Investment Analyst Resume Boynton Beach, FL - Hire IT People (2025)

TECHNICAL SKILLS

Languages: HTML5, Java, SQL, VBScript HP QTP, HP QC, JIRA, JMeter, SoapUI, Selenium webDriver

Microsoft Office: (Excel, PowerPoint, Visio, Word, Access)

Hyperion Essbase: Cognos, Teradata

Excel: Vlookups, pivot tables, advanced functions and formulas

PROFESSIONAL EXPERIENCE

Confidential, Boca Raton, FL

Senior Business/Quality Assurance Analyst

Responsibilities:

• Analyzed Business requirements and functional specifications to develop test plan and test cases.
• Involved in creating test scenarios and test data by looking at the requirements.
• Tested entire functionality of the application on different browsers based upon Business and System Requirements.
• Executing and verifying the test cases and test scenarios to cover overall QA testing cycle, involving functionality, regression, integration and end - to-end testing on Wazagua Case Management application.
• Compiled test metrics on a weekly basis and tracked the status of the test cycle.
• Used Quality Center to write and execute detailed test cases as per the Business requirements and Functional specifications.
• Tracked and followed up on defects using Quality Center through all phases of defect cycle.
• Attended the Bug Triage meetings and reported the testing status to management.
• Performed backend testing by checking the updated data in the Database using SQL queries.
• Modified existing automation scripts to meet new business requirements/changes.
• Developed manual and automation test plans and test cases for newly added functionality and performed regression testing using Quick Test Professional (QTP).
• Created and executed automated smoke tests on weekly builds using QTP.
• Involved in modifying and coding VB scripts with conditional statements and loops in QTP testing tool.
• Performed functional testing with QTP, defined various checkpoints to verify results and performed tests using test driven data.
• Involved in regression testing using Keyword Driven, Data-driven Frameworks using QTP during various phases of development.
• Participated in daily stand-ups and project meeting to keep track of project priority and status.

Confidential, Fort Lauderdale, FL

Lead Business and Quality Assurance Analyst

Responsibilities:

• Conducted all QA testing (unit, end-to-end, regressive) for $5 million Sybase to Oracle conversion.
• Gathered and analyzed requirements for new business requests.
• Managed and updated Ongoing Enhancement Schedule and test results on SharePoint site.
• Worked on system enhancements and improvements to the existing processes.
• Tested the new enhancements by writing test requirements, writing test cases, and creating test files.
• Monitored and documented post-production results for equities, fixed income and options loaders.
• Reviewed new business requirements, analyzed and evaluated solutions to data processing and data quality problems.
• Illustrated business process models with Microsoft Visio.
• Communicated with vendor representatives from Bloomberg, Reuters, IDC and Telekurs on issues relating to data files and data quality.
• Wrote SQL queries for data quality monitoring as well as data retrieval and analysis.

Confidential, Boynton Beach, FL

Quality Assurance Analyst

Responsibilities:

• Maintained Traceability Matrix and walked through test scenarios with Business, test cases with Test Analyst and development team.
• Involved in document application, business knowledge and Business Domain Training for new team members.
• Analyzed and reviewed the software requirements, functional specifications and design documents for Plan Enrollment and Management Interface.
• Interacted with the SME and stakeholders to get a better understanding of client business processes and complete the Requirements traceability matrix.
• Involved in creating test plans and developing test cases from Business Requirements.
• Compared the data with source and target tables and validated data based on requirements.
• Created SQL queries to verify data in the DB and consistency with system reports.
• Used Test Director to develop and implement the Test cases.
• Analyzed, documented and maintained Test Results and Test Logs.
• Developed and strategized performance and load test cycles.
• Initiated project quality audit for compliance; identified and implemented opportunities for improvement.
• Estimation of Test Cycle for System Integration Testing, User Acceptance Testing for Phase 1, 2 and 3.
• Create automated test cases using VBScript and QTP.
• Manage onsite UAT schedule and coordinate defect resolutions, test/build cycles.

Confidential, Boynton Beach, FL

Investment Analyst

Responsibilities:

• Produced accurate and detailed quarterly client reports through analysis of client-specific investment data.
• Responsible for developing and modifying performance monitoring models which enables the ongoing monitoring and periodic valuation of a portfolio.
• Performed bank statement reconciliations monthly for all asset managers.
• Responsible for 38 institutional portfolios with a combined $4 billion in AUM.
• Created asset allocations, equity analysis, mutual fund reviews, RFPs, and ad-hoc reports, as needed.
• Reviewed P&L statements to report on the financial performance of various investments.
• Executed multiple Discounted Cash Flow (DCF) and Capital Asset Pricing Model (CAPM) analysis for a pension plan’s potential real estate acquisitions.
• Analyzed financial data through Hyperion Essbase and Microsoft Excel, gave appropriate recommendations to senior management.
• Collected data needed to produce reports and analyze the client’s portfolio performance, including performance of each of the funds within the client’s investment portfolio.
• Participated in presentations used at continuing education courses offered at the Florida Public Pension Trustees Association (FPPTA) conferences.
• Facilitated communication with investment managers and custodians to gather and clarify specific data for reporting and performance reconciliation.