Ivan Lopez Email & Phone Number

Jersey City, New Jersey, Us

Jersey City, New Jersey, Us

Jersey City, New Jersey, Us

BNY MELLON BANK/PERSHING TECHNOLOGY JULY 2019 – DECEMBER 2020(MODIS)BUSINESS ANALYST• PROFESSIONAL SERVICES TEAM- CONSISTING OF CLIENTS SUCH AS NORTHWESTERN MUTUAL AND CITIGROUP IN WEALTH MANAGEMENT SECTOR• PLATFORM SME FOR NETX360, NETX INVESTOR WHICH INTEGRATED WITH CLIENT CRM SYSTEMS.• E-DELIVERY SOLUTIONS, SYSTEM INTEGRATIONS, PROCESS FLOWS FOR NEW AND EXISTING CLIENTS INCLUDING:I. TAX DOCUMENTS, PROXY LETTERS, ACCOUNT REVIEW NOTIFICATIONS,II. ACCOUNT VERIFICATION PLAYBACK LETTERSIII. WELCOME KIT | PACKAGE – UPON CLIENT ONBOARDING INCLUSIVE OF PRODUCT AGREEMENTS AND DISCLOSURES• TECHNOLOGY, INFRASTRUCTURE AND BPM • MARGIN, REGULATORY REQUIREMENTS, 15C3-1, FINRA, NYSE, HOUSE REQUIREMENTS, REPORTS• RISK, CUSTODIAL UI, UX, FA ADVISOR AND PROCESS FLOWS• REFERENCE DATA FOR ACCOUNTS, MORNING STAR FEED, OPTIONS DELTA VALUES• SOW, CHANGE REQUESTS• SOP’S AND SLA’S FOR MANAGEMENT/OPERATIONAL TEAMS WITH TRAINING• RISK MANAGEMENT FOR TRADING & OPERATIONAL RISK AND LEGAL RISK • GAP ASSESSMENT AND REMEDIATION PLANS• OUTPUT REPORTS INDICATING MARKET PERFORMANCE USING DIFFERENT FORMATS, I.E, GRAPH, SCATTER PLOT, BAR LINE.• BRD’S, DEPENDENCIES• USER STORIES – FEATURING GHERKIN FORMAT• WATERFALL TO AGILE CONVERSION

SENIOR BUSINESS ANALYST • SME in Waterfall and AGILE SDLC Lifecycle• COLLABORATE WITH MULTIPLE TECH AND OPS TEAMS ONSITE AND POLAND TO OBTAIN FEEDBACK AND PROVIDE KNOWLEDGE SHARE INCLUDING DEVELOPMENT TEAM.• Gather BRD’s and FRD’s for development, design, testing and implementation of new trade processing platform consisting of Angular and BPM model for Asset Management Services (Mutual Funds), Equities, Options and Fixed Income and decommission old platform.• ENGAGE SME’S FROM OPERATIONS AND TRADING TO OBTAIN INPUT AND EXPERTISE• WRITE USER STORIES USING MICROSOFT TFS.• ATTEND DAILY STANDUP CALLS, BA STATUS MEETINGS.• CONFIRM REQUIREMENTS AND OBTAIN SIGNOFF FROM ALL STAKEHOLDERS• DELIVERED ALL REQUIREMENTS FOR PILOT IN PRODUCTION

New York, Ny, Us

Manged team of 6 BA's and introduced training program and protocols consistent with industry practices to fine tune BA practicesProgram Delivery, Document Management Operations .Senior BA and Project Manager/Coordinator, requirements gathering, system integration, Document Capture, Non-Cleared DerivativesEnd to End Test Lead - Supporting over 50 Downstream Applications

Reading, Massachusetts, Us

BUSINESS ANALYST • Gather business requirements for development and maintenance of all company products such as cable set top boxes and modems and mobile device software builds and upgrades etc. by interacting with Senior Management, field technicians and VIP Clientele. • Document requirements by illustration of User Stories and End to End Process Flows inclusive of Business Rules, Business Process Modeling, Flows and Work Flow diagrams.• Worked IOS and Android Technology on Mobile Devices, PC Mac and Windows to enhance User experience and provide better equipment performance and long term stability. (Worked with Actual Devices On-site and where Wifi Hot Spots were existing)• Created Use Cases and follow SDLC from testing to QA, UAT (Inclusive of Defect Management, Functional and Regression Testing) and then to deployment.• Proactively update existing Test Cases in HP QC and ALM 11.5 to reflect new functionality/Software• Work with Offshore development team to make sure that Test Cases assigned to them were properly understood and executed.• Provide Training to Technicians and Staff (Both Senior and Junior) post deployment• Facilitate escalation of issues and risks for various projects, providing hands-on participation as needed

