Experience

Liqueo

• United Kingdom
• IT Services and IT Consulting
• 100 - 200 Employee

• Senior Consultant

  • Mar 2021 - Present

  Liqueo is a management consultancy firm specializing in business change and solution deployment across Asset and Wealth Management sector, driving cost efficiencies and reducing timeframes of client deliverables. Responsibilities Include: Management and deployment of enterprise level software projects for Liqueo clientele across the asset and wealth management industry. Internal and external coordination of cross-functional teams of consultants, business analyst and software engineers to deliver world-class solutions to reduce the time and cost of solution deployment. Highly skilled in project management, consultancy, change management and client relationship management. Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• OTC Derivatives Analyst

  • Apr 2018 - Mar 2021

  Managed over-the-counter (OTC) derivative market valuation exceptions for daily net asset value (NAV) calculations of multi-million and multi-billion dollar funds Resolved valuation and booking discrepancies with vendors and trade capture teams Used Python, Excel VBA, and Alteryx to create workflows that reduce manual processing efforts Spearheaded standard operating procedure (SOP) documentation revisions to ensure compliance for audits Managed over-the-counter (OTC) derivative market valuation exceptions for daily net asset value (NAV) calculations of multi-million and multi-billion dollar funds Resolved valuation and booking discrepancies with vendors and trade capture teams Used Python, Excel VBA, and Alteryx to create workflows that reduce manual processing efforts Spearheaded standard operating procedure (SOP) documentation revisions to ensure compliance for audits



IHS Markit

• United Kingdom
• Information Services
• 700 & Above Employee

• Business Analyst

  • Mar 2011 - Apr 2018

  Partnered with internal teams (Support, Development, QA, Implementations, Product, and Client Relationship Management) to ensure timely responses and software deliveries to clients Defined the scope of work and documented business requirements of tasks assigned to the development and quality assurance teams involved in the software development life cycle (SDLC) Designated as the subject matter expert (SME) on Wall Street Office (WSO) Interfaces Supported the implementation of ClearPar integration for client server client Assisted with the third-party ClearPar integration services initiative by creating user stories, eliciting requirements from end users, participating in sprint planning and daily scrums, and managing the backlog Show less