Timothy Reed – PMP Certified Project Manager and Business Analyst


Senior Business Analyst and PMP-certified Project Manager with business and technology experience with Prime Brokerage reporting, middle and back office trade flows, agile methodology, and operational processes.


Management Lean Agile; Waterfall; product development; complex document management
Subject Matter Prime brokerage; hedge fund accounting; trade capture; Fixed Income products
Technical SQL queries; Perl, Python, and UNIX scripting; Excel macros; Java; Angular
Software JIRA; Advent Axys; Balsamiq; Microsoft Office; Datawatch Monarch; SWIFT


Bank of America Merrill Lynch Apr 2017-Present
Senior Project Manager, Business Analyst, Agile Product Owner

Project manager and business analyst, responsible for certain client-facing Prime Brokerage reporting.

  • Manages yearlong effort to migrate reports and extracts deliveries to international clients from legacy to strategic platform.
  • Works closely with global client onboarding and integration, client service, account management, product management, and technology teams, and with key clients.
  • Leads all aspects of migration prep, execution, escalation, and communication.
  • Agile product owner for development of internal- and client-facing on-demand position and activity query application with consolidated, multi-asset-class capability.
Independent PM/BA Consultant Jan 2016-Mar 2017

Consulted on short term projects for remote global customers.

  • Analyzed operational processes and collected requirements related to quarterly client billing process. Created baselined project plan, developed optimized process, and operational run book.
  • Authored detailed RFP for a data analysis platform with BI, ETL, and EDW components. Performed all related analysis, including legacy and future state system, competitor, and market. Interviewed prospective bidders.
  • Worked with bidder’s SMEs to develop responses to government-issued RFP for nationwide data delivery and inventory management platform.
  • Created complete PMP training material for PMP R.E.P.-certified educational organization.
Citco Fund Services (USA), Inc. – Jersey City, NJ Sep 2008-Sep 2015
Senior Project Manager, Business Analyst

Responsible for all project management and business analysis related to trade capture and data extracts.

  • Analyzed Risk Metrics positions specs to define requirements for multi-asset class RM3D-format risk file.
  • Managed migration of legacy client-facing data extracts to latest version.
  • Managed project to automatically load broker statements to internal reconciliation platform.
  • Responsible for migration of trade capture and extracts, in coordination with a firmwide Sybase to Oracle books and records database conversion.
  • Developed Excel-based tools to automate extract regression testing, resulting in 80% fewer bug-fixes.
  • Involved with new client on-boarding, including responding to RFPs and trade file testing.
Lehman Brothers – New York, NY Jun 2007-Sep 2008
Product Manager (Vice President)

Responsible for client-facing web applications, including trade capture, wire transfers, standing settlement instructions, cash wires, on-demand reporting, and customizable landing pages.

  • Managed the design and implementation of user-customizable client portal home page.
  • Created BRDs, wireframes, and use cases related to client portal, SSI, and cash wires functionality.
  • Worked with business leaders, IT staff, other analysts and product managers, and external designer.
  • Coordinated resolution of longstanding client-specific issues to improve relationships with key clients.
UBS Securities LLC – New York, NY Jun 2003-Jun 2007
Product Manager (Director) 2003–2007
Business Analyst (Consultant) 2003

Managed development of front-to-back trade flow for Fixed Income Prime Broker middle and back office clearance and settlement platform.

  • Defined BRDs for trade capture, settlement, and consolidated cross-product reporting.
  • Worked with internal and external stakeholders to define data extracts for third parties.
  • Involved with the integration of Advent Geneva portfolio management system
  • Worked with business to define client-facing reporting, and controllers to create internal reports.
  • Defined consolidated Fixed Income, F&O, FX, Repo, and Equity position, cash flow, and P&L reports.

 Experience to 2003

Credit Suisse – New York, NY
Project Manager/Business Analyst (Consultant)
JP Morgan – New York, NY
Senior UNIX Systems Engineer/Administrator
Credit Suisse – Tokyo, Japan
Front Office Trading Systems Manager
Lehman Brothers – New York, NY
Systems and Network Administrator
Nomura Securities – New York, NY
Systems, Network and Database Administrator


Project Management Professional (PMP), Project Management Institute (PMI)


SDM SAFe Product Owner-Product Manager (PMPO)
SDM Lean – Agile for Teams
Fundamentals of Product Management, Sequent Learning Networks
Advanced MS Project Workshop, Project Management Institute NYC Chapter
Undergraduate work at School of Visual Arts, New York, NY

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