Kurt Nielsen Email and Phone Number
Closter, NJ, US
Kurt Nielsen's Location
Closter, New Jersey, United States, United States
Kurt Nielsen's Contact Details
Kurt Nielsen work email
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Kurt Nielsen personal email
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About Kurt Nielsen
Business analysis, project management and program management professional with extensive, comprehensive and multi-faceted expertise in delivering effective solutions for trading, trade support, regulatory compliance, and trade settlement and clearing systems across full software development life cycle:• Manager of project teams of sizes from 4 to over 150 FTEs • Direction of full life cycle project management • Management and execution of quality assurance/system testing • Authorship of user requirements and current/future state analyses • Coordination and management of system implementations, conversions and retirements• Creation of functional specifications including design of system solutions • Support and training of clients post-implementation• Leadership and mentorship of project development teams • Assumption of multiple roles on all projects across full software development life cycleE-MAIL: kurtfniel@gmail.comCORE COMPETENCIES:• Business analysis• Project management• Program management• Product management and development• Financial systems and applications: system migrations and enhancements, end user support, business analysis, project/program management, quality assurance• Regulatory compliance: establishment of and improvements to compliance programs• Asset and wealth management
Kurt Nielsen Work Experience Details
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Vice President - Business Analyst, Corporate Banking SystemsSmbc GroupCloster, Nj, Us -
Business Analyst (Consultant)Neuberger Berman Sep 2024 - PresentNew York, Ny, UsBusiness analyst for projects to move records of firm’s Private Wealth client accounts from vendor applications to inhouse-managed proprietary systems, including:* Testing of daily vendor-provided files and mapping of data fields between data sources and data repository.* Enhanced application to enter requests to raise cash for disbursements to account holders.* New application to set up new accounts, including identification of account asset management strategies; specification of account funding amounts; and initiation of analyses on non-cash assets transferred into Neuberger Berman accounts, to determine sales of securities that do not conform with selected asset management strategies. -
Senior Business Analyst/Program Manager (Consultant)Success Academy Charter Schools Mar 2024 - Sep 2024New York, Ny, Us* Business analyst and program manager for suite of initiatives related to administration of testing for teachers, teaching candidates, and non-instructional staff.* Project and QA manager for project to automate updates of teacher class assignment data from external application to Workday; reduced time to roster teacher assignments by 50 percent.* Member of team for project to increase efficiency of onboarding of high school teachers, including administration of required assessments. -
Vice PresidentJpmorgan Chase & Company Sep 2022 - Dec 2023* Project and program manager for delivery of technology changes for firm's Asset and Wealth Management applications and workflows, including definition of enhancements, testing of system changes, implementation of system changes, and communication of changes across fixed income and infrastructure programs.o Oversaw project that enhanced ESG offerings for client accounts on vendor platform, including project management, quality assurance and implementation; increased number of ESG restriction categories offered from eight to 26, with capacity to add more categories for client portfolio restrictions.o Managed pilot project that enabled reporting of account performance for firm's dual contract clients, with plans to expand performance reporting to over 1,000 accounts.o Manager of project for reporting of net cash flows for International Private Bank across all global asset management offices.* Analyst for processing of Consumer and Community Banking wealth management portfolio monthly bills.* Business analyst and project/program manager for Corporate project to enhance and expand headcount reports across bank.
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Senior Business AnalystInvestcloud, Inc. Mar 2021 - Sep 2022West Hollywood, Ca, UsBusiness analyst for multi-year implementations of firm’s wealth management client reporting system:* System design for global insurance firm: screen and report design, system specifications, and customization of financial planning application.* Project lead for multi-tiered initiatives for major domestic asset management firm: -- Configuration and implementation of firm's testing environment to enable testing of end-to-end system processing of transactions and account positions. -- Integration of processing and reporting for accounts of firm's highest-net-worth clients with those of remaining clients, to enable consistency of reporting of positions and transactions across all portfolios managed by firm. -
Lead Business Analyst (Consultant)Broadridge Jan 2021 - Mar 2021New York, New York, UsBusiness analyst for implementation of BPS equity trade support and settlement platform at major global wealth management firm. -
Regulation W And Compliance ConsultantUsaa Nov 2019 - Dec 2020San Antonio, Texas, UsRegulatory testing analyst for firm's regulatory compliance programs: Regulation W, enterprise stress testing, IT asset management, and customer tax payments. -
Business Analyst/Project Manager (Consultant)Jpmorgan Chase & Co. Jul 2019 - Nov 2019New York, Ny, UsBusiness analyst and project manager for Mortgage department projects, including migration and storage of legacy platform data, Mortgage desk loan pricing reporting, and weekly system change reports. -
Vice President - Senior Business Analyst (Including Project And Quality Assurance Management)Deutsche Bank Jun 2016 - Jun 2019Frankfurt Am Main, Hessen, De• Lead business analyst and quality assurance analyst for project to convert bank’s main mortgage-backed security trade processing and allocation system from in-house to vendor system, saving $6 million over seven years.• Managed project to enhance reporting of alternative trading system and tender option bond trades to the Municipal Securities Rulemaking Board, saving over $250,000 per year from fines from failure to report trades.• Oversaw upgrade of bank’s mortgage-backed security processing systems to allow for central counterparty clearing of trades with FICC. • Automated complete trade flow of General Collateral Financing trade flows, enabling reallocation of a full-time resource to other areas. -
Infrastructure Project Manager (Consultant)Td Ameritrade Apr 2016 - Jun 2016Omaha, Ne, UsProject manager for firm's infrastructure-oriented initiatives. -
Manager, Financial Services – Technology Solutions Delivery, Regulatory ComplianceErnst & Young May 2015 - Mar 2016London, Gb• Technology manager on engagement for major global bank to resolve Collections Litigation (CL) errors and Servicemembers Civil Relief Act (SCRA) violations, including management of a team of associates and analysts.• Contributed to Consumer Compliance project to identify and rate metrics for the resolution of Unfair, Deceptive or Abusive Acts and Practices (UDAAP)-related issues and violations.• Management and support of marketing and practice development efforts for firm’s Fraud practice. -
Senior Consultant/Business Analyst - Project ManagerBarclays Investment Bank (Navint Partners) Aug 2013 - May 2015*** Consultant with Navint Partners ***Project manager and business analyst for improvements to bank program to ensure improved compliance with Federal Reserve Regulation W.• Managed user acceptance testing for project to implement automated solution suite for improved monitoring for and reporting of Regulation W-applicable transactions.• Oversaw plans to implement new Compliance department and business unit procedures, centralize reporting and implement surveillance checklists.• Managed in-person and online training for bank employees who work in areas subject to Regulation W; more than 2,300 employees trained in person and over 10,000 trained online from August 2013 to March 2015.• Maintenance of all Regulation W-oriented documentation for all bank departments in Compliance SharePoint site.
