MANTAQAA KHAN / PROFESSIONAL PORTFOLIO

TECHNICAL BUSINESS
ANALYST & DELIVERY LEAD.

Technical Business Analyst · Project Management · Scrum Master · Agile Delivery. I bridge business requirements, engineering execution, and cross-functional delivery across financial services and enterprise data.

Explore my work ↗LinkedIn profile ↗

EXPERIENCE / MACQUARIE · VERISK · BROADRIDGE

PMP® CERTIFIEDCBAP®PSPO IPSK IVERIFY CREDENTIALS ↗
BUSINESS ANALYSISSQL & DATA QUALITYAGILE DELIVERYPROCESS DESIGN
01 / Selected work

SELECTED WORK.

Representative case studies and interactive examples of process mapping, requirements analysis, and SQL-driven data investigation.

01 / EXPERIENCE

MACQUARIE

CAPITAL MARKETS TECHNOLOGY

TRADING SYSTEMS & REQUIREMENTS

  • Mapped pricing/RFQ, pre-deal checks, OMS, downstream MTS booking, trade statuses and client recaps.
  • Created OMS data dictionary, system field mappings, user stories, acceptance criteria and exception scenarios.
  • Used Claude Code in DexD containers to examine Python workflows and improve technical analysis and documentation; validated findings with engineers.
OMS data dictionaryMTS booking / STPSQL · Postman · Python tracingClaude Code · DexDUAT · Scrum
WORKFLOW / PRICING TO RECAP
END-TO-END TRADE LIFECYCLE
01 Pricing / RFQ
02 Pre-deal checks
03 Order management (OMS)
04 Downstream booking
05 Status & recaps
MACQUARIE / PROCESS ANALYSIS EXHIBIT

CROSS-FUNCTIONAL SWIMLANE

A reconstructed cross-functional view of pricing/RFQ, pre-deal checks, order management (OMS), downstream booking, and client recaps. Select a path to explore exception handling.

INTERACTIVE PROCESS MAP
RESPONSIBILITY01 / PRICING / RFQ02 / PRE-DEAL CHECKS03 / OMS04 / BOOKING05 / RECAPS
CLIENT
01Pricing / RFQ
05Receive recap
RISK / CONTROL
02Pre-deal validation
ORDER SERVICES
03OMS order lifecycle
TRADE OPERATIONS
04Downstream booking
PRICING / RFQ → PRE-DEAL CHECKS → OMS → DOWNSTREAM BOOKING → RECAPS
SCENARIO / STANDARD PATH

Pricing/RFQ progresses through pre-deal validation, OMS order handling, downstream trade booking, and client recap communication. Controls must pass before execution; individual checks may be invoked during order processing. This is a conceptual reconstruction.

ACTORS & RESPONSIBILITIESDECISION POINTSEXCEPTION HANDLINGSTATUS COMMUNICATION
CASE STUDY 01 / SAMPLE DELIVERABLE

REQUIREMENTS TO RELEASE

A representative view of the artifacts and handoffs I supported in trading technology delivery.

RECONSTRUCTED EXAMPLE
01DiscoverRFQ journey
Stakeholder questions
Edge cases
02DefineEpics & stories
Acceptance criteria
Process mapping
03ValidateTest scenarios
UAT coordination
Defect triage
04ReleaseReadiness checks
Communications
Post-release review
DELIVERABLE COVERAGE
STORIESACCEPTANCE CRITERIATEST CASESRELEASE NOTES
02 / EXPERIENCE

VERISK

ENTERPRISE DATA & PMO

DATA QUALITY & ENTITY RESOLUTION

  • Investigated entity resolution and policyholder record discrepancies using SQL, Python and Snowflake-related data workflows.
  • Translated data quality findings and stakeholder needs into documented analysis, requirements and process improvements.
Enterprise dataExecutive reportingSQL & Python
VERISK / TECHNICAL PORTFOLIO EXHIBIT

INTERACTIVE DATA QUALITY LAB

A hands-on SQL-inspired investigation using an entirely fictional dataset. Filter records, flag inconsistencies, and inspect the query behind the view.

LIVE DEMO · SYNTHETIC DATA
8VISIBLE RECORDS
4REFERENCE GROUPS
3REVIEW FLAGS
RECORD IDPOLICYHOLDERADDRESSREFERENCEQUALITY CHECK
SQL / INVESTIGATION PATTERN
ANALYST NOTES

Explore the dataset

Choose a filter to see how data quality questions become targeted investigations. The reference group is a synthetic demonstration field, not an entity-resolution outcome.

Independent demonstration. Fictional names, records, group IDs, classifications, and SQL schema; no employer data, architecture, matching rules, or production metrics.

