Candidates About

Paul Zucker

Project manager with hands-on application development experience, excellent communication skills and broad based abilities which include architectural design, software development, and project management / implementation. Areas of expertise include asset and wealth management, waterfall and agile application development methodologies.  Certified Scrum Master, Certified Product Owner.

Technology Manager / Project Manager

·         End-to End project delivery across multiple initiatives.  This includes managing the project schedule, monitoring and reporting progress, identifying / mitigating project risk, and providing all stakeholders with current status. Responsible for $5M budget.

·         Analysis and documentation for all business requirements, including technical and functional specifications, domain diagrams, use cases, and business process workflows

·         Engage business and technology professionals, foster collaboration and daily communication ensuring transparency and accurate prioritization.  Champion of continuous improvement. Excellent negotiation skills

·         Close collaboration with developers to implement the requirements, provide necessary guidance to testers during QA process, coordinate UAT with users and development teams

Technical Skills

·         R (programming language)

·         Strong data analysis and business intelligence skills

·         UML Diagrams / Use Cases

·         Microsoft SQL Server, Oracle PL/SQL

·         Confluence, JIRA, GIT, SharePoint, Jenkins

Prudential Global Investment Management (PGIM), Newark, NJ  10/2017 – Present

Project Manager / Application Development (Consultant/Contractor)

Project manager for Fixed Income portfolio performance measurement and attribution calculation systems

·         Manage delivery of multi-factor attribution reporting

·         Maintain prioritized enhancement list (JIRA backlog), user stories and acceptance criteria (test cases) as part of agile development team

·         Coordinate efforts of global team, provide project status and key performance indicators to stakeholders

·         Work closely with analysts, developers, and business teams to deliver application enhancements on time and defect free

Oppenheimer Funds, New York, NY                                                      1/2015 – 2/2017

Project Manager / Application Development (Consultant/Contractor)

Provided subject matter expertise in portfolio performance measurement and attribution reporting.  Delivered functional and technical specifications by working closely with all levels of business and technology teams.

Application development in R, focused on statistical computing, data mining (Microsoft SQL Server, Oracle PL/SQL), and analysis.

Projects include:

·         Fixed Income attribution models based on spread, carry, and currency effects

·         Performance analysis incorporating the effects of hedging and average effective duration

·         Worked closely with quantitative analysts and risk management team

·         Analysis and migration of legacy system (XAMIN, Fiserv) portfolios and migration to new platform (B-ONE, BiSAM)

o    Portfolio Setup

o    Index/Benchmark Setup

o    Custom Report Analysis and Development

o    Analysis / specification of accounting data feeds

o    Analysis / Development of performance history import streams

o    Project management of legacy system migration

J.P. Morgan Asset Management, J.P. Morgan Private Bank   NY, NY                       9/2000 – 9/2014

IT Director / Vice President   

Senior technology manager responsible for multiple programs including Portfolio Performance and Attribution Reporting, Client Service Portal, Account Opening Services.  Represented line of business for firm wide transformation initiatives.

Business Analysis

·         Ability to understand data models and extract data (SQL)

·         Data analysis / technical specifications for system interfaces covering all asset types (accounting platform, security master,etc.)

·         Provided technical specifications for attribution models and requirements for market data system interfaces

·         Provided subject matter expertise for portfolio performance measurement and attribution reporting,  Liability Driven Investing (LDI) decision support systems

·         Partnered with subject matter experts (portfolio managers, performance analysts, fund managers) to elicit business requirements

·         Conducted joint application development sessions for project portfolio

Leadership

·         Hired and trained portfolio measurement AD team:

o    Onshore: 1 PM, 1 BA,  4 developers

o    Offshore: 1 technical lead, 3 developers

·         Relocated Account Opening and Client Service AD teams from New York to Delaware

o    Onshore: 2 PMs, 2 BAs,  4 developers

·         Total team resources

o    Onshore: 3 PMs, 3 BAs,  8 developers

o    Offshore: 3 technical leads, 9 developers

·         Set priorities and devised successful delivery strategy for each application program

·         Mentored resources within team and across line of business technology team

Project Management

·         Maintained prioritized enhancement list (JIRA backlog), user stories and acceptance criteria (test cases)

·         Developed and implemented long term strategic plans in collaboration with executive management responsible for $5 million dollar budget

·         Effectively communicated strategic vision and mission to all stakeholders

·         Developed, implemented, tracked, and reported key operational and performance indicators (KPI)

·         Provided weekly program updates to project management office

Resource Management

·         Developed and delivered training on agile application development methods / standards to global line of business technology team

·         Established program to mentor interns and junior team members improving first year productivity by 35%

·         Worked with line of business CTO to analyze monthly resource allocation metrics

Innovation / Transformation Initiatives

·         Managed line of business adoption of agile application development methodology improving time to market by 25% after one year

·         Managed line of business adoption of firm wide application security standards eliminating all known vulnerabilities

·         Transformed line of business application development process with deployment of Confluence, JIRA, GIT

·         Developed/deployed tools and metrics to enable continuous improvement efforts

·         Developed / managed line of business application development efficiency  program reduced initiative development costs by 10% within one year

·         Provided weekly program updates to corporate technology management

·         Developed/deployed tools, standards, and procedures for global software configuration management platform (Subversion, Jenkins CI, custom deployment tools), reducing deployment defects by 75%

Application Development                                  

·         Hands on application development experience (JAVA, Sybase SQL, C)

·         R scripts for data analysis and transformation

·         Subversion, Jenkins continuous integration platform

Education

·         Bachelor of Arts – Computer Science                                                                             New York University, New York

Certifications

·         Certified Scrum Product Owner

·         Certified Scrum Master

·         Application Security Champion (JPMorgan certification)

·         PMP (In Progress)