Stamford, Ct, Us

BUSINESS ANALYST • Gathered, business requirements for development and maintenance of all company products such as cable set top boxes and mobile device software builds and upgrades etc. by interacting with Senior Management, field technicians and VIP Clientele. • Documented requirement by illustration of User Stories and End to End Process Flows, inclusive of Business Rules, Business Process Modeling, Flows and Work Flow diagrams• Worked with STB’s, internet modems and IOS and Android Technology on Mobile Devices, PC Mac and Windows to enhance User experience and provide better equipment performance and long term stability. (Worked with Wireless Devices in house and at Clients homes to enhance user experience)• Identified proper signal levels for performance of STB’s and modems. • Created customer satisfaction/follow-up surveys to provide better service front to back.• Separated issues into Time Warner vs STB manufacturer and documented action plan including collaborative testing with manufacturer.• Worked with management to target systems in areas that required maintenance to stabilize equipment performance.• Worked with QA Team to insure that Test Cases were accurate and covered all aspects of requirements• Introduced testing at field technician’s homes in addition to test lab environment, in order to get a real time picture of actual results. • Provided training and training materials to field technicians post deployment on all new software and hardware.• Facilitated escalation of issues and risks for various projects, providing hands-on participation as needed

Nashville, Tn, Us

SENIOR BUSINESS ANALYST Portfolio Management Systems • Introduced operations improvement strategies and enhancements for cross functional teams of portfolio management system users.• Collaborated with PMO, executive steering committee, other business analyst team, development and operations management to identify, approve and prioritize projects assigned to my team. • Gathered business requirements regarding all portfolio management system enhancements inclusive of all firm wide systems in collaboration with Senior Account Representatives and subject matter experts from Client Services and Operations. • Documented requirements by illustration of User Stories and End to End Process Flows, inclusive of Business Rules, Business Process Modeling, Flows and Work Flow diagrams.• Assisted with development of test scripts, USE Cases inclusive of defect tracking, QA and UAT• Provided training to users, business analyst and development team post deployment with training materials and user manuals.• Pinpointed assorted business processes for re-engineering, managed redefinition and facilitated implementation by collaborating and prioritizing projects involving these processes with subject matter experts, developers and management, inclusive of Data Warehousing/Data Mapping, Post Trade & Post settlement process. • Used SQL to query internal security master DB and compare with Bloomberg, IDC and Reuters.• Performed analysis, defined and implemented cross-divisional strategy for trading, processing, interest calculation and pricing of credit derivative securities, bringing together five cross-divisional IT, business and operations groups. • Designed and created a new int calc process for all fixed income var rate secs that automatically update security master and all holdings for interest calculations and portfolio valuations. • Collaborated with global teams in U.K, Australia, Japan and Vietnam.• Provided support to management and operations on urgent issues.

Toronto, On, Ca

SENIOR FIXED INCOME DATA SPECIALIST • Managed business process improvement projects and reviewed all reference data provided to investment banking clients.• Analyzed system design and recommended improvements based on client needs and business requirements. • Met with clients on a monthly basis, documented and addressed concerns with management.• Developed strategies for Data Warehousing and Data Mapping based on industry requirements.• Used SQL to query Reuters internal DB and compare results vs Client data.• Responsible for testing all new enhancements to data feeds which affected all investment banking clients.• Established global relationships with finance ministries from UK, Poland, Italy and Greece for treasury inflation products.

New York, New York, Us

Managed Corp Bond Operations Team. Helped Coordinate front to back Y2k testing.Supported Fixed Income Trading, Sales and Analytics team.Fixed Income Specialist- Data Quality team.Fixed Income Subject Matter Expert.

New York, New York, Us

SR BA 2000 -2006• Auto and integ fixed inc ref data into sec master. • Neg contracts with Bloomberg and Thomson Reuters for data feeds on all prod suites.• Gathered Bus Reqs for Mkt and Ref data in collaboration with Business Heads and SME's in Trading, Sales and Ops.• Doc BRD's & FRD's, User Stories, End to End Proc Flows, Bus Rules, Bus Proc Model, Flows and Work Flow diags. • SQL to query internal security master DB and compare data vs Bloomberg, RTRs and IDC.• Dev test scripts, monitored SDLC.• Tested all sys interfaces and reporting proc dependent on ref data.BA/PROJECT MGR FIXED INC OPS 1999 – 2000• Design new sec master .• Design new Entity Master which interacted with rating agencies to give trading and sales an accurate method of maintaining proper credit ratings and credit risk parameters.• Gathered Bus Reqs for Data Warehousing and Data Mapping proj in collaboration with Business Heads and SME's of Trading, Sales and Ops.• Doc reqs, User Stories and End to End Process Flows, Bus Rules, Bus Proc Modeling, Flows and Work Flow diags.• Design new sec master based on BBG schema• Design formal ops proc manual and trained all users.• Coord Y2k system testing initiative for fixed inc prod suite.Corp Bond Operations Mgr 1990 – 1999• Impl NASDAQ reg rep proc on all Corp Bond Trans• Design, tested, implemented all user interfaces for trading and sales OMS.• Managed trading posns, trade proc, trade settle, collateral and recon proc.• Managed sec master data proc.Senior Analyst 1985 – 1990• Recon of all trading posns.• Conf int rate upd and calcs of all var fixed inc prods.• Trade proc, confirms, collateral gathering and updates.

A+, Net+, Computer Hardware, Software, Desktop, Laptop, Networks

Hs Diploma, Architectural Drafting