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As an employee or consultant, I have performed the following project roles:
Management Consultant
Transformation Office
Business Analyst
Project/Program Manager
Workstream Lead
Test Manager
Solution Architect
Data Warehouse / Data Architecture
Data Analyst
Operational Readiness (DITL, Migration, Command Center, Production Parallel)
QA Analyst
Scrum Master
Agile Coach
Product Owner
As an employee or a consultant at an investment management firm, I have experience working with the following functional areas:
Proposal Generation
Products and Models
Cash Management
Financial Advisor
Portfolio Management
Asset Allocation
Tax Lot Harvesting
Trading
Compliance
Data Management / Security Analysis
Corporate Actions
Enterprise Risk
Investment Risk Analytics
Investment Accounting
Investment Operations
Derivative Operations / Collateral Management
Reconciliation
Performance Measurement and Attribution
Client Billing and Reporting
Client Onboarding
Model Distribution
As a contributor on a project, I have produced or heavily contributed to the following deliverables:
Stakeholder Communication
Steering Committee Deck
Multi-Year Program Roadmap
Current State Assessment
Vendor Selection Analysis
Target Operating Model
Risk Taxonomy
RAID Log
Test Strategy and Test Plan
Project Plan
Business Requirements (any format)
Daily Scrum
Sprint Planning
Technical Skills
Artificial Intelligence
SQL
C#
Java
Jira
Azure DevOps
Snowflake
Cloud Security
Azure
AWS
Charles River IMS
Charles River User (PM / Trader)
Manager Workbench Configuration
Charles River Anywhere Configuration
Trading Blotter Configuration
Compliance Analyst
Compliance Rule Writing
IBOR
Static Data Maintenance
Database Model
System Admin
Middle Tier Administration
Privileging
System Parameters
API
Batch Configuration
I have expertise or project management experience with the following vendor platforms:
Charles River IMs
State Street Alpha
Eagle Star
Eagle PACE
Aladdin
SimCorp
SimCorp Dimensión
SimCorp One
Bloomberg AIM
Vestmark
Archer IMS
Perform
Murex
Linedata Longview
SalesForce
Eze Castle
thinkFolio
Portia
Bloomberg Port
MSCI Analytics
Factset
Axioma
Geneva
I have previously worked on-site in the following regions:
North America
EMEA
APAC
LatAm
Work Status
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Under contract but interested in opportunities
Not currently looking
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