TECHNICAL SKILLS:

Skills: Agile Methodology, Rally, Change Management, Autonomy Interwoven Suite, Oracle Endeca, Adobe CQ and Adobe CEM, Web Accessibility, HTML5,XML,CSS,PERL,Javascript, Microsoft Visio & Office, Microsoft Word, SharePoint, Complex Excel Macros, V - Lookup, Pivot Tables, PowerPoint & Outlook, Interactive Data Systems, DTCC, Markit, Portia, Oasys Trade Order Management System, Bloomberg Trade Order and Allocation Platforms, Reuters, Geneva, Euroclear, SQL & Telekurs.

PROFESSIONAL EXPERIENCE:

Confidential

Senior Business Analyst

Responsibilities:

• Built the Project Delivery Plan for the Director and Executive Director of the Confidential &T UX B2B Team.
• Worked directly with the Cross Functional Team of Directors, Product Owners and Product Analysts to track and manage the Product Backlog for the Confidential &T UX B2B Team.
• Led all and Review Sessions from a UX perspective, and served as a key liaison to remove all Business or Productivity Blockers during Product Cycles.
• Led all Grooming Sessions of the UX/UI Epics, Features and User stories placed in Rally, gathering design input from Senior Stakeholders as well as defining Requirements Scope with the Product Analysts.
• Assisted in creating and defining the Acceptance Criteria for each Project Release working directly with the Product Governance group.

Confidential

Senior Content Mgmt Analyst

Responsibilities:

• Product Analyst who worked directly with the Product Owner on the Agile Business Requirements for the Content Management System during the Partner Portal Exchange Redesign.
• Managed and Led all internal discussions and meetings with Business Leads and Vendors regarding a desired Salesforce based Content Management Solution
• Wrote the Epics, defined all Features and wrote all User Stories in Rally for the Content Management System during the Portal Exchange Web Redesign
• Worked with the Content Team, UX/UI Team Design Team, Business Leads and Development Teams on design Templates and Requirements for the Content Management System.

Confidential

Senior Systems Analyst - Content Management Upgrade

Responsibilities:

• Lead Technical Business Analyst on the Oracle Endeca, HP Livesite & Teamsite Integration for the R3 Website Redesign for the Confidential &T Small Business Content Management Team.
• Managed and created all Project Related Activities for Confidential &T Small Business Content Management Team including the Project Plan, Issues Log, IT Code Delivery Schedule Plan and the Release Plan.
• Chaired all Meetings, built and maintained strong relationships with Business Leads, IT Project Team, PMO, Project Managers, Lead Developers and QA Team during the Implementation Project Life Cycle.
• Worked with the Klish Group CMS Vendor Team, Product Owners, Visual Vendor UX/UI Team, SEO Team and Business Leads to help lead and define Project Implementation Scope using a Waterfall Development Methodology.
• Created Proof of Concepts for Mediabin and Idol Search for Senior Business Leads to determine the viability of using both systems as part of the Website Redesign
• Ability to advise on technical project requirements and manage multiple projects Confidential once, ability to operate both independently or as a core member of a larger cross functional team.

Confidential

Sr. Content Management Analyst

Responsibilities:

• Lead manager on acquisition partners content development and implementation using the autonomy Teamsite platform.
• Lead CMS project manager working with the itpm, business architect, business analyst, lead developers, web producer, visual vendor, offshore resource team and quality assurance leads to ensure proper project timeline and defect management.
• Help define all requirements in the Functional Requirements Document and Business Requirements Document for the Content Management Development Team, identifying specific Scope changes.
• Recently completed the mobile app content development for tier 1 partner s best buy and Confidential in both English & Spanish using the latest Citi approved CMS system via autonomy Teamsite.
• Project based environment used to track all changes and updates via approved business guidelines.
• Tracked and logged all software development bugs using HP Quality Center and produced trouble reports, change tickets and post production support work via the production support team.

