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Professional Summary IT professional with over 9 years of diverse experience in Project Coordination & BusinessAnalysis in Banking, Capital markets and healthcare domain Experience in creating and maintaining consolidated Golden Copy from multiple sources for future releases and test data refresh Excellent understanding of Geneva and Camra portfolio accounting systems Experience in synchronizing ,monitoring and managing Reference Data (columns include coupon rate, CUSIP, ISIN, Trade Id, Maturity etc) used across financial organizations

Strong experience in Enterprise security management (ESM) that combines event correlation and security analytics to identify and prioritize threats in real time and remediate incidents early Deep understanding of different asset classes and the markets they trade in Good understanding of data sources like Bloomberg, Reuters and Capital IQ Provided project management oversight to manage scope, track and mitigate risks, raise issues and lead project team from scope to implementation Thorough Knowledge of various models & methodologies like Waterfall, RUP and Agile (Scrum) Experience in Software Development Life Cycle (SDLC) including design and review ofBusinessand Software Requirement Specifications; Development and Testing Vast Experience in Project and operations management Experience in Iterative approach for Software Development as per Rational Unified Process (RUP) & was actively involved in inception, elaboration, construction and transition phases Prepare and maintain Requirements Traceability Matrix (RTM) throughout the project lifecycle Experience in facilitating Joint Application Development (JAD), Rapid Application Development (RAD), interviews, workshops, and requirement elicitation sessions with stakeholders Expert in conducting requirement gathering sessions, feasibility & Impact Analysis, Cost & Benefit Analysis and Risk analysis Creating Business requirement documents (BRD) and Functional require documents (FRD) In Depth understanding of the AS-IS and TO-BEbusinessprocesses and experience in converting these requirements into technical specifications for preparing test plans Was a part in preparing Vision & Scope documents, interact with stakeholders, understand user requirements to articulate into User Requirement Specifications (Use Cases) Involved in UAT sessions to test and validate the system with stakeholders Analyzed the test results from QA teams using Performance Studio Analysis to create various scenariosTechnical SkillsMethodologiesWaterfall, Rational Unified Process (RUP), Agile Methodology, Scrum

Business Modeling ToolsRational Rose, MS Visio, Enterprise Architect, iRise, Balasmiq

Requirement Management ToolsDOORS, Rational Requisite Pro

Data Management ToolsGolden Source

Content Management SystemSharePoint

Documentation ToolsMS Office Suite - Word, Excel, PowerPoint

Operating SystemsWindows 9x/NT/ME/2000/XP/Vista/7, Unix

Database SkillsMS Access, SQL Server, Oracle PL/SQL

Reporting ToolsCrystal Reports, SAP Business Objects

Testing ToolsHP Quality Center, JIRA (Defect Tracking)

Configuration Management ToolsMicrosoft Visual Source Safe, Rational ClearCase, Rational ClearQuest

ETL Tool Cognos

EducationThunderbird School of Global ManagementPhoenix, AZ

MBA in International Business; Specialization: Finance and StrategyAugust 2010 - April 2012

Founder member of Thunderbird Investment Group and managed a portfolio worth $100,000

Treasurer, Thunderbird Student Group (TSG): Handled fund of $250,000 to finance various co-curricular activities

College Of Engineering Roorkee Roorkee, India

Bachelor of Technology (Electrical and Electronics Engineering)July 2002 - May 2006

Professional ExperienceClient: Barclays Investment Bank, New York December 2013 to Till DateRole: Enterprise security management- Reference Data Analyst

Responsibilities

Required deep understanding of asset classes, markets they trade in, identifiers, key attributes Good Experience with reference Data and creation of Golden Copy

Analysis for implementation of Geneva for portfolio accounting system Impact analysis for upstream and downstream users for accounting system migration Deeply involved in data migration and data mapping projects Very good knowledge of PL/SQL Environment: PL/SQL, Geneva, Metadata manager, TR OnSite, Agile, Rational Requisite Pro, Rational Rose, Clear Quest, Windows Vista/XP, Office Suite (Word, Excel, Power point, Visio), JIRA, RallyDev

Client: JPMC, Jersey City, NJ August 2012 November 2013Role: Senior Business System Analyst PB Dashboard Development SystemProject: PB Dashboard Development SystemJ.P. Morgans new generation of Global Prime Brokerage meets clients evolving needs by offering dynamic solutions, a full product suite of services across multiple asset classes and the market-leading capabilities and financial strength of our entire firm.

