J. Lawrence Bezviner
992 Salem Street
Malden, MA 02148
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SUMMARY_________________________________________________________________
Twenty years experience writing advanced SQL queries, complex table joins, stored procedures including control jobs in PERL script. Twenty years as a business analyst working directly with stakeholders to elicit and document requirements. Well practiced in the Agile lifecycle. Expertise with business intelligence tools including Crystal Reports [before it became Business Objects}, Cognos, MS Access, Spotfire, Tableau Reader. Proficiency in C++ programming.
PROFESSIONAL EXPERIENCE _____________________ 9/15 - present
State Street Corp, Boston, MA
Enterprise Risk Management
Business Analyst, External Reference Data, Systems Integration
.. Manage vendor relations with SNL Financial Data to provide entity data to support finance,
credit risk, global treasury. Oversee development of data feeds and ETL mapping, assure
data quality, escalate issues to vendor support teams as needed. Provide communication to
user community. Conduct training sessions, document procedures, perform reviews.
.. Lead analyst for integration of two counterparty data repositories across divisions of the
organization, including AML/KYC-related data, counterparty risk ratings, review dates.
Spearheaded data synchronization between the two platforms, researched discrepancies.
.. SQL Developer, RTC Project Management, Powerpoint, MS Visio, MS Access, MS Excel
CONSULTANT – AXIS TECHNOLOGIES LLC. _______________ ______3/15 – 9/15
Citizens Bank, E. Providence, RI
Enterprise Data Hub Projects
Business Analyst, Data Migration, DRM Implementation
.. Perform and document initial analysis of implementation of a commercial banking revenue
& profitability datamart, particularly with regard to recognition of legal and commercial
entities, and implementation of additional revenue & profitability groupings within the bank.
.. Lead analyst for implementation of data hierarchy structures using Oracle DRM across
divisions of the organization. Write and input requirement specifications and test scenarios
into the HP Application Lifecycle Management tool, generate documentation from the tool.
.. Aqua Data Studio, HP Application Lifecycle Management, Oracle DRM, SQL, MS Excel
PRESIDENT – JLB CONSULTING GROUP INC. _____________________ 3/10 – 2/15
CLIENTS – working closely with product development teams, internal and external user groups
John Hancock, Boston, MA
Investment Systems
Business Analyst, Client Reporting, Analytic Systems Consolidation
.. Conducted and documented enhancements to fixed income portfolio rebalancing model,
including automation of data load processes and streamlining of performance, transactions,
holdings, and market value reconciliations. Categorized reporting cycle issues log by type
and mapped defects to requirements matrix. Wrote business requirements documents.
.. MS SQL Server SSAS, SSRS, Barclay Point, FactSet, Matlab, MS Excel, Sharepoint, C++
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TD Bank NA, South Portland, ME
Information Management Systems
Business Systems Analyst, Data Architecture
.. Consulting business analyst for design, implementation, and testing of retail banking data
applications such as automation of reporting on loans going in and out of non-accrual status,
researching reports for Governance Control & Risk Management using Excel pivot tables,
updating fees for statements, non-customer ATM usage, safe deposit boxes, card issuance.
.. Wrote system requirements specifications [SRS], data requirements documents [DRD],
Universe requirements documents [URD], use cases, report specifications, test scenarios.
.. Heavy documentation, HP Quality Center, PL/SQL, MS Project, MS Excel, Sharepoint
MASSDOT, Boston, MA
Enterprise Data Management Systems
Business Analyst, Data Governance
.. Consulting business analyst for implementation and testing of applications supporting
enterprise-wide data management policy and reporting for regulatory compliance.
.. Business Intelligence, SQL, MS Access, MS Powerpoint, MS Visio, MS Project
Ameriprise Financial, Boston, MA
Columbia Management Technology Systems
Project Manager / BSA, Data Integration
.. Project manager/lead business analyst for integration of Columbia Mgmt fixed income
trading data into Ameriprise data warehouse, monitor task completion, write weekly
project status reports, maintain project timeline, write ETL mapping specs in Excel,
implement system and UAT test scenarios, perform needs/gap analysis, write use cases.
.. MS Project, Security Master Reference Data, SQL, MS Access, MS Powerpoint, MS Visio
Fidelity Management & Research, Boston, MA
Personal & Workplace Investing Systems
Project Manager / BSA Data Governance
.. Consulting project manager/BSA for evaluation of data sourcing, processing, publishing
of performance, holdings, and other information across the retail mutual fund and defined
benefit plan web applications. Researched current processes, data discrepancies, and other
issues involving mutual fund performance and holdings data.
.. Fully responsible for developing project plan and timeline, coordinating information
gathering sessions, producing weekly status update reports and status meeting agendas.
