Design and deploy data management software for use in fund selection
process to mitigate risk and save 12 hours of work per selection.
Created invoice processing software for use in accounting systems that
utilizes OCR and ML to replace manual data entry saving the client
thousands of dollars annually and getting vendors paid up to 15 days
faster.
Meet with clients to discuss and understand their needs and help shape
their expectations.
Designed, implemented, monitored and documented quantitative quality
control processes and reporting to identify and investigate outlying and
erroneous data.
Provided specifications and procedures for complex data flows and model
calculations.
Analyzed model results add prepare reports with analytical insights for
clients.
Associate Director, Index Design and Development (06/2016 – 11/2018)
Transitioned calculation and administration of equity, futures, and
derivative indices from third party clients to IHS Markit.
Provided requirements for and developed an equity index calculation
platform in python to calculate equity indices with hundreds of millions
in AUM.
Operations Oversight Committee member responsible for design and
development of index calculation, re-balance, reporting, and corporate
actions methodologies.
Vice President, Trade Data, New York, NY (11/2013 – 06/2016)
Created tools using C#, Python, and VBA to check quality and validity of
index levels, re-balance, and corporate action data. Thereby eliminating
data errors.
Consumed, validated, and homogenized index provider data for risk
management and trading use.
North American operations lead for Bespoke Indices responsible for
corporate action application end-of-day calculation and dissemination.
Index Manager, Custom Index Group, New York, NY (12/2012 – 11/2013)
Implemented corporate actions in a manner that ensures liquidity,
reduces tracking error, and reduces index turnover.
Analyzed and implemented index methodology and solve non-routine
problems.
Created and disseminated ad-hoc custom reports.
Managed and maintained relationships with clients.
Research Analyst, Operations Group, Princeton, NJ (06/2010 – 12/2012)
Amalgamated data using various Excel functions and features such as
v-lookup, pivot tables, and custom functions in order to present
coherent data and analysis to clients and colleagues.
Coordinated with data vendors to ensure the accuracy, reliability, and
accessibility of Dow Jones Indexes data across vendor platforms.
Created and disseminated index announcements for public release.
Education:
Rutgers University, New Brunswick | BA in Economics | September 2006 – May
2010