Clients benefit from our integrated and enhanced prime brokerage capabilities. Our multi-asset class platform extends across execution, financing, clearing and asset-servicing products, as well as prime custody and optimized margin solutions.

Responsibilities:

Responsibilities include Client presentation, Impact analysis, Coordination across teams and timely execution of tasks.

Extensively worked on Geneva Recon Events, Reference Data Updates, Reruns and Reporting IFAs.

Extensively worked on Equity, Fixed Income, OTC derivatives, Mortgage Back Securities, Asset back securities and Collaterals. Setting up and maintenance of Reference Data (columns include coupon rate, CUSIP, ISIN, Trade Id, Maturity etc) in Asset Control Tool for Issuers Instruments and other classes like Swaps and Forward Contracts etc. Created the Golden key for the reference data.

Used GoldenSource to collect, standardize, consolidate, and manage information about the securities, products, customers, transactions, and other operations, to better manage the distribution of critical data to business applications. Responsible for coordinating with Users and get the requirement documented in BRD.

Requirement gathering & Requirements eliciting.

Designing the UI wireframes in accordance to User Experience standards.

Prepared the Functional Solutions document

Prepared Traceability Matrix that assists in writing functional requirement document, technical documents and UAT Test Scripts.

Responsible for making the Technical Team and QA Team understand the requirement.

Responsible for preparing end-to-end System Test Cases against various Business Scenarios.

Responsible for validating the defects raised in Quality center and assisting the development team to resolve them.

Interacted with multiple offshore teams and assisted them throughout the project.

Geneva Project Description: Geneva is an industry-leading portfolio accounting system licensed from Advent Software. It is used by many Investment banking Systems in the Prime Brokerage space (Goldman Sachs, Citigroup, Deutsche Bank, Bank of America, UBS, etc.) as well as many Fund Administrators (Globeop, Fulcrum, Citibank AIS, HSBC, UBS, US Bank, etc.) to provide portfolio accounting services to their clients. Geneva is also used directly by many Hedge Funds and Asset Managers.

The Geneva engine itself provides portfolio accounting services it calculates and values positions & balances, maintains the cost basis of positions, and calculates profit & loss. It also calculates dividend and coupon accruals, which are otherwise unavailable from core systems. Geneva offers a powerful user interface and large suite of reports for internal purposes. It is noteworthy that while Geneva maintains a permanent record of input reference data and transactions in its Advent Global Area (AGA).

One of the main differences between Geneva and a traditional accounting system is that Geneva derives all Positions, Cash Balances, and P&L information on the fly in memory. This will enable to provide on demand report re-runs instead of having to wait for the next overnight batch. It does this by reviewing all persistent data that falls within the report parameters selected at the time of the request to calculate these values. Environment: UML, MS Visio, MS Excel, MS Word, Reuters, Bloomberg, Golden Source, Capital IQ, Unix

Client: Schonfeld & Company LLC, Jericho, NY October 2011 July 2012 Role: Sr. Business AnalystProject: Equity Trading System

The project involved developing an automated system to buy and sell stocks online in order to gain maximum profits for investors. The primary objective was to incorporate Level 2 quotes and technical indicators to provide trading solutions that would optimize the return on investment for in house proprietary traders and retail traders.Responsibilities: Meeting with business users and defining functional business requirements. Perform in-depth analysis of the systems organizational structure, services and processes.

