Patrick Fitzgerald

About Patrick Fitzgerald

AMERIPRISE Financial - Asset Management Technology BSA Investment Analytics Data Warehouse - Mutual Funds New Features Requirements & Testing Data Quality Exceptions Release Validation & Regression Testing Agile MethodologyCITCO Fund Services - Interface Solutions Vendor and Hedge Fund Client Data Interfaces Hedge Fund Client Data and Vendor Analytics Extracts BSA and Product Owner Agile MethodologyMORGAN STANLEY - Prime Brokerage IT Co-Development Manager of Custody System Development Manager of Hedge Fund Portfolio Accounting system UAT Coordinator of Portfolio Accounting system Developer of Hedge Fund Client ReportingEDUCATION Brown University - Computer Science

Experience

1. Business Systems Analyst, Asset Management Technology

   Ameriprise Financial Services, LLC

   Nov 2018 — Present

   BSA for Global Investment Analytics database containing Ameriprise Columbia Threadneedle funds, processed through the Black Rock Analytics Factor Model. As BSA in the Technical team, responsible for New Features as well as Data Quality. New feature analysis for portfolio accounting data sourced from multiple platforms including PAM, InvestOne, and GIM. Documentation of the position data flow and data model from source systems to Ameriprise Data Warehouse to Asset Management data warehouse. Designed and built reconciliation process between data warehouse and legacy system to find discrepancies and to analyze differences. Interfaced with business leads to write requirements and JIRA stories for settlement date taxlots using Aladdin XML data files. Analysis, data modeling, and testing of broker data for Transaction tables. Testing of historical population of Risk Factor data for select accounts. Designed and built 30+ data quality queries for daily Quality Check report which highlights exceptions in fact and dimension data. These include variance checks in analytics data, incomplete account and instrument data, as well as tolerance checks by account for each analytics file. Responsible for technical regression testing of fact data to ensure the views used by end users work the same way as in the prior release. Weekend post-release validation of new releases.Wrote 125+ JIRA stories supporting the team’s Agile process, based upon a 2-week sprint cycle. Team estimation of points for each story, using Voting Poker tool. Worked closely with PMO and technical and business teams in sprint planning and sprint review / demo meetings.

Education

• Brown University

  Bachelor's degree, Computer Science

  1984 — 1988

Skills

• Fx Options
• Securities
• Bonds
• Business Analysis
• Sybase
• Banking
• Mutual Funds
• Trading Systems
• Risk Management
• Collateral Management
• Quantitative Finance
• Back Office
• Corporate Actions
• Sdlc
• Fixed Income
• Commodity
• Interest Rate Derivatives
• Prime Brokerage
• Equity Trading
• Databases
• Relationship Management
• Settlement
• Hedge Funds
• Reference Data
• Wealth Management
• Bloomberg
• Alternative Investments
• Derivatives
• Middle Office
• Market Data
• Software Project Management
• Credit Derivatives
• Financial Services
• Electronic Trading
• Swaps
• Operational Risk Management
• Equity Derivatives
• Structured Products
• Financial Risk
• Asset Management