BACK TO PROJECTS

Introduction

I build VBA tools to simplify capital markets workflows across Bloomberg, Refinitiv, and Sophis systems. This selection highlights my most unique work—tools that brought clear standards and high accuracy to messy data pipelines. Beyond 30+ completed projects, these specific ones solved problems once thought impossible to automate. My focus is on creating reliable systems that do more than save time; they minimize the risk of human error and provide a clear blueprint for how future work should be structured. (Source code contains sensitive bank information redacted)

Other Projects

COLLINE

Built a custom macro using Selenium Basic to automate data extraction and updates on the Colline platform. This solution handles complex web interactions and automated comparisons, replacing an hour of manual effort with a high-speed, error-free automated pipeline.

VIEW DETAILS

SCREAM

Managed complex data integration for the SCREAM system by processing multi-source inputs from Bloomberg, Sophis, and external files. I engineered dynamic templates to filter, deduplicate, and reformat inconsistent source data into specific upload formats for various ticker types, while centralizing quarterly reporting to ensure data integrity across the platform.

VIEW DETAILS

FIXING RECON

Engineered an end-to-end automation for Fixing Recon, replacing manual file imports and multi-team emails with a centralized VBA framework. The tool handles sophisticated fall-back fixing scenarios across various instrument types and dates, achieving advanced data processing capabilities that were previously impossible through manual methods.

VIEW DETAILS

BASKET/TICKER PRICING

Engineered a VBA engine automating multi-currency basket valuations and reconciliation across BBG and MDS sources. I pioneered a custom ReadJson function to bridge web-linked data with terminal feeds, enabling seamless integration previously non-existent in the workflow. The system features "Index Fall-back" logic and automated unit scaling (GBp * 0.01) to ensure systemic precision. This framework replaced fragmented manual processes with a resilient architecture, prioritizing pioneering technical innovations over standard implementations.

VIEW DETAILS

Interactive Process Matrix

Engineered a dynamic workflow solution to streamline monthly team rotations and eliminate knowledge fragmentation. I consolidated disparate, inconsistent personal notes into a centralized repository, integrated directly into Excel via a VBA-powered interactive interface. This standardized "single source of truth" replaced redundant training meetings with a seamless, double-click navigation system, significantly reducing the learning curve for complex procedures.

VIEW DETAILS