Confidential

Autonomy Interwoven Business Analyst

Responsibilities:

• Lead Analyst migrating Content from the Client s Content Portal to the Autonomy Teamsite Content Management System.
• Utilized the Business Requirement Document to produce Change Requests and communicate with development team on future enhancements in the Autonomy Teamsite 7.2 environment.
• Creating, Editing, Updating and Publishing of Content using the Teamsite 7.2 environment, viewing and tracking of updates on the Livesite runtime environment.
• Sitemap Creator and Manager of International Country Communications as they migrated content from Source Portal to Autonomy Teamsite.
• Taxonomy Changes in Teamsite, as well as testing of new Pages and Components.
• Tracked and logged all Software Development bugs using HP Quality Center and produced Change Requests accordingly.

Confidential, IL

Senior Business Analyst

Responsibilities:

• Web Content Migration project moving from the Client’s proprietary CMS system to Autonomy Teamsite
• Client Facing role assisting the Business Authors in understanding the Autonomy Interwoven Platform using Test Cases and User Acceptance .
• Lead CMS Migration Analyst defining usable Data Capture Templates and Data Capture Records in which Business Content could reside within the future state.
• Creation of Taxonomy taxons and Metadata logic for Content Type searching
• Retrieval of external components using Java and XML.

Confidential

Fixed Income Data Analyst

Responsibilities:

• Responsible for Derivative & Fixed Income Data project mapping Data from the Clients Proprietary platform unto a New Centralized Data Repository
• Responsible for Client Account Data integration across the clients entire Client Base.(This includes Institutional Clients, Retail Brokers, Correspondent Clearing, Non Brokerage and Client Internal House and Suspense Accounts)
• Research, Analyze and Compose Technical Documents, Business Requirement and Functional Specification Documents as they pertain to changing initiatives in OTC Derivatives as well as existing Business Practices.

Confidential, IL

Senior Derivative Settlements Consultant

Responsibilities:

• Daily Confirmation & Analysis reconciliation of all Pre & Post settled Credit Derivative Trade Agreements
• Daily Reconciliation of CDS, IRS, Swaption and OTC Derivative Break Report
• New Client Account SSI (Standard Settlement Instructions) and Wiring Instructions with Global Buy-Side Institutional Client Base for all CDS & IRS Products
• Worked directly with the new Client Account team on validation of KYC(Know Your Customer) and proper due diligence on Global Buy-Side Clients I-O for the firms Client Identification Program
• Daily Reconciliation of DDA Cash Swap Account related to Buy Side Clients I-O
• Direct Liaison for all OTC Credit Default Swap Trade Agreements on Buy Side Clients I-O.
• During Phase I of the Reconciliation Project, responsible for clearing all Archived Cash Breaks on Buy Side Clients I-O before Year End Books were turned over to Senior Compliance & Regulatory Group
• Worked with Senior Vice President to install Archived Cash Breaks Metrics that does not allow Cash to age past Ten Business Day without the notification of Senior Management

Confidential

Senior Structured Derivatives Consultant

Responsibilities:

• Daily Reconciliation & Review of all Derivative Products traded within Fixed Income Derivative Product Control.
• Maintenance & Analysis of products which included: Rate Caps & Floors, Rate Corridors, IRS,Basis Swaps, Swaptions, Spreadlocks & Euro One Touch Spreadlocks with Swaption Features.
• Direct liaison with Trading Desk, Sales Team & Middle Office to resolve all Derivative Control discrepancies between ISDA documentation and Traders Excel driven macro sheets.
• Daily analysis & update of Trading Brokers Complex Excel Driven Macro P&L Sheets.
• Daily Reporting of Traders Excel Macro Sheets to ensure correct Profit and Loss Accounting based on Mark to Market Accounting Methodology

Confidential

Senior Global Maintenance Consultant

Responsibilities:

• Daily reconciliation of all product types (equities, fixed income, derivatives) on global maintenance using Bloomberg, Reuters and complex excel macros.
• Research, analysis, updates and implementation of all clients held product types using SQL scripts and formulas.
• Super-user functionalities - give users on global maintenance access to fund and client reporting, opening and closing state street audit required test tracks.
• Direct liaison with vendors (Bloomberg, Reuters, IDC) on any pending global maintenance security related discrepancies.

