• Collaborate with Product Managers to implement strategic goals and vision for Media and Content products• Scrum Master for Product Development team building and supporting Digital Media and Content application• Formulate and define system scope and objectives in alignment with user needs; Document requirements, translate into proper system requirements specifications using high-maturity methods, processes, and tools.• Apply project management skills, including work plan development, time management, and flexibility to work with multiple projects. Work with software engineers and Database Administrators to assess technical feasibility and estimate timelines.• Act as a liaison between client and technical solutions/ support groups; Elicit, document, analyze and validate client requirements.• Orchestrate the collaboration between Product owners, Business sponsors, Subject Matter Experts, Experience Designers, Testers, and Development groups by removing roadblocks and fostering communication.

• Application support and development for Investments Data Warehouse, Analytics, and Business Intelligence reporting application; write SQL queries for researching and remediating Data Quality issues; optimize application performance; supporting over 4000 global users• Promotion of new data attributes and metrics to address current data deficiencies and future data initiatives, following Software Development Lifecycle protocols; Own design, development, testing• Resolved over 35% of all Data Quality and Data Warehouse Issues; Track progress and provide status updates to management on all active projects and Data Quality initiatives• Collaborate with Data Governance, Data Owners, Database Development, Application Development, Investment Analytics, Investment Accounting, Internal Control, Internal Audit, Front Office and Middle Office teams to define Business rules, remediate database and data quality issues, deliver regulatory and reporting solutions• Resolve complex aspects of day to day Investments IT functions and Data Warehouse creation; Analyze data as it moves from multiple source systems through Staging, Operational Data Store and Data Marts• Implement and Define the tactical and strategic Data Quality Management initiatives of the firm, including: CCAR, SOX Compliance, Solvency II testing, Credit Risk Management, Quarterly Financial reporting• Partner with Investment Accounting, Analytics, and Front Office teams on all data inquiries, new report development and enhancements for existing reporting framework in BI Application• Manage day-to-day functions of Data Quality team; Assign Data Quality issue resolution tasks through JIRA & Appian; Approve system access requests

• Work with cross-functional teams to define process flows, procedures and operating models within SimCorp, Aladdin and other Neuberger Berman data systems to implement new Trade Entry/OMS. Data Warehouse, EDM and Accounting systems• Liaise between trade support, project teams, stakeholders, and business representatives to ensure project objectives, priorities, requirements and targets are delivered within established timeframes.• Lead project working groups, capture and assign action items, ensure accountability and timely completion, document meeting minutes• Maintain risk and issues log in JIRA and SharePoint; Ensure owners establish and execute mitigation and contingency plans in a timely manner.• Define Target Operating Model and Data Governance framework for Global Middle and Back office teams• Work with IT and trading counterparties to develop interface templates for Cash, Position, and Transaction related data files to be delivered to third-party solutions provider

• Partnered with Front Office technology to deliver solutions for Electronic trading and Low latency trading desks• Worked with end-user to devise solutions for Reference Data quality issues affecting Equity and Equity derivatives data within Credit Suisse Reference Data platform• Project Management duties for the Minor Change and Enhancement book of work, responsible for release schedule and priority list for multiple streams of change activity related to Reference Data: Production Support, “Golden-copy” data warehouses, continuous improvement and BAU activities, utilizing SDLC protocols • Sponsored “Change the Bank” activities related to Basel III, Dodd-Frank, FATCA reporting regulation, Electronic Trading business, and Data Support functions• Experience with business process engineering, organizational change management, cost-benefit analyses, data modeling, normalization, and SQL queries• Responsible for elicitation, documentation, and communication of business requirements, current/future state analysis, process flow documentation, data-mapping, User Acceptance Testing (UAT), defect management, project coordination and management activities.

• Lead Testing Analyst for implementation of Swaps Reporting Framework at Jefferies Investment Bank, a strategic solution delivered in response to Dodd-Frank Regulation• Prepare, coordinate, and manage the execution of User Acceptance Testing (UAT) with client, including demonstrations, training and post implementation activities of Sapient Proprietary solution; participated in QA testing• Systems Analyst at Fidelity Investments for project to implement new Security Master and Pricing platform; migrating from Mainframe system to distributed platform• Lead Requirements gathering and system design sessions; Develop and present solutions and recommendations; work with business and technology stakeholders to provide data management solutions that meet business and technology needs of client

Design and Implement front-to-back trade workflow processes and procedures to address risk and trade settlement issues for US, Canadian and European based Fixed-Income assetsPrimary duties include: Security modeling, data and pricing validation, attribution analysis, financial and client reporting, trade settlement and cash flow notificationsDevelop and implement data quality metrics used to ensure security and pricing data is within Operations Control FrameworkDesign Target Operating Model and define Best Practices for Global Operations and Risk teams Define and deliver detailed business requirements, process design, training materials and test specifications as related to Operations and IT teamsLead pricing analyst for all securities holdings: Identify Risky assets, establish control functions, monitor control framework, determine valid sources, pricing data integrity, and Third-party vendor data feedsOperations lead for all phases of Fixed Income and Derivative trading, including: TRS, CDS, CDX, Options, Futures, Swaps and TIPSCorporate Action processing and cross-team coordination with US and European-based custodian banks Prepare month-end Pricing and Reconciliation reports for Risk Management, Portfolio Management, Credit Research and Compliance teamsIdentify and submit changes to the processes and procedures within Operations to improve system performance, process efficiency and control: Reducing KRI, Improving STP, identifying and reducing Audit breachesSupervise team of 4 Portfolio Administrators

Business Development and Initiatives - Fixed Income, Cash and CollateralLead requirements gathering, strategic assessment, design, UAT, and post implementation support to business users throughout project life cycleSupport and drive Change Management activities impacting Global Fixed Income Trading, Sales and OperationsBuild consensus and obtain buy-in from all major stakeholders, including: Sales and Trading desks, Operations, IT, Legal, Regulatory, Compliance Coordinate and analyze Budget proposals for all Fixed Income-related projects, including capacity-utilization, ROI, and resource planning across multiple teams within organizationSuccessful delivery of several complex projects, including: Tri-Party Repo, ERISA Compliance, UBS-Mexico and Brazil new office startup Successful completion of several small projects focusing on process re-design, continuous improvement, and back-office functionalityBudgeting and Cost/Benefit analysis for Continuous-Improvement and Quality-Control projectsCoordinate and present multi-level Program and Project reporting, including Dashboard reporting and Scorecard reportingCoordinate data alignment efforts between strategic and legacy systems

Fixed IncomePost-trade support for all Fixe Income trades executed by the High-Grade, High-Yield, Emerging Markets and Cash Collateral trading desksDaily collateral and margin posting for all Cash and Collateral trades settling with New York Federal ReserveDaily margin and general collateral funding for all trades executed by Repo deskPrimary contact for all client inquiries regarding pre- and post-settlement trade issues, Domestic and InternationalCoordinate settlement of trades executed with Stamford, New York and London trading desksPrice and allocate all new Investment Bank market offerings within Syndicate Operations team

Institutional Managed AccountsCalculate and report daily fund performance versus benchmarks for a variety of Investment PortfoliosTrade reconciliation and booking of cash flows for Institutional portfoliosMember of project team which successfully migrated onto new Order Management SystemCalculate monthly fund expenses and custodian feesProvide monthly and quarterly financial reporting to Portfolio Managers, Product Managers, Marketing Analysts and Clients in order to ensure successful attainment of investment goals