Robert Perota
108 Bella Place Holly, Springs NC 27540 • 908.247.5116 • robertperota@[Link] •
[Link]/in/robert-perota-936284138
Project Manager
Versatile and experienced professional with extensive leadership experience within multiple business-oriented environments.
Analytical strategist skilled in successfully implementing processes and programs that enhance organizational initiatives and
deliver significant returns. Collaborative communicator adept at building synergies and driving change to boost performance.
Proven record of leading complex multi-stream projects from inception through completion. Proficient in contributing within
Agile and Scrum environments as well as supporting software development life cycles (SDLC). Areas of expertise include:
▪ Strategic Planning ▪ Quality Assurance (QA) ▪ Risk Management
▪ Data Analysis & Reporting ▪ Product Development ▪ Project Management
▪ Kanban Methodology ▪ User Acceptance Testing (UAT) ▪ Fixed Income & Derivatives
Professional Experience
MUFG Bank, Ltd., IT Project Management Professional – Charlotte, NC 7/2020 to Present
As part of the Business Solutions Team acting as a primary liaison between Capital Markets Operations and Information
Technology teams supporting the development and execution of UAT for system enhancements throughout trade capture,
risk, and settlement management systems. Responsible for developing and maintaining testing documents and artifacts of
testing tools for continual improvement in data quality. Maintain and establish strong relationships with Tokyo Head Office
ensuring seamless trade processing between and for global entities of the bank.
Selected Contributions:
● Coordinate system testing, gather requirements and conduct weekly meetings with Capital Markets Operations and
Tokyo Head Office supporting the processing of 24-hour trading for Tokyo Asset Manager Clients.
● Process and document detailed User Acceptance Testing supporting the SWIFT Annual Upgrade ensuring that MUFG
internal trade capture system (OVS) remains up to date and compliant with the latest rules and regulations for FX and
Rates trade processing via SWIFT settlement.
● Assist in system testing, rectifying trade reconciliation breaks and documentation gathering related to the conversion
of the rate change from LIBOR to SOFR across the Capital Markets products.
● Participate, demonstrate, and document to Capital Markets Operations the impacted specifics related to the system
conversion from BESS to SAMH and GPP Fusion for post settlement processing of payments for Capital Markets and
Treasury products.
● Function as the lead for the Capital Markets Business Solutions team maintaining both JIRA and Confluence tracking
tools for projects, releases, testing and system bug updates. As part of this effort, also conducts weekly meetings with
Capital Markets Operations and internal upper management.
● Performed daily reconciliation processing and reporting on trades migrating from Union Bank to US Bank as part of the
Union Bank/US Bank merger.
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ENQUERO, INC @ CISCO SYSTEMS, Senior Consultant – Research Triangle Park, NC 1/2019 to 6/2020
A Senior Analyst as part of the Partner Evolution & Digitization Services at Cisco, primarily supporting the Onboarding process
of Partners onto Cisco’s platform. Responsible for being the interface between Cisco’s Partner Onboarding Stakeholders and
the IT development teams supporting internal tools and applications for Partner Onboarding. Product Ownership of Partner
Onboarding Systems, stakeholder management, status reporting and operations management.
Selected Contributions:
● Gather detailed user requirements from Internal Stakeholders supporting the Cisco Onboarding Process and convert
requirements into user stories format specific for IT development of Onboarding tools and applications supporting
both internal and external Partners.
● Coordination of internal meetings, compilation, and analysis of the Onboarding process, for prioritization of initiatives
in the Operational side of Onboarding, for either working the Run the Business (RTB) or Change the Business (CTB) with
enhanced processes and implementations.
● Support the setup of Onboarding applications, from rules, eligibilities, calendar, and adequacy of the tools, as well as
the quality of the data presented by maintaining detailed reporting mechanisms via Smartsheets and Rally.
● Provide Quality Assurance and User Acceptance support by testing and tracking system enhancements in a parallel
mock environment mirroring Production. Demonstrate to Stakeholders specific system enhancements made by the IT
group throughout the development lifecycle for internal tools such as Partner Access Management (PAM) identifying
the rebate calculation process and the Cisco order management process.
