Anirudh

The project aimed to centralize portfolio management activities by developing an application that offers top-down asset allocation and model building tools. This application was designed to streamline Portfolio Manager operations, enabling them to efficiently oversee groups of portfolios for monitoring purposes. Utilizing a suite of extensive tools for real-time exposure tracking, detailed analysis, and performance measurement, managers can seamlessly create and implement investment strategies across one or multiple portfolios.

Responsibilities:

• Captured and analyzed requirements through interactions with stakeholders
• Leveraged my expertise in Murex to configure the platform to capture the additional data fields required for Dodd-Frank reporting
• Project was implemented using the Agile Methodology to produce artifacts in the different phases of the Software Development Life Cycle (SDLC)
• Responsible for providing risk management consulting services including better measurement and management of risk and control, and improve the consistency of system and practices of the enterprise
• Involved in gathering and documenting requirements for which is used to generate various kinds of custom-built reports to be submitted to different kinds of regulatory bodies
• Like Basel, Dodd Frank Walter rule MiFID
• Proficient in data wrangling, data mining and building automation scripts using SQL
• Accumulated business requirements from various business users and translated them into business requirements document
• Leveraging Murex's capabilities, I've actively participated in streamlining and optimizing various business processes related to trade capture, confirmation, settlement, and reconciliation
• This led to increased efficiency and reduced operational risks
• Gathered requirements and created user stories using JIRA
• Worked for various systems in the process which include Treasury management system which takes care of all account payables and account receivables
• Documented all the discussions, stored the requirements and tracked the changes maintaining the updated versions of document
• Created use case scenarios and documented workflow and business process
• Developed use case diagrams, activity diagrams and sequence diagrams with Rational Rose
• I have extensively worked on configuring and customizing Murex to meet specific business requirements
• This included setting up trade workflows, trade lifecycle events, pricing models, and data interfaces to integrate Murex with various internal and external systems
• Experience working with different financial planning tool modules like KYC, Assets, Liabilities and Goals
• Created wireframes and screenshots for the application to easily communicate it to the Portfolio manager using MS Visio to assist development and engineering in understanding the requirements
• Extensive use of Rational Requisite Pro for reviewing and analyzing the user requirements
• Created and maintained complete development plans that included functional specifications, requirements engineering, Use Case modeling, Counter party risk assessment and mitigation, internal and external workflow
• Facilitated weekly meetings with the review teams to continuously improve the QA process for the application development
• Conducted reviewing of the test results and stored Testing Information using Rational tools
• Dealt with multiple kinds of capital market instruments and the most common instruments would be fixed income assets, stocks and OTC, Equity derivatives
• Interacted with various kinds of stakeholders in the trading lifecycle starting with financial planners, wealth managers, market analysts, fund managers, trade managers
• Gathered requirements about different kinds of applications in Trade flow management, the first being asset allocation tool or the financial reporting tool, Reconciliation, Clearing
• Worked on Wealth Management/ Financial Planning tool which helps in handling the financial crimes like AML or anti money laundering activities
• While it raises an alert if they find any suspicious activities
• Experience in solving problems related to Database queries
• Participated in writing test cases and test plans for the given scope items
• Conducted walkthroughs with the end users and stakeholders to gather the modification requests from the user to upgrade or change the business specifications for the product and ensured that the developers were updated
• Prepared Testing Methodology for Black box testing
• Conducted UAT to make sure that all the business requirements were catered to the application
• In my role as a business analyst with expertise in Murex and capital markets, I was tasked with implementing a new complex derivative product within the Murex platform
• Experience in using SQL commands for Data analysis and Power BI for data Visualization
• Created dashboards and managed data by generating the reports using Power BI
• Extensively worked with Microsoft Project to manage schedules, deadlines, and resources and collaborate on the project
• Implemented and managed rational Clear Quest as the Bug Tracking tool
• Documentation of project processes and procedures and version controlled them using Rational Clear Case
• Ensured all applications were tested for functionality and were adequately controlled in production
• Project Environment: Windows2000/NT, Java, MS SQL Server, Python, HTML, MS Excel, MS Word, MS Visio, DOORS, MS Project, Jira, Confluence, Power BI.

JP Morgan Chase, a prominent global investment bank renowned for its robust and profitable private client franchise, introduced the Basel II compliance system. This implementation aimed to enhance the precision of calculating capital provisions, particularly in relation to credit, commercial, and operational risks. The initiative offered several advantages, including improved business agility, reduced programming costs, heightened visibility, and increased control over the decision-making process, ultimately fortifying the bank's financial operations and risk management strategies.

