Center, ETL, SQL server, Bloomberg, IDC, Trade web, MS Office suite, MS Visio, UNIX, SQL

Business Data Analyst

Confidential - Milwaukee, WI

Responsibilities:

• Document requirements on specs for the minor system enhancements and worked as a subject matter expert for small and large projects.
• Created data interface specifications for BlackRock Aladdin.
• Involved in Data Conversion activities from Charles River Trading to Blackrock Aladdin.
• Created requirements for the inbound and outbound feeds around BlackRock Aladdin.
• Assisting in Creating the Business Process Review (BPR), Business Requirement Document and User Requirement document.
• Creating data requirements for the feeds between North Western Accounting and Blackrock Aladdin and Eagle data hub.
• Created business metadata/glossary for security reference data.
• Created data governance policies and procedures. Implemented the data policies on portfolio master data.
• Working with the trade feeds, position feeds, pricing feeds and security reference data feeds.
• Providing processing support to all portfolios and asset classes on Eagle PACE
• Creating the business case for the reference data platform.
• Created Business requirements, user requirements and functional requirements documents.
• Created process flow and data flow diagrams.
• Worked on implementation of Aladdin Green Package and Bloomberg interfaces.
• Created data reconciliation framework by working with internal systems and external custodians.
• Authored data governance policies, procedures and other artefacts.
• Worked multiple investment asset classes like Equity, Fixed Income, FX and Derivatives.
• Created metadata/glossary on various investment data domains like Reference data, Pricing, ratings and operational data.
• Created data requirements for the feeds between Trading, Accounting, performance and data warehouse systems.
• Created requirements for UNIX batch process and batch job scheduling.
• Established data quality rules, measurement and metrics.
• Created guidelines for ETL Informatica Power Center workflows.
• Used SQL against SQL server, Access and Sybase databases.
• Created data mapping between Eagle Pace and various vendors like Bloomberg, IDC and Reuters.
• Acted as a facilitator to gather requirements with stakeholders/end-users/clients.

Environment: Bloomberg AIM, Eagle Pace, PAS, PAM, Aladdin Blackrock, HP ALM, Share Point, MS Excel, Agile, SQL, MS Word, MS Access, HP Quality Center, ETL, Informatica Power Center, Informatica Data Quality, SQL server, Bloomberg, IDC, Eagle Pace, Trade web, MS Office suite, MS Visio, UNIX, SQL

Business Analyst

Confidential, Pittsburgh, PA

Responsibilities:

• After the knowledge transfer of the current environment, projects were assigned.
• As every 10 weeks there was a release, the projects were divide into three categories viz., Integration, enhancement and performance.
• Overlapping waterfall model was used for requirements gathering.
• Usability Analysis was performed on the website "workbench.mellon.com".
• Milestones were set and Action Items were created in the Weekly Status meetings, along with the CAIR (Constraints Assumptions Issues Risks) log.
• Depending on the ISR and meetings, Scope and high level estimates were sent for approval.
• Once Scope is approved, Draft SRS master document was prepared and detailed business requirements were captured.
• Interacted with Business and Development team to gather requirements for developing test plan to define the scope, assumptions, dependencies and risks in Silk Test Prepared test cases as per business level requirements to cover overall functionality of the application manually
• Aimed at significantly improving the efficiency and effectiveness of the firm's global credit risk, interpretation, definition and implementation of Basel II requirements, and amplifying exposure management activities.
• Extensive work experience with Portfolio Managers, Experienced Traders, and Compliance Manager to configure the rule-based scenarios for capturing market and credit risk, general multi-factor sensitivity analyses, and PnL.
• Charles River (CRD) gap analysis review sessions for order management selection.
• Created test cases, test plans for Charles River compliance rules for the algorithm tools.
• Charles River compliance module for Money Market fund and Rule 2a-7, eligible securities, ratings and alerts, warnings and exceptions documentation.
• Identified and compared (Gap Analysis) source data elements and fields names of CR (CharlesRiver), APL and PACE (Data Warehouse).
• Created customized reports in Charles River such as commission analysis report, boxed position report, take-over report, and compliance report etc. using Crystal Reports, Excel VBA and SQL.
• Traceability Matrix was executed in TEST-NR environment, and the results were again tested in higher environments.
• Also, helped the testers with automated testing in higher environments, QA-NR, TEST and QA.
• Finally UAT was done on the release date, and any remaining issues were either solved or deferred to next build in PROD. This was noted in the Deferred Log document.
• Lessons learned document was updated.

Environment: Windows, Oracle 9, SQL, Microsoft Office suite, Microsoft Visio, Clear Quest, Rational Unified Process (RUP), ClearCase, UML.

System Business Analyst

Confidential - Boston, MA

Responsibilities:

• Worked as a liaison between the Business User Groups and the IT Groups to ensure complete understanding of enhancements requested by the line of business. Translated those requirements into work requests for the IT groups. Subsequent to go-live, performed testing and interacted with the business on any issues.
• Provide complete Production support for Charles River Trading application as a part of Technology team.
• Gained knowledge in business on electronic trading platforms such as Tradeweb, MarketAxess and Bloomberg.
• As part of the upgrade, identified Use cases from the Functional Requirements and wrote Use Case Specifications. In addition, created 'To-Be' Business Process Workflow diagrams (Activity diagrams) in Ms Visio.
• As part of the Charles River upgrade, facilitated user acceptance testing. Involved in developing of the test strategy and assisted in developing QA Test plans for Functional, Integration and System Testing.
• Utilized data modeling techniques to document business process and data flows.
• Served as a go-to person for the line of business and facilitated with the testing, research, and resolution of issues during deployment.
• Performed Gap Analysis for current state and future state to design and develop use cases, activity diagrams, and class diagrams using UML in MS Visio to understand the scope and boundaries of the system. \
• Tracked and reported project progress (performance), risk and issues to business stakeholders. Published User Guides for features going into production and presented holistic and detailed Epic walkthrough's to UAT teams.
• Extracted the Business Requirements from the end users keeping in mind their need for the application and prepared Business Requirement Documents (BRD) using Rational RequisitePro.
• Supported User-Acceptance phases by performing data validations and metrics calculation across every layer including source systems, Staging, Mart and Microstrategy layer.
• Involved in creating automated Test Scripts representing various Transactions, Documenting the Load Testing Process and Methodology. Created meaningful reports for analysis and integrated the Performance Testing in the SDLC.
• Various versions of the documents generated during the project were maintained and managed using Rational ClearCase and performed defect tracking using Rational ClearQuest
• Tested the final application for Usability testing to verify whether all the User Requirements were catered to by the application.