Enköping, Uppsala County, Sweden
Experienced Consultant/Analyst with a demonstrated history of working in the investment management industry. Skilled in Equity Research, Corporate Action Processing, Microsoft Excel, SQL, Investment Management and Agile Methodologies. Strong professional with a Bachelor of Business Administration (B.B.A.) focused in Finance, from Pacific Lutheran University.
o Acting as a consultant for internal database and UI development participating in Scrum and Agile teams as a Product advisor, QA and UAT resource when needed. o Providing guidance on processes and procedures for production and research workflows
o Manage an outsourced team for ongoing stock research and project based work o Project managed our global reconstitution process making sure all stock research is complete and client deliverables are sent out correct and on time o Act as a subject matter expert for internal database and UI development participating in Scrum and Agile teams as a Product owner, QA and UAT resource. o Posses in depth knowledge of the product development process along with US and Global production
o Liaise between research and operations involving new product development implementation including QC work as well as product modeling o Use advanced data query tools and analytical skills to solve complex questions and issues that client service cannot decipher o Solve escalated client inquiries related to securities and global markets and communicate solutions to the team in a clear, understandable way they can relate back to clients o Participated in global reconstitution process making sure eligible stocks and their attributes were correct o Act as a subject matter expert for corporate action escalation from our production team
o Created and maintained daily client deliverables making sure they went out on time and correct o Research, verify and process security corporate actions on a daily basis o Participated in the reconstitution process doing primary and secondary research as well as training interns o Answer client questions in an expedited and professional manner