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Business Analyst/Project Manager (Consultant)Hsbc Sep 2012 - Aug 2013London, Gb*** Consultant with Lighthouse Technology ***Project manager and business analyst for bank project to implement financial system changes for support of Federal Reserve Regulation W reporting.• Managed project work stream for improvement of governance of Regulation W program, including updates to bank policies and procedures and charter of steering committee responsible for management of Regulation W program.• Successfully closed approximately 80 percent of Regulation W-related issues reported during 2012. -
Vice President/Software Project Manager, It (Vp 2011 - 2012, Avp 2010 - 2011)Sumitomo Mitsui Trust Bank Limited New York Branch Nov 2010 - May 2012New York, Ny, Us• Supervised team of analysts responsible for service of the firm’s trading, risk management and accounting systems (for traders, trade support staff and back office), including resolution of issues and system development.• Led project to report and minimize risk and risk exposure by conducting comprehensive assessments of the firm’s financial applications and providing recommendations for implementation of additional system controls.• Oversaw upgrade of anti-money laundering system to process SWIFT 7 transaction messages. -
Senior Business AnalystCelerity It (At Credit Suisse) Aug 2010 - Sep 2010Business analysis and project manager for bank project to consolidate and simplify foreign exchange rate feeds (project was cancelled early September 2010).
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Director/Senior Business AnalystUbs Ag Mar 2010 - Jul 2010* Business analyst/project manager for bank project to replace legacy fixed income trading system (project cancelled May 2010).* Quality assurance team member for a variety of bank initiatives.* End user support for vendor applications.
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Vice President/Senior Business Analyst/Project ManagerCiti Aug 2006 - Mar 2010New York, New York, Us• Business analyst and project manager for initiative that replaced obsolete trade matching and trade break management systems with SmartStream trade matching and break management vendor application; reduced time required to match trades by 85 percent and fines incurred by bank for trade settlement fails by 90 percent.• Delivered to trading unit new module that automatically calculates length of settlement time period for extended settlement domestic and international security trades, reducing settlement and failed trade risks.• Business manager for projects to reroute domestic and international trades through applications with greater trade volume capacities, enabling the retirement of less efficient trade routing systems.
Kurt Nielsen Skills
Microsoft Excel
Sql
Sharepoint
Powerpoint
Ms Project
Jira
Remedy Ticketing System
Access
Swift Messaging
Visio
Visual Basic
Business Analysis
Microsoft Word
Project Management
Quality Assurance
Client Liaison
Securities
Financial Systems
Financial System Conversions
Fixed Income
Equities
Financial Services
Sdlc
Process Improvement
Business Requirements
Business Process
Risk Management
Banking
Management
Vendor Management
Software Development Life Cycle
Kurt Nielsen Education Details
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Colgate UniversityMathematics And Russian Studies
Frequently Asked Questions about Kurt Nielsen
What company does Kurt Nielsen work for?
Kurt Nielsen works for Smbc Group
What is Kurt Nielsen's role at the current company?
Kurt Nielsen's current role is Vice President - Business Analyst, Corporate Banking Systems.
What is Kurt Nielsen's email address?
Kurt Nielsen's email address is kf****@****hoo.com
What schools did Kurt Nielsen attend?
Kurt Nielsen attended Colgate University.
What are some of Kurt Nielsen's interests?
Kurt Nielsen has interest in Education.
What skills is Kurt Nielsen known for?
Kurt Nielsen has skills like Microsoft Excel, Sql, Sharepoint, Powerpoint, Ms Project, Jira, Remedy Ticketing System, Access, Swift Messaging, Visio, Visual Basic, Business Analysis.
Who are Kurt Nielsen's colleagues?
Kurt Nielsen's colleagues are Quinn Murphy, Lisa Tutass, Trevor Hallas, Alan Lipkin, Lily Young, David Pascal, Zachary Errichetti.
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