Project(s)

Alternative Investments Workstation

Organization

Fidelity Investments, Dallas, TX

Duration

02/15 – current

Team Size

11 members

Details

Alternative Investments (AI) platform-The AI Products Enhancement Program was launched to better position the OSG Alternative Investment group to meet the increased demand for alternative investments. The Program identified a series of initiatives designed to improve the control, scalability and efficiency of OSG AI’s technology and processes.

To align the platform with the industry standards; Build the foundation for Alternative customers to become fully broker -controller; Ultimately will increase transaction processing.

1) Enhancements to the AI Application to process Alternative products via the DTCC protocol-

Process AIP buy/sells, auto match trades confirms via the activity records; enhanced distribution processing; Ability to settle AIP trades with DTCC

2) Integrate XTRAC and AIW to process   "sell" remittance.

Role

1.           Program setup and governance for a distributed agile program with a

                       very fast pace critical initiatives for the Alternative Investments platform.

2.           Interacted with project sponsors, project stakeholders and multiple business and technical teams to define and deliver project scope including Web Ops and Infrastructure groups.

3.           Led high-performance teams through rigorous goal-setting, disciplined attention to performance metrics like release goals and release burn up (planned versus actuals) and continuous process improvement.

4.           Conducted release planning, identified team dependencies and created dependency charts across multiple tower teams, developed and maintained integrated project schedules that account for internal/external dependencies, constraints, and adequately factors in some contingency for some unplanned delays while still be aggressive.

5.           Involved in program risk management – anticipated bottlenecks, escalation management, anticipated and made trade-offs and balance the business needs versus technical constraints.

6.           Worked with product management office to define strategy and requirements and leading cross functional development teams from design through delivery, and managing all related timelines.

7.           Deployment, Release and infrastructure planning for the program sprint on sprint.

8.           Influenced appropriate design and architectural decisions (as applicable).

9.           Involved in production rollout planning and execution.

10.    Pro-actively identified opportunities for addressing stability of applications and application lifecycle issues.

11.    Introduced continuous service improvement activities, planned and ensured proactive application maintenance to prevent unplanned disruption due to incompatibility of software versions & incomplete/untested release packages, application hardening to improve overall health of the platform.

12.    Worked with Service Delivery teams and infrastructure teams during issue escalation for coordination, planning and reviews.

13.    Excellent in customer-facing roles and also handling large distributed offshore teams with varying diverse cultures and backgrounds; successfully cultivated customer relationships using a basis of trust, integrity, and technical credibility.

14.     With a strong track record of building and facilitating high-performance, cross-functional teams that collaborate as focused units while achieving aggressive business goals. Work closely with the customer to determine mutually agreeable goals that facilitate win-win solutions and delivering on priorities.

Project(s)

FCET Market data, Products Portal, Sakura Transaction Cost Analysis

Organization

Fidelity Investments, Boston, MA

Duration

04/14 – 01/15

Team Size

10 members

Details

The Fidelity Centralized Electronic Trading environment is a flexible solution that provides access to FCM's analytics, consulting services, and execution quality. The FCET product suite gives clients efficient, scalable trading solutions to help navigate a highly fragmented market.

Co-Location environment Provides world-class trading technology at our clients fingertips

Provides sophisticated trading technology by providing access to large pools of liquidity via algorithms, routing and crossing network.

·                     Market data Ticker plants provide real-time and historical market data to the

    Electronic Equity Trading applications. This data is used by TOM, ASOM, Cross 

    Stream and pre/post-trading analytic applications to predict volumes and for

    Critical trading decisions.

·                     Products Portal will provide single point of access for all of FCET’s existing and

    Future solutions. The Portal UI will function to provide critical access and

  transparency to the existing Service Bureau execution product and the soon to

    Be delivered, transaction cost analysis product.

Provide value added tools and services in support of increasingly sophisticated electronic trading.

Initiate expansion into customer facing products with the efficiency of a common distribution platform.

    The Sakura program is a buy-side consortium offering a unique value proposition to

   Venue participants. This solution will provide access to a trusted source of natural block-

   Size liquidity. Sakura is expected to decrease execution cost and reduce market impact

   For traders offering a consistent source of best execution.

               Sakura Transaction Cost Analysis- After-market each day, Sakura will                       

               Calculate post-trade analytics.  These analytics will be saved on a historical

               Basis (indefinitely, or as disk space permits).  Post trade TCA will be made   

               available to the client via the UI (order and execution level details, as well as

               Summary reports – daily, monthly, configurable date range, etc).