03 / EXPERIENCE

BROADRIDGE

FINANCIAL SERVICES & CLIENT EXPERIENCE

CLIENT NEEDS & OPERATIONS

  • Managed financial-services client relationships and translated service needs into actionable internal requests.
  • Used Salesforce CRM to document account activity, follow up on issues and coordinate across teams.
Client relationshipsSalesforce CRMCross-functional communication
CLIENT / DELIVERY
CLIENT SERVICE LIFECYCLE
ListenUnderstand the request ↗
CoordinateConnect the right people ↗
Follow throughTrack actions & updates ↗
Build trustClose the loop ↗

Demonstrations use fictional data and reconstructed examples; no confidential employer information or production metrics.

Interested in working together?

Explore my background, or reach out to discuss business analysis, Agile delivery, and technology projects.

Contact me ↗
02 / Technical expertise

TECHNICAL TOOLKIT.

Hands-on business and systems analysis across trading technology, enterprise data, integrations, and Agile delivery. Tools are most useful when they solve a real problem.

ANALYZE / MODEL / VALIDATE / DELIVER
01 / DATA

SQL & DATA INVESTIGATION

Use SQL to investigate records, validate relationships, examine exceptions, and support data-quality analysis across enterprise datasets.

SQLSnowflakeSQL ServerPython / pandasExcel

Evidence: Verisk entity-resolution and policyholder record investigation; interactive synthetic Data Quality Lab below.

02 / SYSTEMS

APIs & WORKFLOW ANALYSIS

Mapped order lifecycle events, API interactions, field definitions, and downstream MTS booking dependencies; maintained an OMS data dictionary and investigated differences in trade and regulatory field population.

PostmanREST APIsVisio / LucidchartDraw.ioFIX protocol exposure

Evidence: Macquarie OMS data dictionary, RFQ-to-booking workflows, Postman/API investigation, status messaging, and MTS field validation.

03 / DELIVERY

AGILE & TECHNOLOGY DELIVERY

Own the requirements lifecycle, facilitate Scrum ceremonies, coach delivery teams, manage dependencies, and coordinate UAT and release readiness.

JiraConfluenceScrumKanbanUATRTM

Evidence: BA and Scrum Master responsibilities supporting cross-functional engineering delivery at Macquarie.

04 / INSIGHTS

REPORTING & OBSERVABILITY

Turn operational information into clear status reporting, actionable findings, and stakeholder decisions.

Power BIExcelSplunkSalesforce CRMPMO reporting

Evidence: Cross-project executive PMO updates to Verisk's CDO and financial-services client operations at Broadridge.

05 / EMERGING CAPABILITIES

AI IN TECHNICAL ANALYSIS

At Macquarie, I used Claude Code within DexD development containers to navigate and interpret Python-backed workflows, investigate integration behavior, and accelerate the drafting and refinement of requirements and technical documentation. I used these findings to ask better engineering questions, validate assumptions, and make complex trading workflows easier to communicate.

AI supported analysis and documentation; engineering review, data-handling controls, and human validation remained essential. This is not a claim of building or deploying production AI models.

Verified qualifications

CREDENTIALS THAT
BACK THE WORK.

Project leadership, business analysis, Agile product delivery, and process improvement.

VIEW MY CREDLY BADGE WALLET ↗
PMP®Project Management ProfessionalProject Management Institute · Verify ↗CBAP®Certified Business Analysis ProfessionalIIBA · Verify ↗PSPO IProfessional Scrum Product Owner IScrum.org · Verify ↗PSK IProfessional Scrum with Kanban IScrum.org · Verify ↗LSS YBLean Six Sigma Yellow BeltProcess improvement · View wallet ↗
03 / How I work

HOW I WORK.

I connect business stakeholders and engineering teams through clear requirements, process mapping, practical analysis, and predictable delivery.

01 / Discover

DISCOVER

Clarify the problem, users, constraints, and what success should look like.

02 / Translate

DEFINE

Turn ambiguity into process maps, stories, acceptance criteria, and shared understanding.

03 / Align

ALIGN

Facilitate conversations, coach teams, surface dependencies, and keep priorities visible.

04 / Deliver

DELIVER

Support testing, readiness, releases, and the feedback loop that improves what comes next.

05 / What’s next

WHAT’S NEXT.

Open to Technical Business Analyst, Business Analyst, Scrum Master, Agile Delivery, and Technology Project Management opportunities.

I thrive in collaborative environments that value clear communication, good judgment, coaching, and thoughtful execution. I'm especially interested in teams building useful products and improving how work gets done.

New York City · Open to NYC hybrid and U.S. remote opportunities

06 / Say hello

LET’S CONNECT.

Hiring for business analysis, project management, or Agile delivery? Send an inquiry or connect with me on LinkedIn.

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Or message me on LinkedIn ↗