PORTFOLIO FOR ERIC BIRNBAUM

J.K. Harrison Consulting908-232-0381ebirnbaum@jkhconsulting.comwww.jkhconsulting.com

CREDITSIGHTS, INC.

A robust delivery platform for BondScore, CreditSights’ premium quantitative credit data.

Technologies Used: MS Excel, Visual Basic for Applications (VBA), XML Web Services, Visual Studio, .Net

Roles: Lead developer, application architect, application design, business analyst, quality assurance

CreditSights found that Excel is the best interface for delivering this data to their clients, enabling them to provide tools that are far richer than what can be accomplished in a browser. Consumers of BondScore data are very comfortable using Excel and can easily extend the scope of their analyses by pasting customized BondScore data into their own models. Usage of the Excel-based BondScore Reports has far surpassed usage of the BondScore website as the undisputed platform of choice for BondScore customers.

BondScore Reports

Technical Notes

• Service-oriented architecture for real-time data access• Object-oriented, class-module-based development yields significant code re-use• Well-designed data caching scheme for optimal performance• XLS-based architecture provides for ease of implementation and distribution

Feature Notes

• Users generate custom listings by combining their stored portfolios with specified criteria

• Dynamic report is fully sort-able by clicking any column head

• Conditional color format sends easily recognizable signals

• Context-sensitive double-click functions provide user friendly navigation to detailed analyses

CREDITSIGHTS, INC.

Credit Risk Estimate Calculator

Credit Risk Estimate History

Implied Spread Analysis

BondScore Reports Risk Management Tools Samples

• A few samples of the many custom Risk Management tools built into BondScore Reports

• Excel’s rich UI features including color, ActiveX control support, event handling, world-class charting engine—along with the ability to pass data over the Internet via web services—allows for a superior user experience and unparalleled user control

• Expertly combining the Excel object model with sound development practices makes BondScore Reports a rich, secure, maintainable, enhance-able dynamic software application… much more than a complex spreadsheet solution

DEUTSCHE BAN

K

Designed, developed and implemented MS Office-based authoring system that enables analysts, editors and publishers to collaborate globally and deliver a re-branded, consistent look and feel on all research, while achieving substantial across-the-board productivity gains.

Technologies Used: MS Office (Word and Excel), Visual Basic for Applications (VBA), XML, SOAP, Java, Documentum, Adobe Distiller

Roles: Lead front-end developer, application design, business analyst, process consultant, provided training, implementation and escalation support

Deutsche Bank Global Research Authoring System

Technical Notes

• Object-oriented design—each discreet report element (EPS tables, data bank, price charts, etc) supported by dedicated classes that are accessed across products and publishing/distribution chains such as print, web, and First Call• pioneered use of XML web-services in bank’s Global Research function• tight integration between Word, Excel, earnings and other research databases, content management, document management, and workflow

Feature Notes

• high-end custom productivity features for research analysts, editors and publishers • supports numerous research products generated worldwide in multiple languages• automatically manages all data import functions to insure accuracy and substantially boost productivity• insures compliance with SEC-mandated disclosure requirements• wizard-type UI greatly simplifies most labor-intensive tasks and automatically captures research meta-data

Deutsche Bank needed to redefine how they authored and published their global research. Each region had their own processes and design layouts. Analysts spent too much time on authoring tasks (layout, generating charts, inputting data, etc) . Worked closely with management and thought leaders (on 3 continents) to streamline authoring process and create appropriate tools; with branding/marketing specialists to insure highest quality layout; and with various tech teams to insure seamless integration and implementation.

CREDITSIGHTS, INC.

CreditSights PortfolioScore

PortfolioScore is a client-server risk management application that combines analyst-generated qualitative inputs with underlying financial statement data, benchmark bond and CDS pricing, company weightings/rankings and a quantitative event risk score.Technologies Used: MS Excel, Visual Basic for Applications (VBA), SQL Server/TSQL, Visual Studio, .Net, XML Web Services

Roles: Lead developer, application architect, application design, database design, develop stored procedures, business analyst, quality assurance, wrote technical documentation

Feature Notes

• built-in rights management supports general users (read only), analysts (edit qualitative data) and administrators (edit chart of accounts, coverage universe, track change history)

• single code base and application framework supports all user-types

• monthly process automatically captures historical data

SOLEIL SECU

RITIES Alpha Equity Research

Collective Intellect Research

Soleil Securities Research Portal

AMR Research

Soleil Securities Research Portal is an aggregation of equity research from various providers, packaged and sold by Soleil. Technologies Used: MS Excel, Visual Basic for Applications (VBA), SQL Server/TSQL, XML Web Services, SOAP, FTPRoles: Lead developer, application architect, application design, UI design, database design, stored procedures, business analyst, quality assurance

GALLERY OF SELECT APPLICATIO

NS

Merrill Lynch Asset Management Statement Generation

Tiffany Corporate Gift Website Information Architecture

Kellner Dileo Dealbook Reporting System

Goldman Sachs Investment Research Data-Driven Publishing