Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Pooja Patel

Monroe Township,USA

Summary

Data-driven analytics leader with 10+ years of experience building risk analytics, scalable data pipelines, and regulatory-focused reporting solutions across the financial industry. Proven expertise in ETL, quantitative analysis, and data visualization. Adept at synthesizing large-scale financial datasets into actionable insights for enterprise risk, credit, and market teams. Passionate about transforming data into strategy through innovation, integrity, and collaboration.

Overview

10
10
years of professional experience

Work History

Senior Business Intelligence Consultant

Highbridge Capital Management (JPMC)
New York
02.2025 - Current
  • Engineered risk reporting solutions across derivatives and hedge warrants, enhancing regulatory transparency and financial oversight.
  • Created multi-source Share Class structure dashboards improving fund-level performance visibility for risk and compliance teams.
  • Developed automated ETL pipelines and stub reconciliation tools in Python and SQL, reducing manual intervention and increasing reporting accuracy.
  • Built real-time PNL dashboards used by portfolio managers to assess daily strategy-level risk and profitability.
  • Ensured robust QA for Oracle, Snowflake, and API-based market data to guarantee reporting integrity.
  • Partnered with finance and front-office risk to translate business risk insights into Tableau-based analytics platforms.

Senior Business Intelligence Lead

Bank of America
New York
04.2023 - 02.2025
  • Designed Tableau/Power BI solutions to support global borrow and loan risk metrics for capital markets.
  • Automated ETL workflows between Oracle and SingleStore, reducing latency in large-scale analytics.
  • Led standardization of risk metric reporting for global trading desks, streamlining workflows and improving consistency.
  • Mentored junior BI analysts, embedding best practices in data accuracy, visualization, and stakeholder reporting.
  • Partnered with traders and risk officers to create decision-impact dashboards, aligning risk metrics with trading behavior.

Business Intelligence Engineer

Fidelity Investments
Merrimack
04.2020 - 04.2023
  • Built predictive dashboards using Python and Tableau for 401(k) and Roth plan engagement insights.
  • Created risk-oriented KPIs for participant behavior and cost projections using time-series models.
  • Developed end-to-end ETL pipelines in Snowflake, MySQL, and Informatica, ensuring clean, governed reporting datasets.
  • Collaborated with client consulting teams to tailor BI reports supporting compliance and capital efficiency.

Business Intelligence Engineer

Consolidated Edison
New York
11.2016 - 04.2020
  • Developed Tableau dashboards monitoring risk indicators in energy consumption and grid demand.
  • Integrated CRM (Salesforce) and SSIS-driven ETL pipelines to consolidate and model non-financial risk datasets.
  • Automated and validated report generation, ensuring completeness and accuracy in regulatory data outputs.

Tableau Developer

Dealertrack
New Hyde Park
10.2015 - 10.2016
  • Used agile methodology to deliver risk-aligned dashboards across lender/dealer platforms.
  • Built calculations, filters, and actions to create scalable, interactive visualizations.
  • Published and maintained reporting assets on Tableau Server with security protocols.

Education

M.S. - Computer Information Systems

Kean University
05.2015

Skills

  • Risk & Regulatory Reporting
  • Quantitative Analysis & Risk Metrics
  • ETL & Data Engineering
  • BI & Visualization
  • SQL
  • Python
  • R
  • Snowflake
  • Oracle
  • Capital & Market Risk Insights
  • Agile
  • Cross-functional Collaboration
  • Data Quality & Governance
  • T-SQL
  • PL/SQL
  • MySQL
  • MariaDB
  • SingleStore
  • SSIS
  • Informatica
  • Erwin
  • MS Visio

Timeline

Senior Business Intelligence Consultant

Highbridge Capital Management (JPMC)
02.2025 - Current

Senior Business Intelligence Lead

Bank of America
04.2023 - 02.2025

Business Intelligence Engineer

Fidelity Investments
04.2020 - 04.2023

Business Intelligence Engineer

Consolidated Edison
11.2016 - 04.2020

Tableau Developer

Dealertrack
10.2015 - 10.2016

M.S. - Computer Information Systems

Kean University

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