Senior Vice President
CurrentSenior Business Analyst for Fixed Income Portfolio ManagementBusiness Achievements • Built a spreadsheet application to model what-if trades for portfolio management.• Built a spreadsheet application to auto-generate orders to rebalance thousands of client portfolios against model portfolios.• Led an initiative to research and select the next generation Fixed Income portfolio management system.• Led an initiative to implement straight-through-processing and OASYS trade matching.• Prepared portfolio analysis reports for prospective clients.• Prepared business requirements for IT development.• Introduced risk management tools to the trading desk.Leadership Achievements o As the primary contact re-built and solidified trading desk and IT relationships.o Provided subject matter expertise for financial instruments, analytics, and GUI design.o Instituted formal project management practices with regular meetings, minutes, status reports, project milestones, requirements matrices, issue tracking, and UAT and deployment plans.o Mentored the programmers to improve their knowledge of finance.Technical Achievements- Built spreadsheet tools to monitor trading activity and quickly diagnose trading issues.- Prototyped client reports, operational reports, and user interface screens.- Analyzed large sets of market data, security reference data, client accounts, client positions, etc. (hosted in Oracle and SQL Server) for quality and coverage gaps.