Tony

About Tony

IT Business Analyst professional with experience in SQL to query databases to create client reporting to meet client needs. Efficient problem solver researching SQL stored procedures and packages to identify code logic errors. Previous management experience overseeing Repo trade settlements and fixed income securities operations for a global asset management/investment firm. Comprehensive knowledge in various aspects of securities across diverse sectors of the fixed income market. Collaborative team leader with background in executing key projects, strategic initiatives, and operating plans for executive management and stakeholders. Well-versed in communicating with management in delivering needs analysis for improved business operations. Open to senior positions in team leadership for cash management and financial analysis for private and public corporations or government agencies; serving as an internal decision-maker on budget/finance administration to improve workflow and productivity through continuous evaluation of operations management and funds/resource allocation efficiency. SKILLSBloomberg TMS, InvestOne, Advance Trade Processing (ATP) system, Short Term Investment Fund (STIF) Rates database, Microsoft Office: Word, Outlook PowerPoint, Excel (Macros, vlookups, pivot tables, etc.), Asset Allocation, Financial Analysis, Forecasting, Financial Modeling, Investments, Liability Analysis, Variance Analysis, Performance Metrics, KPI Reporting, Budgeting

Experience

1. IT Business Analyst - Information Technology

   Western Asset Management

   Jan 2007 — Present · Los Angeles, CA, US

   IT Business Analyst - Information TechnologyProvide top flight business analysis of client reporting needs. Analyze client reporting requests and data needs providing report SQL queries and working with developers to create or update reports. Primary point of contact for ad hoc inquires from internal and external parties regarding any issues client reporting related. Research Oracle PLSQL stored procedures, packages, and report logic to identify source issues when errors have been reported. Work with developers to create / update reporting code logic.Supervisor – Cash & Collateral Management Provide oversight of Cash and Collateral Management teams, covering cash management processes, derivative collateralization, and repo desk operations. Oversight of cash management team responsible for allocating billions of dollars in overnight investments, borrowing cash via repo market, monitoring cash across hundreds of accounts for cash flows, overdrafts, and appropriate sweep vehicles. Oversees collateral management operations of various derivative products, including TBA’s, Swaps (Bi-lateral and Cleared), Futures & Options, and Repo. Effectively train new and existing staff on procedures for cash management / repo / collateral management.Manages team training and competency schedules for new/existing staff; ensuring quality in training and ensuring operational risk exposure.1st escalation point for the team.Workflow processes to reduce potential risks of errors and increase efficiency.Creates/maintains performance metrics / KPI reporting for Sr. Management review.Manages projects and coordinated senior management updates on strategic initiatives.Short Term Investment Fund (STIF) rates database & Bloomberg Treasury Management Systems/TRM (research, database management)

Education

• California State University, Los Angeles

  Master of Business Administration (M.B.A.), Management

  2012

• UC Santa Barbara

  Bachelor of Arts (B.A.), Business Economics and Communication

  2004

Skills

• Asset Management
• Bonds
• Valuation
• Repuchase Agreements
• Cash Management
• Multi Tasking
• Cash-Flow Management
• Self-Starter
• Fixed Income
• Asset Allocation
• Global Cash Management
• Highly Organized & Strong Analytical Abilities
• Cash Flow Forecasting
• Highly Detail Oriented