Acquire extensive knowledge of financial products and services, such as Fixed Income investments, Equities, Derivatives (Swaps), Mutual Funds, Bonds and Asset management by reading available artifacts. Responsible for the integration of all Prime Broker activity Created Golden Key for reference data using GoldenSource Identify the client/organizational needs and provide suitable agile system based solutions.

Communicate with clients and inform the organization about the customer business needs and specifications.

Make certain the user stories are good, comply with acceptance criteria, have sufficient business value.

Participate in Daily Agile Scrum "Stand-up", Biweekly Sprint Planning and Retrospective sessions and update the team on status of upcoming User Storiesand helped development teams to break down large user stories for execution.

Assist in project documents such as Vision Document, Use Case Documents, Gap Analysis, Software and Requirements Specification (SRS) Document.

Design Business Process Flow (as-is system) and System Process Flow (to-be system) Diagrams using MS Visio to better understand the daily flow of the business.

Design Use Cases for the intended system.

Gained working knowledge of Reuters.

Gained knowledge of the financial domain including Equity trading, Technical analysis and fundamental analysis.

Environment: UML, MS Visio, MS Excel, MS Word, Reuters, Bloomberg, Golden Source, Capital IQ, Unix

Client: e-Health Insurance, Mountain View, CA

March 2011 to September2011Role: Senior Business AnalystProject: Data Migration & ICD 9 to ICD 10

Project DescriptionThis project initially was for Health application migration from in-house developed application Accessline Application to NextGen. As a part of this system migration and Data integration Consolidated SAP Business Objects reports and new reports to comply with state laws, were created.

ICD 9 To 10 Data MappingThis project was also aimed at reorganizing and standardizing claims process by integratingbusinessrules; so as to increase automation and provide advanced interfaces for faster data exchange with claims tracking system and back office systems. Besides that, implementation of new ICD10 codes and HIPAA 5010 guidelines formed center of the projectMy role as a Sr. Business Analyst in this project was to work with the technical team and junior BA's to finalize thebusinessrequirements after gathering information through JAD sessions and meeting with SME's and Project Manager for plotting ofbusinessprocesses, policy changes including budgeting and communication plansResponsibilitiesData Migration Involved in Data mapping and Data Migration Worked with end users to define business problems and design solutions (e.g. new workflows, systems, programs, reports)

Created project plan; defined schedules; followed up with business managers, development & QA team. Responsible for preparing Business Requirement Document (BRD) and then translating into functional specifications and test plans. Organized daily SCRUM meetings and distributed daily tasks to address issues raised in these meetings Performed analysis on existing systems, recommended enhancements, and implemented strategies to streamline current processes Understood AS-IS and created TO-BE process by discussing with Functional specialists (SMEs). Performed systems analysis to determine feasibility; develop software code to test newly developed features Create test plans, end-user documentation and User manuals Created Operators manual and published them to MS Visual source Safe Managed team members by distributing work and monitoring status of deliverables.ICD 9 To 10

Performed and lead project management activities of the software development lifecycle focusing on requirements and analysis phase. Activities included but not limited to: ( Created and maintained MS Project Schedules, identify project tasks and resources. Baseline project plans, track project progress, coordinate Peer Reviews.( Communicated project progress to all involved

