Navendra Bodenarain / Pertinent Career Summary
MFS Investment Management, Boston, MA / Sept 2015 - Present
Lead Technical Consultant
  • Senior Technical Consultant on Charles River IMS implementation planning project.

Project/Task include:

  • Analysis of current state interfaces.
  • Recommendations for future state interfaces.

Vanguard, Malvern, PA / Jan 2012 – July 2015
Lead Technical Consultant
  • Primary focus on Charles River V8 enhancements and tuning. Lead Technical member of the Charles River Version 9 implementation Team.

Projects/Tasks included:

  • Key technical member of the Charles River V9 implementation team.
  • Implement changes to streamline Portfolio Managers and Traders workflows.
  • Built Custom Blotter Buttons for added functionality such as Split Equities by percent, percent of ADV, Multi-Threaded Send to Accounting, Order Update and Split FX.
  • Modified Nightly Batch Cycle to take advantage of newer Charles River’s functionality.
  • Built Custom Allocation Algorithms using java.
  • Implement Global Pass The Trade.
  • Built start-of-day and intraday data feeds from the new SRM system to CRD.
  • Built interfaces between the CRD and the Portfolio Management Tool.
  • Assist with production support.

Tools Used: C#, Excel VBA, Perl Scripts, Java, SQL Server

Northern Trust, Chicago, IL / Aug 2010 – Dec 2011
Lead Technical Consultant
  • Primarily focus on Charles River enhancements and tuning. Led the Hong Kong Trade Desk Roll-out.

Projects/Tasks included:

  • Key technical member of the Charles River Sybase to Oracle database conversion.
  • Implemented changes to streamline Portfolio Managers and Traders workflows.
  • Consolidated User Groups and Privileges for better performance.
  • Consolidated Blotters, Stored Queries and Workflow Monitors.
  • Built Custom Blotter Buttons for added functionality.
  • Created detailed requirements for the Hong Kong Trade Desk roll-out.
  • Adjusted the Nightly batch cycle to implement multi-region trading.
  • Assisted with production support.

Tools Used: C#, Excel VBA, Perl Scripts, Sybase, Oracle

Large Hedge Fund, Westport, CT / April 2010 – Aug 2010
Lead Technical Consultant
  • Lead Technical member of the Charles River Version 9 implementation Team.

Duties included:

  • Assist with defining the Technical Architecture.
  • Defined Portfolio Managers custom order creation workflows.
  • Assisted with Traders workflows.
  • Setup Users and User Groups.
  • Assigned Privileges to Users and User Groups.
  • Built Compliance Rules.
  • Built Order Import processes using Web Services.
  • Built Custom Blotter Buttons using Web Services.
  • Built Blotters, Stored Queries and Workflow Rules.
  • Built Custom Stored Procedures and Triggers to enhance functionality.
  • Troubleshoot technical issues.
  • Assisted with general implementation issues.

Tools Used: C#, Excel VBA, Perl Scripts, Sql Server 2008

Northern Trust, Chicago, IL / Aug 2009 – March 2010
Lead Technical Consultant
  • Primarily focus on Charles River performance enhancements and tuning. Assist with Active Equity and Quant Index roll-outs.

Duties included:

  • Doubled FIX outgoing messages.
  • Enhanced Charles River Merge functionality and increase performance.
  • Increased performance for Allocation, Split, Send to Trading, Send to Accounting and Pre-Trade Compliance using Custom Blotter Buttons, C# and multi-threading.
  • Enhance and increased performance for Updating Commissions.
  • Worked with DBAs to tune Database.
  • Worked with Network Engineers to verify network performance.
  • Balanced processing on the Middle-Tier servers.
  • Separated FIX servers from the Middle-Tier servers.
  • Assisted Equity Portfolio Managers and Traders with system and workflow issues.

Tools Used: C#, Excel VBA, Perl Scripts, Sybase.

Cutter Associates, Boston, MA / Jan 2009 – Aug 2009
Technical Consultant
  • Worked directly with Fixed Income and Equity Portfolio Managers, Traders, Middle Office, Back Office and IT personnel to customize Charles River, whenever possible, to fit their workflows. Made recommendations on workflow changes to fit Charles River Trading. Provided technical assistance to various clients.

