Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Matthew M. Khouri

Canonsburg,PA

Summary

Seasoned Business Analyst offering seven years of Financial industry success. Expert on business and systems requirements, user acceptance testing and end-user training. Accomplished at leveraging past lessons to inform future decision-making.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Senior Business Analyst, IT

Mortgage Connect LP
04.2020 - Current
  • Partnered with clients to gather all requirements to formulate business process specifications and translate those into application functionality, understanding the value propositions of the project and deciding when to advocate and when to compromise to arrive at mutually acceptable solutions
  • Documented workflows and results of business analysis and obtain sign-off from clients on specifications
  • Assisted the technical teams in translating equities and the derivatives associated with those equities in the system
  • Communicated business directives, goals and needs to the technical team and serve as client interface for managing User expectations and Client satisfaction
  • Key skills in project development, business management, strong research and analytical skills and excellent communication skills
  • My objective is to find a company in need of a competent team leader that could implement IT projects from traditional practices to modern day programs
  • Supports Business Manager with Work Order Scheduling, Work Order Critiquing
  • Serves as the Project Manager backup and partner with the Project Manager to ensure the project is on schedule and all project activities are conducted with quality, efficiency and timely
  • Ensure the staff is managing testing defects, testing results, and testing is completed successfully and timely to meet the project schedule
  • Conduct touchpoint meeting with the Project Manager as needed, if project issues or concerns arise; then, develop an action plan to resolve those issues
  • Serve as the point person for Business Analyst related project questions, concerns and training support as they arise from the traders and from Cross Team Staff and project Team Members
  • Perform system application testing
  • Developed test scripts and documented business requirements
  • Conducted requirement gathering sessions
  • Reduced corporate expenses by streamlining incentive and demand processes across regions.
  • Led and assisted technical upgrade projects for clients by working and coordinating with consultants and developers for integrations.

Senior Portfolio Administrator

DUQUESNE FUNDS SERVICES
03.2017 - 02.2020
  • Assist all hedge fund traders and managers with their equities and the derivatives associated with those equities by ensuring Profit and Loss application reflecting properly
  • Managed day to day operation and accounting for three hedge funds, totaling $7 Billion in assets under management
  • Perform security settlements for clients by confirming amounts from brokers (such as UBS, JPM, Goldman Sachs) then send wires and complete transfers for both payments and receive amounts to appropriate fund accounts
  • Create new securities, book new trades and confirm trades for traders (such as Collateral, Interest Rate Swaps, Equities, FX, and other Derivatives) by using variety of systems such as Eze Castle, Bloomberg, Reuters, Geneva, and DTCC
  • Ensure all prime brokerage accounts are in balance with our records on a day to day and month end basis
  • Worker prime brokerage representatives on corporate action (such as mergers & acquisitions, spins-offs, and stock splits) for all funds

Securities Operations Specialist II

THE BANK OF NEW YORK MELLON CORPORATION
07.2015 - 02.2017
  • Review and update policy and procedure to guarantee the highest quality for each client
  • Ability to navigate through multiple internal and external trading platforms to ensure that trades are input before there assigned cut-offs
  • Ensuring that mutual funds, internal funds, and external funds have effectively executive critical controls to mitigate risk
  • Working directly with Portfolio Managers and Administrators resolve issues in promptly.

Trade Specialist I

THE BANK OF NEW YORK MELLON CORPORATION
07.2012 - 05.2015
  • Review database reports, including foreign currency exchange reports
  • Training new hires on specific tasks that have been assigned by the unit manager
  • Knowledge of fixed income and equity trading for foreign and domestic markets
  • Familiar with foreign policies, foreign exchanges, and currency movements
  • Primary contact for investment managers and clients to ensure their requests are completed in a timely manner.

Education

MBA - Management

Point Park University
Pittsburgh, PA

Bachelor of Science - Finance

Fairmont State University
Fairmont, WV

Skills

  • Systems Development Life Cycle (SDLC)
  • Financial Acumen Escalation Management
  • Relationship Management
  • Portfolio Management
  • Project Management
  • Product Owner
  • Scrum Methodology
  • 3rd party and Internal/External Integration

Certification

CSM - Certified Scrum Master

Timeline

Senior Business Analyst, IT

Mortgage Connect LP
04.2020 - Current

Senior Portfolio Administrator

DUQUESNE FUNDS SERVICES
03.2017 - 02.2020

Securities Operations Specialist II

THE BANK OF NEW YORK MELLON CORPORATION
07.2015 - 02.2017

Trade Specialist I

THE BANK OF NEW YORK MELLON CORPORATION
07.2012 - 05.2015

MBA - Management

Point Park University

Bachelor of Science - Finance

Fairmont State University

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Matthew M. Khouri