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Systems Analyst & Application Support Resume

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Chicago, IL

TECHNICAL SKILLS:

APPLICATIONS: Charles River Investment Management System, Eagle Pace Eagle Star, Portfolio Manager Workstation, Portia, Trade Architect, OASYS, ITG, Assets Institutions Pricing, Real Time Trading, Business Objects, FIX protocol, Greenline MagniFIX, Liquidnet, NYFIX, Confidential Autex Trade Route, Tradeweb, Transaction Network Services, Oracle, Sybase, SQL.

PROFESSIONAL EXPERIENCE:

Confidential, Chicago, IL

Systems Analyst & Application Support

Responsibilities:

  • Proven ability to work in mission critical trading environment while partnering with portfolio managers, traders, compliance, operations and vendors to receive, triage, investigate, troubleshoot and resolve trading issues regarding equity and fixed income instruments.
  • Played a critical role in the implementation of Charles River version 7, 8 and 9 version upgrades encompassing requirements gathering, authoring functional and interface specific documentation, workflow configurations, trader/manager blotters, regression testing of database software patches and order execution.
  • Defined areas for optimization and automation across global business lines, asset classes and currencies by streamlining workflows across a single platform, accurately managing data, standardizing interfaces, simplifying day - to-day system management and upgrades and conducting hypothetical ‘what-if’ analysis in determining risk impact.
  • Charles River system administration management and control;
  • Manager workbench, asset allocation, quick order entry
  • Trader Blotter/EMS, column layouts, FIX protocol
  • Compliance test setup, processor, alerts, warnings and data exceptions
  • Securities and parties, accounts and positions, trader defaults, baskets, brokers, broker rules, commission defaults, fee defaults and post-trade settlement defaults
  • Investment classes, security types, round lots, currencies, exchanges, import/export translations, codes and descriptions
  • Workflow rules, RTAPI, user defined reports
  • User/Group administration, queries, navigations, reports, system parameters, import configurations, workflow rules, web admin
  • Responsible for implementing, testing, certifying and acting as problem support/resolution for FIX network to improve investment professional productivity, control risk and lower technology costs.
  • Coordinated with upstream and downstream systems which provided data feeds to and from Charles River. Worked with them to handle new requirement requests from business.
  • Responded to ad-hoc requests for reporting performance measurements and information gathering spanning from pre-trade to post-execution trade detail.

Confidential, Chicago, IL

Systems Administrator (Adecco Consultant)

Responsibilities:

  • Managed trade streams and data loads in both production and non-production environments to insure all aspects of data management functioned accordingly for fixed income and equity groups.
  • Enhanced data integrity and minimized redundancy by establishing rules and conventions for data input in addition to investigating, repairing and maintaining Eagle accounts, securities, brokers and corporate actions.
  • Provided business guidance on Eagle STAR accounting engine in relation to modifying trades, accruals, maturities and other accounting transactions while facilitating communication between business units and IT from initial requirements to final implementation.

Confidential, Chicago, IL

Medical Malpractice Settlement Coordinator

Responsibilities:

  • Developed and recommended medical malpractice settlement plans that evaluated the plaintiff’s personal needs by preparing quotes, proposals, schedules of benefit illustrations and investment comparisons.
  • Consulted subject matter experts and researched legal, medical and insurance information to secure ratings.
  • Monitored and reported on developments relating to the settlement plan including recommendations for changes.

Confidential, Schererville, IN

Paraplanner

Responsibilities:

  • Utilized knowledge of tax and investment strategies, securities, pension plans and real estate to develop and implement a written financial plan that integrated our client’s financial resources with their life goals.
  • Interviewed clients to determine assets, liabilities, cash flow, insurance coverage, tax status and financial objectives, which aided in the development and maintenance of client investment portfolios and reports.
  • Compiled and input client data and current account information into financial planning software to create current portfolio reviews and quarterly investment performance reports.
  • Maintained contact with clients to revise plan based on modified personal needs or changes in the market.

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