Resume - Mike Ballentine
+1 603 889-2682 | mikeb at mikeballentine.com | www.mikeballentine.com
Summary
- Business Systems Analyst in financial services, 20+ years' experience. Full software development lifecycle, from project initiation, requirements gathering, and functional specifications, through implementation, QA, training, and rollout. Senior person who fills in the details required for successful projects.
- Consultant for SS&C Advent, assisting customers with the Geneva® portfolio accounting system. Special emphasis on reporting with RSL and SSRS.
- Technical foundation with experience in business analysis, project management, QA, software development, product marketing, support, and company startup.
Technical/Domain Expertise
- Portfolio Accounting with Advent® Geneva®
- Brokerage Security Master, Corporate Actions, and International trade activity
- Pricing and Market Data, for Equities, Derivatives, Fixed Income, Funds, and Indexes
- Fidelity Brokerage systems
- Advanced user of software tools and languages: MS Office, SQL (SQL Server and Oracle), Visual Basic, XHTML, CSS, JavaScript
- M.S. Computer Science from Georgia Institute of Technology (compilers and languages)
Projects
Consultant, Advent Software, Inc. May 2010 - present
Independent consultant assisting Advent clients implement and use the Geneva portfolio accounting system. Focus on reporting (RSL and SSRS).
Brokerage Technology, Fidelity Investments Aug 2005 - Dec 2009
Business Systems Analyst for Fidelity's fast-growing Prime Services business, responsible for automatic processing of source data into Geneva.
Gathered requirements from Operations, Client Reporting, and Account Management groups. Became the subject matter expert for Geneva data and processing. Wrote specifications and assisted the Development, QA, Reporting, and Rollout groups. Converted data from the existing portfolio accounting system, CheckFree GIM, and wrote procedures for the Operations group.
Designed particularly noteworthy solutions for security master data from two sources, corporate actions processing into Geneva, enhanced leverage handling, and international trade processing.
Mutual Fund eCommerce, Pioneer Investments 2002 - 2005
Business Systems Analyst for shareholder Internet access.
Business analysis, project management, and QA during Pioneer's conversion to the DST TA2000 and TRAC2000 transfer agency systems. Pioneer wished to manage user security while using DST's FAN Web templates to display a TA and TRAC combined portfolio, ground-breaking for DST clients. Defined the changes to DST's Single Signon capability, the templates, and Pioneer's Web infrastructure. Assisted development, tested, and rolled out.
Mutual Fund eCommerce, IXIS Asset Management 2005
IXIS converted its shareholder access to DST's ComWeb integrated portfolio, providing a more seamless Web experience. Advised on and customized the DST FAN Web templates.
Product Design, Loss Data System, Providus Software Solutions 2004
Design of new loss data product for banking risk management system. Business analysis, software design, and functional specification writing. Helped overcome design challenges while maintaining compatibility with the existing product.
Mutual Fund eCommerce, Zurich Scudder Investments 1998 - 2002
Business and technical analyst for new shareholder and institutional Web sites, specializing in transactional areas, the internal data warehouse, and the DST transfer agency system. Specified features and implementation details, and assisted in all project areas as needed. Became the go-to person for DST, shareholder, and trading issues.
Brokerage eCommerce, Fidelity Investments 1997 - 1998
Business and technical analyst for Web sites used by retail investors of more than 50 broker-dealers. Specified a full redesign of the order entry area, under urgent conditions. Worked closely with development, QA, management, and the business-oriented project managers.
Brokerage eCommerce, Fidelity Investments 1994 - 1997
Developed PC Invest, a Windows brokerage shrink-wrapped product. Sole developer of the front end, the broker order system, and the broker administration system. Designed changes in Fidelity middleware to be suitable for the brokerage clearing business; these changes were later used for all electronic products. Implemented several novel features, including a local PC data warehouse, customization at the product and user level, built-in support tools, and remote administration capabilities. Fidelity sold PC Invest as several private-labeled products, with versions for both retail investors and professionals. The installed base rose to 4,000 users, with exceptionally low support call level.
Brokerage and Mutual Fund eCommerce, Fidelity Investments 1993 - 1994
Program manager developing a retail trading and portfolio management product. Became financial domain expert and helped define the product, particularly changes to Fidelity back-end systems. Led Joint Application Requirements (JAR) sessions, bringing together cross-company expertise. Assisted in staffing and established first relationship with support organization.
Other Background
Web Design and Development for small law firms.
Product Marketing for high tech companies. Co-founder of the Greater Nashua Software Entrepreneurs Group.
Development Manager (16 developers), Bull Worldwide Information Systems.
Product Marketing Manager, Apollo Computer, Hewlett-Packard, EnMasse Computer.
Startup founder and President, Software Leverage, Inc.
Compiler developer, Intermetrics, Inc.
Instructor, Programming for Non-computer Professionals, Northeastern University.