Security Rerefence Data Manager
Resume:
Lisa A Conner
Palmyra, NJ ***65
acgq1h@r.postjobfree.com
Summary Energetic and focused business partner driven by positive results, who anticipates
and responds with practical, cost-effective solutions while promoting and fostering a
team-oriented environment. Exceptional manager with strong coaching skills.
Experience Morgan Stanley 2013 – Present
(a global asset management and credit services firm) New York, NY
Executive Director – Global Equities/Listed Derivatives, Reference Data
Responsible for building a global team with primary responsibility for institutional trading
and operational support ensuring seamless communication and transference of issues were
critical attributes of success. Negotiate and implement service level agreements including all
corresponding metrics. Institute required governance controls that bring operational under
review in order to exceed audit and senior management reporting requirements.
Significant Accomplishments:
Direct lead for renovation project, migrating existing source for all manually supported to direct
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feeds in four months. The impact to operational performance was a decline in the number of critical issues
escalated and a more confident user community. Keys to success included transparent communication
throughout the project with key business partners and coordination with technical development teams as
well as operational support teams to ensure short-term focus for long-term quality.
Instituted a three tier service level agreement with key external operational partner based on
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accuracy, completeness and timeliness to full migrated to a managed service relationship. This included
measuring ongoing performance versus contractual obligations as well as identifying process improvements
to ensure the team was technically supported.
Conducted a complete review cycle of all existing procedural documents while simultaneously
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creating a training program to ensure shared knowledge and complete understanding of tools and process.
Thomson Reuters Corp – Content Strategy 2003 – 2013
(a global financial software and data integrator) Philadelphia, PA
Director, Market Data
Responsible for a highly skilled global staff who process and ensure the highest quality of
end of day financial markets data including global pricing across various asset classes,
fundamental data, US options, fixed income, and corporate actions. Collaborated with
development team leads and potential new third party sources to analyze content and
determine best practices for user functionality.
Significant Accomplishments:
Implemented a twelve-month project to transition to a new internal source for a global pricing, a
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client critical data element. Created a training program for support staff, sales and participated in one-on-
one meetings with key global clients to ensure full understanding.
Identified technical staffing deficiencies resulting in a replacement hire that reduced our processing
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error rate and restored business continuity.
Wrote multiple SQL queries for testing across databases that improved workflows and ensure
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compliance with upstream and downstream consumers.
Ritchie Capital Management 2002-2003
(a multimillion dollar multi-strategy hedge fund) Batavia, IL
Director, Market Data Services
Established a new market data department and acted as liaison between the trading groups
and the growing development department. Responsible for defining and applying best
practices for incoming content and coordinating with external data providers to ensure
actions were in the firm’s best interest.
Significant Accomplishments:
Worked with the development team to convert an analytical tool to a validation tool for measuring
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security valuations.
Designed, tested and release into production a system for traders to capture and store mission critical
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data elements from full text messages.
Citadel Investment Group LLC 1998 – 2002
(a multimillion dollar international multi-strategy hedge fund) Chicago, IL
Director, Knowledge Management
Select to create and establish a new data collection department. Database responsibilities
included identification of cross-organizational needs, process improvements and strategic
support of firm initiatives in compliance with generally accepted reporting standards.
Managed all 3rd party vendors including negotiating and administering contracts. Hired,
trained and supervised 14 professionals.
Significant Accomplishments:
Initiated a complete audit review of pre-existing data and in conjunction trained and documented all
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procedures related to identified issues.
Partnered with development and finance to design a vendor management analysis tool that identified
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usage and access across $7 million of incoming data. The analysis resulted in over $1 million in savings
related to unused content.
Coordinated with the trading desk managers, system administrators and external vendors all desktop
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applications and new tools required to support new venues in Greenwich CT, London, Tokyo and San
Francisco CA.
Bloomberg Financial Market LP 1987-1998
(a market leading financial data services provider) Princeton, NJ
Department Manager, Quality Assurance and Global Pricing Strategies
Responsible for ensuring the highest levels of accuracy for all real time data. Implemented a
24-hour team to provide monitoring of production systems and testing for new applications
prior to release. Renovated a document management system to enable the firm to relocate
millions of pages of legal documents offsite. Hired and supervised a staff of nearly 100
professionals.
Significant Accomplishments:
Designed and worked with developers on implementation of new quality control tool set which
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allowed the group to monitor more efficiently and completely time series data. The new tool set allowed for
batch processing and to redeploy staff to other areas of the business.
Led two unique global teams dedicated to originating new resources that increased the number of
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content providers by 45% within the first year.
Promoted from Group Manager of a team of 30 responsible for domestic fixed income data
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Hay Group 1984 – 1987
(a division which published mergers and acquisitions data) Philadelphia, PA
Responsible for collecting data related to US and International firms involved in all types of
mergers and acquisitions
Education Bachelor of Science degree in Marketing with a minor in Management
Millersville University of Pennsylvania, Millersville, PA
Professional
Development
Global Securities Trading and Compliance including money laundering and insider training
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Center for Creative Leadership – Leadership Development Program: weeklong intense management
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training program for mid to upper tier managers. Topics included communication, crisis management,
feedback loops and hiring/firing responsibly.
Harassment Awareness Training
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Performance Appraisal Development
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Many interviewing workshops as attendee and leader
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Professional and personal references will be provided upon request
Contact this candidate