Role

1.           Managing multi-phase enterprise level projects for implementing equity trading technology solutions that affect the Enterprise and elevating Fidelity’s competitive advantage in the international and domestic, institutional and retail equity trading domain.

2.           Lead the successful implementation and support of several key internal small to large sized projects.

3.           Managed scrum teams including Developers, Business System Analysts, Technical Architects, Integration/Migration/ team and the QA team 

4.           Leading Scrum ceremonies and the scrum process including daily stand up meetings, sprint planning, sprint reviews, and sprint retrospectives

5.           Demonstrating in-depth knowledge of Agile processes and methodologies.

6.           Responsible and accountable for the coordinated management of multiple cross-functional and cross-business unit projects directed toward strategic business and other organizational objectives.

7.           Prepared project plans and ensured timely releases through diligent planning, monitoring and execution of project tasks. Successfully implemented first phase on time and within budget.

8.           Created a detailed project roadmap and tracked progress toward quarterly goals.

9.           Responsible for preparing and overseeing release run books to ensure successful releases in Quality Assurance (QA), User-Acceptance Test (UAT) and Production environments.

10.    Facilitated project team meetings, status meeting and requirement review sessions to ensure that all business and system requirements are documented and implemented as per business need.

11.    Ensured integrity and delivery of multiple projects with respect to time, budget, scope, change, risk and resources. Prepared weekly status reports identifying key deliverables and budget status for senior management.

12.    Assessed project issues and identified solutions to meet productivity, quality and stakeholders goals.

13.    Mitigated risk by identifying, escalating and resolving issues across multiple cross-functional and cross-regional delivery groups.

14.    Managed resource allocation across multiple projects including tracking resource bandwidth and forecasting future availability for scheduling new projects.

15.    Maintenance of the project RAID LOG and highlighting of the project Risks and Issues on a regular basis to all the stakeholders.

16.                 Identified opportunities for streamlining processes to ensure superior data quality for users.

17.    Built credibility, established rapport, and maintained communication with stakeholders at multiple levels, including those external to the organization.

18.    Participated in Defect Triage meetings and prioritized defects during SIT phase.

Project

Six Digit SKU Expansion

Client

Staples, Framingham, USA

Duration

08/13 -01/14

Team Size

6 members

Details

Six Digit SKU Expansion project will build the capability to market more products through Staples channels. Staples will deliver robust software tools that will expand the size of the current sku field across the enterprise. Today Staples has a limited number of skus remaining. Skus cannot be reused. Without remediation, Staples will exhaust the sku pool in October 2013 using current use rates. This will result in significant loss of sales and severely limit our offerings in growth platforms such as marketplace and reinvention. Completion of this project will enable business growth initiatives with an expanded set of product / service offerings. Infosys is involved in both development and testing of the project.

Role

1.                        Study & understand the business and technical requirements of the system and participating in the test plan reviews &  and corresponding walkthroughs.

2.                       Maintenance of the project RAID LOG and highlighting of the project Risks and Issues on a regular basis to all the stakeholders.

3.                       Client Relationship Management

4.                       Cross Team Activities Coordination

5.                       Status Reporting to all Stakeholders

6.                       Program Test Management

7.                       Test Strategy Development

8.                       Test Planning Development

9.                       Driving Test Execution Phase

10.                Monitoring Test Progress

11.                Release Coordination

12.                Support in Implementation activities

13.                Project Management

14.                Project Planning

15.                Effort Estimation

16.                Cost Estimation and Budgeting

17.                Schedule Tracking

18.                Resource Management

Project

Dodd Frank Swaps Reporting

Client

Deutsche Bank

Duration

07/12-04/13

Team Size

25 resources

Environment

Windows ,Unix, Java, J2EE, Struts, JSP, EJBs, JMS, DBUS classic, Oracle, MQ, Eclipse, Weblogic 10, Oracle10G, Informatica/ETL

Details

Swaps Reporting is required in line with the US Dodd Frank Act (DFA) which requires reporting of OTC Derivatives to Swaps Data Repositories (SDRs). The principal objective of Dodd Frank program is to implement mandatory US regulation for:

·                           Real Time Public Reporting

·                           Primary Economic Terms Reporting

·                           Confirmation  Reporting

·                           EOD Snapshot Reporting

The proposed solution is to create a Trade Warehouse platform which will do real time processing of FpML Trade messages received from source systems (ESS, GED and Scrittura) for creation of regulatory reports such as Real Time Public Reporting, Primary Economic Terms, Confirmation, Continuation (EOD Snapshot) and Valuation. The business value adds of this solution are:

1.     Provide an automated system for real time reporting of Dodd Frank eligible FpML Trade message.

2.     Create accurate audit trail for DF eligible trade message. Audit process has to be provided by Dodd Frank /Luxoft.

