Abdulla Shareef
Lead Business Analyst at Franklin Templeton Investments
- Role
- Senior Business Analyst at Franklin Templeton
- Location
- Hyderabad, TG, IN
- LinkedIn followers
- 500 followers
Experience
Senior Business Analyst
Apr 2012 — Present · SG
Setting up User Accounts, Providing Trading/Compliance Privileges in Charles River.Answered incoming inquiries from Portfolio Managers, Traders, Global Investment Advisers Compliance, Middle/Back Office and Franklin Templeton Technologies.Manages the development, testing, and implementation of modifications and enhancements made to Charles River including emergency patches and full upgrades to Charles River Versions 18R and 9.2.3. This included New Manager Workbench, Blotter, Cash Flow Forecast, Quick Order Entry, Sys Admin, etc.Gathers and documented user requirements while managing projects to completion.Tracks and identifies trends for review with operational groups to identify root causes, proposed resolutions and recommendations. Conducted system tests to validate fixes prior to implementation.Identified, classified, logged/tracked and escalated requests, inquiries, and exceptions as needed to ensure proper awareness, prioritization and resolution of business-critical issues. This included product bugs, fixes and release/version schedules.Maintained a current understanding of the appropriate groups’ workflows (Portfolio Management, Trading, Operations and Compliance) and ensured that changes are appropriately reflected in Charles River.Designing and Implementing Workflow rules in Charles River to captures issues related to Trading and Compliance.Setting up different layouts views to monitor trading activities for various Charles River user groups.Broker codes and FIX connections configurations, configuring system translations/codes to interlink various In-house/ external applications for data accuracy.Strong knowledge over majority Investment class security types. Testing, configuring new security types and deploying for live trading.Strong knowledge of various Fixed Income Securities fields and their analytics to derive accurate Trade results.
Skills
- Microsoft Office
- Financial Analysis
- Settlement
- Trading
- Bloomberg
- Equities
- Business Analysis
- Fixed Income
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