Marissa Rahimpour, Mba, Pmp, Csm Email & Phone Number

San Diego

San Diego

Was in-charge of leading the Front, Middle and Back Office IT Development Teams to deliver high quality applications and enhancements to existing applications by collaborating with the key stakeholders to identify and prioritize the current and future needs of the business.• Reduced cost by decreasing settlement trade errors and realized a 30% increase in efficiency by retiring a legacy post trade application and automating the process using the Charles River Post Trade module integrated with Omgeo DTCC CTM and Oasys modules. • Enhanced the company’s proprietary portfolio order generation systems to be more efficient in identifying settlement cash discrepancies and institutional trading restrictions, which allowed the Portfolio Managers to focus on higher priority security analytical analysis tasks and reduced costs due to trade errors.• Implemented the Charles River compliance trade module which has saved the company from incurring fines within the mutual fund industry by identifying and adhering the MF prospectus and guidelines. • As certified Scrum Master and Product Owner, I was instrumental in transitioning the IT culture from a waterfall approach to projects to an Agile Scrum methodology approach. Daily scrums, sprint demos and increased interaction with our key stakeholders and business users dramatically improved our relationships and improved delivery to time to market.• Experience in the entire SDLC project management lifecycle within a waterfall and Agile Scrum environment, from ideation and discovery, business analysis and requirements gathering, project proposal and charter creation, ROI and NPV analysis, contract negotiation with internal and external partners, project planning, resource allocation, risk assessment, project implementation, deployment, to post production support.

San Diego

Successfully managed a portfolio of BI reporting and ETL database projects, which provided intelligence to the firm by integrating data from internal and external sources.• Managed a comprehensive automated portfolio performance composite reporting solution, responsible for the delivery of monthly and quarterly reports, which reduced risk related to manual error and saved 60 hours per month.• Managed the implementation of the Settlements Post Trade Reporting Project which enhanced data integration, provided KPI reporting to senior management and analysis for the Settlements group.

Managed a team of 20 production support specialist which involved identifying, prioritizing and fixing defects submitted by our internal clients.• Coordinated daily business meetings, involve managing business unit expectations of IT department, assisting business units with prioritizing bugs and troubleshooting unexpected application defects.• Proposed and implemented a production support application utilized by both the business units and IT, which greatly improved tracking, organization and visibility through the use of electronic bug report tool.• Manage weekly software releases of bug fixes and enhancements to existing applications which involved coordinating, Development, QA and performing UAT.

• Conducted analysis of the current business processes for LPL Operations to identify where system improvements and efficiencies could be made.• Determined estimated savings, cost justification and ROI for each proposed project and provide project metrics.• Managed the development, UAT Testing and implementations phases of various projects, leading groups from 5-20 people across multi-disciplinary Operational and IT Groups. Managed the business unit test programs, evaluation of reported tester defects, tracking testing phase schedules, and ensuring that project and budget milestones are met.• Developed the business and functional requirements, testing and implementations phases of a Rebalancing Portfolio program which during the first two months of operation generated over $40 million in new business. • Responsible for managing the automation of the Fixed Income Trading system. The project saved LPL approximately 5 Full time Employees.

• Responsible for coordinating and testing all projects assigned to Portfolio Accounting which included: The Portfolio Rebalancing Tool, Revised Performance Statements, Account View Statements Online, and a Cost Basis Tool.• Responsible for researching and ensuring prices reflected on the brokerage and advisory statements are current and accurate and implemented a new pricing tool. This has proven to be more efficient and effective in conducting month-end pricing.• Responsible for collection, processing and quality assurance of mutual fund asset classification for quarterly performance reports• Proven ability in troubleshooting broker’s inquiries received via the Call Center, and accurately resolved performance, pricing, cost basis and statement related issues.

• Identified processing inefficiencies in the back office Trading P&S, Settlements and Recon Departments and successfully developed business and functional requirements which reengineered and automated the process. Managed the Testing and implementation of the P&S Reporting back office trading system project, and organized a successful transition to the Operational groups depending on the new application. The projects improved efficiency by one FTE, improved accuracy and reduced profit erosion in the P&S and Settlements Departments.• Supervised Trading Desk by monitoring and inspecting intra-day position limits to ensure traders did not exceed their limits.• Prepared daily, monthly and quarterly P&L trading and position reports for the treasury, futures, money market and foreign exchange desks and presented to Senior Management• Enhanced risk and exposure measurements by introducing value-at risk (VAR) and stress testing analysis.

• Researched and analyzed the Italian managerial training market to determine entrance opportunities for Ernst & Young.• Formulated and prepared a strategic business plan for the E&Y managerial business school in Italy.• Conducted demand analysis for the training required internally and developed company’s first comprehensive training program for consultants in Italy and prepared the Departmental Training Budget.