Derivatives, Commodities, Openlink Endur, Latent Zero, Charles River, Bloomberg Resume

Desired Industry: Banking/Mortgage	SpiderID: 27291
Desired Job Location: New York, New York	Date Posted: 6/17/2009
Type of Position: Contractor	Availability Date: 06/25/2009
Desired Wage:
	U.S. Work Authorization: Yes
Job Level: New Grad/Entry Level	Willing to Travel: Yes, 25-50%
Highest Degree Attained: Bachelors	Willing to Relocate: Yes

Objective:
Phillip Green Business Analyst

DerivativesTradingDesk@gmail.com (513)257-8465

Your browser may not support display of this image.
Education
B.A., Communications Studies (Incl) University of Detroit-Mercy,
Computer Science Certificate Program, Roosevelt University
Certtificate Financial Markets & Trading, Futures and Options, De Paul University College of Commerce
Series 3 Commodities Brokers Futures Exam, National Association of Securities Dealers (NASD)
Six Sigma - Green Belt, Fifth Third Bank
Project Management Institute (PMI), Dayton OH Chapter

Case Study – Shell Trading, Openlink Endur v5 to v8 Upgrade and Conversion Project

Issue: Current implementation of Endur no longer supporting business volume and complexity. Growing support costs to handle systems outages and user change requests. Excessive timescale and cost for suggested remediation programme.

Approach: Detailed gap analysis undertaken to determine where Shell's current Endur and Nucleus5.3 failed to meet the growing needs of Shell for trading Crude Oil, Middle Distillates, LPG, Gas and Power and Equity Crude on both "spot" and "term" bases (Endur was three versions behind current version). Recommended upgrade to allow Shell to take advantage of newer technologies & functionality available in Endur 8.x. Recommended Shell migrate Endur database platform from Sybase 12.5 to Oracle 10g (the Shell standard database platform). Developed project "roadmap" for most efficient method to upgrade and convert the Endur database & application., including a curve restructure requested by Risk Control requested curve restructure, and leveraging the new functionality of v8.x, with the least amount of project risks.

Result: Reduced 2-year upgrade and support budget from 6.4 million dollars to under 4.6 million, and provided a roadmap for quicker delivery of the expected benefits to the business.

Case Study – BP, APR Project (Automated Positions Reporting)

Issue: Business lacked transparency over consolidated postions, entailing significant manual effort and restricting ability to apply adequate analyses and risk controls.

Approach: Business analysis undertaken with BP trade control analysts and traders to consolidate data repository for real-time and ad-hoc reporting of BPs crude oil and products Futures & Options, hedges, swaps positions and Volumetric Exposure on the New York Mercantile Exchange up to regulatory bodies (NYMEX trade regulators and FERC (Federal Energy Regulatory Commission) regulators. Reconciling positions in BP IST Trade Control for APR (Automated Positions Reporting) for market and supply crude (WTI, Brent, others), heating oil (HO) and unleaded gasoline (UNL). Data, futures, options positions, EFP and aggregated Swap deals data from BP internal positions-keeping system MOFT. Built interfaces to consolidate view of BP's US Crude Supply Exposure Model and US Product Supply exposure Model, Cantera, Camera (Houston), aggregate exposure Excel sheets from Calgary and Crude Excel sheets from La Palma. Business Objects, MOBO, MOFT (Middle Office Fast Track - position and pricing aggregator for Wet Deals).

Result: Automated Positions Reporting portal greatly reduced 'time to reporting" and gave BP traders better transparency and visibility into positions and market factors, supply and volumetric exposure, thereby mitigating risk and maximizing revenue potential for BP trading desks globally.

Experience:
PROFESSIONAL EXPERIENCE
Senior Business Analyst and Project Manager - Derivatives, Securities, Fixed Income, Hedge Funds, Risk management, Capital Markets, Energy trading, FX, Futures, Options, Commodities, Debt, Equity and Structured Products

Portfolio and Investment Management trading and order management systems, OpenLink Endur, gMotion, Allegro, Zai*Net, Triple Point, energy trading risk management systems Senior Business Analyst. Sophis, Murex, Calypso, Charles River, Wall Street Systems, Trema, SunGard, Latent Zero and Advent Geneva. Commodities, Futures, options, CDO, CDS, CMO, CCS, MBS, Base Metals, Precious Metals, Interest Rate Swaps, Credit Derivatives, Credit Default Swaps, vaR, Swaps, Bonds, Equity Swaps, Capital Markets, Fixed Income, Structured Products, FX and Treasury.

