Candidates About

Summary

Business/System/Data Analyst with client reporting automation, performance attribution and market data consulting experience in a fast-paced, global environment supporting investment professionals.  Possess skills in data validation & processing, reporting & data automation, analysis, research, problem solving, QA and project management.  Known for resolving complex data issues and being effective in short turnaround/deadlines.  Knowledge of market data vendor products including indexes/benchmarks at the constituent level and portfolio characteristics.

Professional Experience

STATE STREET BANK & TRUST COMPANY, Quincy, MA - Contract                          Jan 2017-Current

Performance & Analytics Analyst - Expert

• Produce, validate and deliver monthly & quarterly performance reports to clients.
• Analyze the flow of data across systems and monitor monthly benchmarks feed performance as well as participate in ad hoc projects (conversion of Barclays-Point to Bloomberg/Barclays).
• Enhance futures performance calculations.

EATON VANCE INVESTMENT MANAGERS, Boston, MA -  Contract                           Feb 2016-Oct 2016

Business System Analyst

• Built new web interfaces to support data administration and centralization of approved data to be used in downstream systems.
• Automated marketing materials (Fact Sheets), client reporting and web data which included calculations enhancements, risk measures, performance, performance attribution, and characteristics for equity and fix income products.
• Queried SQL tables to perform data analysis and User Acceptance Testing.
• Operated in a Scrum/Agile environment.

MFS INVESTMENT MANAGEMENT, Boston, MA - Contract                                    Dec 2014-Dec 2015

Business/QA Analyst

• Managed all aspect of the project life cycle to automate client's reports, built front end reporting interfaces, reducing reporting time by more than 90%.
• Built & automated customized client reports based on each client specifications.
• Queried SQL tables to identify data source, performed data analysis, data mapping, prepared test plan and carried out User Acceptance Testing.

FIDELITY INVESTMENTS, Boston, MA - Contract                                                     Sep 2014-Dec 2014

Performance Services - Senior Performance Analyst

• Prepared, validated, delivered and responded to all critical performance/performance attribution analyses and reports to internal clients & portfolio management.
• Performed User Acceptance Testing of a new Performance System (BiSam).

LOOMIS SAYLES, Boston, MA - Contract                                                                   Mar 2014-Apr 2014

Business/Data Analyst

• Provided business, projects & data analysis support for the equity investment, risk and quantitative team.
• Assisted in overseeing and resolving issues of third party daily data feeds.

STATE STREET BANK & TRUST COMPANY, Boston, MA - Contract                     Nov 2013-Mar 2014

Investment Analytics - Performance Measurement Analyst - Expert

• Performed analysis and reconciled new onboarding client's data.

FIDELITY INVESTMENTS                                                                                                          1996-2013

Performance Attribution - Senior Business Analyst (2010-03/2013)

Fidelity Management & Research – Performance Attribution, Boston, MA

• Collaborated with investment analytics, attribution analysts, fund accounting groups, and developers to translate and produce business requirements into functional enhancements to the Performance Attribution System, created and performed regression and user acceptance testing.
• Worked on automating a Quality Assurance Testing Tool to eliminate manual testing efforts.
• Produced, validated, researched, resolved, and delivered on tight deadlines hundreds of daily/monthly Attribution reports, Quarterly Fund Reviews (QFRs), and Board Reports for various domestic and international asset management teams.

Business Analyst Consultant (2006-2010)

Fidelity Management & Research – Portfolio Data Services, Merrimack, NH

• Represented Portfolio Data Services (PDS) in monthly Product Research and Implementation meetings for all asset management teams and interacted extensively with clients, Product Directors and internal technology teams to address data requirements, estimates, development issues, recommended solutions and implementation process.
• Led requirement sessions for a multi-year development effort to implement the portfolio characteristics data quality management process.  The effort, which included analyzing and introducing data & tolerance checks, updating the existing characteristics calculations, modifying existing FactSet formulas & streamlining production processes thus reduced delivery time by 40% and improved data quality by 100%.  
• Defined and produced customer Service Level Agreements on various processes for business partners.
• Oversaw Portfolio Data Services daily operations, which included monitoring the nightly inbound/outbound indexes and raw data vendor feeds from Thomson Reuters Vestek, RIMES and FactSet as well as resolving urgent and complex Help Desk requests and inquiries.
• Assisted with projects and planning oversight for indexes/benchmarks at the constituent level initiatives, managed multiple projects, led weekly Global Index Project Status Meetings, and consulted on complex index/benchmark sourcing projects, calculations, vendor negotiation, contract, delivery, and system enhancements.
• Led training efforts and documented procedures for offshore Investment Operations Support Team based in Bangalore, India.

Senior Business/Trading Analyst (2003-2006)

Fidelity Management & Research – Performance Attribution, Boston, MA

• Participated in project/system development efforts as part of a team, responsible for identifying project requirements, producing project specifications, and collaborating with software developers on achieving project milestones, which resulted in successful Attribution reporting, calculations & GUI enhancements.
• Redesigned and enhanced a suite of high profile performance attribution reports, prepared test plans, test cases and performed manual testing efforts.
• Utilized project management tools such as status reports, bug tracking tools (discovered, managed & logged bug list of more than 100 items), issues tracking, and enhancement lists to effectively QA and managed attribution reporting enhancement projects.
• Worked directly with developers to coordinate, prioritize and resolve bugs/issues arise from testing.
• Chosen by senior management as the only analyst in the department to monitor, analyze, research, and resolve nightly missing market data exceptions of the Trade Metrics process for all Domestic and International trading desks as well as performing trade exclusion requests from firm wide Head Traders.

Business Analyst (2000-2003)

Fidelity Management & Research – Performance Attribution, Boston, MA

• Involved in integrating international performance attribution systems/reports onto the Boston-based performance attribution platform.
• Managed and led weekly projects and production cycle status meetings.

Senior Corporate Actions Analyst/Corporate Actions Analyst (1996-2000)

Fidelity Pricing & Cash Management Services, Boston, MA

• Monitored, researched, processed, and communicated domestic/international corporate action details to Fidelity portfolio managers and traders (recommended action to be taken on optional issues based on current market conditions), and communicated the managers’ decisions to the appropriate custodian banks and Fidelity Investment fund accountants/pricing analysts. 
• Provided security reference set up back up to the Data Research Management Team.

STATE STREET BANK & TRUST COMPANY, Quincy, MA                                                    1994-1996

Global Corporate Actions Management Accountant

• Researched, monitored, and processed securities transactions arising from Corporate Actions to State Street Bank’s Global Multicurrency Horizon System.

Computer Skills

Investment Research and Computational Applications: Bloomberg, FactSet.  System Applications: AS400, Sun Guard Invest-One Accounting System, and State Street Bank’s MCH.  Databases: Basic queries for SQL, UNIX.

Education

BS, Finance/Investment/Economics, Babson College, Wellesley, MA