George Martin, M.B.A.
(551) 689-8078 ♦ georgemartin9911@[Link] ♦ Jersey City, NJ
Summary
A financial services industry business and data analyst with capital markets experience and technical
expertise. Years of experience in financial information technology as an employee of Morgan Stanley and
Moody’s, and on various consultancies. Business-facing and hands on technical. Earned an M.B.A. in
Finance from Fordham University on top of two undergraduate degrees.
Financial Services Industry Experience
● Master Data Management - Migration of legacy enterprise data to master data platforms.
● Functional requirements and mappings for trade/reference/client/product data feeds; integration of
fixed income pricing platforms; migration of OTC derivatives trade data to a data warehouse;
implementation of data governance initiatives; and other financial services solutions.
● Agile sourcing and onboarding of Key Data Elements to data warehouses.
● Delivery of - and support for - applications for fixed income, risk management, credit ratings.
Technical/Data Expertise
● Expert in Structured Query Language (SQL) for data analysis and data mining.
● Expert in Excel for data analytics, pivot tables, financial reporting and business intelligence.
● Data analytics, data mappings, and visualizations to capture trade and reference data flows.
Business Analysis
● Elicitation, analysis and management of requirements from project inception to UAT and release.
● Active liaison between internal/external clients and the technical teams.
● Use of JIRA for user story backlog maintenance within an agile environment.
● Planning and execution of user acceptance testing.
● Adding to the establishment of best practices in requirements management.
Experience
Bank of America, New York, NY 6/2024 – Present
Business and Data Analyst, Contractor, Capital Markets
Sourcing and modeling of securities and book data for capital charge requirements
● Use of SQL for reporting, inquiries, gap analysis.
● Data mapping from source to consuming applications.
● Data visualization tools for data lineage and functional requirements.
Citibank, New York, NY 1/2024 – 4/2024
Data Analyst, Contractor, Credit Data Transformation
● Support for the remediation of credit facilities data for Y-14 reporting.
● Analysis to define scope and schedule credit facility remediations.
Bank of New York Mellon, Jersey City, NJ 11/2019 – 11/2023
Business Analyst, Contractor, Enterprise Master Reference Data
Began as a business analyst for a data warehouse combining financial reference, client and product data
from various sources in the service of capital markets operations. Eventually became the product manager
of this data hub, which is being sunsetted. Moved over to the new client master data platform as a
technical business analyst.
● Buildout of, and support for, enterprise data platforms - reference/client/product master data.
● Analysis to establish reconciliation, uniqueness, and enrichment of mastered data.
● Extensive use of SQL for gap analysis, validations and inquiries.
● Grooming and maintenance of user story backlogs within an agile framework.
● Agile delivery of KDEs from business repositories to the data warehouse and consuming groups.
SAM Career Center, New York City, NY 03/2019 – 10/2019
Continuing Education
● Review and study of business analysis practices, project methodologies and technology trends.
● Coursework in project management, Scrum, Kanban, Scaled Agile Framework.
Mizuho Securities USA, New York City, NY 05/2018 – 2/2019
Business/Data Analyst, Contractor, Information Technology
● Trade data migration: Analysis and mappings for data migration to a new reporting platform.
● Credit risk reporting: Mapping of positional and reference data to a data warehouse for reporting.
● Use of SQL to validate mappings and data flows.
Intercontinental Exchange, New York City, NY 11/2016 – 11/2017
Business Analyst for Integrations, Contractor, Pricing & Reference Data
● Business analysis for the integration of two major muni bond valuation systems.
● Interface with ICE and the acquired group’s fixed income and technology teams.
Bank of America, Jersey City, NJ 03/2016 – 7/2016
Technical Business Analyst, Contractor, Liquidity Risk Management
● Liquidity Risk Management: Sourcing of KDEs for the LCR and the NSFR.
Goldman Sachs, Jersey City, NJ 02/2015 – 12/2015
Business and Data Analyst, Contractor, Regulatory Operations
● Managing requirements for the sourcing of OTC derivatives data for regulatory reporting.
● Preparation of use cases and definitions for derivative products (options, swaps, forwards).
BNY Mellon / Albridge Solutions, Lawrenceville and Jersey City, NJ 03/2014 – 9/2014
Senior Business Analyst, Contractor, Wealth Management Reporting
● Business analysis for Strategic Wealth Management web services.
● Preparation of a comprehensive data dictionary and data map to document data flows.
Freeborders Inc, New York City, NY and Boston, MA 10/2012 – 8/2013
Business Analyst and Project Manager, Senior Consultant
● Business analysis and project management in support of Freeborders’ banking client.
Moody’s Investors Service, New York City, NY 8/2006 – 10/2011
Sr Software Engineer (Business Analyst/Project Lead Role), Employee
● Documentation and management of requirements for, and development of, reporting tools for
Moody’s analysts and clients to perform credit analysis and manage credit risk.
● Solutions for calculating Probability of Default, Loss Given Default and capital requirements.
● Efficiencies realized through the centralization and standardization of distributed processes.
● Use of SQL for inquiries and troubleshooting, and to validate data flows.
Morgan Stanley, New York City, NY 11/1999 – 2/2006
Sr Programmer Analyst, Employee
● Business analysis and development of applications in support of investment management.
Education
Fordham Graduate School of Business, New York City, NY, Masters of Business Administration, Finance
Brookdale Community College, Lincroft, NJ, Associate of Science degree in Computer Science
DePauw University, Greencastle, IN, Bachelor of Arts degree in Economics, Dean's List
