KULBIR MINHAS

(M) +44 (0) 77662 07663

Email: kulbir.minhas@gmail.com

Professional Synopsis
o A dynamic professional with 10 years of experience in Management Reporting, Business Intelligence, ETL/DWH
design in Fortune 500 environments. Adept at working in a diverse team setting and collaborating across
functions and geographies.
o Expertise in End to End system design, feasibility study, Capacity Planning, process redesign/re-engineering and
implementation with significant experience in Data Modelling with Proven track record of successfully designing
& implementing complex applications within Financial and Insurance Domain
o Experienced in Data Governance Issues – Data Access Control, Authorization, Sourcing, Data Profiling, Quality
Analysis, Data Issue Identification and Gap Assessment, Cleansing, Conforming, and Distribution of Enterprise
Risk and reference data. Experience in implementing various IT/Reporting Controls – SOX and Basel II, Data
Protection Act - Process Control/Audit tracking and lineage, Authorization/Permission, Reporting Infrastructure.
o Business requirement gathering, Defining and documenting business, technical & functional specifications,
Organising design workshops, Business and technical team coordination
o Well versed with Data Modelling concepts, Data Quality Analysis/Application design and implementation,
Change Management, Business process Improvement/Methodology.
o Knowledge in Architecture design/E2E implementation of BI and Reporting application with over 8 yrs experience
of delivering more than a dozen Reporting/Data warehousing projects
o Proven track record of successfully delivering database application, system optimisation and performance tuning
of critical financial applications

Organisational Experience

Tenure Client Company Name Role

Aug’10 – To Date Morgan Stanley Project Brokers Qlikview Consultant
Oct’09 – Jul’10 Torus Insurance/NAAFI Zensar Technology BI Consultant
May’09 – Jun’09 Zeba Consultancy Unipro Technology Application Consultant
Sep’07 – Feb ‘09 Morgan Stanley Morgan Stanley Qlikview Developer
Sep’06 – Aug’07 Barclay Cards Infoplus Technology DWH Consultant
Apr’01 – Sep’06 Morgan Stanley/NSE India TCS System Developer/Consultant
Nov’97 – May’98 HIET HIET, Simla Lecturer

Career History

Aug 2010 – To Date – Morgan Stanley, UK – Qlikview Consultant

Project Overview:
Matrix is front end research and trading tool provided for external institutional clients, primarily dealing with
research notes, daily commentaries, trade ideas and recommendations.
ETrade – Flow is Electronic Quotes and Trading System for IR Products

Responsibilities
 Design and implementation of Qlikview Dashboard - Matrix usage Statistics
o User login, articles published, most read articles, client trades, distribution by Sales team/clients etc
 Sales and Trading Dashboard
o Statistics like Quote inquiry/trades/attempts (by Volume/Counts), Hit Rates etc.
o Daily reporting for Senior Risk Management – Advance HTML black berry friendly reports
 As a Lead member of Qlikview CoE, Currently Working on Advanced reporting HTML/CSS/XML,
Developing/sharing standard practices/new developments/solution
 Nov 2009 – Jul 2010 – Torus Insurance, UK – BI Consultant

Project Overview:
Torus Insurance is relative new Organization in General insurance domain, is looking to building new Reporting
solution for their financial, MI, Governance and Analytical Reporting

Responsibilities
 Responsible for designing and implementing MI reporting solution, feasibility study and overall system
specification design
 Architectural Design, Reporting platform and Information portal development, Dash boards and reporting setup
 Risk Reporting, P&L statement, Balance Statement – Asset and Liability, Risk Matrices, Exposure vs. Limit vs.
Planning reports

Oct 2009 – Nov 2009 – NAAFI, UK –BI Consultant

Project Overview
NAAFI is non-profit organization providing service to HM Armed Forces across multiple streams like – Retail,
Leisure, Wholesale, Event Management etc. As part of continued efforts on part of NAAFI to consolidate and
improve business processing of their distributed business, they were looking for Business Intelligence
Assessment and Future roadmap

Responsibilities
 Responsible to layout BI roadmap, Involved in discussion with Senior Executives to Operations covering
strategically and daily operation reporting, from various areas like – Retail, Leisure, Wholesale, Event
Management etc
 Was responsible for driving the Business Requirement Workshops/Sessions, Feasibility study and best practice
analysis. Vendor choice and comparative study of various BI Tools to finalize Reporting solution

May 2009 – Jun 2009 – Zeba Consultancy/Syncsort –Application Consultant (Part Time)

