I have been concentrating on OTC Derivatives, Capital Markets, Fixed Income, Commodities, Credit Default Swaps, Mortgage-backed securities, equity, FX and trade order management systems such as Sophis, Calypso, Charles River, Murex, Latent Zero (Minerva, Sentinel and Tesseract), Wall Street Systems, Trema, Swapswire, Bloomberg, DTCC, DerivServ, Murex, Sophis Risque, Sophis Value, Fixed Income, Capital Markets, Securities, Money Markets, FX, energy trading, electricity, power and weather derivatives, vaR, forward price curves for ETRM (energy trading risk management systems) such as OpenLink Endur, gMotion, Commodity XL and Triple Point for commodities, futures, options, swaps, hedging and Derivatives at this stage in my career as a consultant/contractor.
I mainly engage heavily with the front office/trading desk/trading floor gathering requirements/review sessions with the traders, portfolio managers, end users defining business specs, platform and solution implementations, and work flow specifications, Use Cases, and writing High Level Business Requirements and Detailed Business Requirements Documents (BRD).
Thank you,
-Phillip Green
E-mail: DerivativesTradingDesk@gmail.com
Phillip Green – Senior Business Analyst – Derivatives, Fixed Income, Equity, Bonds and Capital Markets
Senior Business Analyst - Openlink Endur
Energy Trading Risk Management (ETRM) consultant
Futures, options, commodities
Forward price curves
Allegro, Sungard Energy, Nucleus, Kiodex
Objective: Senior Business Analyst – Openlink Endur, energy trading risk management, derivatives, swaps, forward price curves, natural gas, crude oil, crack spreads, volumetric exposure, ICE, futures and options and commodities, deliverable natural gas contracts for New York Harbor on the NYMEX or ICE. Reconciliation of P&L, positions, structured transactions between Openlink Endur, Nucleus, Allegro, Sungard Energy, Kiodex and proprietary in-house soultions for clients such as BP, Shell, Key Energy, JP Morgan, Wachovia Bank and the Chicago Mercantile Exchange.
Project lead Derivatives, Banking, Trading, Capital Markets, Fixed Income, Derivatives, Hedge Funds, Energy Trading consultant
Phillip has over 12 years of Financial Markets, trading floor applications, business requirements gathering, and project management experience, implementing trading systems and financial applications, leading a Straight-through Processing project and working in client/server computing and multi-location, global environments as a Business Analyst. Proficient in workflow documentation, Visio, and testing.
Phillip has worked with Fixed Income, Money markets, Capital Markets products, OTC and exchange-traded derivatives, structured products, FX options, convertible bonds, AML (anti-money laundering), Reg NMS, MiFID (Markets in Financial Directives for the European Union); separately managed accounts, Credit default swaps, Interest rate swaps, commodities, exchange-traded and OTC futures, options and FX options.
This experience was gained at the Chicago Mercantile Exchange, Fuji Bank of Japan-Chicago, Fifth Third Bank, BP (British Petroleum), JP Morgan-Chase, Wachovia Bank, and Bank of New York, respectively.
Trading floor applications: Bloomberg, Open Link Endur, Charles River Compliance, Charles River Investment Management, Advent Geneva portfolio accounting, Adveny Moxy, Advent Axys, Charles River IMS, Sungard InTrader, Reuters, SunGard Global Trader, Summit, Portia, Calypso, Triple Point energy deal valuation application, Charles River Compliance for Money Markets and Rule 2a-7, Latent Zero (Sentinel, Minerva and Tesseract modules), Wall Street Systems, Quotron, Dow-Jones Telerate, Bloomberg Gateway, Bloomberg Portfolio Order Management System, SunGard Middle Office Manager 10+ years experience
Derivatives, OTC Derivatives, Swaps, FX, Fixed Income, Capital Markets, Structured Products, Hedge Funds, Money Markets, Exchange-traded Funds, Energy trading, Risk Management, Natural gas, crude oil, hydrocarbon energy trading, AML, Reg NMS, MiFID (Markets in Financial Instruments Directive), Business Requirements in Financial Markets, FAS 133 Hedge and Derivatives acounting, Investment Management & Trading Systems
Trade order mangement systems - Charles River, Calypso, TriplePoint, OpenLink Endur, Sungard, Bloomberg Trade Order Management, Bloomberg Portfolio Order Management
Phillip has developed, implemented, integrated and served as project lead on numerous trading, treasury and financial trading applications, including Charles River v7 and v8, Latent Zero, TriplePoint and OpenLink Endur.
Phillip and is expert level in Data Analysis and Microsoft Excel Pivot Tables.
He is hands-on technically, and has broad understanding of the financial markets as well as experience with a broad range of technology products, including Bloomberg, Reuters, Dow-Jones Telerate, Sungard FAME Data Management Solutions, LIM, S-PLUS, K-SQL and MIM Data for historical time series databases.
His major strength has been with project management, business requirements gathering, trade order management workflow documentation and developing and implementing custom and off the shelf third party treasury and trading systems.
Phillip is expert-level in SQL queries and creating ad-hoc reports and analysis for executive decision management. He has extensive experience with data retrieval and analysis tools, and expertise facilitating real-time, time-series analysis and historical analysis through direct data feeds, securities master, reference data, file transfer protocol (FTP) from central data repositories, such as LIM, Microsoft SQL Server, Oracle and Fact Set Systems.
Phillip is expert at writing documentation and procedures and his compliance and regulatory background includes the Bank Secrecy Act, Anti-Money Laundering, Patriot Act, FASB regulations to include FAS 133 Hedge Effectiveness Testing, FAS 49, and SAS 70.
Phillip has extensive experience in SDLC (software development lifecycle) and has led numerous capital budget level projects from initial definition through to implementation and “go live”.
Phillip has outstanding inter-personal skills and his management style and professional demeanor allows him to successfully manage his time, resources and materials effectively and efficiently. His energy and positive, can-do attitude has served him well in successfully delivering projects on time and within budget.
He states his time is split as follows; 70% - Project Management (leading projects through their entire life cycle form initial conception to client and sponsor adoption), 28% analysis of data, tools and use of resources and software and 2% development and end-user training.
Below reflects a breakdown of his experience:
Financial Markets, Fixed Income, trading, banking 12+ years combined
Data analysis (time-series, spreadsheets, Pivot Tables, building OLAP cubes - 8 years experience
Project Management experience 7 years
Business Requirements gathering 8 years
Architecture and Data Delivery: Sungard, FRED II, LIM, MIM Database, Action Economics, SAS, Fact Set Systems, Microsoft SQL Server, Oracle, Unix, IBM DB2 12 years experience
Trading floor applications:
Bloomberg, Open Link Endur, Charles River Compliance, Charles River Investment Management, Charles River IMS, Sungard InTrader (ASP), Reuters, SunGard Global Trader, Calypso, Triple Point energy deal valuation application, Charles River Compliance, Latent Zero (Sentinel, Minerva and Tesseract modules), Wall Street Systems, Quotron, Dow-Jones Telerate, Bloomberg Gateway, Bloomberg Portfolio Order Management System, SunGard Middle Office Manager 10+ years experience
Business Analyst skills: IBM RUP, User Acceptance Testing (UAT), change management, Visio - 10 years experience
Change Management experience includes Remedy, Aldon and Soft Landing for issue tracking, analysis, testing, quality assurance and deployment and migration to production environment. Testing includes Mercury Test Director (Quality Center) suite.
Extensive, varied industry experience - energy, banking and financial services, automotive, consumer goods and food distribution
Resume – Phillip Green, Financial Markets & Trading Business Analyst
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