Shivani Jha

• Managing complex Bloomberg data and systems initiatives, recommending application implementations, and migrations to meet strategic goals.
• Developed an enterprise data architecture plan to ensure that data is consistent and secure across multiple systems.
• Monitored and implemented compliance of both logical and physical database models with security requirements and data handling regulations, as these platforms collect highly sensitive data.
• Collaborated with stakeholders to identify business requirements for analytics solutions, recommending best practices in developing architectures.
• Successfully implemented the Michael Bloomberg New Economy Initiative for elite members of the worldwide community, which has benefited Bloomberg in a great way.
• Monitored technology standards and user requirements to assist with proposals, projects, and deployment launches.
• Supported product owners and delivery teams to invest in application health, balancing application and platform ownership responsibilities with project delivery.

Technology and Apps : : Data Vault, Bloomberg Inhouse CRM System, Birst Revenue Reporting & Analytics Tool, Paywall, Operative One, Dataroma, HTML, CSS, JS, React, JIRA, Confluence, Google docs and Sharepoint.

Playing a multi-faceted role:

• Lead a high-performance data analysis and engineering team to design and develop data extracts and reports through Jasper Studio and a self-service reporting tool called NEXEN.
• Manage and monitor project scope and dependencies to ensure delivery sync with scope commitments to our middle office clients.
• Document and maintain the Product Roadmap with Product Owners, Operations, and other stakeholders to streamline the execution of program priorities.
• As an Application Manager, I maintain the demand process for new projects, with overall responsibility for steering these projects through delivery, participating in Disaster Recovery and Application Scans, server migrations to Greenfield, and Clients File Delivery through S3, etc.
• Developing a monitoring tool in React and JavaScript for the operations and support community to track client SLAs, markers, internal consistency checks, and personal tools such as a JSON to CSV converter using NPM libraries and frameworks.
• Environment: Agile Methodology, SharePoint, JIRA, Confluence, Sublime, DBeaver, PostgreSQL, Jasper Studio, Visual Studio Code, MySQL Workbench, MS Office, React, JavaScript, CSS, Bootstrap, Sequelize, and other frameworks.
• Monitored technology standards and user requirements to assist with proposals, projects, and deployment launches.

• Led a team of BAs and engineers to build a Legal and Fiduciary Risk Data Acquisition and Management Platform called 'Project Iceberg,' a single global firm-wide, scalable, and responsive risk data acquisition infrastructure, with the goal of eliminating legacy technology, enhancing the timeliness and usability of data to meet a changing environment, and streamlining data management to minimize manual work supporting current risk management processes.
• Manage the project roadmap and scope to ensure delivery with program commitments.
• Managed projects and served as the primary liaison between State Street entities, such as SSGA (State Street Global Advisors), SSGM (State Street Global Markets), SSGS (State Street Global Services), and SSGE (State Street Global Exchange) and multiple internal groups to clarify goals, and meet standards, and deadlines.
• Determined opportunities to improve workflow by adding and modifying processes, revamping use cases for each initiative, and creating new components for each functional area.

• As a Reporting Analyst for Client Reporting, I designed and documented end-to-end automation of data feeds for different systems and engines, such as PORTIA (Book of Records), POINT, Confluence UNITY, FactSet, Salesforce, and StatPro to AMDR (John Hancock internal database).
• Developed and optimized reporting tools and interfaces for PORTIA, UNITY, FactSet, and other internal database repositories.
• Understand and document the re-formatting of data, and map it to the future state by documenting process flows and data mapping tables of how the data will flow automatically, end to end, without human intervention, doing manual validation and processing of data, and sending it to the database team for upload.
• Streamlined reporting processes by evaluating data sources, compiling data, and redesigning output.
• Assessed and prioritized departmental reporting needs, functions, and strategies, and reported findings to management.

• Provided business and technical documentation for a reporting tool called 'Seismic,' an enterprise application that generates meaningful, integrated content—live from a cloud-based library of the company’s data and content.
• Identified gaps and authored ‘As-Is’ and ‘To-Be’ process maps and specifications for creating report templates within Seismic Data Library and Requester Application.
• Wrote Business Requirements, Use Cases, Work-Flows, Sequence Diagrams for development of Requester App allowing for editing of ‘Business Plan’ template and Live content in real-time.
• Wrote functional and technical specifications for the development of content publishing services for the distribution of TIAA-CREF content for consumption by multiple platforms (e.g., mobile, web, and terminal).
• I organized training sessions for end users, introduced the guide I wrote for them, and trained them on how to use the Seismic Requester Application to build custom client presentations in different formats.
• Environment: Agile (SCRUM), MS Office 2010, Seismic, SharePoint, SQL.

• Provided business and technical documentation for Oracle Billing and Revenue Management – Converge 6 billing systems (Legacy Systems) into one i.e.Oracle BRM.
• Discounts & Promotions: My role was to elicit business and functional requirements from different user groups such as Finance for Price and Revenue , Marketing – for code management process, Billing and operations as to how they bill the clients and generate invoices and to document AS-IS and TO-BE process maps , epics and user stories with agreed upon acceptance criteria’s with all stakeholders.
• Business Service Layer: With information and solution architects to list/identify system impacts, interactions between UI’s, backend systems and getting together logical diagrams for each module/ workflow and conducting reviews with development and testing teams.
• Sydney Launch: Document user stories for price changes for cloud products usage for Sydney customers.
• Environment: Agile (Scrum), VersionOne, MS office tools, SharePoint, Sales force, Oracle Billing and Revenue Management.

