Prerna Bansal

Client - Parametric/Morgan Stanley

The project involves the migration of Fixed Income applications from Eaton Vance DC to Parametric (PPA) or MS infrastructure.

• Develop the overall solution architecture for fixed income, and integrate it with PPA-owned Radius Services.
• Define the nomenclature for data and capabilities required to meet business objectives.
• Design a capability roadmap in JIRA, as well as a migration path when going from the current state to the future state.
• Build target operating models (business, operations) that complement the evolution in systems.
• Capture high-level dependencies for Fixed Income applications on migration path like CRD, BPM, Documentum, Summit/PACE, involving analytics, securities data, ESG, market data, index, etc.
• Collaborated with stakeholders, development teams, and business users to define product features.
• Define epics, user stories, and testing criteria for all the implementation and development.
• Participated in design reviews to ensure that proposed solutions meet both functional and non-functional requirements.
• Build solution updates to share with technology and business leaders across the stakeholders.
• Tools used: JIRA, Confluence, SQL Server, Excel, Lucid Chart, SNF, internal applications.

Client: PIMCO

Developed PowerBI dashboards and reports for PIMCO users across EMEA, Canada, Americas, and APAC regions.

• Collaborated with various business units to gather requirements and translate them into actionable dashboard designs.
• Documented processes and workflows using Confluence, Alation, and JIRA for improved traceability.
• Performed data profiling utilizing Informatica and Oracle SQL Developer to ensure data integrity.
• Managed customer interactions while contributing to industry development initiatives focused on performance measurement.
• Created user stories with detailed specifications for developers, leading user acceptance testing upon completion.
• Delivered roadmaps and presentations to onboard existing and new dashboard users effectively.
• Led cross-functional teams in the design and development of dashboard requests, aligning technology and operations.

Client – SEI Investments.

Created end-client reports for new and existing SEI clients investing in hedge funds.

• Developed and configured client reporting solutions, ensuring accuracy and integrity of reports.
• Executed SQL queries for backend data validation of DB2 database tables based on business requirements.
• Facilitated database design sessions with solution architects and IT development teams to meet enterprise needs.
• Prepared test data for hedge fund clients using Investier accounting system (SunGard Platform).
• Constructed Tableau Desktop views and dashboards for internal review, incorporating various visualization techniques.
• Combined reports and views into interactive dashboards presented to business users and program managers.
• Reduced operational risks by identifying system issues through SQL queries and reports.

Client - Vanguard

• Executed Enterprise implementation of Microsoft Dynamics CRM, migrating from Siebel CRM.
• Conducted feasibility analysis and prioritized deliverables with project management team using MS Project and JIRA.
• Developed parameter-based reports, matrix reports, and dashboards utilizing Tableau for data visualization.
• Configured Microsoft Dynamics CRM platform based on approved requirements while serving as system administrator.
• Created mapping documents in JIRA to adapt requirements for Mobile and Desktop versions of CRM.
• Collaborated with API developers to integrate service calls with Dynamics Platform.
• Designed test strategy for seamless migration employing automation tools like Cucumber and Selenium.
• Led team of 6-8 testers to ensure progress and resolve roadblocks effectively.

Client – SEI Investments.

• Developed and configured client reporting solutions for SEI Hedge Fund clients.
• Created accurate end-client reports for new and existing investors in Hedge Funds.
• Utilized Tableau Desktop to design and publish interactive dashboards for weekly, monthly, and daily reports.
• Combined various views into comprehensive dashboards presented to business users and program managers.
• Prepared test data for Hedge Fund clients using the Investier (SunGard) accounting system.
• Ensured accuracy and integrity of reporting items through effective procedures and tools implementation.

Client – S&P Global

• Developed Non-Ratings Master Database for all major S&P corporate applications via web service.
• Collaborated with Business team to gather requirements, including data extraction and analysis using SQL.
• Maintained data mappings in Data Governance tool Collibra to ensure compliance.
• Designed and implemented Historical Data Load plan during testing and production phases.
• Conducted root-cause analysis of critical QA and production issues, recommending improvements to stakeholders.
• Managed documentation, including functional design and technical specifications, while overseeing acceptance testing.
• Facilitated weekly Sprint Meetings, providing status updates and task assignments for project team.
• Mentored new team members, enhancing transition speed to productive roles.

• Gathering requirements from remotely based business users and defined and elaborated the requirements by holding meetings with the users.
• Analyzed the historical Data, documentation, supporting documentation, screen prints, e-mail conversations, presented business and wrote the business requirements document and got it electronically signed off from the stake holders.
• Involved in defining the source to target data mappings, business and data definitions.
• Conducted JAD sessions to gather requirements from the business area and discuss critical success factors.
• Client- OutworX Solutions Pvt. Ltd.