Matthew Ryan Email & Phone Number

Berwyn, Pennsylvania, United States

Berwyn, Pennsylvania, United States

• Worked with high revenue clients to understand and ultimately certify custom and global enhancements made to Envestnet’s wealth management platforms• Ensured that adequate communication occurs with clients around testing strategies, test status of client driven enhancements and testing status of client workflow testing• Worked closely with clients to gather client centric use cases and workflows and ensured that these test cases are executed within our internal processes • Worked in tandem with a team of product managers, developers, business systems analysts and QA analysts spread across locales to ensure that high quality code is delivered • Ensured that quality non-conformances and defects are appropriately identified, documented, tracked and resolved Responsibilities: participated in enhancement development process from requirement specification to production implementation. • Worked closely with clients to create detailed and comprehensive functional test plans and test cases tailored to their workflows. Estimated, prioritized, planed and execute test cases as a part of a global team. Identified, recorded and tracked progress of defects and enhancements to closure.

Bala Cynwyd, Pa

• Trained Investment Officers and Portfolio Managers on OCC Reg-9 Compliance annual due diligence system and industry best practices• Displayed expertise with the use of outside manager models, SMA and UMA sleeve accounting functionality• Instructed users on build and maintenance of GIPS Compliant Composite accounts for historical performance reporting• Set up centralized trading processes to allow banks to rebalance 10,000 portfolios simultaneously• Supported MMXchange, an automated model delivery platform designed and built specifically by InvestEdge• Exceeded revenue and client profitability goals through custom development and data maintenance activities• Provided system wide metrics on trading volume, reporting usage, user’s activity, and AUM with Client C-Level Executives to demonstrate value of system• Performed periodic review of production JIRA tickets, in addition to presenting Advanced JIRA Statistics to give recap and summary of past year’s relationship• Participated in Strategic conversations within the client’s organization and coordinated professional services work such as automated system extracts to support client data needs• Participated in weekend monthly maintenance releases to test code release in production

Bala Cynwyd, Pa

• Provided personnel support for several ASP clients totaling over 3 million dollars in annual firm revenue• Triaged client issues related to performance calculations, trading, rebalancing, reporting, and nightly accounting system batch processing• Data mined and queried SQL to provide clients with data transformation rules• Converted performance data from vendors such as Fi-Tek, First Rate, Informa IQ, GreenHill, Return Trac, and Scorecard onto client system• Designed custom solutions based on business needs for clients, such as defining asset sectors in system based on Factset classifications• Coded .xml files and coordinated with Infrastructure and Deployment Team to build out new clientenvironments• Performed pre and post release QA to identify potential defects and isolate issue root causes

• Wrote business requirement documentation leading to specific end client software enhancements such as trading, portfolio management, and end client reporting• Ensured production efficiency of new functionalities and release upgrades• Documented and maintained custom client test scripts using RedGate Compare, Selenium, and Beyond Compare as testing resources

Bala Cynwyd, Pa

• Managed quality assurance team performing semi-annual functional testing• Updated and maintained regression testing scripts related to end client reporting, post trade compliance, and investment performance and trading• Defined post-testing metrics to determine optimal time necessary for testing cycles• Published 100+ page release guides for all new functionality for 20+ banks and trust companies bi-annually• Responsible for code management for SQL stored procured changes and provided quarterly reports to client• Provided webinar training sessions to clients• Maintained a set of over 120 User Guides for internal and external consumption

• Worked with Business Analysts to write test cases for new software functionality• Executed various scenarios related to testing financial transaction software including, income postings, corporate actions, cash payments, FX transfers, and equity and fund trades• Provided downstream report testing and validation for financial transactions

• Assisted with training new team members with SEI Global Wealth Platform• Responsible for reconciliation of Mutual Fund positions and cash balances• Researched corporate actions and pending free transfers of mutual funds• Established an automated system of monthly money market income postings via Microsoft Access• Promoted from Mutual Fund analyst in November ‘07

• Assisted with financial tasks and billing of clients• Helped with payroll

Mba, Finance

Education record

Activities and Societies: LaSalle University Varsity Crew