• Provided business and technical documentation from inception to implementation for multiple projects: 1) CRIMS (Charles River Investment Management System) and Triple A Plus reporting integration with London, Canada, and Jersey offices' business community, 2) SWIFT (FUNDS) mandatory migration from ISO 15022 (MT) XML messaging to ISO 20022 (MX) XML messaging, and FX transaction processing and integration testing, 3) client onboarding, KYC/AML - FATCA, Project Black (capital market process).
• Reporting: Documented business, technical, and data requirements for 'Risk Framework – Performance Risk and Returns,' 'Management Information,' and 'Client Valuations' Reports (both internal and client reports).
• CRIMS: Worked closely with the business on a project where we migrated from CRD version 8.2.2 to version 9.
• CRM (Customer Relationship Management)/CDM (Customer Data Management): Authored AS-IS and TO-BE business processes to meet business needs for client information, KYC processes, and end-to-end client onboarding process and requirements (process includes client initiation, solicitation of credit approvals/facility setup, completion of KYC, AML, and hand-offs to Compliance, Legal, and Product/Account setup).
• FATCA: Documented AS-IS and To-Be process maps for client onboarding, KYC/AML, for all business units within RBC. Worked through the first phase where I documented all three big aspects of FATCA: onboarding (client screening), withholding, and reporting to the IRS (process to be).
• SWIFT (FUNDS) - Mandatory migration from ISO 15022 (MT) XML messaging to ISO 20022 (MX) XML messaging: With the business community gathered, the current state (ISO 15022) and future state (ISO 20022) XML messages for the new message library for funds. Created a massive MT-MX mapping sheet capturing status (mandatory/optional), sequence, tag, tag content, content options, qualifier, description, repeat, class, format, and date field.
• Environment – Odyssey Triple A Plus, Charles River Investment Management Suite, Bloomberg Terminal, UPMOST, MILVUS, Microsoft products like Word, Excel, and Visio, Testing Tools like HP Quality Center version 10.00.

• As a Senior Analyst, provided business and technical implementation documents for Project - Charles River Investment Management System – Upgrade from version 8.2.2 & version 9.
• Worked closely with the Portfolio managers for customizing/creating views/ order management workflows at Manager’s Workbench – E.g. ETF view, ABS VAR INTL: 20 bps Band, ABS VAR INTL: 50 bps Sweep, ABS VAR INTL: 5bps Band which they needed to perform their daily tasks.
• TOMI (Trade Order Management Investment System) - Worked closely with portfolio managers and traders in New York, London, and Seattle to customize the look and feel of the TOMI Dashboard.
• London Rebalance System – Wrote a switching process document outlining the process of creating switch transactions by pairing subscriptions and redemptions.
• Compliance (Portfolio Compliance, Pre-trade, In-trade, and Post-execution Trade Compliance) - Worked with compliance officers to gather requirements to set up tests at CRD so that we can produce alerts, warnings, and data exceptions for all compliance rules, and worked through the global rule library at CRD.
• Interface – Authored interface specifications for Russell vendors – Bloomberg, BBH, Morgan Stanley, Thomson Reuters, Goldman Sachs, Advent, OASYS, and OMGEO.
• Environment - Charles River Investment Management Suite V 8.2.2 , Bloomberg Terminal , Advent, BBH , Thomson Reuters , London Rebalance System for currency pairing, Microsoft products like Word , Excel , Visio , JIRA , HP Quality Center, Requisite Pro , SQL , Share Point , Agile ( SCRUM) and RUP Methodology.

• Provided Process Models and System Architectures for Cablevision technology and Process ( Legacy and New Systems - JCAS (Java conditional access system).
• Documented RFP’s (Request for Proposals)/RFI’s with legal & management people for different vendors for cablevision.
• Developed Process Models/System Architectures and documented Business and Technical Specifications , for Systems /projects – Legacy Interactive Video Streaming and OCAP Interactive Video streaming, Woodbury Test Labs, JAVA based conditional access systems (JCAS).
• Determined opportunities to improve workflow by adding and modifying processes, revamping use cases for each initiative and creating new components for each functional area.

• Documented process models and architecture for applications – Web Application, IVR, Point of Sales, and Pay2Gov Express, VPay and Multipay.
• Analyzed PAY1040 and associated state tax websites to recommend and document GUI changes for enhanced usability, and revised other business rules documentation as requested.
• Environment: Agile,IBM-Rational Requisite Pro, Share point, MS Office and Visio, SQL.

• Reporting Analyst for North America Odyssey Implementation - the 'Odyssey Wealth Management Platform' was implemented to SFG in order to support their investment management.
• Performed fixed income analysis for trading (pricing, risk, yield, duration, and recommended strategy) with Excel to support trading, and reviewed it with the portfolio manager and traders per their requirements.
• Worked with compliance officers in setting up compliance rules within the platform to produce alerts, warnings, and data exceptions used by portfolio and trading analysts for investment purposes.
• Reporting: Documented business, technical, and data requirements for internal and external reports – Performance Proof report, Cash withdrawals and deposits, Cash run report, Management selected period performance report, Model vs. Actual holdings report, Outstanding fees report, portfolios out of tolerance report, Transactions summary report, and Client valuations report.
• Operations and Billing Process: Authored business and technical requirements for SCM (Stanford Capital Management), Operations, Billing process, and procedure with Redi 2 Revenue Manager.