Jim Koch

Jim Koch Email and Phone Number

Project Manager and Business Analyst @ Legal & General America
Chicago, IL, US
Jim Koch's Location
Greater Chicago Area, United States, United States
Jim Koch's Contact Details
About Jim Koch

I have spent a career tackling technical challenges in the financial arena. Probing questions flush out the details while active listening proves to be the difference. I have implemented IT systems for a global asset manager that provided trading and compliance capabilities for a trading desk, portfolio managers and compliance. MY ROLES: I have been an IT developer, business analyst and project manager. The combination of solving problems, delivering technical solutions and applying a bias for innovation has impacted existing systems and allowed me to create a company called All Stats.PROJECT LEADERSHIP: Collaboration is key to any successful project. I facilitate planning meetings, conduct workshops and ensure all players are briefed, prepared and empowered. I also bring a sense of levity to a team that fends off panic enabling rational thinking during crises.RELATIONSHIPS: This begins with trust. I am very candid, honest and open. Regular communication provides a foundation for developing trusting relationships. SKILLS: Visio, Power Point, MS Project, Excel VBA, JIRA, SharePoint, SQL Server, Orace, SAS, Charles River IMS; Silexx, ILX, Thomson, Bloomberg, FactSet, Advent Axyx, Agile, ScrumMaster, Waterfall, SDLC, Bitcoin

Jim Koch's Current Company Details
Legal & General America

Legal & General America

View
Project Manager and Business Analyst
Chicago, IL, US
Website:
lgamerica.com
Employees:
595
Jim Koch Work Experience Details
  • Legal & General America
    Project Manager And Business Analyst
    Legal & General America
    Chicago, Il, Us
  • Legal & General America
    Project Manager / Business Analyst
    Legal & General America May 2021 - Present
    Frederick, Md, Us
  • E*Trade
    Product Owner
    E*Trade Jan 2020 - Nov 2020
    Us
    Created an order management platform for Registered Investment Advisors. Used Agile methodology to drive development while collaborating with all teams on the project including QA, Development and Design. JIRA stories, Powerpoint workflows and Zeplin screens are just some of the tools employed to create a state of the art platform.
  • Cboe Global Markets
    Senior Project Analyst
    Cboe Global Markets 2013 - 2019
    Chicago, Illinois, Us
    Drove transition to a new Cboe FLEX options order management system for 10 trading firms. Directed a team of 15 resources for a six-month engagement of a new proprietary Cboe Futures Exchange trading system with a series of interactive system demos, rule reviews, test planning and issue tracking resulting in a honed system and well-versed team.
  • Northwestern Mutual Financial Network
    Financial Representative
    Northwestern Mutual Financial Network 2012 - 2013
    Offered a holistic approach for clients to identify financial security needs and develop solutions using insurance products and investments.
  • Calamos Investments
    Project Manager
    Calamos Investments 2003 - 2012
    Naperville, Illinois, Us
    Created a Foreign Currency Trade Blotter to facilitate foreign currency orders originating from a proprietary order system for execution on FXall, a third-party foreign exchange aggregator, reducing currency risk exposure to virtually 0% while increasing execution profitability by 20%. Spearheaded a Charles River Investment Management System (IMS) implementation with initial $500M Money Market Fund. The team was composed of 10 IT members and consultants that serviced 20 users on the business side.Led upgrade of Charles River IMS from V8 to V9 taking advantage of new features. Contributors included 4 IT folks and consultants, along with 30 business users.Oversaw support and enhancements for a Trading Desk of 8 and 15 Portfolio Administrators with 3 IT members.
  • Harris Associates
    Project Manager
    Harris Associates 1998 - 2003
    Managed, designed, developed and supported the following projects benefiting 30 portfolio managers and administrators:o Broker Soft Dollar system that measured excessive use of soft dollar commissions.o Reserve Share system enabled efficient use of tax trading which maximized returns.Integrated proprietary applications with 3rd party systems including MacGregor OMS, Axys Portfolio Management System and TradeSuite, post-trade matching application, enabling straight through trade processing.

Jim Koch Skills

Business Analysis Asset Management Project Management Management Portfolio Management Equities Bloomberg Business Development Investments Strategic Planning Trading Microsoft Excel Microsoft Office Jira Blockchain Blockchain Analysis Visio Charles River Ims Futures Trading Financial Futures Options Options Strategies Index Options Trading Systems Electronic Trading Equity Trading Derivatives Trading High Frequency Trading Cryptocurrency Trading Electronic Trading Systems Trading Strategies Foreign Exchange Trading Microsoft Powerpoint Powerpoint Development Excel Pivot Sql Microsoft Sql Server Transact Sql Scrum Agile Methodologies Agile Project Management Agile And Waterfall Methodologies Agile Testing Agile Leadership Regulatory Compliance Trade Compliance Sharepoint Risk Management Sharepoint Designer Financial Risk Direct Sales Sales Support Supplies Customer Service Territory Imaging Managed Print Services Digital Imaging New Business Development B2b Sales Process Sales Program Management Sales Operations Photocopier Cold Calling Printers Inventory Management Selling Sales Management Marketing Strategy Leadership Account Management Team Building Contract Negotiation Key Account Management Pricing Solution Selling

Jim Koch Education Details

  • University Of Iowa
    University Of Iowa
    Communications

Frequently Asked Questions about Jim Koch

What company does Jim Koch work for?

Jim Koch works for Legal & General America

What is Jim Koch's role at the current company?

Jim Koch's current role is Project Manager and Business Analyst.

What is Jim Koch's email address?

Jim Koch's email address is jd****@****ter.net

What schools did Jim Koch attend?

Jim Koch attended University Of Iowa.

What skills is Jim Koch known for?

Jim Koch has skills like Business Analysis, Asset Management, Project Management, Management, Portfolio Management, Equities, Bloomberg, Business Development, Investments, Strategic Planning, Trading, Microsoft Excel.

Who are Jim Koch's colleagues?

Jim Koch's colleagues are Sean Regan, Mba, Almi, Gail Mitchell, Matt Holdcroft, Kathleen (Kathy) Subleski, Leander Grey, Julie Smith, Kathy Parks.

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