Fortis Investments Brussels, Belgium January 2008 - current
Project Lead/Senior Business Analyst Contractor/Consultant
OTC Derivatives Project - Derivatives platform Implementation of vendor solution, short-listed to Murex and Calypso

Write Detailed Business requirements documents (BRD) and assessment of current OTC derivatives instruction trade management processes for front, middle and back office, reference data, data attributes and security master database. Asset classes covered include Interest Rate Derivatives, OPUS derivatives pricing, Equity Swaps, Interest Rate Swaps, Credit Default Swaps, Foreign Exchange Swaps, Equity options, Swaptions, Foreign Exchange Options and Equity/Index Derivatives and Structured Credit Derivatives.
Authored "road-map" and assessment and integration requirements with Swapswire, DTCC, DerivServ and Bloomberg pricing data. Implementation project plans and business requirements, configuration and trade blotter for Calypso, Murex, Sophis Risque, Sophis Value. Workflow documentation for downstream systems Decalog, Heliograph, Corona, ThinkFolio, T-Zero and Bloomberg.
Recommend strategic initiatives and analyze OTC derivatives protocols and practices around DTCC, and Advent Geneva Global Portfolio Accounting System's RSL reports and instrument coverage including cliquets, CFD's and first to default for Fortis Bank, SWIFT, Swapswire, FpML, DerivServ, and ISDA.

Shell Trading Houston, TX Senior Business Analyst Contractor /Consultant
Openlink Endur v. 8.x Apr 2007 - Jan 2008
Business requirements and assessment of current Openlink Endur v.5 to implementation of Endur v.8 and integration with AcuRisk, Nucleus, Triple Point, Advanced Analytics, performance evaluation for remote locations, Cash Month Position Management, tactical tradebook, SENA, TPORT, Endur center of excellence workflow requirements, Commodities: Crude oil, Natural Gas, LNG, heating oil, Naptha, Distillates, Natural gas liquids. Includes ethane, propane, butane and condensate. Cash Month PnL Reporting, assessment of Openlink replacing DealView, meet with OLF developers for review sessions, integrate Nucleus into Endur and write extraction requirements; review dBase logic and Endur GUI. gMotion, Deal management, Deal Entry, Deal Capture and Deal modeling and transaction history, power, gas, scheduling, front office and mid-back operations experience. Daily Volume cuts and Price Changes, position monitoring, scheduling, tactical tradebook. Write short charter for financial reconciliations and build roadmap for Openlink Endur 8.x implementation, testing and extraction of Nucleus archived and real-time data.

Supported a highly diverse portfolio of applications including: electric wholesale and retail trading, scheduling, risk management, settlement and accounting. Documented business and technical requirements, along with developing design specifications, test plans, and use cases for business requirements. Experience supporting Openlink's Endur application (version 8.0)
Working knowledge of Openlink Endur base simulations (e.g., P&L), and the ability to create and debug user defined simulations. Ability to create and modify deal entry templates and deal skins.
Ability to create and modify Endur reports using SQL, Business Objects and Crystal.
Supported Endur ICE, Power Market Gateway and pMotion power scheduling interfaces.
Experience supporting Endur in an electricity and power generation market environment.
I have strong SQL and relational database skills, using SQL Server 2005 or Oracle 10.
Great interpersonal skills and the ability to deal with all levels of business users and management.
Very good Analytical skills, which have been demonstrated in a business environment.
Knowledge of electricity markets and operations and ISO, PMJ, FERC.

