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 Project management; product management; business analysis; data analysis; process improvement; complex document management; Lean Agile
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 JIRA; Advent Axys; Advent Geneva; Balsamiq; Citco Aexeo; Microsoft Office; SharePoint; Datawatch Monarch; familiar with SWIFT message types, Bloomberg symbols


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

Project manager and business analyst with the Equity Prime Brokerage Feature Management team, responsible for working with product development on client-facing Prime Brokerage services and applications.

  • Managed yearlong effort to migrate reports and extracts deliveries to international clients from legacy to strategic platform.
  • Worked closely with global client onboarding and integration, client service, account management, product management, and technology teams, and with key clients.
  • Hands on leadership of all aspects of bi-weekly migration prep, execution, and escalation.
  • Served as agile product owner for development of internal- and client-facing on-demand position and activity query application with multi-year roadmap.
  • Worked with product development manager to include cross-product support, making the resulting application the firm’s first PB reporting tool with multi-asset-class capability.
  • Performed analysis, define epics and features, created stories and acceptance criteria, refined backlog, assisted team to improve team ceremonies, and performed product demos.
Independent PM/BA Consultant Jan 2016-Mar 2017
Project Manager, Business Analyst

Major projects included:

  • Analyzed operational processes and collected requirements related to quarterly client billing process. Created baselined project plan, developed optimized process, and outlined 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 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 project management and business analysis 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


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

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