Co-ordinate with various stakeholders to bring a project/task to completion

Conduct meetings to gather requirements fromstakeholders to gain knowledge about needs of the system & perform GAP and IMPACT analysis to design the TO BE system Facilitated JAD Sessions, user meetings, interviews and requirement elicitation sessions to extract businessrequirements and to confirm that the requirements are in alignment with up gradation of existing system to 5010 Worked on HIPAA EDI transaction series such as 276/277, 834, 835, 837 and version 5010 of this transaction Functioned as the primary link betweenbusinessline, operations and the technical areas throughout the project Develop Use Cases, Activity Diagrams & Sequence Diagrams using UML and MS Visio Design strategy for up gradation of system and implementing user interfaces to be 5010 compliant Identify, research, investigate, analyze and documentbusinessprocesses and use case scenarios Responsible for ensuring the privacy and security environments of healthcare data Process Reengineering (BPR) documents by interacting with SMEs Ensure that project followedBusinessRules and was compliant with HIPAA rules to display minimum benefit information Interact effectively with internal and external parties and worked closely with project manager in handling the projectEnvironment: SQL, Rational Unified Process (RUP), Rational Requisite Pro, Rational Rose, Clear Quest, Windows Vista/XP, Office Suite (Word, Excel, Power point, Visio), SAP Business Objects, XML & Test DirectorClient: Medi-Cal, San-Francisco, CA

October 2010 to February 2011Role: Project Coordinator / Senior Business Systems AnalystProject: Enhancement of Claims Online System Project DescriptionThe goal of Medi-Cal is to establish as the standard of excellence in management of Medi-Cal and Healthcare services. Medi-Cal partner with HHSC and state of California to deliver cost effective, customer focused Medi-Cal and Healthcare services through a commitment to continuous improvement, pragmatic technical solution and operational excellenceThis project was for implementation of online claim submission system, which aimed for easier submission of claims using Medi-cal online portal for providers across the country. A SOAP based web-service was built for the providers to file the medical claims quickly. This also enabled the providers to check the remittance advice on the click of a button. It used Electronic Data Interchange (EDI) for document transfer. Responsibilities Perform Business Process Mapping and AS IS and TO BE analysis Create and maintain data model/architecture standards, including master data management (MDM) Extensively involved in the modeling and development of Reporting Data Warehousing System Design the online screens and reports for the Medi-Cal Online Electronic Claims Submission System Process mapping, data cleansing, data migration and validation of data table structure in areas of sales, inventory, procurement, production and distribution. Involved in the full HIPAA compliance lifecycle from GAP analysis, mapping, implementation, and testing for processing of Medicaid Claims. Prepare scenarios, Use Cases & UML Diagrams for scenarios using Rational Rose Provide technical support to the database team on Oracle 9/10 based architecture, developed SQL queries for data extraction purposes

Involved in creating automated Test Scripts representing various Transactions, Documenting the Load Testing Process and Methodology. Created meaningful reports for analysis and integrated the Performance Testing in the SDLC

Integrate data from wide range of sources including in-house clinical data management systems, labs and contract research organizations and perform data cleaning Test the final application for Usability testing to verify whether all the User Requirements were catered to by the applicationEnvironment: Rational Clear Case, Doors, Oracle, XML, MS Visio, MS Office, SQL Server Reports, RUP

Client: GVK, New Delhi, India

Project: Merger and Acquisition August 2008 to July 2010 Role: Business Analyst Project Description

This project involved in acquisition of Hancock Coal and Infrastructure Projects in Australia financed through equity, high yield bonds and leveraged loans. Managed internal and external teams of legal and financial advisors in negotiation, drafting, and execution of term sheets, financing documents, commercial contracts and other necessary agreements to meet expectation of all established goalsResponsibilities Conducted GAP Analysis and documented the current state and future state, after understanding the Vision from the Business Group and the Technology Group

Conducted user interviews to gather requirements & analyzed them by using Rational Rose, Visio and Requisite pro Coordinated in setting up of Document Management System. Responsible for finalizing and signing off of the Business and functional requirement document Conducted Walkthroughs with end users, developers, managers and other analysts. Identify organizational structure roles, succession events, workflow Worked closely with various internal teams to define the scope, provide estimates, set project timelines and initiated relevant change requests (CR) during the Project Life Cycle

Documented the Requirement traceability matrix (RTM) and created UML Modeling such as creating Activity Diagrams, Flow Diagrams using MS Visio.