Project Overview
Syncsort is Data Integration solution provider, as part of their continued efforts to capture/explore High Volume
processing ETL market was looking to do comparative study with Market leader – Ab Initio

Responsibilities
 As an application consultant was involved in comparative study of various Integration tools, Application
knowledge delivery to Technical and Marketing team, Technical presentation, Notes and Questionnaire for
technical/marketing Audience
 Primary involved in strategising the changes/prioritization, ROI analysis and exploring potential areas of
development, and prospective client strategy and presentation plan

Sep 2007 – Feb 2009 – Morgan Stanley, UK – Qlikview Developer

Project Overview
ERISK – Equity Risk is information Hub for EOD risk/exposure of Whole of Equity Risk Division for Morgan Stanley
with aim of providing Risk Reporting for Risk Management, External/ Internal Clients and Regulators covering
various area like Risk Management/Governance/Operation Control and efficiency/Reconciliation/Regulatory
Analytical Reporting.

Responsibilities
 Feasibility study for new reporting infrastructure using Qlikview, covering functional/business benefits,
integration of more than 10+ different reporting modes measured across 20+ KPI, with overall strategy for
decommissioning and phase wise implementation of tools.
 Implemented one of the largest in-memory Reporting Data model with over 20 Gigs RAM handled by Morgan
Stanley and Qliktech
 Driving requirement workshops, requirement Analysis, Scoping and Defining business, technical & functional
specifications, Business Process Optimization, Business and technical team coordination
 Data Quality Analysis, identification data issues and gap assessment and implementing resolution.
 Primary responsible for project deployment, involved in various stage of Qlikview Project Life Cycle
o Qlikview Standard Library development and best practice development
 o ETL Processes, script generation and Data file (QVD) generation
o Qlikview Model (QVW) development
o Housekeeping/Job Scheduling and other administrative tasks
o Qlikview Server configuration/installation

Sep 2006 - Aug 2007 –Infoplus Technology, UK – DWH Consultant

Project Overview
Project involves creating a new data warehouse application for Credit/Market risk reporting to meet Basel II
objective. Reporting Hub for management/business reporting
Responsibilities

 As functional consultant was responsible for business requirement, product profiling, business rules and data
rules definition covering business like retail/mortgage/investment/loans etc
 Defining and designing various business rule checks, Data governance, RACI definition
 Was involved in developing ETL CoE - Centre of Excellence, Best practices setup, Documentation/over
view/implementation of BI/DWH setup

Jul 2003 - Sep 2006 – Tata Consultancy Services, UK – System Consultant

Project Overview
ERISK – EOD Risk Reporting System for Morgan Stanley provides Reporting for Risk Management, External/
Internal Clients and Regulators covering various areas like Risk Management/Governance/Operation Control and
efficiency/Reconciliation/Regulatory Analytical Reporting.

Responsibilities
 Responsible for Analysing additional reporting/feeds requirement to various clients and internal risk
management, P&L, Regulatory Controllers, Operation, Traders etc
 Exposure to various asset/product classes – Equity, ETF, OTC Derivatives, Equity/IR/Currency Swaps, FX
Products –ADR, CCY Baskets, CCY Swap. Risk Exposure Handling, Reporting, Pricing and Risk Management
 Developing Risk Management reporting solution – Daily and Weekly management pack, exception reporting and
limit and exposures reports
 Implemented SOX(Process Control/Audit tracking and lineage, Authorization/Permission, Reporting
Infrastructure)

Apr 2001 - Jun 2003 – National Stock Exchange – Senior Developer

Project Overview
This project handles clearing/settlement side of equity trading, covering domains like client reporting, margin
calculation, penalties, settlement and banking transaction.

Responsibilities
 System design, Architecture development for EOD Reporting solution for NSE – Equity Clearing end based using
Oracle Forms 6i
 Involved in System Analysis and Design Phase for STP for T+1/T+0 settlement cycle
 Performance optimization, batch processing redesign for gradation, Introduced the innovative Data structures
for process improvement

Technical
RDBMS : Multiple - Sybase, Oracle, DB2 UDB, Teradata, Sql Server 2005/2008
ETL/BI Applications : Qlikview, OBIEE, Business Objects, Ab Initio, SSIS,
Case Tools/Other : ERwin, Visio, UML

Professional Synopsis
o Master’s Degree in Technology (M.Tech) – IIT Roorkee (2001)
o Bachelor’s Degree in Civil Engineering from REC, Calicut in 1997

Interest
o Reading , photography, cricket , chess and table-tennis