Resume of Openlink Endur, energy trading, Derivatives

Title
Openlink Endur, energy trading, Derivatives

Primary Skills
Senior Business Analyst, energy trading, Derivatives, CDS, MBS, Openlink Endur, Calypso, Murex, commodities, Swaps

Location
US-IL-Chicago (will consider relocating)

Posted
May-09-08

Senior Business Analyst/Project Manager
Openlink Endur, Triplepoint, Derivatives, futures, options, commodities, forward price curves, FAS 133


Senior Business Analyst - Openlink Endur
Energy Trading Risk Management (ETRM) consultant

Futures, options, commodities
Forward price curves
Allegro, Sungard Energy, Nucleus, Kiodex

Objective: Senior Business Analyst -- Openlink Endur, energy trading risk management, derivatives, swaps, forward price curves, natural gas, crude oil, crack spreads, volumetric exposure, ICE, futures and options and commodities, deliverable natural gas contracts for New York Harbor on the NYMEX or ICE. Reconciliation of P&L, positions, structured transactions between Openlink Endur, Nucleus, Allegro, Sungard Energy, Kiodex and proprietary in-house soultions for clients such as BP, Shell, Key Energy, JP Morgan, Wachovia Bank and the Chicago Mercantile Exchange.

Project lead Derivatives, Banking, Trading, Capital Markets, Fixed Income, Derivatives, Hedge Funds, Energy Trading consultant


OpenLink Endur and Triplepoint.
Application interfaces Princeton PAM, Eagle PACE, Markit, SuperDerivatives, Bloomberg, Advent Geneva, Sungard, Omgeo Oasys, Thomson Portia, Eagle STAR
Eliciting and gathering business requirements. Creating software requirements documentation, flowcharts, workflows, Business Requirements documentation (BRD), UAT test cases and test plans, following SDLC methodology using RUP, UML and agile, iterative development.
Reference Data, Credit Default Swaps, Derivatives, Fixed Income, Debt, Equity, FX, Fixed Income and Capital Markets.
Familiar with Asian, European and emerging markets trade and transaction processing, compliance and regulations.
Client List/Projects:

Bank of New York One Wall Street, New York City, NY November 2006 --
Project Lead/Senior Business Analyst -- Contractor
OTC Derivatives project

Business requirements, strategic planning and assessment of current OTC derivatives instruction trade management processes, reference data, data attributes and security master database. Asset classes covered include Interest Rate Derivatives, Credit Default Swaps, Equity options, futures and options, Swaptions, Foreign Exchange Options and Equity/Index Derivatives.

Recommend strategic initiatives and analyze OTC derivatives protocols and practices around DTCC, SWIFT, Swapswire, FpML, DerivServ, and ISDA protocol.

Wachovia Bank/Evergreen Investments Charlotte, NC July 2006 to November 2006
Senior Business Analyst -- Contractor
Hedge Fund Derivatives Project leader and Senior Business Analyst

Created cash flow models for Credit Default Swaps, Interest Rate Swaps, Total Return Swaps, Currency Forwards, Cross-Currency Interest Rate Swaps, futures, options, Equity options, Structured products, Currency Futures, Options, Exchange Traded Funds (ETF's), and indexes on commodity futures, i.e., the Goldman Sachs Commodity Index (GSCI) and the Dow Jones Commodity Index (DJ-AIGCI); diagram swap accruals, payment cash flows, and settlement scenarios to show gains and losses of hedge.

Documented how the following applications will be used in the hedge fund initiative:
Fact Set, Derivative Solutions, Thomson PORTIA, Macgregor Portfolio Management and Fixed Income Order Management and DTCC (Depository Trust Clearing Corporation).


JP Morgan-Chase (Bank One) Columbus, OH March 2006 - July 2006
Senior Business Analyst -- Contractor Portfolio and Asset Management Group
Latent Zero Implementation Business Analyst

Requirements gathering. Lead review sessions. Instruments: Equities, fixed income, credit derivatives, commodities, futures and options, FX. Responsible for implementation of the Latent Zero Portfolio Management platform, Minerva, Sentinel, Tesseract. Bloomberg. Reuters.


BP (British Petroleum) Naperville, IL August 2005 - Feb 2006
Project Manager/Senior Business Analyst (Contractor)

Requirements gathering. Lead review sessions. Instruments: Derivatives, swaptions, swaps, commodities, futures, options, FX Volumetric exposure. TriplePoint. OpenLink Endur. Platts. NYMEX. ICE. Crude oil, natural gas, energy crack spreads. Reuters

Fifth Third Bank Cincinnati, Ohio Aug 2004--Aug 2005
Project Manager/Senior Business Analyst -- Capital Markets

Requirements gathering. Lead review sessions. Instruments: Equities, fixed income, mortgage-backed securities, asset-backed securities, futures, options swaps, credit derivatives, commodities, futures, options, FX. Trade execution in Sungard InTrader, Wall Street Systems, Bloomberg TOMS, Bloomberg Portfolio Order Management (POMS), Reuters, QRM, Charles River Trader, Charles River Manager, Charles River compliance. RFP author for Charles River OMS evaluation.

Key Energy Midland, TX Sep 2002 -- Aug 2003
Project Manager/Business Analyst Treasury Systems

Fuji Bank of Japan, Chicago Chicago, IL Nov 1996 -- Nov 1997
Risk Analyst -- Trading Desk Business Analyst

Developed applications to track risk exposure, trading positions, arbitrage, and spreads and due diligence for traders on the Foreign Exchange futures and options trading desk. Utilized Excel spreadsheets and real-time trading floor applications such as Devon, Sun-Gard, DTN, Bloomberg and Reuters to manage risk exposure for the foreign currency trading room. Client/server transactional platforms utilized.


Chicago Mercantile Exchange Chicago, IL Apr 1991-- Nov 1996
Trading Floor Project Manager

Requirements gathering. Lead review sessions. Instruments: Equities, fixed income, credit derivatives, commodities, futures, options, FX. Latent Zero Minerva, Sentinel, Tesseract. Bloomberg. Reuters. Interface and elicit requirements from CME clearing house and clearing firms, brokers and Futures commission merchants. Lead projects for entire lifecycle of futures and options transactions from initiation of trade through clearing, matching, confirmation, affirmation, settlement and through to back office, clearing house and DTC (Depository Clearing Corporation).

Project planning for transaction processing of futures and options exchange-traded, OTC and through 24-hour GLOBEX system for Asian and European trading hours. Communicate with vendors and teams at the exchange and off-shore. Utilized Excel spreadsheets and real-time trading floor applications such as Devon, Sun-Gard, DTN, Bloomberg and Reuters to manage risk exposure for the foreign exchange futures and options trading pit.

EDUCATION:

Bachelor of Arts, Communications Studies (Incl) University of Detroit-Mercy

Computer Science Program, Roosevelt University, Chicago, IL

De Paul University College of Commerce -- Certificate, Financial Markets & Trading, 1994

Series 3, (Commodities Futures Exam) National Association of Securities Dealers (NASD), 1995 Commodities, Futures, Options

Six Sigma Green Belt, 2005

Charles River Compliance, Charles River Development, Burlington, MA 2005

Project Management Institute (PMI), Dayton, OH chapter, 2005

United States Marine Corps, Quantico, VA 1989

Certifications
Series 3
Six Sigma
Charles River compliance
FAS 133
Financial Markets & Trading
PMI


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