Education:
EDUCATION and CERTIFICATES

B.A., Communications Studies (Incl) University of Detroit-Mercy, Detroit, MI

Computer Science Certificate Program, Roosevelt University, Chicago, IL

De Paul University College of Commerce -- Certificate, Financial Markets & Trading, Futures and Options Program, 1995

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

Six Sigma Green Belt, 2005

Charles River Development, Charles River Investment Management System compliance certification, Burlington, MA 2005

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

-

EDUCATION AND AWARDS

De Paul University, Chicago, IL, 1993 - 1995

Certificate in Financial Markets and Trading in Finance - College of Commerce, 4.0 Grade Point Average

Affiliations:
PROFESSIONAL EXPERIENCE
Senior Business Analyst and Project Manager - Derivatives, Securities, Fixed Income, Hedge Funds, Risk management, Capital Markets, Energy trading, FX, Futures, Options, Commodities, Debt, Equity and Structured Products

Portfolio and Investment Management trading and order management systems, OpenLink Endur, gMotion, Allegro, Zai*Net, Triple Point, energy trading risk management systems Senior Business Analyst. Sophis, Murex, Calypso, Charles River, Wall Street Systems, Trema, SunGard, Latent Zero and Advent Geneva. Commodities, Futures, options, CDO, CDS, CMO, CCS, MBS, Base Metals, Precious Metals, Interest Rate Swaps, Credit Derivatives, Credit Default Swaps, vaR, Swaps, Bonds, Equity Swaps, Capital Markets, Fixed Income, Structured Products, FX and Treasury.

Skills:
QUALIFICATIONS
Senior Business Analyst
Project Manager

Derivatives, Commodities, Credit Default Swaps, Openlink Endur, Murex, Calypso, Advent Geneva, Sophis Risque, Triple Point, Sungard, Latent Zero, Swapswire, Heliograph, Sophis value, Capital Markets, Fixed Income, Futures, Options.

Business Analysis, Requirements Gathering, Money Markets, Mortgage-Backed Securities, Equity, Debt, FX, Swaps, Interest Rate Derivatives, Credit Derivatives, Wall Street Systems, Sungard, Triple Point, Allegro, Energy Trading Risk Management, documentation, FERC, SAP, specifications, ERCOT, AML, Currency, Foreign Exchange, Portia, Eagle, PACE, Charles River, Compliance, trade blotter, FAS 133, mark-to-market, hedge effectiveness, testing, UAT.

Deliverables, methodology, functional requirements, business processes, business analyst, lifecycle, repository, user acceptance testing, project planning, project scope, project team, re-engineering, business needs, project life cycle, requirements gathering, workplans, business process re-engineering, best practices

Additional Information:
BUSINESS ANALYSIS SUMMARY
Energy trading risk management

Endur
Energy Trading Risk Management (ETRM)
Futures
Options
Swaps
Commodity
Derivatives
Carbon
CO2
Emissions trading
EUA-CER
Financia
Green's Certificates
EUA-CER
Physical deals
Metals

Structured transactions

Business Analysis
Requirements gatherings
Business Process Modeling
Requirements Specifications
Trade order management system work flow

Full trade lifecycle knowledge, particularly client-facing with Front Office, Middle Office and Operations, and Back Office accounting.

Strong record of project delivery.

Extensive experience of writing detailed business requirements.

Ability to bridge the gap between the business teams and IT, Development teams.

Excellent problem solving, communication and writing skills.

Experience of managing and coordinating multi-work streams, multi-team projects.

Trade capture and risk management system (Openlink Endur) as the system of record for Natural Gas financial and physical trading. The physical gas trading consisted of transport and storage deals. gMotion utilized for maintaining Natural Gas deals.
Created custom "end of day" calculations inthe simulation framework, and modified canned calculations in Endur for M-T-M, Cash Month, P&L granularity required by trading and risk control analysts.

Created custom instrument types in Endur in the user-defined interface which allows for separation of similar deal types. This allowed for an ENGY-SWAP to be traded execution venue agnostic, OTC or through ICE.

Experience with Forecasting, Scheduling, Nominations, Bookouts, Actualization, Volumetric Exposure, EaR, vaR.

Understanding of the Physical Operations of Oil companies products, and inventory tracking.

Very analytical and creative in solving data problems (i.e., data mappings techniques, standardizations, cross referencing approaches, etc.).

Very strong interpersonal skills and ability to interact and with business users.

International experience and Emerging markets
Sao Paulo, Brazil
Brussels
London
Zurich
Amsterdam
Frankfurt

United States Marine Corps
Navy Achievement Medal
Marine Embassy Duty - U.S. Department of State

Reference:
Available upon request.

Candidate Contact Information:

TheJobSpider.com has chosen not to make contact information available on this page.
Click "Contact Candidate" to send this candidate a response.