Nicolas Rodriguez Email and Phone Number

- Project Manager in charge of leading client-facing initiatives in LATAM, from prospect management to delivered solutions. - Client exposure includes Chile, Brazil, Colombia and México.- Range of Trading and Connectivity projects vary from High Touch (OMS, Risk Management, Algo solutions) to Low Touch (DMA, FIX Onboarding) solutions- Responsibilities include Business Analysis, Client Management and Project Management

- Actively fulfilled the Business Analyst role as the liaison between IT and Business users throughout the SDLC, including QA testing - Identified, defined and formally documented Business Requirements along side the Business sponsors - Identified as SME of IT and OPS processes, particularly around Equity and Target Date Funds. - Defined, documented and executed Project Plans, Integration/UAT test plans and implementation strategies - Proactively worked with business units to examine current workflows and business processes for potential improvement.- Coordinated all aspects of communication of projects and participate in the development of metrics for a variety of audiences- Work with other key IT and OPS managers to facilitate overall resource planning against pertinent projects - Effectively reduced risks and expenses through automation and integration of existing processes - Participate in the development of IT and OPS tactical and application roadmaps - Maintained compliance to corporate industry governance standards and internal Tollgate Governance - Key Projects:○ Charles River Investment Management System (CRIMS) Version 9 Implementation ○ Target Date Funds Implementation of strategies representing over $1 billion AUM ○ Separate Managed Accounts portfolio management and support transition ○ OTC and ETD Derivatives vendor software implementation

- Performed Business Analysis and System Administration functions to support and provide technology solutions for the different business units including Portfolio Managers, Equity and Derivatives trading team, Compliance and Operations, becoming the SME for critical trading applications including Charles River Investment Management System (CRIMS). SDLC Key Functions:○ Provided business and analytical expertise in defining and documenting requirements for system enhancements and technical expertise for development efforts. ○ Created QA testing plans and execute them ○ Coordinated User Approval Testing and implementation in the production environment - Supported all issues related to daily production cycles as well as different project related tasks. - Administrative functions included support for testing new releases, identifying and resolving day-to-day issues, and supporting ad hoc reporting requests. - Provided business and analytical expertise in defining requirements for system enhancements and technical expertise for development efforts. - Perform a liaison role between all users of CRIMS and various areas of the firm including the Application Development team, vendors and data providers. - Helped in understanding how CRIMS interacted with other ING systems and vendor systems. - Developed familiarity with the database structures, content and processing cycles to serve as an expert in systems maintenance requirements.- Other trading tools supported and integrated included FXAll, Liquidnet, ITG Triton, Pipeline among others.