Facilitated change management across entire process from project conceptualization to testing through project delivery, Software Development & Implementation Management in diverse business & technical environments, with demonstrated leadership abilities Generated financial models and templates utilizing Excel spreadsheet, including Pivot Tables and Macros Provide financial support and analysis to Operations and Technology areas for strategic business decisions and cost savings initiatives Created Graphical representation of reports such as Bar charts, Pie charts etc. As per the end user requirements using crystal reports Acted as User Acceptance Testing coordinator and monitored business testing and interfaced with the development team regarding defect status and fixes on a daily basisEnvironment: Microsoft Office Suite, Windows NT, UNIX, Oracle, SQL, Agile, Mercury Test Director, Agile

Client: Max New York Life Insurance, INDIA

Project: Customer Relationship Management System (CRMS) August 2006 June 2008

Role: Business Analyst

Project Description:

This is one the leading health insurance providers in India. The project was about individuals seeking health insurance. The goal of the CRMS Project is to increase the use of the current Web platforms by expanding its capabilities to provide more services including FAQ. With the success of this project, the business intended to see a significant reduction in the calls handled by technical support personnel, thus leading to both short and long-term cost savings.

Responsibilities Acted as a liaison between the Business and Technical teams to deliver requirements deliverables beginning with assisting Senior Business Analyst.

Involved in all four phases of the requirements development including Elicitation, Analysis, Specification and Quality Validation.

Conducted GAP analysis and Impact Analysis to identify customer channel usage trends and interactions focusing on likelihood to buy product recommendations and reduce customer attrition.

Conducted Joint Application Development (JAD) sessions with SMEs from Market Research Group, Hospital Survey Group and Web Management Stem to gather Business and Functional requirements including Use Cases and UML Models for the CRMS project. Involved in finding and documenting requirements where the new data capture solution would be compatible with existing Customer Interface Control Systems (CICS).

Developed Screen Mock-ups / Prototypes to provide demonstration to the Business teams.

Supported Design and Development activities, by providing walkthroughs and feedback.

Ensured that the clients adhere to the Change Management Notification (CMN) process.

Responsible for managing the Change Request Log and RTM.

Extensively involved in writing and executing Test Cases and User Acceptance Testing (UAT). Assisted in developing end user training material and training sessions.

Environment: RUP, Microsoft Office, Visio, Microsoft Project, SQL server, UML.

Client: Apollo Health Street, Hyderabad, India

Project: Revenue Cycle Management Application (RCMA) June 2005 to July 2006

Role: Business Analyst

Project Description:Apollo Health Street is a global healthcare service provider for healthcare clients in US. Project was to develop a tool to measure the performance of the BPO project and teams and bill the client accordingly. Functionality of RCMA (Revenue Cycle Management Application) included analyzing the data from client. Other functionalities included tracing the claims status based on status codes and sending back to client for corrections or write offs. RCMA was to be designed to reverse interface the client Practice management system to reduce the manual efforts.

Responsibilities Acted as primary liaison between the client departments and the Information systems IT department to perform analysis, review, and estimation of client requests. Performed Gap Analysis to check the compatibility of the existing system infrastructure with the new business requirements. Followed solely RUP methodologies during the course of the project. Accumulated system requirements from various departments through surveys and interviews.

Involved in prioritizing the defects and writing Business Requirements to resolve them. Conducted JAD sessions with management, SME, vendors, users and other stakeholders for open and pending issues. Planned and defined system requirements to Wire Frames with Use Case, Use Case Scenario and Use Case Narrative and UML (Unified Modeling Language).

Created Use Case Diagrams, Activity Diagrams, Sequence Diagrams and ER Diagrams in MS Visio.

Responsible for creating test scenarios, scripting Test Cases using testing tool and defect managementEnvironment: MS Word, MS Access, Waterfall, UML, HTML, SQL Server 2000, MS Visio, iRise, Share Point1Ankit Senior Business Analyst