Duties included:

  • Charles River Performance Tuning.
  • Implemented Central Trade Manager (CTM).
  • Implemented SWIFT (ISO 15022).
  • Created Post Trade Routing Rules.
  • Created Broker Standing Settlement instructions.
  • Implemented Bloomberg Real Time Pricing.
  • Implemented Bloomberg Real Time Security Setup.
  • Installed Charles River version 8.2.2.1.2.
  • Installed and tested Charles River version 8.2.2.2.
  • Implemented Custom Blotter Buttons using C#.
  • Implemented a custom Middle Tier Management Process using C#.
  • Enhanced Imports and Export processes.
  • Created WEB Reports using Crystal Reports.
  • Enhanced Traders Blotters.
  • Data Scrubbing.
  • Created Stored Procedures and Triggers in Sql Server.

Tools Used: C#, Crystal Reports, Excel VBA, Perl Scripts, Sql Server 2005

Evergreen Investment Management, Charlotte, NC / May 2006 – Dec 2008
Systems Developer lead/Consultant
  • Consultant on Evergreen’s TradingSystems Team. Lead Technical member of the Charles River v8.1.4.2 Implementation Team. Provide Technical Lead in the roll out of CRD to London, the US Enhance Cash/Money Market, Fixed Income and Equity books of business.

Duties included:

  • Participated in the creation of Charles River’s Hardware Infrastructure.
  • Installed and configured Charles River Middle Tiers and setup Clusters.
  • Defined Compliance Engines, Process Servers, Trade Gateway, XML Messaging and Broadcasting.
  • Installed Charles River Clients.
  • Participated in Fixed Income and Equity data requirements.
  • Mapped data from Bloomberg and Odyssey to CRD.
  • Created all data imports (Securities, Industries, Rates, Ratings, Security Parties, Issuer, Funds, Positions, Fx Rates, etc.)
  • Created LONDON and US Batch Cycles.
  • Created Custom executions Export.
  • Built Oasys Reformatter Process using C# and Oracle.
  • Built Forward Pricing Process using C# and oracle.
  • Built Data Archiving Process using C#.
  • Built Able Noser TCA export Process using C# and Oracle.
  • Integrated custom built Crystal reports into CRD’s Web Reporting.
  • Automated London’s order loading process and integrated into CRD via Navigation using C# and Oracle.
  • CRD XML Messaging (New Security Setup, Order Imports, Order Updates) using C# and Oracle.
  • CRD FIX Network – Domestic and International Brokers.
  • Integrated CRD with State Street GTM process using CRD Broadcasting, XML messaging, C# and Oracle.
  • Implemented Real-Time Pricing with custom vendor.
  • CRD Web Reporting.
  • Participated in the translation of MFTP to CRD Workflows.
  • Upgraded CRD Compliance System from v7.2.3.7 to v8.1.4.2 for Boston and Charlotte Implementations.
  • Upgraded CRD from v8.1.4.2 to v8.2.2.1.1 in Evergreen’s QA Environment.
  • Participated Integrate MFTP with Liquid (Futures and Options liquidity system) using C# and Sybase.
  • Evergreen’s Met West Capital Funds into CRD Compliance.
  • Provided Production support CRD’s US and London Users (Portfolio Managers, Traders, Middle Office and Back Office).
  • Troubleshoot Trading Systems issues – sometimes with CRD’s technical staff.
  • Provide Production support for MFTP(2 Installations), TeamTrader, TBA Trader, Middle Office processes, Back Office processes and Nightly Batch Process.

Tools Used: C#, VB.Net, Sybase, Crystal Reports, Excel VBA, Perl Scripts, Oracle RAC 10g

ING Investment Management, Hartford, CT / Feb 2003 – May 2006
Senior System Developer
  • Senior Systems Analyst/Developer on ING FrontOffice Team. Lead Technical member of the Charles River v7.2.1 Implementation Team.

