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- 1. Nidhi Malhotra (PMP, Markit EDM Certified) (+1) 650-288-2766 nidhimalhotrainfy@gmail.com PROFILE Passionate highly skilled experienced BusinessData Analyst looking for a suitable position in which I can create significant value with measurable benefits to the business (ROI), its users and customers SUMMARY 15 years of Banking and Financial Industry functional experience across Leading Wall Street Firms(Citigroup, Goldman Sachs, Bank of America) 10 years of exposure to Investment Products from Cash, traditional investments to alternative investments across Trading, accounting, Risk and Client Reporting Systems 8 years of exposure to Wealth Management out of which 5 years in Private Banking 8 years of Business Requirements, data quality, system and user acceptance testing experience Key achievements: Working with Front, Middle and Back Office business users and Development and QA teams to complete financial system implementations. Collaborated with business and technology partners to build Citis Client- reporting platform for aggregating and reporting client financial and demographic information; relationship level reports on ExternalInternal WebsitesPaper Summary; sourcing data from Product processors for Investment(cash, FI, balanced funds, bonds, equity and alternative investment products),liquidity and Liability asset classes across TrustCustodyAdvisedManaged account types Key member in Product Accounting and Risk Analysis system, providing Financial Controllers the support and tools to review Profit & Loss of the firms Books & Records across all financial instruments including Derivatives and Securities Products Integration of Portfolio Management, Order Management systems with a Brokerage Platform Business Intelligence reporting for Citi Private Banks Senior Management (CPB Head, Region Head, Senior Management Officer), Sales Management(Sales Team Manager, Trust officer, Custody Officer), Product Management, Sales Teams Core Competencies: Offering outstanding ability to assemble information from disparate data sources and prepare insightful analyses and reports in fast-paced environments for use in critical business decisions Business and functional requirements including traceability matrixes; Automation of Investment management & regulatory reporting Process flow analysis, preparation and improvement; Coordinate testing and deliver project artifact Proficient in all industry standard modeling and analysis methodologies such as AgileWaterfall Industries of experience include finance (wealth management, trading, banking, insurance, mortgage, leasing and credit) Proficient in SQL,MS Project, PowerPoint, Excel, Word and Visio;Exposure to Business Objects, ETL tools-Ab InitioInformatica, Unix, Autosys, Oracle, Toad 1
- 2. Client Engagements North Western Mutual (Managed Investments) Senior Business Analyst EDM (Application : Managed Investment Applications Migration to EDM) NMs Managed Investments trading, accounting and analytics applications were using their own system identifiers across different domains - Security master, Corporate Actions, Positions, Transactions, Pricing, Issuer and Investor. The program was to master different domains across Managed Investments using the EDM Markit tool and to provide the golden source of data to the target systems. Responsibilities: Produce Functional Requirements, Data Mapping and Process Flow documentation and assist Development and QA teams during 2-week Sprint project implementation cycles using Agile Scrum methodology. Analyzed and documented existing client operations, workflow, legacy application functionality and reports; Liaison between the operations, Business and technology teams Collaborate with Business users of Trading and Accounting Systems to understand the system criticality and impact with new golden source of data. Requirements definition of the changes to the existing applications after Gap Analysis Technologies: Markit EDM,TFS(Scrum) Citi Private Bank, New York Senior Business Analyst ConversionSystems Transition (Application : Pershing Brokerage Platform) Citi is transitioning its brokerage support systems from a grouping of several systems across multiple business lines. Citi has agreed to use Pershing as the outsourced vendor solution to perform certain functions on behalf of its retained Private Wealth Management businesses. Responsibilities: Assist Investment Management teams with their conversion to the new Brokerage Platform Prepare BRD based on gap analysis and profiling trading activity, securities, transaction types, portfolios, accounts and brokers BRD and FRD creation for the new changes in the application to be integrated with the new platform , feed replacement for inbound and outbound feeds Defining the requirements from the old Portfolio Management Systems (TAOS) to be integrated with the new Pershing Platform Liaison between the Pershing team, Citi technology teams and Citi business team to scope out and design the required changes Technologies: Oracle 8i, SQL, Java scripts, Autosys ,Unix US Trust-Bank of America, New York Senior Business Analyst (Application : Wealth Management Applications Transition) Post the US Trust-Bank of America merger, the US Trust systems were integrated with the Bank of America systems. This involved transition planning, program management, integration of reports across applications, design of new reports, data mapping exercises Responsibilities: Working directly for the CIO of US Trust to manage multiple projects under the transition program. Transition planning of the Portfolio Manager reporting systems from US Trust to Bank of America systems. including management of Design of reports on Bank of America ODS and data mapping exercise from new sources Transition planning for Wealth Planner and Investment Policy Statement applications from US Trust into Bank of America Wealth Planning applications. Conducted interviews with managers and user groups and revised application specifications based on user feedback for the Wealth Planner and Investment Policy statement applications Technologies: Multiple technologies spanning mainframes and Unix based applications 2
