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RssSenior Business Analyst with Project Management skills

Looking for a role as a business analyst or project mananager within the financial services industry.

Business Analyst

Neptune, NJ

About Me


Information Technology


Business Analyst

Ideal Companies:

UBS, Deutsche Bank

Education level:


Will Relocate:



Neptune, NJ

Work Experiences

8/2007 - Present


Individual Contributor

  • Act as a Subject Matter Expert by developing a broad and deep understanding of Securities Lending's products, current processes, procedures and technology infrastructure used to support the Securities Lending product. Current projects include International Non-Custody products and new lending product specific to Fund Accounting clients.

5/2005 - 8/2007

Bank of New York


  • Acted as a technology relationship manager for the Bank’s top tier Public Fund and Bank clients to interpret and translate their business requirements into technology solutions.

3/2004 - 5/2005

Barclays Capital


  • Managed and supported day-to-day reconciliation process within the operations control group including designing business specifications for reconciliations converting from a manually intensive process to a fully automated process.

9/1999 - 3/2004

Deutsche Bank

Individual Contributor

  • Managed the customized reporting utility within the Bankers Trust Legacy Account System, designed business specifications for new clients and supported existing clients for both customized reporting and the ad-hoc accounting system.

6/1998 - 9/1999

Fiduciary Trust International

Individual Contributor

  • Executed daily transactions including opening and closing accounts, fund transfers, corporate action notification, trade affirmation, wire transfers and SWIFT messages for Endowment and Foundations clients with combined assets of $2 billion.

4/1997 - 6/1998

Citibank Private Bank

Individual Contributor

  • Serviced and monitored an account base of $1.5 billion in assets for more than 250 domestic and global custodial accounts consisting of individual, trust, estate and corporate accounts.

11/1993 - 4/1997

Bankers Trust Company

Individual Contributor

  • Executed daily transactions including contributions, distributions, fund transfers, loan processing, and purchases and sales of company stock and mutual funds for Defined Contribution and Defined Benefit pension clients.