Phillip Green

Philip Green
Email: derivativestradingdesk@gmail.com
Linkedin: http://uk.linkedin.coim/in/greenderivativestradingdesk

(587) 920-4003 (mobile - International)
07852389364 (mobile - London)
(312) 731-0965 (mobile - Chicago)

Capital Markets - Finance & Operations IT - Front Office Trading Applications
Project Manager and Senior Business Analyst
OTC Derivatives
Listed Derivatives
Professional Summary

 12 years experience, project management and business analysis. Requirements gathering, authoring functional and interface specifications documentation, testing, workflow configuration, trade blotter, compliance , front office trading and order execution projects, exchange (LCH, NYMEX, CME) interfaces and SDLC front to finance workflow,
 Project Manager and Senior Business Analyst, Capital Markets, OTC Derivatives, Commodities, Precious metals, FX, Equities and Fixed Income, Front-office, Treasury, Finance and Operations, and trading
 Experience with Money Markets, Interest Rate Derivatives, Mortgage-backed securities, Equity, Total Return Swaps, Inflations Swaps, Equity Derivatives and Fixed Income using Calypso and Murex
 Extensive experience gained at asset management firms, banks, financial exchanges and multinationals, Emerging Markets and globally.
 Great interpersonal skills and the ability to deal with all levels of business users and management.
 Excellent analytical skills, which have been demonstrated in a business environment.

Project Manager, Senior Business Analyst. Currently working at Daiwa Capital Markets Europe Ltd., London, UK. Originally from an IT Development and Business Analysis background, I have extensive experience and keen, detailed knowledge of Capital Markets, Treasury, Banking and trading, along with financial Products such as derivatives, commodities, fixed income, equities, bank note, Euro Medium-term notes (MTN's), money markets, FX, municipal, corporate and government bonds; mortgage-backed securities (Fannie Mae derivatives re-statement project); structured products, oil and gas energy derivatives, precious metals (gold, silver physical and cash settled), repurchase agreements and tri-party repos. Extensive international banking experience with work assignments in Chicago, Wall Street, the Financial District of New York City, Houston, Washington, DC, London, Brussels and Amsterdam.

Collaborative skills working across teams and lines of business in the Front Office trading floor, Middle Office and Back Office environments. Using SDLC methodologies to implement, develop, business processes and trade lifecycles in an STP platform for OTC and exchange-traded, buy-side and sell-side imperatives. I am comfortable in performing both Project Manager and Business Analysis roles within market risk, collateral, trading, compliance, asset management, operations, treasury and reporting, accounting; and currently deliver in all of these disciplines for Daiwa Capital Markets, London.

Application Experience - Technical and Systems Skills

Front Office Middle / Back Office

Sungard Martini Equity/Fixed Income platform Sungard Global One Stock, Borrow Loan
ThinkFolio HiPortfolio
Calypso Advent Geneva
Bloomberg Trading System Fidessa
Sophis Summit FT
Wall Street Systems Thomson Reuters Portia Accounting
Murex Sungard Treasury applications
BARX - FX Order Execution System SWIFT / SWIFT Link Manager / Synergy
Fidessa / Latent Zero (Sentinel, Minerva, Tesseract) Colline / Lombard Risk Collateral System
Reuters FxFx Eagle / Pace - Portfolio Management, Data Hub
Openlink Endur MarkIt
Simcorp Dimension Blackrock Aladdin Trading Risk Management System Blackrock Green Package Risk Reporting Latent Zero
Charles River Fixed Income, Money Markets DTCC / DerivServ






Project Manager, Senior Business Analyst, Capital Markets, Derivatives and Treasury
United Kingdom Capital Markets, FX, Banking, Trading Front Office IT



Project Manager, Senior Business Analyst. Currently working at Daiwa Capital Markets Europe Ltd., London,UK.


PROJECT MANAGEMENT EXPERIENCE:
Trading & Treasury system implementation, Systems migration, Front Office, middle office and back office new initiatives, User Acceptance Testing, Writing execution and investigation of test scripts, Regulatory reporting, Business Analysis, Process Mapping, Road-maps, RFP and vendor management, As-is and To-be, Current state/Future state, Gap analysis, Process Reengineering. Manage complex projects.

PRODUCT EXPERIENCE :
Currency Options, FRA, Swaps, Forwards, Loans & Deposits, Corporate, Government, Municipal & Sovereign Bonds, Repos, Futures, Interest Rate Futures, Options, Credit Default Swaps, Mortgage-backed Securities, FAS 133, Interest Rate Swaps, Equity & Investment Trusts. Equity Derivatives, FX Derivatives, Money Markets, Fixed Income Derivatives, Warrants. Capital Markets, Oil, Gas, Energy, Commodities, Fixed Income Derivatives.

