Timothy Reed – PMP Certified Project Manager and Business Analyst


PMP-certified Project Manager and Business Analyst with business and technology experience in middle and back office trade flows, data requirements, and operational processes.


Management Product management; project management; business analysis; data analysis; process improvement; complex document management; Agile and waterfall SDLC
Industry Prime brokerage; hedge fund accounting; middle and back office services; position reporting; trade capture; repo financing; FX; Swaps; other Fixed Income products
Technical SQL queries; Perl and UNIX scripting; CSS; familiar with C++, Java
Software Advent Axys; Advent Geneva; Citco Aexeo; Microsoft Office; JIRA; SharePoint; Datawatch Monarch; familiar with SWIFT message types, Bloomberg symbols


Independent PM/BA Consultant 2016-Present
Bank of America Merrill Lynch
Senior Project Manager/Business Analyst

Managed the migration of Prime Brokerage client-facing report deliveries from legacy to strategic delivery systems. Coordinated the work of global client on-boarding and integration, client service, and technology teams. Engaged in analysis, requirements, scheduling, communications, issue surfacing and resolution.

CCG Advisors – San Diego, CA
Project Manager/Business Analyst

Analyzed operational processes and collected requirements related to quarterly client billing process. Created baselined project plan, developed optimized process, and outlined operations run book.

Major Healthcare Products and Services Distributor – Spartanburg, SC
Business Analyst

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.

MiQare, Inc. – Toronto, BC
Business Analyst

Worked with bidder’s SMEs to develop responses to government-issued RFP for nationwide data delivery and inventory management platform.

Varsanic Traders, Inc. – London, UK
PMP Training Specialist/Producer

Created complete PMP training syllabus and supporting material for PMP R.E.P.-certified educational organization.

Citco Fund Services (USA), Inc. – Jersey City, NJ Sep 2008-Sep 2015
Project Manager/Business Analyst (Vice President 2008-2012, Consultant 2012-2015)

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

  • Created project charter, BRDs, technical specs, and other documents related to the planning, executing, and monitoring the migration of the firm’s accounting platform from Sybase to Oracle.
  • Wrote and managed client-facing extract documentation. Improved accuracy by using data analysis techniques to reconcile application and extract data against the document’s field definitions.
  • Defined testing criteria and wrote automated Excel macros to validate how new dividend calculation functionality affected Swaps Derivatives and Equities cash flows. Worked with middle office and clients to reconcile dividend calculations against the firm’s general ledger.
  • Analyzed the operational workflow of global trade capture support team to eliminate process risk, successfully improving quality metrics and reducing support ticket turnaround time.
  • Performed impact analysis of accounting platform changes on trade capture and extracts by defining test cases, processing test trade activity, reading IT technical specs, and analyzing Java source code.
  • Analyzed Risk Metrics positions specs to define requirements for RM3D-format risk file, covering ~50 Fixed Income, Swaps Derivatives, and Equity instruments. Assisted IT and clients with validating changes.
  • Analyzed trade confirms to identify data elements required by position reconciliation process. Used Datawatch Monarch to extract those fields and convert to CSV for loading.  Created SQL queries and heat maps to identify which security types to prioritize based on volume.
  • Worked with a global seven-person analyst team. Defined and implemented processes to ensure that testing and analysis progressed seamlessly during the 24-hour global day.
  • As manager of Citco’s data extract service, surveyed client requirements, analyzed competition, defined strategic roadmap, and discovered untapped revenue.
  • Automated extract regression testing with Excel macros, resulting in 80% fewer “bug fix” releases.
  • Involved with new business and client on-boarding, including responding to RFDs and trade file testing.
  • Developed department metrics and reporting for senior management.
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/Project Manager (Director) 2004–2007
Program Manager (Director) 2003-2004
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)


School of Visual Arts, New York, NY
Trinity School


Hudson Dusters, Team Co-Captain, 100+ member NYC-based running club


Fundamentals of Product Management, Sequent Learning Networks
Getting Things Done Roadmap, David Allen Company
Advanced MS Project Workshop, Project Management Institute NYC Chapter

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