Jim Koch Email and Phone Number
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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
Legal & General America
View- Website:
- lgamerica.com
- Employees:
- 595
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Project Manager And Business AnalystLegal & General AmericaChicago, Il, Us -
Project Manager / Business AnalystLegal & General America May 2021 - PresentFrederick, Md, Us -
Product OwnerE*Trade Jan 2020 - Nov 2020UsCreated 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. -
Senior Project AnalystCboe Global Markets 2013 - 2019Chicago, Illinois, UsDrove 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. -
Financial RepresentativeNorthwestern Mutual Financial Network 2012 - 2013Offered a holistic approach for clients to identify financial security needs and develop solutions using insurance products and investments.
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Project ManagerCalamos Investments 2003 - 2012Naperville, Illinois, UsCreated 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. -
Project ManagerHarris Associates 1998 - 2003Managed, 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
Jim Koch Education Details
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University Of IowaCommunications
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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