Dedicated Senior Business Analyst and Team Player who sits between It and the financial services business, with focus on Wealth Management and Private Banking. Possess solid communication, leadership, analytical and problem solving skills and comfortabledealing with all business / operational levels.Proven track-record on execution and improving user experience, reducing operating expenses and increasing organizational efficiency and effectiveness Full SDLC, BRD, FRD, Data Warehouse, Logical Data Models, UAT, Project Management, SQL, Data Mappings.Solid Experience in Securities Products,Transactions and Positions , Compliance, Trade Surveillance, Credit, Portfolio Market Risk, Regulatory, Conversions / Mergers,Performance MeasurementData Governance: Data Registration, Privacy Classifications, Data Lineage, Data Quality Programs, Metadata,Business Data Models,Teradata Data Warehouse,Big Data, Hadoop, Reference Data: Client, Account, Securities, Client-Account Relationships Application Areas: Risk: Basel EAD (Exposure), Firm and Client Portfolio Stress Testing Regulatory: Treasury International Capital(Cross Boarder Reporting), FINRA Electronic Blue Sheets, LOPR(Options) Wash Sales, Front Running. Compliance-Trade Surveillance, Wash Sales, Front Running, Internal policy Violations, Suspicious Asset / Cash Transfers activities, Foreign Trade Monitoring, , Investment Profile Violations. Mergers: Integration of JP Morgan Data into Chase PB; Smith Barney - Morgan Stanley Merger.Data Quality Monitoring Program to support compliance, risk, regulatory areas.Data Management: Implemented control, DataBook use, Trifacta. .
Listed skills include Business Analysis, Sql, Business Requirements, Vendor Management, and 42 others.
