Product Manager of LightPoint, a SaaS-based cross-asset FinTech platform covering multiple clients’ distinct trading strategies, risk management, operations, portfolio accounting, and investor/partnership accounting.Responsible for data governance, ensuring end-to-end data flow, data integrity, and addressing defects and issues. Collaborated with data consumers and providers (Bloomberg, FactSet) to deliver effective solutions.Managed a collaborative team comprised of various onshore/offshore developers with the emphasis on executing the agile framework approach of software development. Staged workflow design workshops, code review sessions, and set milestones based on the list of stakeholders’ priorities.Evaluated risk to the product roadmaps and timelines when stakeholders made new business decisions. Reviewed stakeholders’ new objectives and presented status updates, issues, challenges, and solutions to secure an informed decision to greenlight.Analyzed and normalized large sets of data, designed database tables, wrote stored procedures to monitor various risk metrics, and produced custom reports that are outside of the platform suite.Constructed alternative temporary solutions to prevent application from blocking end-user workflows. This gave developers time to comprehend code challenges and innovate solutions with greater efficiency.Authored comprehensive user stories detailing future state processes and functionality. These stories provided descriptions and acceptance criteria for product, operations, QA, UX, database, and development teams.Engaged with various clients to design ad-hoc solutions that align to each client’s specific business and functional needs. The result is extending the platform capabilities from full service to modular, sourcing multiple market data providers, and supporting FIX messages from multiple EMS vendors.

Collaborated with Business and IT teams to identify, document, and manage tactical and strategic changes within Middle/Back Office (MBO).Responsible for tracking and reporting on issues, enhancements, and strategic projects. Worked closely with key stakeholders and service providers to deliver processes and technology aligned with the firm’s short-term and long-term initiatives.Produced and tracked detailed project plans using Excel and JIRA. Facilitated communication between MBO, third-party service providers, and IT teams to bridge business challenges and technology solutions.

Project Manager and Database Architect of banking client’s initiative to build a proprietary liquidity management risk system for front and middle office to do daily risk monitoring and regulatory reporting.Design, develop, and implement client’s desktop and mobile business intelligence (BI) tool that displays both high level aggregated data and transactional level data accessible across multiple desks (i.e. Fixed Income, Equities, Risk, Treasury, Prime Brokerage) and across multiple countries (i.e. U.S., Canada, Ireland).Establish data governance in coordination with client’s policies and incorporate client's legacy database (Oracle) to serve as the sole data lake for all daily/monthly/quarterly/ad-hoc reporting (i.e. Cash Flows, Liquidity Risk, Collateral, Counterparties, Bank Stress Tests, LCR). Develop SQL database schemas/stored procedures/functions from the business rules provided by the client. Coordinate with client’s webserver and database infrastructure support team during deployment of new releases into SIT/UAT/Production environment, as well as, change management.Manage and lead a collaborate team of Eikos’ and client’s programmers. Implement the Agile system development life cycle (SDLC) to deliver continuous development, integration, and QA testing. Gather and translate user requirements and business logic into technical specification documents. Construct the end-to-end process flow from bank’s multiple source data to the UX.Engage, diagnose, and resolve critical support issues while proactively drive quality and system performance improvements across applications before and after production release.

Designed and implemented proprietary application to automate Treasury’s collateral/cash management and Operations’ cash wire settlement. The application reduced manual errors, allowed Treasury to re-shift focus from tracking to analyzing trends and increased efficiency in Operation’s settlement process.Created a Treasury methodology that emphasized cross functional collaboration (i.e. Operations, Middle Office, Risk Management, Accounting) and standardized decision-making, minimized counterparty exposure, and optimized rate of return on cash reserves.Managed, educated, and mentored a team on the procedures, policies, and the treasury function as a whole. Encouraged team to formulate new approaches to enhance current functions and generate ideas to improve procedures and controls.Created and automated a full set of standard management reports, as well as, ad-hoc treasury reporting for firm-wide needs. The reporting package outlined each fund’s liquidity, free cash levels, and trader cash usage (total and within each portfolio strategy) for senior management to strategize next steps.Structured Treasury’s core role and responsibilities to emphasize active cash management across all product classes (i.e. Fixed Income, Fixed Income Derivatives, Equity, Equity Derivatives, Futures). Worked with General Counsel in negotiating the Schedule and Credit Support Annex section of the ISDA Master Agreement and managed relationships with broker-dealers and prime brokerages across all funds.

Supported derivative and standard fixed income products (CDS, CDI, Tranches, Corp, and Gov’t) such as resolving discrepancies between firm’s trades and counterparties’ term sheets, calculating quarterly coupon cash flows, and investigating cash imbalances between the firm and its prime brokerages.Negotiated and executed domestic/foreign repo funding rates with various broker-dealers to maximize leverage by monitoring changes in the repo environment and communicate relevant information to portfolio managers.Executed FX forwards to minimize FX exposure and optimize the rate of return on overnight cash balances.Increased Blue Mountain’s unencumbered cash reserves by actively managing collateral exposure to counterparties and prime brokers. Worked with the risk management team to analyze risk-based margin calculations in order to challenge counterparties and call back excess margin.Coordinated process flows to manage all aspects of CLO operations, reporting, and P&L. Integrated information from trading desk, trustee, and other internal and external systems to provide portfolio management reports.