Delphine - Business Analyst SQL

BI-SAM, New York, USA 10/2012 – 12/2015
Leading provider of performance software and services to the global Asset Management industry.

Lead Implementation Consultant at FIDELITY Investments, Boston MA 10/2013 – 12/2015
Successfully lead the implementation of the Total returns, Statistics and GIPS modules of B-ONE at Fidelity, an Investment Company with almost 2,000 billion of asset under management.
• B-ONE SMI interacting with the global project management and the technical solution team constituted of 15 people located in multi places in USA and India.
• Gathered the requirements from 15 representatives of the Fidelity’s advisors.
• Implemented the integration of master data and times series data for around 20,000 entities
• Designed and implemented automatized production workflows including the data integration, data control and the result calculations.
• Designed and implemented a specific solution to properly track and handle the recalculation of results impacted by the ongoing data change.

Product Manager, Paris, France 10/2012 – 10/2013
Product manager acting as part of the R&D team in charge of B-One
• Analyzed and documented new functional requirements gathered from clients and prospects
• Monitored and validated developments in an agile context (Scrum)
• Ensured the implementation of projects in compliance with schedule, budget and quality commitments
• Coordinated a global project involving customers and consulting partners in Paris, Boston and New York.
• Provided support and functional expertise to implementation consultants

ALPHEDRA, Paris, France 02/2010 – 05/2012
Innovative provider of investment decision support tools to funds, banks and insurance companies.

Consultant at HSBC Global Asset Management, France 09/2011 – 05/2012
Business Analyst in charge of functional improvements of the HSBC’ in-house Forex Order book as part of decommissioning of the Minerva PMS system:
• Performed functional gap analysis between Minerva and the in-house tool
• Collected user requirement and wrote detailed functional specifications
• Created detailed UAT and SIT test plans, managed system testing and documented test results

Software designer and team leader 09/2010 – 09/2011
Software designer and team leader of Alphedra’s R&D team in charge of the OpenSight multifactor risk management and portfolio construction tool
• Designed (UML) and wrote functional documentation of the data consistency check and stress testing module.
• Developed data control rules (persistency, completeness and consistency) through SQL server triggers and stored procedures.
• Implemented data integration modules based on Microsoft SSIS technology
• Led the research and development team (3 people)

Business Analyst Consultant at AXA Group Solutions, France 02/2010 – 09/2011
Business Analyst within a project feeding reference and market data to an SAP investment accounting platform.
• Coordinated project sponsorship teams (AXA insurance companies) and the central data provider (AXA Investment Managers).
• Produced mapping rules documentation between the instrument classification of AXA IM referential and the SAP accounting platform.
• Developed functional specifications for data consistency checks
• Developed automatic test tools through Excel Macros (VBA)

MMA Finance, Paris, France 09/2004 – 01/2010
MMA’s only portfolio management company, with over 25 billion euros of assets in its care.

Business Analyst/ Project Leader
01/2006 – 02/2010
Participated in the assessment, implementation and improvement of business processes relating to
Front Office, Middle Office, Risk and Control entities.
• Improvement of the workflow for calculation, validation and distribution of portfolio valuations
• Integration of CTM (Central Trade Manager), post-trade matching platform published by OMGEO, interfaced with APOLLO trading book;
• Integration of functional evolutions and corrections into APOLLO(portfolio management tool);
• Integration of MIG21’s compliance Pre-Trade module, interfaced with Apollo order book:

Project Manager/IT Referent 01/2007 – 02/2010
Responsible for MMA Finance’s IT Business Analyst projects
• Planned projects (using MS Project): assessed cost, planed milestones, defined priorities;
• Managed human resources: written request for proposal, recruitment interviews;
• Organized and led steering committee and project committee meetings
• Led the business analyst team (3 people)
• Validated functional specifications and test plans
• Provided support to users on all information systems (APOLLO, CTM, MIG21 etc.)
• Documented business processes and wrote user guides

Software Engineer 09/2004 – 12/2006
Designed a complete financial business intelligence intranet aimed at fund managers and risk managers of MMA Finance.
• Performed retro specifications and identified improvements targets of the existing performance and risk reports;
• Gathered new user requirements regarding the performance attribution, brokerages follow-up, commercial reports;
• Designed a three-tiered-architecture : indicator calculation, data access, indicator display;
• Designed the database model ;
• Wrote functional and technical specifications in UML (using Rational Rose Enterprise);
• Developed indicator calculation in C#.Net, dynamic reports in Microsoft Reporting Services, and integration batchers in SQL Server DTS.