Specialties
Business Analysis, Project management

Specialties
Project management, business analysis, derivatives, capital markets, fixed income, wealth management, treasury, equities, bonds, foreign exchange, energy trading, Calypso, Murex, Charles River, SimCorps Dimension, Wall Street Systems, Bloomberg POMS, Eagle, Sungard and Openlink Endur ETRM

Areas of Knowledge

Industries
Financial Services, Wealth Management, Capital Markets, Mutual Fund, Fixed Income, Equities, Commodities, Derivatives, Foreign Exchange, Emerging Markets, Trading, Futures & Options, Banking, Government, Insurance, International Banking

Applications
Sungard, Charles River, Calypso, Wall Street Systems, Murex, Sophis, SimCorp Dimension, FMC Bloomberg POMS, Latent Zero, Openlink FINDUR, Openlink ENDUR, Allegro, TriplePoint, Zainet, Fidessa, ThinkFolio, IMPACT, BondEdge, Barra, BARX, Reuters FxFx, Sungard Global One, Martini and Epsilon

Business Intelligence, Data Warehousing, Testing, ETL & OLAP tools:
Cognos Power Play, Power Play Transformer, Cognos Impromptu, Business Objects, NCR Teradata, Brio, SQR MicroStrategy, Informatica, Smart Stream, Quality Center, Oracle, Sybase, Hyperion and SAP.

Methodologies
CMM and CMMi, PMI/PMPBest Practices, ITIL, COBIT and RUP, UML, IBM Rational PMI, Standard Waterfall, Agile, SDLC, BCP.

Project Management Tools Micros

MS Project
Unix, Solaris, Windows 95/NT4/2000/XP

Key Technologies
Java, JSP, EJB, ASP, XML, HTML, UML, SGML, RMI, IIOP, JMS and Visual Basic

Project Management Tools
MS Project




Project Manager, Senior Business Analyst.


PROJECT MANAGEMENT EXPERIENCE:
Trading & Treasury system implementation, Systems migration, Front Office, middle office and back office new initiatives, User Acceptance Testing, Writing execution and investigation of test scripts, Regulatory reporting, Business Analysis, Process Mapping, Road-maps, RFP and vendor management, As-is and To-be, Current state/Future state, Gap analysis, Process Reengineering. Manage complex projects.

PRODUCT EXPERIENCE :
Currency Options, FRA, Swaps, Forwards, Loans & Deposits, Corporate, Government, Municipal & Sovereign Bonds, Repos, Futures, Interest Rate Futures, Options, Credit Default Swaps, Mortgage-backed Securities, FAS 133, Interest Rate Swaps, Equity & Investment Trusts. Equity Derivatives, FX Derivatives, Money Markets, Fixed Income Derivatives, Warrants. Capital Markets, Oil, Gas, Energy, Commodities, Fixed Income Derivatives.

Specialties
Business Analysis, Project management

Specialties
Project management, business analysis, derivatives, capital markets, fixed income, wealth management, treasury, equities, bonds, foreign exchange, energy trading, Calypso, Murex, Charles River and Openlink Endur ETRM


Project Manager, Senior Business Analyst
Daiwa Capital Markets Europe Ltd, London
Public Company; Investment Banking industry
March 2010 - Present (1 year 7 months) London, United Kingdom

Project Manager, Operations Technology - Finance and Operations - Responsibility for delivering a Cost of Carry 2010 project to give the bank global reports on funding costs of Positions and trades. OTC and listed Derivatives, equities, bonds, repos, FX, barrier options, warrants, stock borrow and lend, futures and options fees and margin.
Senior Business Analyst, Derivatives
BNP Paribas Fortis
Public Company; FORB; Banking industry
January 2009 - March 2010 (1 year 3 months) Brussels Area, Belgium

Define workflow for all oil and gas, metals, FX and FX Swaps commodity products for daily trading.
Project Lead, Senior Business Analyst, OTC Derivatives
Fortis Bank
Investment Banking industry
March 2008 - January 2009 (11 months)

Write Detailed Business requirements documents (BRD) and assessment of current OTC derivatives Equity Swaps, Interest Rate Derivatives, Interest Rate Swaps, Credit Default Swaps, Foreign Exchange Swaps, Equity options, Swaptions, Foreign Exchange Options and Equity/Index Derivatives and Structured Credit Derivatives.

Skills

Futures Commodities Treasury Systems Financial Modeling Accounting Wall Street Economic Modeling RUP UML FX Options Bloomberg Terminal Excel Basel II MiFID FAS 133 SDLC Calypso Charles River Murex Endur Wall Street Systems Globex CME Project Management Financial Systems Implementation Prince 2 Derivatives Interest Rate Derivatives Equity Derivatives Capital Markets
Requirements Gathering
Fixed Income
Front Office
Back Office
Middle Office
product Control
Business Analysis
Derivatives pricing
Bonds
Equities
SDLC
Excel
Roadmaps
RFP
Implementations
Systems Architect



Education

Chartered Institute for Securities and Investment London, UK
Certificate, Derivatives
2010 - 2011

Chartered Institute for Securities and Investment
London, UK
DePaul University
Bachelors, Financial Markets & Trading
1993 - 1996

Certificate in Financial Derivatives, London, UK 2011

UML, (Unified Modeling Language) and RUP (Rational) Development Object-oriented development 2005
Activities and Societies: NASD Series 3
Prince II
PMI
Six Sigma Green Belt
Chartered Institute for Securities & Investment, London
Deutsche Borse Group Capital Markets Academy, London
Charles River Certificate in Compliance
Futures & Options Certificate, DePaul University, Chicago
Financial Markets Futures & Options, College of Commerce
1993 - 1994


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Chicago Mercantile Exchange Alumni