Principal level analyst/developer responsible for creating small scale investment related applications for equity portfolio managers, analysts, traders, and other investment support groups. Primary environment is Excel/VBA based, utilizing Oracle databases via middleware tool, with additional use of other Microsoft office tools, including Bloomberg and FactSet integration.

Responsible for application analysis, design, development, and support of performance and shareholder reporting organization. Designed and developed application that produced portfolio performance, characteristics, attributes, and analytics reporting for board of trustees, shareholder, and Sarbanes-Oxley testing needs. Created application that reported portfolio manager’s performance for year-end reporting. Created application that extracted portfolio benchmark returns from FactSet (SPAR utility) for various reporting needs. Created applications that converted and loaded data from various external data vendors. Technical environment includes Windows servers, Oracle databases (on Unix servers), VB 6.0, VB.NET, ADO.NET, OOP, Excel VBA, Access, Actuate, FactSet

Responsible for corporate wide financial reporting environment utilizing Cognos Business Intelligence software tools. Activities included data analysis, database modifications, report creation, and production implementation. Provided technical support and data interface programming for new travel and entertainment expense reporting system implemented for company’s US operations. Technical environment includes Windows servers, Oracle databases (on Unix servers), Cognos BI tools, Crystal Reports, and VB 6.0.

Developed, maintained, and supported internally developed client-server and web based applications that analyzed and produced required tax filings, portfolio listings, and financial reports for each of companies mutual funds. Development environment was VB 6.0, Excel, Excel VBA, Crystal Reports, Sybase SQL Server, and MS-SQL databases using Windows NT and UNIX (SUN).· Developed integration modules between VBA based application and web based document management system· Developed COM objects in VB and integrated with database via stored procedures· Responsible for software releases utilizing Visual Source Safe, PVCS, and Install Shield

Developed and supported applications for the firm’s equity management and quantitative research departments.• Designed and developed Equity Classification System for corporate wide reporting purposes• Designed and developed pre-processor application for Russell Performance Attribution system for client reporting needs• Designed and developed numerous data extraction and loading applications for portfolio and index holdings between various external sources (FAME, FactSet, Frank Russell Co.) and internal databases and data warehouse (Eagle PACE).Technical environment: Access, VB, MS SQL-Server, Crystal Reports, FactSet, FAME, Windows/Unix servers

13 year employee - worked in the following groups: GIA Field Service IS, Common Financial Systems, and finally Corp. Internal Audit.Designed and developed applications supporting the corporations worldwide Internal Audit department. Responsibilities included applications architecture, analysis, application and database design, programming, and project leadership of distributed, client/server, and mobile computing applications. Technical environment was VAX/VMS development tools (BASIC, RDB, Datatrieve, DCL) and VB, Access, Crystal Reports, MS Office.