John A. Email & Phone Number

New York, NY, US

New York, New York, United States

Support Trade Allocation Manager (TAM), a centralized middle-office platform providing straight-through processing, helping reduce cost, improve efficiency and meet regulatory obligations.

New York, New York, United States

BA of Equity Swap Derivatives application, from Order Entry to Order Fulfillment, down to Cash Flow accounting. Supported traders under Capital Markets umbrella- Gathered requirements, created Jira user stories with pertinent acceptance criteria- Constructed Confluence pages and user manuals/guides- Researched user data queries, via SQL; resolved.

Jersey City, New Jersey, United States

Worked with Data Acquisition team in scrubbing monthly data, and sending to regulatory agencies (SEC, FRB, …). Data included all cash/securities firm-wide- Reconciled balances between Citi’s general ledger system (Pearl) and contract data system (Genesis), for submission to Ruby, for regulator review- Performed data quality checks, opened Incident tickets.

New York, New York, United States

- Product Owner of in-house project management application- Worked with development team to manage sprints- Created Jira tickets outlining requirements- Ran SQL queries to verify database mappings and resolve discrepancies- Performed QA/UA testing

New York, New York, United States

- Supported application that manages client portfolios- Responsible for integrating fixed income strategies, allocating portfolios to models- Documented requirements, communicate business rules to developers- Performed UA testing, log defects into JIRA tracking tool

Jersey City, New Jersey, United States

- Temporary backfill to document regulatory reporting procedures- Conducted information-gathering sessions with various reporting groups within mutual fund entity- Created artifacts documenting processes- Performed gap analysis; highlight high-risk areas, which would benefit from automation

New York, New York, United States

- Senior BA supporting firm’s registration and insurance licensing system (RAILS)- Conducted requirement gathering meetings; Create BRD’s outlining deliverables- Liaised with development resources to communicate business rules- Performed UAT testing, pre- and post-production

New York, New York, United States

- Oversaw integration of S&P reference data platform onto ICE framework- Liaised with two development teams (S&P security evaluations and ICE Vantage® desktop application)- Gathered requirements for database mapping, and rules for UI behavior- Developed logic for client rules regarding price testing/verification module- Provided customer service to.

New York, New York, United States

- Provided BAU support of TRACE reporting system- Created BRDs detailing business requirements and outlining system processes- Assisted developers in translating business logic to programming code- Created and executed UAT test cases

Jersey City, New Jersey, United States

- Part of team responsible for ensuring all securities are set up properly in data repository/warehouse- Supported capital markets middle office personnel to ensure all trade data flowed downstream with correct values, preventing trade fails- Conducted daily tests to scrub asset classes; analyzed/corrected breaks in transformation logic

New York, New York, United States

- Supported domestic (US) equity desk in procuring data for reporting- Worked closely with security master group (Toronto) and data vendors- Liaised with market vendors to analyze data files- Provided weekly/monthly management reports

New York, New York, United States

- Supported accounting, pricing, and reconciliation groups to research/clear data-related discrepancies- Liaised with various IT support teams to assess/remedy data messaging kickouts- Set up securities not automatically loaded through vendor files- Worked with Bloomberg API to verify all security master attributes- Worked with agencies to verify ratings

Jersey City, New Jersey, United States

- Created and ran test scripts for conversion from Smith Barney to Morgan Stanley platform- Conducted knowledge-gathering sessions with product SME’s to document processes and identify gaps- Created BRD’s; reviewed and gathered approvals from stakeholders- Performed tests; identified/logged defects; followed up with resources to correct code/logic flaws