Launched interactive model capabilities within Citi Research which allows clients to perform scenario analysis across fundamental, economic and fixed income modelsDirected global Best Practices with regional Heads of Research in New York, London, Hong Kong, Tokyo, and Sydney, creating operational efficiencies and streamlining workflowsManaged off-shore teams in Mumbai, accountable for managing day-to-day workflow, acting as a subject matter expert, hiring and training and driving improvements in team productivityManaged an off-shore rapid application development team (RAD) to produce internal facing reporting dashboards for both management reporting and analyst scorecards Strategized and helped implement a global model capture technology for our centralized model consortium project, a project that included liaising with various Research CTO’s from different investment houses and an external vendor.

Plan, schedule, and direct the development and deployment of Citi Research technology deliverables, budgeted at approximately $22 million annuallyOversee and manage strategies for authoring, regulatory obligations, distribution and dissemination of content and database of proprietary dataManaged a team of 18 people (inclusive of onshore, nearshore and offshore staff) to effectively execute technology budgetEstablish technology strategies and priorities with the Chief Operating Officer for Citi Research, a global organization that includes over 950 staff membersResponsible for Citi Research’s platform capabilities to ensure it reflects the highest state of technical sophistication consistent with Research requirements, budget constraints and competitive strategy modelPartner with global Heads of Research to evolve business concepts and strategies into technology solutionsKeep current on new technologies related to Research product creation and distribution

Manage and implement Citi Research’s global proprietary database projects, approximately $3 million annually.Ensure all projects are executed as efficiently as possible in order to stay within allotted budget allocation. Responsible for making sure all allocated monies are spent in the year allocated.Work closely with technology to implement the most strategic business and scalable IT solution possible within budget constraints and deadlines.Liaise with appropriate business sponsors to obtain buy-in on budgetary variances and new project ideas focused on product differentiation, client augmentation, and strategic growth.

Implemented a Business Management platform strategy that encompassed firm wide business components in order to provide operational monitoring, performance monitoring, and exception management controlParticipated and contributed to building Capco’s proprietary authoring system that was later sold to Morgan Stanley and CitigroupWork within various business component teams (Corporate Actions, Treasuries, Portfolio Accounting, Client Relationship Management) in order to document workflow processesConduct analysis on current workflow processes in order to make recommendations on improving future processes through automated resolution functionality

Responsible for the development and requirements for the Morgan Stanley Equity Research analytical repository for North America, London, Asia/Pacific, and Japan Work closely with analyst teams to help define various financial terminologies to keep data consistent throughout the firm and other regions Construct and maintain project plans for Equity Research including the documentation of workflow processesLiaise with analyst teams to provide more intuitive documentation to ITResponsible for implementation of all Information Technology initiatives from the Business Unit perspective as it relates to Research workflow.Responsible for keeping IT and other relevant business units appraised of all additions/changes in requirements for various projects. Work closely and visit with other regions, London, Japan, and Hong Kong in order to ensure consistency in workflow while trying to improve BU overall processes.Responsible for the development and implementation of adhoc reporting requests from Analysts, Strategists and Managing DirectorsResponsible for various query reporting requests for equity research department Work closely with e-commerce team to construct new web based tools/pages in order to display and disseminate data, including equity fundamentals, database procedures, and other best practices proceduresOrganized and helped implement ratings system change to main database repository as well as all downstream applications

Responsible for all aspects of 14 global portfolios comprised of fixed income, equity and currency instruments Calculate hedge ratios to offset currency risk exposure in foreign and emerging marketsCalculate weekly performance and duration analytics and report them to overseas clients in London, Tokyo, and AustraliaUtilize Excel to track yields, performance, duration, composite indices and market values for all portfolios to present to clients and managers on daily, weekly and monthly basisParticipate in client meetings to present performance and benchmark analysisResponsible for the purchasing/selling of currencies to hedge bond positions for all portfoliosResponsible for the preparation of quarterly client letters to explain performance versus benchmarks and overall economy