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Financial Systems Architect specializing in the design, implementation and management of Trading, Portfolio and Risk Management Applications and Data Analysis and Distribution Systems.

 

Investments Knowledge:

  • Design systems (13+ yrs) for Futures, Options, Commodities, Separately Managed Accounts, Equities, Fixed Income and Funds.
  • Focus on VAR Management, Portfolio Optimization,  Performance Measurement, Trading and Back Office Integration.
  • 7+ years advising RIA's, Benefits Consultants and Financial Services Application Service Providers on reporting requirements.
  • 13+ years managing integration projects between small to midsized ASP's and top tier Invetment banks, ensuring best IT practices, due diligence and compliance with Investment Bank requirements. 

Quantitative Analysis: 

  • Analysis and dissemination (7 years dedicated full time, 9 additional years adjunct to other systems) of extremely large scale data sets using empirical modeling.
  • Applied Monte-Carlo simulation, multi-variate non-linear regression and other mathematical techniques to large scale data sets.
  • Developed VAR and Performance Reporting engines to support real time Attribution and Risk Management.  
  • Development of Portfolio Optimization strategies using NLR modeling techniques.

Technical Architecture:

Organizational and Project Management: 

  • Directed multiple development teams (16 yrs) for Financial Services Systems and Quantitative Analysis. 
  • Successfully directed multiple mixed teams (internal, consultant and vendor) to implement large scale projects.
  • Managed multiple, mission critical, partner and vendor relationships, led integration efforts with channel partners and service providers.
  • Successfully managed relationships for joint development projects with multiple Big 4 consulting companies.
  • Key liaison and project manager on over 30 enterprise projects linking Risk Management, Trading and Back Office functions.
  • Developed strategic growth,  integration, implementation and support plans, budget projections and needs forecasting reports.
  • Built and managed teams establishing system policies, quality assurance, 24x7 coverage to support data centers, subscription services and Wide Area Networks.