Sherman Mei Email & Phone Number

Hoboken, Nj, Us

Atlanta, Ga, Us

New York, Ny, Us

Working with small team to create company-wide golden source repository for global security reference data, corporate actions, and closing prices. Performing data analysis of and mapping from Bloomberg, Thomson Reuters Datascope, and numerous exchange data feeds to our custom data model. Designed graphical user interface to review, correct, and manage source and consolidated Instrument Master data Creating various modules using Markit EDM to perform ETL, process, and consolidate data. Creating SQL reports to reconcile and identify breaks between legacy and new instrument masters.Provide day to day support of current market data platforms.

Zurich, Ch

Business Analyst and Charles River SME supporting all Asset Management Trading desks, including Alternative Trading Strategies, Commodities, Global Equities, Long/Short, Munies, Prime Cash, as well as Algorithmic High Frequency / Low Latency desks.

London, Gb

Managed and led analysis for integration of trade flows for internal Control Room as part of an complete outsourcing of middle and back office functions to an external vendor.Performed analysis and documentation for all Wealth Management supervisory and oversight functions and flows for same outsourcing project.Managed team to successful delivery of a multi-account portfolio management solution, allowing Investment Advisors to view and manage all the accounts and holdings of their clients holistically according to firm asset allocation recommendations using Charles River. Rolled out to over 200 Investment Advisors.Led delivery of Mutual Fund STP order management solution using Charles River Platform. Planned and led team through business analysis, implementation, configuration, testing, rollout, and warranty support.Led build out of Portfolio Management capability for internal Portfolio Management team. Performed detailed business analysis with portfolio managers, operations, compliance, and other stakeholders. Built a Manager Workbench with customized portfolio tracking and management functions, custom reports, workflow monitors, and compliance rules. Led Business Analyst team in a multi-year global Client Reporting platform for ultra high net worth investors, including coverage for all asset classes as well as advanced performance reporting capabilities.

London, Gb

Business analyst for migration of FX trading and client reporting from legacy platform to strategic platform through entire project life cycle. Gathered and documented wealth business requirements for trading and reporting of FX Spots, Forwards, and Options.Designed new client statement.Planned and led testing and trades migration efforts.Performed business analysis for implementation of a new Trust business.Business analyst for migration of front and middle office trading of all Rates products to new platform.

Us

Business analyst for multi-year Wealth Management Client Reporting project specializing in Private Equities and Hedge Funds. Documented functional requirements for system processing and data reporting and correction tools.

New York, New York, Us

Acted as Business Analyst, System Architect, Developer of buy side Fixed Income trading system.Led team to automate a number of business processes for Private Equity investor and product servicing.Consolidated and integrated Hedge Funds and Private Equities investor servicing systems.

Bs, Ms, Electrical Engineering

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