Alan Liu

About Alan Liu

Senior business analyst / consultant with several years of experience working on various projects with a proven track record. Effective in implementing new platforms and migrating procedures that improve technology and streamline practices. Demonstrates ability to maintain strong working relationships with multiple stakeholders and coordinate resources to achieve company goals. Utilized agile and waterfall SDLC methodologies for deploying system applications and enhancements.Following are some of my prior experiences- working on merger platform integration between Morgan Stanley and E*Trade- integrating Oracle - Account Reconciliation Cloud Service with internal accounting operation teams- strategically sourcing data and adding enhancements onto Axiom, a regulatory reporting platform- migrating legacy GL onto SAP and implementing a new reconciliation platform- onboarding new financial systems and integrate with current alternative investment operations- performing incremental system updates I have experience writing and gathering data for business / functional requirement docs and performing SIT, UAT, and regression testing. Within my roles, I worked with various parties involved from external clients and internal stakeholders to the business end users to the technology developers. I also have experience working with derivative products ranging for credit instruments such as CDS to fixed income / distressed debt products such as bank debt. Additionally, I was previously a hedge fund administration supervisor so I have a strong background in alternative investments, accounting, and regulations.

Experience

1. Senior Business Analyst - Fund Services

   The Citco Group Limited

   Oct 2022 — Present · US

   Technology Management - Product team: Loan services

Education

• Middlesex College

  Associate of Science - AS, Accounting

• Stockton University

  Bachelor of Arts - BA, Finance, General

Skills

• Requirements Gathering
• Virtus Nexus
• Axys
• Sap Gl
• Mutual Funds
• Requirements Analysis
• Fund Administration
• Icelink
• Financial Services
• Alternative Investments
• Hedge Funds
• Fund Accounting
• Fiserv
• Securities
• Calypso
• Equities
• Microsoft Office
• Quality Center
• Axiom
• Tlm
• Distressed Debt
• Business Analysis
• Ms Office Suite
• Operating Models
• Regulatory Reporting
• Derivatives
• Middle Office
• Dtcc
• Financial Analysis
• Fixed Income
• Frontier Reconciliation
• Business Process Improvement
• Bloomberg
• Test Cases
• Advent Geneva
• Fund of Funds