Timothy Reed
treed@timothyreed.com
SUMMARY
Senior Project Manager and Business Analyst with extensive business and technology experience in prime
brokerage, fixed income clearance and settlement, and hedge fund accounting. Effective at defining,
reviewing, and improving business planning and technology; staffing and building teams; and measuring and
achieving goals with diverse stakeholders, including traders, middle and back offices, clients, investors, and
vendors.
SKILLS
Management
Product management; project management; business analysis; recruiting/mentoring;
international staffing
Industry
Prime brokerage; hedge fund accounting; position and activity reporting; trade capture
Technical
SQL queries; Perl and UNIX scripting
Software
Advent Axys and Geneva; Aexeo; Microsoft Office applications (Excel, Word,
PowerPoint, Project, Outlook, Visio)
EXPERIENCE
Citco Fund Services (USA), Inc. - Jersey City, NJ
Sep 2008-Sep 2015
Senior Project Manager/Business Analyst (Consultant)
2012-2015
Senior Project Manager/Business Analyst (Vice President)
2008-2012
Responsible for all project management and business analysis for the global Connectivity team.












Responsible for activity, position, and tax-lot flat-file extracts, and business-facing documentation.
Responsible for the successful migration of all data extract components affected by a firm-wide database
platform move from Sybase to Oracle.
Identified all business logic impacted by the phased roll out of a new dividend calculation component, and
ensured that extract data tied back to the firm's books and records accounting platform.
Consolidated over 50 distinct versions of production extract software (affecting over 800 extract files) to
five to reduce support costs, complexity, and effort.
Devised a new management process to proactively regression test, pilot, and migrate all data extracts to
the latest version and end-of-life legacy versions.
Defined detailed business requirements for new strategic extract platform, including preserving or
correcting business logic for over 400 extract fields.
Communicated with stakeholders, including external clients, internal business users, IT, and third parties.
Staffed and managed analyst and testing teams in Ireland, Singapore, and Canada.
Developed department metrics and reporting for senior management.
Improved billing processes to increase trade processing and extract-related revenue by 600% since 2007.
Established a data analyst team to analyze and convert broker statements to a flat-file format that could
be loaded by the firm’s reconciliation platform. Managed migration from legacy ODI-based ETL to strategic
Monarch-based automated data mapping platform.
Worked with middle and back office teams to improve on-time delivery of important Connectivity projects.
Page 1 of 3
Timothy Reed
treed@timothyreed.com
Lehman Brothers, New York, NY
Jun 2007-Sep 2008
Product Manager/Project Manager (Vice President)
Responsible for client-facing web applications, including trade capture, wire transfers, standing settlement
instructions, cash wires, on-demand reporting, and customizable landing pages.






Increased visibility of all applications and services available to Prime Brokerage clients by introducing a
flexible, client-customizable landing page.
Implemented project lifecycle process and workflow best practices to eliminate gaps between business
requirements and technology deliverables.
Improved ability to manage limited development resources and ensure appropriate focus on high-priority
issues by establishing a prioritization process involving product managers and business representatives.
Stabilized the production platform by improving communication and service between technology and
business teams and establishing a change management process.
Increased visibility of accomplishments and strategic direction by developing product documents,
roadmaps, and metrics reporting.
Coordinated resolution of longstanding client-specific issues to improve relationships with key clients.
UBS Securities LLC, New York, NY
Jan 2003-Jun 2007
Product Manager/Project Manager (Director)
2004-2007
Program Manager (Director)
2003-2004
Business Analyst (Consultant)
2003
Managed development of front-to-back trade and work flow for Fixed Income Prime Broker clearance and
settlement platform.










Defined requirements for trade capture, booking, and Actuate-based on-demand cross-product reporting.
Defined operational processes and flows, business requirements, specifications, and user acceptance
testing.
Provided near-real-time position reporting by managing development of an on-demand web-based
reporting platform with hooks to back offices.
Defined and delivered system to deliver data extracts to fund administrators.
Defined business requirements for strategic Advent Geneva-based portfolio management system.
Coordinated project teams in London, New York and Singapore.
Extended existing trade capture, booking and reporting platforms to support fixed income products and
transaction flow.
Coordinated documentation effort, unit testing, user acceptance testing, and roll out of initial platform
supporting stock, bonds, repos, FX, and journals/cash. Defined business requirements and project team
tasks for subsequent phases (Futures, ABS, MBS).
Worked with business to define client-facing reporting, and controllers to create internal reports.
Developed business plan, project scope, functional requirements, and project plans to establish FIPB
business.
Page 2 of 3
Timothy Reed
treed@timothyreed.com
Multiple Clients
Jan 2002-Jun 2003
Project Manager/Business Analyst (Consultant)
Provided business analysis and project management services as an independent consultant.
Credit Suisse First Boston, New York, NY
Project Manager/Development Manager (Consultant)
Managed development and support of trade processing and reporting systems for FIPB.







Mar 1997-Sep 2001
Managed trade entry and reporting system development, and interface to data warehouse.
Designed and coded intra-day and end-of-day data processing jobs.
Designed web-based system to deliver reports to clients.
Consulted with Audit and Legal teams to anticipate compliance, confidentiality, and disaster recovery
issues.
Designed and built back-end data processing system for Equity Prime Broker desk to load and process back
office clearing data for delivery to Advent.
Instituted design, documentation, support and source code control procedures.
Managed teams of developers and support staff.
JP Morgan, New York, NY
Senior UNIX Systems Engineer/Administrator
Jun 1992-Mar 1997
CS First Boston (Pacific), Tokyo, Japan
Front Office Trading Systems Manager
Oct 1990-Jan 1992
First Boston, New York, NY
Systems and Database Administrator/Analyst
Oct 1989-Oct 1990
Shearson Lehman Brothers, New York, NY
Systems and Network Administrator
Jan 1989-Oct 1990
Nomura Securities, New York, NY
Systems, Network and Database Administrator
Jun 1988-Jan 1989
EDUCATION
School of Visual Arts, New York, NY
Trinity School, New York, NY
AFFILIATIONS
Hudson Dusters, Team Co-Captain, 100+ member New York City-based running club
RECENT TRAINING
David Allen Company, Getting Things Done Roadmap
Sequent Learning Networks, Fundamentals of Product Management
Novations Group, Project Management Professional (PMP) Exam Prep
Page 3 of 3