 Project Manager for PSP Private Debt’s phased implementation of Black Mountain Everest Credit and Direct Lending module. System supports entire Credit life cycle and portfolio management. Two-way interfaces via PSP’s Enterprise Service Bus will enable back-office systems to update data nightly. Project Manager for initiative to outsource Loan Administration function for Investment Finance and Private Debt to IHS Markit WSO. Assist Business Users with data conversion and system familiarization. Manage PSP technical team so that complete IFPD portfolio is integrated with PSP infrastructure.

Senior Business Analyst for firm-wide data management repository using vendor product Markit EDM in Agile environment. Projects include disconnecting from vendor BBH Golden Source in order to maintain Security Master data in-house; adding new types of data and sources into the system.

Business analyst and overall technical resource to the Credit Investments Group. Unique position responsible for all interface to internal technical staff and third party vendors. Full life cycle project manager for new functionality and technology releases. System security functions for front office applications. User Training. Quality Assurance (QA) for all UI and system interface testing for upgrades, new features and regression scenarios for vendor and internal software. - Project Manager for implementation of BMS Everest Trade Order Management system.- Performed functional review and instituted post-trade compliance functionality.- Managed SWIFT messaging automation project. Redesigned bond trade workflows to support automated bond settlement. Led interface testing with external parties.- Primary vendor interface to Markit for Wall Street Office (WSO) portfolio management and compliance systems. System and User testing for new modules and releases. Custom Report design. Technical implementation and maintenance of pre-settlement Compliance modules.- Reconciled operating platform post implementation to LoanIQ. Led data conversion to Wall Street Office client-server system, and subsequently to the WEB application.

Business Analyst and Quality Assurance Tester for software development project of syndicated loan system LoanIQ.- Requirement definition sessions with Users and new clients.- System design sessions with technical staff.- Functional and technical documentation and User manuals.- Unit and system testing; UI, batch and interface testing; QA testing; UAT testing; upgrade and regression testing. - Primary responsibility for system end-of-day testing, including interface output to General Ledger and Payment systems- Client site implementation of Accounting/General Ledger modules. Data mapping and system table design.