.. Business Intelligence, SQL, Sharepoint, MS Powerpoint, MS Visio, MS Project
.. Data sources include FMR, Morningstar, Fidelity Brokerage, Lipper
State Street Bank & Trust, Boston, MA
Basel II compliance reporting systems
Cognos Business Analyst, Compliance Systems
.. Lead business analyst for integration of Cognos application across multiple database
platforms, including the master data warehouse, to provide drill-down capability to users
from required reporting schedules. Built data cubes, created views, wrote load processes
for Basel compliance data for equity and fixed income portfolios, wrote use cases.
.. IBM Cognos TM1, Security Master Reference Data, SQL, IBM Rational ReqPro, Clearcase
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Wellington Management, Boston, MA2/07 - 9/08
Equity systems support, Enterprise Reporting
Technical Business Analyst, Equity Systems
.. Primary resource supporting the Hedge Fund Team, performing market risk exposure
calculations for long short portfolios over a wide range of derivative instruments including
TRS, CDS swaps, currency forwards, commodity futures, structured products, MBS, ABS.
.. Developed batch job in SQL and PERL to create security master file, FTP to Reuters
Bridge, FTP from Bridge symbols for those securities, load symbols into security database.
.. Security Master Reference Data, SQL, PERL script, MS Access, Enterprise Reporting
Putnam Investments, Boston, MA9/03 - 1/07
Fixed Income systems, Performance attribution
Senior Business Systems Consultant
.. Decomposition of portfolio return including derivatives into components, price, income,
currency, interaction, determine sensitivity of return to factors, sector allocation, industry,
rating, duration, convexity, volatility, country.
.. Lead design and implementation of multi-factor attribution model, extending capability
of existing attribution model to compute sensitivities to various factors simultaneously.
.. Security Master Reference Data, SQL, Contribution to return, Performance Attribution
JP Morgan Chase, New York, NY12/99 - 7/02
Value at Risk (VaR) Systems
Business Analyst, Risk Management
.. Lead business analyst for integration of JP Morgan trade portfolio into Chase risk system
after merger, designed feed file formats, worked with Market Risk Management Group to
develop requirements, wrote functional specs, designed UAT testing, wrote use cases.
.. Developed pricing models to compute P/Ls for historical simulation approach and stress
testing scenarios on derivative securities, CDSs and CDOs, f/x futures and options.
.. SQL, C++, Integration of JP Morgan’s and Chase Manhattan’s risk systems, Value at Risk
Ernst & Young LLP, New York, NY5/97 - 2/99
Senior Consultant, Securitization
.. Reverse engineered commercial mortgage backed securities, residential re-REMIC
structures, CBOs and CLOs, and asset-backed securities.
.. MS Access, Excel, Powerpoint, Lotus, Wall Street Analytics
TECHNICAL SKILLS________________________________________________________
. Client services, Project management, Financial modeling
. PL/SQL Developer, Oracle, UNIX, C++, PERL, Matlab, VBA
. MS Project, Bloomberg, Salomon Yield Book, Business Objects
. Performance Attribution, Value at Risk, Enterprise Reporting
TEACHING EXPERIENCE _________________________________________________
Boston Univ., Brandeis Univ., Hofstra, CW Post, NYIT, ASA Institute1/87 - present
Adjunct Professor
.. Teach finance, project management w/ MS Project, physics, chemistry, accounting
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EDUCATION________________________________________________________________
. DPS Finance/Mgmt Sci ABDPace University
. MBA Finance 1990 New York Inst. of Technology
. Ph.D. Biophysics1984Florida State University
. BA/BS Biology/Physics 1978University of Rochester
PROFESSIONAL AFFILIATIONS______________________________________________
. CFA Charterholder - June 2000
. Delta Mu Delta - National Honor Society of Business Administration
. INFORMS - Institute for Operations Research/Management Sciences
PUBLICATIONS_____________________________________________________________
Analysis of Fixed Income Securities: Collateralized Mortgage Obligations, J. L. Bezviner, K. J. Wynne, Proceedings of the Association of Management, Aug 1995, Vancouver. Canada.
Using Interest Only (IO) Collateralized Mortgage Obligations to Hedge Interest Rate Risk, K. J. Wynne, J. L. Bezviner, Paper Presentation at the Eastern Economics Association, Boston, Mass., March 12, 1999.
Asset Allocation Model: Inclusion of CMO Classes in the Market Portfolio, J. L. Bezviner, K. J. Wynne, Working Paper.
Credit Adjusted Spread of Commercial Mortgage Backed Securities, J. L. Bezviner, K. J. Wynne, Working Paper.
Elastic Duration and Elastic Convexity of Mortgage Backed Securities, J. L. Bezviner, K. J. Wynne, Working Paper.