Responsibilities:

• Interfaced with stakeholders and facilitated communication between client and the IT department
• Involved in creating targeted questionnaires and interviews for SME's, clients and business users to gather requirements while working in Agile environment
• Involved in Feasibility and Risk Analysis to identify the business critical and high-risk areas of the application
• Involved with best practices and methodologies for the analysis, story mapping, validation, and execution of customer data conversion operations
• Identified the process flows in the current system and recommended business process automation in the new system after analyzing and documenting as-is system and to-be system
• Experience using SQL to transform data from applications to provide summaries and aggregates
• Developed needs analysis document, User Requirement Specification and functional requirement specification documents(FRD’s)
• Worked on Rational Requisite Pro in Requirements Tractability Matrix (RTM) for functional coverage
• Involved in gathering requirements for different capital market instruments likes Stocks, Fixed Income assets, OTC Derivatives and Mutual funds
• Oversee with Vendor related activities by creating a strong relationship
• Involved in the activities related to relational Database mapping and used power BI for data modeling.(Data Management)
• Worked as a liaison between business users and developers to submit requirements and changes, clarify questions and issues
• Experience in implementation of Dodd-Frank reporting requirements
• The objective was to ensure compliance with the regulations and reporting obligations associated with over-the-counter (OTC) derivatives trades
• Collaborated closely with legal and compliance teams to thoroughly understand the intricacies of the Dodd-Frank regulations and their implications on OTC derivatives trading
• Worked on the application to be installed on Linux Server
• Extensively experienced for organizing and documenting requirements, preparing use cases, writing business documents(BRD’s) and reports in Pre- Testing phase
• Prepared user stories using JIRA and utilized MS Visio to create UML diagrams including use case, activity and class diagrams to extract business process flows and workflows, thereby assisting development and quality assurance teams in understanding the requirements
• Experience in establishing the relationship between the data elements in the source and target
• Involved Data analysis and created pivot tables and pivot charts using Power BI
• Worked in a team environment to finalize use cases to develop functional and detail design specifications of the application
• Participated in JAD sessions for requirement, feasibility and risk analysis with various stakeholders, including designers, developers, QA and management to identify critical and high-risk areas of the application
• Collaborated with the QA team in reviewing and validating test plans and test cases, ensuring that the final application catered to the user requirements
• Developed a user acceptance test plan and test case scenarios to guide a select group of key end-users in testing the user interface and functionality of the application
• Experience in creating a data mapping document, mapping the data elements in both source ID and target
• Performed requirement walkthroughs with the Dev
• And QA teams with the aim to develop testing strategies and test plans such that test cases reflect user needs
• Wrote Procedure Manuals and was responsible for continuity preparedness
• Worked extensively with MS office suite for preparing status reports
• Project Environment: Agile, Rational Requisite Pro, UML, Confluence, Rational Rose, Sequence diagrams, Share point, Object collaboration diagram, Mainframes, Power BI MS PowerPoint, Win runner, Load runner, MS Office Suite, MS Project, Rational Clear Case, Guidewire.