- 3. Citigroup Investment Bank, New York Data QualityTesting Business Analyst (Application : Basel II Credit Risk Warehouse) Citigroup needed a consolidated credit risk warehouse to perform data enrichments and processing to enable risk weight computation to comply with Basel II regulations as specified by US and various national regulators in jurisdictions in which the bank operates. Responsibilities: Documented Business requirements for Data quality of the Client Account Information ,client holdings and transactions ; Data reconciliation between finance and risk feeds (loan products, trade finance products) Collaborated with technology teams with design of Data Profile mappings using Informatica Profiler and Reports, Dashboard Design Supported Automation of Test Summary ,Defect Management and Prevention Summary Reports for the Finance and Risk business teams and technology Senior Management Data Quality Planning and Test Management-Data quality roadmap, Testing Roadmap and strategy, status reporting Lead the Project using the Onsite-Offshore model Technologies: Informatica Data profiler 7.1, Mercury Quality center, Informatica Power Center 7.1, SQL Server 2000 Citigroup Private Bank, New York Business Analyst PM (Application : BI Reporting for CPB HeadSalesProduct Senior Management) The BI reporting system was designed to meet the needs of Senior Management (CPB Head, Region Head, Senior Management Officer), Sales Management(Sales Team Manager, Trust officer, Custody Officer), Product Management, Sales Teams, and designated MIS Support , Finance, Infrastructure, and Risk. Responsibilities: Liaised between Business and Technology team to automate standard and ad-hoc reports using Business Objects (Top Selling Products ranked by PNR and AUM, Top revenue generating relationships, Fund flows report across P&L hierarchy , Product Flows report across Product Hierarchy, Sales Trend Analysis, Daily Sales, Top portfolios ,Revenues by Sales TeamBankerTrust Counselor ,New Vs Lost Relationships) Assisted implementing a new Business Object universe to host CPBs data with dimensions(Product ,P&L Hierarchies, Time, Region) and metrics definition(global implementation of these reports in US/ Asia and Europe locations) Used MS access database and queries to perform and validate report data extractions against the BO database, and confirm calculated metrics with subject experts. Participated in training business on usage of BO and MS access reports. Wrote and executed test scripts, Project Tracking and Status Reporting Technologies: Business Objects 5.1, Web Intelligence 2.7.3, Oracle, Unix, PL/SQL, Autosys Citigroup Private Bank, New York Business AnalystPM (Application : Client AccountHoldings Aggregation & Investment Scorecard) Citigroup Private Bank (CPB) is developing a global data management and client-reporting platform for aggregating and reporting client financial and demographic information. The ODS was used as a data source to generate relationship level reports on ExternalInternal WebsitesPaper Summary; sourcing data from Product processors for Investment(cash, FI, balanced funds, bonds, equity and alternative investment products),liquidity(checking, savings, TD, escrow) and Liability asset classes(credit line, loans) across TrustCustodyAdvisedManaged account types. Responsibilities: BRD creation Evaluated current processes and systems to source client data; business rules definition, data standardization for client account and demographic information from different product processors across USLatam regions Collaborated with technology teams to source, transform and load Client Accounts, Holdings and Transaction data; perform daily and month-end reconciliations; data quality dashboard and client website; client paperless and online statement reporting Supporting Business users in testing the Investment Scorecard performance-reporting application Supported the project implementation across US/ Asia and Europe locations Review of ETL data Mapping, Requirements clarification, issue resolution and Status Reporting 3
- 4. Technologies: Ab Initio, Oracle, Unix, PL/SQL, Autosys Goldman Sachs, New York Programmer Analyst (Application : Product Accounting and Risk Analysis) Worked as a key member in Product Accounting and Risk Analysis (PARA), a critical distributed system providing Financial Controllers the support and tools to review Profit & Loss of the firms Books & Records across all financial instruments including Derivatives and Securities Products such as Fixed Income, Equity and Commodities. The application would calculate proprietary trading P&L, do reconciliations for balance verification, provide the controllers with features to make adjustments and provide downstream data. Responsibilities: Supported P&L Analytics across 144 Para desks in New York, London and Tokyo Technologies: Unix, C, Sybase, Autosys EDUCATION MBA-Finance from Bombay University, Mumbai, India, 1996 Bachelor of Engineering from Madras University, India, 1994 WORK AUTHORISATION: Green card holder authorized to work in the United States. TRAINING: AgileScrum Trained 4