Shahlo Alikhon
New York,NY
Summary
With over 7 years of experience as a Business Analyst in the Financial domain, adept in Agile Scrum and Waterfall SDLC methodologies, I bring a wealth of expertise across various sectors including Brokerage, Futures Trading, Indexes, Derivatives, Capital Markets, Mortgage Business, Mutual Funds, Private Banking, Asset Management, and Accounting. My skills encompass Technical and Business Writing, Business Process Flow, Modeling, Analysis, and Testing. Proficient in Unified Modeling Language, I excel in developing Use Cases, creating Screen Mockups, and conducting comprehensive analyses such as Gap, Impact, SWOT, and Cost Benefit Analysis. Facilitating Change Management from project conceptualization to implementation, I ensure smooth transitions in diverse business and technical environments. Responsible for UAT planning, execution, and documentation, I meticulously evaluate results, identifying areas for enhancement. Experienced in Scrum ceremonies, I collaborate effectively at all levels of the organization, showcasing strong communication and problem-solving abilities. Additionally, my proficiency in SQL and database management further strengthens my capabilities in delivering impactful solutions.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Business Analyst
TD Ameritrade
Columbia, MD
04.2021 - Current
- Analyze the portal of trading activity and secured web-based transactions and information
- Conduct JAD sessions to develop architectural solutions that application meets the business requirements, resolve open issues, and change requirements
- Used VBA for excel based modeling to create macros for analysis of financial statements
- Gather requirements from Corporate Clients, In-house Technical Department and Management and develop BRD
- Design Use Cases, Activity Diagrams, and Sequence Diagrams using UML and write Functional specifications
- Analyze and documented Rule Engine component that applies business rules derived from Trade Architect for Trading and Audit Check
- Risk Analysis of existing systems to add on new products and modify the existing ones
- Develop: Requirements, Specification, Architecture, Design, Operations, and Quality Testing Plans
- Analyze operating procedures and policies on an ongoing basis and recommended and implemented improvement plans where appropriate
- Experienced in capital markets, with a background in securities trading, investment analysis, portfolio management, and facilitating equity and debt issuance
- Use TOAD and SQL Developer intermittently for writing SQL queries and for data analysis
- Actively involved in project meetings and Independent Verifications and Responsible for the UAT
Senior Business Analyst
Market Axess
Columbia, MD
01.2018 - 04.2021
- Collaborated with internal teams and external stakeholders to optimize operational workflows and enhance market performance across Capital Market's Fixed Income and Equities portfolios
- Create and analyze business process and data flow diagrams and context diagrams for cross-department interactions
- Provided Capital Markets Operations subject matter expertise in Fixed Income and Equities product
- Daily use of Confluence collaboration tools to help teams collaborate and share knowledge efficiently
- Define, prioritize, and get feedback and approval on business requirements
- Develop User Stories in JIRA and use Fibonacci Sequencing User Points for estimation
- Elicit the actual needs of the stakeholders which frequently involve investigating and clarifying their expressed desires to understand underlying issues and causes
- Contribute to the review of Test Planning and Test Execution strategies
- Coordinate SIT and UAT test plans and execution across multiple teams and systems
- Worked with post trade data, comparing the front/GUI and the data from the trade blotter
- Independently coordinated project execution: schedule, risks, quality, meeting minutes, and deliverables, to deliver the desired outcome to the project’s stakeholders
- Manage Product and Sprint Backlogs User Stories and assigned tasks as needed using JIRA
- Facilitate Agile-Scrum ceremonies: sprint planning, sprint reviews, and retrospectives
- Create and distribute project status reports to stakeholders to keep them informed about project progress and issues
- Identify and manage risks and issues throughout the project lifecycle using SWOT analysis, risk assessment metrics, root cause analysis and other tool
Business Analyst
RBC Capital Markets
Charlotte, NC
05.2016 - 01.2018
- Conducted thorough requirement gathering by conducting stakeholder interviews and consulting subject matter experts to capture and document accurate business needs
- Analyzed and visualized complex business processes and data flows through the creation of comprehensive diagrams to identify areas for optimization and cross-departmental interactions
- Provided specialized expertise in Capital Markets Operations, specifically in Fixed Income and Equities products, ensuring accurate understanding and representation of related processes
- Experienced in capital markets, with a background in securities trading, investment analysis, portfolio management, and facilitating equity and debt issuance
- Utilized Confluence, a collaboration tool, daily to enhance team collaboration and knowledge sharing
- Defined, prioritized, and obtained feedback and approval on business requirements, ensuring alignment with project goals and stakeholder expectations
- Developed clear and concise User Stories in JIRA, utilizing Fibonacci Sequencing User Points for estimation
- Employed active listening and effective communication techniques to elicit stakeholders' actual needs, delving beyond their initial requests to identify underlying issues and root causes
- Collaborated in the review and enhancement of Test Planning and Test Execution strategies, promoting comprehensive testing coverage and high-quality deliverables
- Managed the Product Backlog and Sprint Backlog User Stories, effectively assigning tasks using JIRA
Certification
Certified Scrum Master, Scrum Alliance, Columbia, MD
Timeline
Senior Business Analyst
TD Ameritrade
04.2021 - Current
Senior Business Analyst
Market Axess
01.2018 - 04.2021
Business Analyst
RBC Capital Markets
05.2016 - 01.2018
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