• The project was for investment banking division and it was portfolio analysis and portfolio rebalancing based on the impact of the risk on different securities and derivatives
  This project involved business and requirements analysis, modeling, design, system functional performance and user acceptance testing Responsibilities:
• Interacted with portfolio analysts and asset managers' heads to finalize the Business Requirements(BRD’s) for the application
• Conducted JAD (Joint Application development) for the requirement gathering and used Rational requisite pro to analyze and prioritized the requirements
• Performed the requirement analysis and documented the requirements using Rational Requisite Pro
• Worked on the efficiency to increase the overall Salesforce user experience
• Extensively used RAD (Rapid Application Development) to define user's requirements and to design the final system
• Hands-on experience managing the financial reporting and planning processes; strong knowledge of financial statements (P&L, Balance Sheet, Cash Flow)
• Working knowledge of accounting principles, impact of accounting transactions on cash flow statements and direct & indirect cash flow forecasting / credit reporting methodologies
• Managed data and created Dashboards using Power BI
• Experience in capital market instruments that could be OTC derivatives, equity, fixed income asset or any other kind of capital market instrument
• Produced the visual models for the application using Rational Rose to create use cases, state charts, sequence diagrams, deployment diagrams and activity diagrams
• Created User stories and added them to the product backlog in JIRA
• Worked with Wealth Managers to have used the financial planning tool or the asset allocation tool to pull out to create something called a Goal based plan
• The plan identified based on their priorities and preferences and the risk tolerance by Wealth Managers
• Wealth Management plan give the retail investors various options or the ways to identify the different class to invest in
• Involved gathering requirements for the entire CRM software which include wealth management, credit applications, payment processing
• Followed a structured approach to organize requirements into logical groupings of essential business process, business rules, information needs and insured that critical requirements are not missed
• Gathered the SOAP API and Rest API requirements and using those API requirements that developers have created the XML packages through some kind of API's
• Experienced in FX, Closely interacted with designers and software developers to understand API functionality and navigational flow and keep them updated about Business user's sentiments
• Involved in analysis of various types of risks (Credit Risk, Market Risk), which impacts portfolio management
• Provided guidance when scoping and delivering Salesforce solutions to meet business needs
• Expertise working with Murex for risk management and providing the optimal solutions in entire cycle
• Supporting Project Manager by creating a project plan document wherein I contributed to risk management plan
• Worked with project manager was in project coordination, where in my role was to collect metrics and gather weekly status reports from all the team members
• Analyzed system requirements, developed detailed Test plan, Test cases, Test scripts for testing the functionality, GUI and security testing
• Performed risk analysis of the requirements to identify the key business risk areas for the project and prioritized the application development and testing
• Facilitated the weekly meetings with the review teams to continuously improve the QA process for the application development
• Used power point presentations for conduction walkthroughs with the stakeholders
• Expertise with multiple modules of the Charles River Management System
• As a part of vendor analysis worked on Charles River IMS to create an integrated platform for Trade submission system
• Conducted walkthroughs with the end users and stakeholders to gather the modification requests from the user to upgrade or change the business specifications for the product
• Monitored and analyzed the development of cascading style sheets in HTML at front end
• Project Environment: Microsoft Office suites (Word, PowerPoint, Confluence, JIRA, Access, Excel, Rational requisite pro, Outlook, Project, Visio), Windows, Share point, Microsoft SQL Server (2000 & 2005), Oracle (8i, 9i & 10g), UML, XML, Charles River IMS, Salesforce, Power BI.

American Home Mortgage Corp specializes in the purchase of single-family and multifamily residential mortgages and mortgage-related securities, funding its acquisitions through the issuance of debt instruments in capital markets. A pivotal project within the corporation involved the creation of a sophisticated risk analysis and modeling system tailored for the collateral pools slated for securitization. This initiative was instrumental in equipping business users with the tools to adeptly structure securities, informed by nuanced characteristics of collateral pools. The system was meticulously designed to offer comprehensive assessments of credit and prepayment risks while enabling the precise determination of loss provisions, anchored by in-depth evaluations of foreclosure frequencies and the anticipated severity of mortgage losses. Furthermore, the platform incorporated rating criteria from esteemed Credit Rating Agencies including Fitch, Moody's, and Standard and Poor's, enhancing the accuracy in calculating the requisite level of Credit Enhancement for diverse tranches of securities.

Responsibilities:

• Conducted brainstorming sessions to extrapolate the requirements that were not stated
• Worked with business sponsors to elicit business/functional requirements and generated use cases in accordance with Agile Best Practices
• Extensively used Rational Requisite Pro to document, review and analyze the requirements
• Experience in creating dashboards for customer related KPIs by taking satisfaction, efficiency and customer retention into consideration
• These metrics from the KPIs will be used by the sales and customer service team to better understand the customer needs
• Used UML and Agile methodology to capture, analyze and translate business requirements
• Developed business Use Case scenarios, sequence diagrams and class diagrams
• Prepared Rational Suite (Clear Quest and Requisite Pro) training materials for user and administrators and trained nearly thirty of them in the branch office
• Structured flexible test plans, test cases and test scripts to test entire application based on business requirements, technical specifications, and product knowledge and use case scenarios
• Addressed all aspects of the mortgage's life cycle, starting from identifying a prospective client to the closure
• Creating dashboards using customer focused KPIs like average resolution time, average response time
• As a part of Defect Management involved in participating in project review meetings
• Revised existing documentation comprehensively to enhance the ability of the stakeholders to proceed with the next major phase of developing the application
• Performed User Acceptance Testing on behalf of end-user to ensure that the user requirements are satisfied and properly tested
• Assisted in implementation and deployment of the best SCM processes with seamless ETL data integration among various phases of Software Development Life Cycle (SDLC) such as Change Request and Product Life Cycle Management utilizing UCM component of Rational Suite
• Collaborated with project manager was creating a business case document wherein, I helped them establish what was the return on investment through cost benefit analysis
• Project Environment: Rational Requisite Pro, Rational Clear Quest, Confluence, JIRA, Rational Clear Case, JAVA, Oracle, UML, XML, Test Director, VB, .NET, Windows 2000, UNIX, Microsoft Office suite, MS Visio, SQL server 2000, Power BI.