COGNIZANT TECHNOLOGY SOLUTIONS, Senior Business Analyst – Washington, DC 8/2018 to 11/2018
Provided two-tier support for Summit Enterprise-Wide trade-processing application for World Bank’s IFC Treasury Desk. As a
Senior Business Analyst, assisted all end users and resolved any issues specific to Summit trade processing and settlement.
Functioned as a liaison, elicited, and gathered requirements to reduce cost by delivering operational risk controls,
streamlining processes, and improving straight-through-processing (STP).
Selected Contributions:
● Participated in meetings and documented all Summit and corresponding systems applications development
requirements for World Bank’s Treasury Desks migration of Treasury settlement custodian agent.
● Coordinated scheduled system enhancements and performed troubleshooting for production support issues related to
Summit front-to-back office treasury application.
● Maintained effective relationships with various system administrators and development teams supporting the IFC
Treasury desk front, middle and back office operations.
● Documented requirements for all Summit production support releases, bug fixes and requested system developments
to resolve all application issues and answer all requests from the line of business.
ON TIME CONSTRUCTION, Project Manager – Cary, NC 11/2016 to 7/2018
Managed all construction development processes, ensured compliance to all plans, prepared an estimate of financial budget
and business development requirements to monitor various phases of projects related to the conversion of National Tire and
Battery storefronts designs and logos.
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Selected Contributions:
● Collaborated with design and clients to determine all project requirements, ensured customer satisfaction with all
results, acquired all required building permits, maintained a log of regular visits to site, and prepared cost estimates for
same.
● Maintained records of all approved invoices for project accounts payable and receivable and reviewed all projects to
calculate savings on all construction activities specifications.
● Designed an effective construction budget in coordination with vendors and subcontractors, implemented strategies
on aspects of projects to ensure achievement of all project objectives and managed all purchase orders.
● Developed and maintained professional relationships with all contractors and consultants and prepared all financial
closeout processes within the required timeframe upon completion of each store.
IPREO, Senior Product/Business Analyst – Raleigh, NC 7/2016 to 10/2016
Orchestrated the adoption and rollout of the IssueNet platform across domestic clients to support improved performance
and quality of bond processing. Collaborated across internal and external clients to capture and transform use cases into
requirement specifications. Resolved client queries and implementation issues with in-depth guidance and
recommendations.
Selected Contributions:
● Spearheaded the creation of high-quality QA test cases through collaboration across QA and user acceptance testing
teams (UAT), ensuring alignment to client use cases, and adoption of testing best practice techniques and tools
through automation and standardization.
● Prepared and participated in the execution of product demonstrations to clients, providing a technical interface to key
stakeholders and quickly resolve issues to facilitate client adoption timelines.
● Ensured new implementations adhered to product roadmaps in partnership with Product Strategy and Marketing
teams.
FIDELITY INVESTMENTS, Business Analyst – SPS Product Development – Durham, NC 1/2016 to
3/2016
Oversaw the requirements capture, solution definition and client acceptance of quality gates associated with the migration to
a new Stock Plan Services system. Developed presentations to key stakeholders to demonstrate new features and
enhancements, incorporating feedback into future sprints.
Selected Contributions:
● Pushed the creation of training plans, and managed stakeholder communications concerning product development,
project progress, and key milestones.
● Delivered in-depth requirements research and detail specifications that utilized mock-up user interfaces and
workflows.
● Planned and led meetings with project stakeholders to monitor execution, address risks, and coordinate release cycles.
DEUTSCHE BANK, Functional Analyst – Cash and Collateral Risk Management – Cary, NC 9/2013 to 12/2015
Coalesced business requirements and functional specifications to support the development of a Risk Management
framework, designed to improve accuracy and timeliness of Cash/Collateral limits for clients across the Cleared OTC business
platform.
Selected Contributions:
● Devised implementation specifics of the report migration component for the Core Clearing Transformational project
with an emphasis on providing subject matter expert knowledge to produce complex solutions.
