Business/System Analyst
tags:
funds disbursement system aut...
How would you describe your time at Lehman Brothers?
The Funds Disbursement System Automation project was developed specifically to support Private Wealth Management Service to private clients on Asset Projections, Periodic Funds Disbursement, Regulatory Compliance, Liquidity needs. The solution focused on timely distribution of funds and emphasized risk management. The objectives of the project were to streamline the funds disbursement process, automate the manual procedures, adhere to an enhanced compliance environment, and meet the requirements of the Portfolio Management Groups.
The Portfolio Resources Application project was developed and enhanced to allow Portfolio Managers to construct a customized desktop to display account holdings at the summary and detail level, transactions, cash flows, and other data for the accounts they manage and the securities they own. It provides a variety of account specific and aggregate dashboards, reports and listing views to facilitate effective portfolio management.... 