3.     Exception monitoring status of Dodd Frank eligible trade message. Exception process provided by Luxoft.

Role

1.    Study & understand the business and technical requirements of the system and participating in the reviews & design decisions and corresponding walkthroughs.

2.   Responsible for the Overall Project Delivery for the development work and taking key decisions.

3.   Preparation of the overall Weekly status reporting, client governance call with all DB stakeholders / management

4.   Maintenance of the project RAID LOG and highlighting of the project Risks and Issues on a regular basis to all the stakeholders.

5.   Coordination with external stakeholders including Luxoft (DB Vendor) at UK.

6.   Closely tracking change request, version management, configuration management and supervising programming deliverable & issues.

7.   Working closely with the Quality team in defining the testing strategies and ensuring that the test data is available in time, thinking ahead in terms of creating a test data simulators (in case test data is not available) and coordinating with development and testing teams.

8.   Release management planning, identifying critical dependencies of the end to end test environment stack – upstream and downstream

9.   Involved in Project Proposal, Estimates and planning

10.                    Customer expectation management

11.                    Process compliance in the project

12.                    Monthly invoicing of the project

13.                    Team building; worked with the developers in conflict resolution, mentoring, delegation of tasks, motivating and inspiring, interpersonal client interaction skills

Project

Derivatives Processing CTB/RTB program

Client

Deutsche Bank

Duration

06/09-06/12

Team Size

15 resources

Environment

Windows ,Unix, Java, J2EE, Struts, html, JSP, EJBs, JMS, DBUS classic, Oracle, MQ, Eclipse, Weblogic 10, Oracle10G.

Details

Derivatives Processing CTB/RTB program is an IT effectiveness initiative of Deutsche Bank. The objective of the program is to bring efficiencies by consolidation of portfolio, optimization by removing redundancies and bringing focus to strategic projects. The program comprises of 12 applications which are primarily involved in the Settlements and Documentation aspects of the derivatives business. The program today manages  these application with varied technologies having 2+ Million LoC, 50+ products, and with 60+ interfaces, being delivered by a peak team of 150+ (currently 95), in Extreme Off shoring (~ 95%).

The projects includes  -

1.    Enhancements in the 3DCash application which is Deutsche Bank’s strategic settlements system covering derivatives products in global markets and global equities.

2.   3D Cash AWV Reporting Project- ABACUS: This project is to address complete and correct regulatory reporting to Deutsche Bundesbank (Central Bank of Germany) from a Control perspective for all cross-border payments made to and from Germany. The objective of this project is to provide the Regulatory Reporting team more control to ensure the accurate and comprehensive reporting, utilizing the 3dCash new GUI screens and report to ABACUS on the daily basis.

3.   Quarterly Capacity & Stability Releasee-PMTickets, Performance improvements(Improved 3DCash  performance by 10 times (cash-flow processing increased from 8K to 80K an hour)

4.   Market Driven/Business Driven/Regulatory req. Projects:

·   Rates STP project - The purpose of the Rates Flow STP project is to implement a Front-to-Back (F2B) architecture that supports the business requirement to have 95%+ levels of Straight-Through-Processing (STP) for vanilla interest rate derivatives (IRDs). The project has been instigated due to an expected Rates Flow volume increase 2011/12 and as a result, this implementation will realise cost reduction due to STP functionality.

·   CFM/Erasmus - Go live of market driven change for cash flow matching with DTCC and enabling MT101 message for business driven Erasmus requirement

Role

·   Study & understand the business and technical requirements of the system and participating in the reviews & design decisions and corresponding   Walkthroughs.

·   Release management and oversight of critical state through processing components in Production, creating a release plan (hourly), coordinating with various groups like infrastructure, production support group to ensure smooth release of more than 15 releases in the last 3 years.

·   Responsible for the Overall Project Delivery for the on-going projects for the Application support, maintenance and development work and taking key decisions.

·   Coordination with external stakeholders and also DBOI (DB Captive) at Bangalore.

·   Worked at offshore to formalize the development strategy, change request, version and configuration management and supervising programming deliverable & issues, co-ordination with various stakeholders.

·   Involved in Project Proposal, Estimates and planning

·   Customer expectation management.

·   Process compliance in the project.

·   Monthly Billing of the project.

·   Team building; worked with the developers in conflict resolution, mentoring, delegation of tasks, motivating and inspiring, interpersonal client interaction skills.