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● Collaborated with in-house developers and product vendors to improve efficiency and identify areas for development.
● Contributed to the construction and execution of QA and UAT test plans and represented the interface to development
teams in raising, prioritizing, tracking, and remediating issues.
WELLS FARGO, Capital Markets Middle Office Analyst/UAT – Charlotte, NC 7/2011 to 3/2013
Steered the execution of UAT for system enhancements throughout trade capture, sales, settlement, and collateral
management systems. Responsible for developing functional testing documents and development of testing tools for
continual improvement in test quality. Established strong relationships with clearing houses ensuring compliance against
regulations.
Selected Contributions:
● Led the integration of environment configuration and scheduling, the preparation and execution of scripts, and the
analysis of data for completeness and accuracy testing through manual and automated methods.
● Directed five semi-annual Default Management Drills to retain membership with affiliated clearing houses.
● Organized the scripted unwinding of approximately 50k trades and revalued the portfolio to within 2% of clearing
house expectations to simulate the ability to absorb the impact of bankruptcy by another participating organization.
DEUTSCHE BANK, Rates P&L Utility Manager – Transaction Management Group – Jacksonville, FL 4/2010 to 2/2011
Managed a team of associates in providing T0 and T1 profit and loss reporting across the AMER region for the Rates business.
Executed cross-process initiatives to identify opportunities for improving process efficiency and correct recurring failures or
bottlenecks affecting the TMG function. Identified, monitored, and resolved associated operational risks.
Selected Contributions:
● Administered the training of team members in addition to the distribution and evaluation of project workflow.
● Managed the near shoring of trade capture and risk management functions from Jacksonville to India.
● Re-engineered business processes to streamline operational efficiencies and provide cost reductions by eliminating
redundant processes through automation.
CREDIT SUISSE, Derivatives Processing Manager – New York, NY & Research Triangle Park, NC 08/2005 to 9/2008
Directed the operations of 12 trade capture specialists for Credit, Interest Rate, Equity, and Mortgage Derivative transactions.
Selected Contributions:
● Guided the migration of Derivatives Processing team from New York to RTP with an emphasis on seamless functioning.
● Boosted documentation quality and accuracy as the liaison for the Product Control, Settlements, and Front Office
teams.
● Collaborated extensively with business analysts, development teams, and solutions architects to ensure conformity to
CS policies and adoption of strategic technologies and architectures.
Additional Experience Includes:
JP MORGAN CHASE BANK, New York, NY, 1996 – 2005
Associate, Project Manager - Corporate Derivatives Middle Office, 2003 – 2005
● Led the end-to-end processing within the middle office including UAT, trade movement and derivative transactions.
Associate, Book Runner – Corporate Derivatives Sales and Marketing, 2002 – 2003
● Coordinated daily risk analysis, interest rate swaps, treasuries, and Eurodollar futures for the US Dollar Swaps Book.
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Associate, Trade Support – Derivatives Middle Office Risk Management, 2000 – 2002
● Executed middle office support for swaps, treasuries, futures, forward rate agreements and treasury locks.
Associate, Team Leader – Derivatives Marketing Middle Office, 1998 – 2000
● Supervised a team of associates managing data quality and control within the Risk Management Trading Desk.
Associate, Data Quality Specialist – Derivatives Marketing Middle Office, 1996 – 1998
● Maintained optimal trade capture accuracy and data quality associated with processing swaps and derivatives.
Technical Proficiencies
Arcordia Calypso JIRA Reuters Swaps Wire
Bloomberg Confluence Kapital Risk Framework TOAD & SPARK
BOSS IRFE Marketwise RUMBA TSAR
Business Objects IssueNet Microsoft Office Suite Summit SDLC
Rally Smartsheets Kanban Agile Scrum
Education & Professional Development
Bachelor of Arts in Sociology, Rutgers State University, New Brunswick, NJ
Additional Training:
Intermediate Derivatives
Risk Management Control
Global Markets Overview
Processing Workflow & Infrastructure
Leadership & Diversity Training