Confidential

Sr. Derivative Fund Analyst

Responsibilities:

• Daily Valuation of Derivative instruments using Geneva, DTCC & Fastval Valuation Accounting for the MAN PLC Fund (a hedge fund consisting of Interest Rate Swaps, Total Return Swaps, Overnight Index Swaps, Basis Swaps, FX Currency Swaps, Credit Default Swaps and Swaptions based on Interest Rate Swaps
• Trained and lead all staff on the utilization of Geneva from a valuation perspective on all derivative based instruments including DTCC, term sheet documentation and broker provided spreadsheets and documents.
• Input and priced all derivative, commodity, foreign exchange, equity and debt based assets on global portfolio using DTCC confirms, Bloomberg, Reuters, FT Interactive Data and Solar Reporting System.
• Processed and updated all Bloomberg and Reuters based price/FX reports on Solar Reporting Feed program

Confidential

Sr. Operations Analyst

Responsibilities:

• Provided Trade Support for middle office to ensure adequate settlement of trades
• Researched Market Data & Relevant Trade data support to Global Custody Team using Bloomberg & Reuters
• Maintained effective lines of trade communication with Portfolio Managers, Corp Actions, Custodians, Global Accounting, Technology, and Trade & Middle Office Support.
• Data support in regards to asset set-up, resolution of client discrepancies, vendor feed support and testing for software automation projects
• Corporate actions, reconciliation, interest accrual and interest maintenance of all relatable securities using Bloomberg, Reuters and Interactive Data

Confidential

Sr. Operational Analyst

Responsibilities:

• Researched, analyzed and processed all security related trades on Global Plus using Oasys OMS Landmark and Portia Portfolio Management System
• Troubleshoot all Global and Domestic security set up and trade processing errors on Global Plus
• Month end analysis of all Global and Domestic Security Masterfile maintenance and pricing maintenance using Bloomberg, Telekurs, Extel and Euroclear as primary vendor sources

Confidential

Repo Trading Processing Supervisor

Responsibilities:

• Developed Security Masterfile for Global Plus during Phase I and II conversions.
• Rewrote, analyzed & updated test cases for the front to back end usage of Security Masterfile on Global Plus.
• Trained New York & Dallas personnel on Security Masterfile and Trade Processing during Global Plus conversion.
• Wrote all front-end Security Masterfile procedures & Static Data for Global Plus.
• Spearheaded the entire Security Masterfile transition project from Titan System into Global Plus during phase II conversions.
• As a Trade Processing Supervisor, inputted and reconciled GICS, SLGS, Commercial Paper and Repurchase Agreements on Global Plus reporting directly to the Assistant and Vice President
• Inputted & Reconciled Repurchase agreements with Counterparty Brokers using collateral linked trades on Global Plus.
• Reconciliation of GIC & SLG assigned DDA accounts by properly assigning principal and interest amounts.

Confidential

Security Masterfile Analyst

Responsibilities:

• Researched, Analyzed & Processed all security related trades on Brown Brothers Internal Bids Syste
• Troubleshoot all Domestic and Global Equity, Fixed Income and Derivatives Set up discrepancies for Internal Private Wealth, Institutional and Custody Clients
• Month end analysis of all Security Masterfile trades on Traders Books using Bloomberg, IDC & Reuters as primary vendor sources. Troubleshoot all domestic Equity, Fixed Income and Derivatives Set up discrepancies for Internal Private Wealth clients.
• Month end analysis of all Security Masterfile trades on Traders Books using Bloomberg, IDC & Reuters as primary vendor sources.