Duties included:

  • Lead technical team which included Innova Consultants to implement the Charles River Equity Trading and Compliance Systems.
  • Converted business workflows into technical specifications for the Consultants.
  • Participated in the creation of Charles River’s Hardware Infrastructure build out.
  • Participated in Charles River’s data requirements.
  • Mapped data from FactSet, Reuters and PORTIA to CRD.
  • Designed and developed nightly Positions, Securities Master and Pricing feeds from PORTIA, APL, Bear Stearns, FactSet, Reuters and Lehman into Charles River using VB.Net and Sql Server.
  • Created Nightly Batch Cycle.
  • Designed and developed nightly Corporate Action Feed into Charles River using VB.Net and Sql Server.
  • Integrated custom built Crystal reports into CRD’s Web Reporting.
  • Created and load various S & P and Russell benchmarks into Charles River using VB.Net and Sql Server.
  • Created and loaded Restricted Lists from various vendors like KLD for Pre and Post Trade Compliance using VB.Net and Sql Server.
  • Automated loading of orders from various in house built Portfolio Managers’ decision making systems using VB.Net and Sql Server.
  • Automated loading of Contributions, Withdrawals, Intraday Cash and Positions adjustments using VB.Net and Sql Server.
  • Created custom Executions export from Charles River to PORTIA, APL, Bear Stearns and Lehman Bros using VB.Net and Sql Server.
  • Built custom TCA export processes for ITG and Plexus using VB.Net Sql Server and Sybase.
  • Customized Charles River’s OASYS exports to fit ING’s exports to Oasys using VB.Net and Sql Server.
  • Migrated Equity Trading from Longview to Predator.
  • Daily interactions with Portfolio Managers, Traders, Middle Office and Back Office
  • Personnel answering trading system related questions.
  • Night Support of Charles River and the Predator Trading Systems.

ING Investment Management, Hartford, CT / Dec 1999 – Feb 2003
Senior System Developer – Lead Technical Support for Predator Trading System
  • Provided daily trading related support to Portfolio Managers, Traders and Back Office Personnel on the Predator Equity Trading System.
  • Worked with MacGregor’s Help Desk to troubleshoot various problems with their Blotter and Portfolio Management Tools.
  • Upgraded Predator from version 2.1 to version 2.2 then version 2.3.
  • Automated loading of orders from various in house built Portfolio Managers’ decision making systems into Predator via their Order Loader Process using VB.net and Sybase.
  • Created multiple extracts from Predator to various vendors for Best Executions reporting using VB.Net, PowerBuilder and Sybase.
  • Supported loading of various feeds into Predator.
  • Created ad-hoc reports from Predator using Powerbuilder and Sybase.

Tools Used: VB.Net, MS SQL Server 2003, Sybase, Powerbuilder, Crystal Reports, Excel VBA, Perl Scripts

ING Investment Management (formerly Aeltus Investment Management) / April 1995 – Dec 1999
System Developer
  • Provided daily support to the Quant Analysts, Portfolio Managers and Fixed Income Traders which includes ad-hoc reporting using Powerbuilder and Sybase.
  • Developed an in-house Fixed Income Repository System (FIRS) that were used by Traders, Quant Analyst and Portfolio Managers using Powerbuilder, Sybase and Excel VBA.
  • Gathered data from PAM, PORTIA, DST, Bloomberg, YieldBook and Lehman PC Tools for FIRS.
  • Developed a number Lehman Indexes from the Lehman Aggregate Universe of bonds using PowerBuilder and Sybase.
  • Automated Portfolio Analytics data processing from YieldBook for FIRS.
  • Automated Portfolio Analytics data processing from Lehman Bros. PC Tool for FIRS.
  • Ran Portfolio Attribution and Created Attribution reports using YieldBook.

Tools Used: Sybase, Powerbuilder, C, Crystal Reports, Excel VBA

CIGNA Investment Management / Jan 1991 – April 1995
Developer
  • Provided support for the Structured Product group at which time another team member and I installed a Quant Analytical System (GAT).
  • Analyzed business requirements to design and develop, develop and implement applications using C and Powerbuilder.
  • Part of a team that supported the Fixed Income Portfolio Managers and Traders.
  • Member of a large project team to develop a Portfolio Management/Investment Accounting System (INVEST 1) using Cobol II, CICS and DB2.

Tools Used: Cobol II, CICS, BD2, Powerbuilder, C

Aetna Life Casualty / Feb 1988 – Jan 1991
Programmer
  • Member of a technical team that designed and developed reports for Aetna’s Field Office Administration Group. Data was downloaded from the Mainframe and then formatted into hard copy and Lotus reports.

Education and Professional Development

Central Connecticut State University, NewBritain, CT

University of Connecticut, West Hartford, Storrs, CT, Bachelor of Science in Computer Science

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