Jude Volcy
Senior Presales Engineer at Portfolio BI- Claim this Profile
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Bio
Credentials
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Certificate in Windows Client Server Programming
Baruch College - Continuing and Professional Studies (CAPS)Dec, 2002- Nov, 2024
Experience
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Portfolio BI
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United States
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Financial Services
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1 - 100 Employee
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Senior Presales Engineer
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Feb 2021 - Present
• Demo Portfolio BI’s suite of products (OMS, PMS, Security Master, EDM, Price Master) to prospective clients. • Assist in gathering the implementation scope for the project and work with our delivery and product team to put out a quote for the services. • Implement features to manage dedicated system demonstration environments, building data loaders, data cleanup scripts, and various automated processes. • Work with business development to implement proofs of concept of new features based on prospect specifications and RFPs. • Build sets of views, dashboards, and reports for compelling product demonstrations. • Apply good technical practices such as continuous integration, test automation, source code control and review. • Provide diagnostic support and bug fixing for the software applications. • Supervise, train, evaluate, oversee, and provide feedback to junior colleagues. • Perform ad-hoc work/special projects as necessary to support the Company on various client and internal initiatives. Show less
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Broadridge
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United States
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Financial Services
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700 & Above Employee
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Senior Implementation Consultant
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May 2007 - Jun 2019
• Project Manager to on-board both back office and front office clients onto the suite of Broadridge applications. • Perform functional analysis, consulting with clients to define requirements/scope and develop project plan. • Prioritize and escalate client implementation issues in order to facilitate resolution. • Prepare status reports to be provided to the client on a weekly basis. • Ensure all internal processes are followed to ensure smooth implementation. • Document custom client workflows for production support team to ensure a smooth transition of support processes. • Coordinate status meetings and manage all client communication throughout the lifecycle of the project. • Collaborate with client and third party vendors for delivery of daily automated end of day trade workflows and position reconciliations. • Work closely with internal development teams to document new product features and perform workflow testing after delivery. • Serve as a line of Support to address client needs/concerns and coordination of troubleshooting efforts. • Coordinate implementation of new releases, software patches, etc. Show less
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Business Analyst, Product Management
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Sep 2005 - May 2007
• Examined current systems and processes in order to identify areas of improvement to meet business needs for web reporting. • Documented business level and user level requirements for web reporting application. • Reviewed System Design Specifications to ensure that business requirements were met. • Facilitated communication between the business and IT. • Created and executed test scripts and the execution of test scripts for existing defects, system enhancements, and new system functionality. • Provided support to User Acceptance Testing (UAT). Show less
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Lord, Abbett & Co. LLC
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United States
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Financial Services
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700 & Above Employee
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Systems Analyst, Systems Administration
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Feb 2005 - Sep 2005
• Interacted with Technology and other departments within Lord Abbett to address system changes or enhancements. • Coordinated and documented project plans due to system upgrades or operational processing changes. • Developed macros to produce trade analysis reports in order to institute controls for equity and fixed income products. • Assisted with the maintenance of PAM and related middleware in regards to operations workflow. • Interacted with Technology and other departments within Lord Abbett to address system changes or enhancements. • Coordinated and documented project plans due to system upgrades or operational processing changes. • Developed macros to produce trade analysis reports in order to institute controls for equity and fixed income products. • Assisted with the maintenance of PAM and related middleware in regards to operations workflow.
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Princeton Financial Systems
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United States
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Software Development
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200 - 300 Employee
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Systems Analyst, Accounting Services Impromptu Support
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Oct 2003 - Feb 2005
• Assisted with the analysis, design, development, documentation, testing, training, and implementation of system projects for Accounting Services. • Performed data-gathering functions with Accounting Services staff and clients to develop general and detailed system design specifications. • Investigated and analyzed system methods and procedures for current applications and future projects while recommending changes to improve the system and/or solve specific business problems. • Provided assistance to Accounting Services staff and clients on the use of Reporting Tools such as Impromptu and Microsoft Access. • Maintained reports, extracts, etc. to be consistent with internal primary application releases, and third party software releases and upgrades. Show less
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Deutsche Bank Securities
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Investment Banking
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700 & Above Employee
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Associate, Funds Valuation
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Apr 2001 - Oct 2003
• Supervised the daily work of team members in order to ensure the timely and accurate calculation of the Net Asset Value (NAV) for a diversified fund totaling $1.8 billion dollars and an international index fund totaling more than $2 billion dollars. • Interacted with internal areas to seek out resolutions to daily challenges faced within business line operations and enhancement upon overall team efficiency. • Reduced the risk of manual pricing and improved delivery time by setting up an interface with Bloomberg. • Developed and implemented complex business related spreadsheets with macros to improve the quality of work and accounting proofs/controls which include: cash and unit activity, income audit, corporate actions, trade adjustments, benchmark comparisons, etc. • Created Late Price Change Database in Microsoft Access to identify pricing discrepancies within sensitive funds and eliminate inaccuracies in calculation of Net Asset Values (NAV’s). Show less
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Education
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1994 - 1998
New Jersey City University
Bachelor of Science - BS, Accounting
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