Collateralized Debt Obligations (CDOs)

• Developed in-house analytics, databases and user interface to support issuance and management   of CDOs. • Produced Market Requirements Specification, Product Functional Specification, product prototype and   regression tests • Managed product release

End-of-Day Security Valuation at Mutual Funds

• Evaluated joint venture to deliver dealer prices to mutual funds for end-of-day valuations • Conducted extensive market research to determine revenue potential and product demand • Identified previously unknown demand for new product

Credit Analysis and Data Requirements for Equity Analysts

• Quantified revenue opportunity and established requirements for new product targeted at the bank analyst community • Identified competitor that dominated client’s target market and was pursuing client’s core customers

Sarbanes-Oxley Compliance for Mutual Funds

• Prototyped new product concept and validated demand among Chief Compliance Officers, Portfolio   Managers, Risk Managers and Fund Administrators across fixed-income mutual funds • Estimated revenue potential and market demand

Credit Analysis for Fixed-Income Investors

• Identified data and analytics requirements of corporate credit analysts and risk managers • Evaluated market demand among taxable fixed-income credit analysts and risk managers for crossover   analytics package originally targeted at municipal credit analysts

On-line Foreign Exchange and Cross Border Payments

• Validated internet product initiative across key market segments of Treasury workstation companies,   foreign exchange dealers and commercial banks