Project Manager Sales

AILEEN STEINBERG

*** ********* ******

Hoboken New Jersey

Home: 201-***-****

Mobile: 732-***-****

Email: ************@***.***

SUMMARY:

Market Data Business Analyst with over 20 years experience in financial

system implementations, vendor relations and major cost savings

initiatives. Highly energetic and motivated team player with strong

leadership skills to navigate across various internal and external teams to

successfully complete high profile projects. Excellence in customer

service for internal and external clients of the firm.

MAJOR ACCOMPLISHMENTS:

. Project Manager for developing an Intranet site that allowed the

Market Data community to view their services and update their

profiles. This resulted in a 1.7 million cost savings for the firm.

. Project Manager for the Bloomberg Anywhere rollout, which gave the

end users real time data, anywhere.

. Cultivated excellent vendor relationships to fulfill the needs of the

financial community.

PROFESSIONAL EXPERIENCE:

BARCLAYS CAPITAL / LEHMAN BROTHERS, New York, NY

Assistant Vice President/ Business Services Analyst

November 2009 - August 2010

. Lead for all Bloomberg requests, which included procurement,

implementation, reporting and cost save initiatives

. Developed and documented a Bloomberg process which was incorporated

globally to maximize efficiencies

. Responsible for reviewing Vendor/Inventory usage reports for potential

costs savings initiatives including Bloomberg unused exchanges and

terminals, ThomsonReuters DACS usage reports for unused exchanges

. Provisioned users with all Market Data platforms

. Provided guidance to all Market Data customer inquiries on a daily

basis

. Liaised with Business Units to update business administrators with

status of pending requests

. Interfaced with all Market data groups, Vendor Management, Technical

Services, Business Analysts to ensure the product was successfully

installed and inventory updated for accurate financial reporting

. Updated MDM inventory system to maintain month end reconciliation

Senior Market Data Analyst (Enterprise Technology Services)

May 2005 - November 2009

. Handled Global Market data content and functionality support across

all platforms and users throughout Lehman Brothers

. Managed the Equity Research division with their Market Data needs, and

logged their outstanding issues for the biweekly meeting

. Project Manager for the Bloomberg Anywhere rollout. Successfully

deployed over 1400 Bloomberg Anywhere users throughout the US main

offices and branches

. Managed vendor relationships with Bloomberg, ThomsonReuters, COG and

many other third party vendor services

. Responsible for inventory reconciliation and Market Data

recommendations

. Worked with various databases to confirm which platform and services

users are utilizing while troubleshooting calls

. Created and documented a Market Data Client Intranet site, along with

other Market Data teams, which prompted users to verify their market

data inventory periodically, and resulted in over 1.7 million dollars

annualized cost savings

. Deployed over 500 Bloomberg secondary access fees for the Disaster

Recovery site

. Evaluated comparable market data solutions to recommend alternatives

and identify cost savings opportunities

CITIGROUP / SALOMON SMITH BARNEY, NEW YORK, NY

Assistant Vice President-Market Data Analyst

June 2000 - May 2005

. Interfaced with traders, analysts, and sales areas to ensure that the

appropriate market data is accessible to the financial community

supported

. Liaison for Equities and Fixed Income areas of the firm

. Dealt with various vendors including Reuters, Bloomberg, Moneyline

Telerate, Instinet, AT Financial, NASDAQ, and third party optional

services on a daily basis

. Managed the deployment of Active 8 throughout Global Fixed Income

. Assisted in the conversion from Reuters IX Unix-based to Reuters Plus

PC-based throughout Equities

. Reviewed billing reports, which include detailed Market Data inventory

and Terminated Employee reports on a monthly basis for potential cost

savings

. Saved over $500,000 annually by reallocating unused Bloomberg

terminals and deleting unused entitlements and services that were

unused

. Evaluated services to determine most cost effective market data

software solutions

. Suggested new services and products that might benefit the financial

community

. Worked with in house database order flow system each day, to ensure

that various areas including the contract department, software

administrators, and various technical groups are handling their

different tasks in a timely manner

. Troubleshoot market data issues such as missing entitlements and

system outages by using internal and external resource

. Liaison for Foreign Exchange, Treasury, Emerging Markets, and Futures

and Commodities areas throughout the firm

. Dealt with Bridge, Aspen Graphics, CQG, Mobeo Systems, Reuters,

Bloomberg, and third party optional services on a daily basis.

. Project coordinator for two major products in Foreign Exchange, Deal

Tracker and upgrade to Dealing 3000

. Managed cost savings and troubleshooting for areas mentioned above

BEAR STEARNS, WHIPPANY, NJ

Market Data Analyst

April 1997 -June 2000

. Solely responsible for managing Bloomberg for entire Bear Stearns user

population including all US locations

. Interface with traders and other users in a partnership to provide

added value service, alternatives and new services to realize the most

effective delivery of appropriate services to their desk

. Reviewed, maintained and coordinated contract and billing issues for

over 800 Bloomberg terminals

. Coordinated internal and external technicians to be on site for

installations, and other necessary changes involving market data

systems

. Planned and control market data orders, installations, moves, changes,

upgrades and terminations for other vendors including NewsEdge,

Telerate and Mobeo

. Tracked third party market data services such as, Gov Px, MCM, Market

News

. Responsible for maintaining the Market Tracker database for all Market

data vendors assigned

. Liaison for Clearance Clients of Bear Stearns, ensuring all necessary

communication facilities exist for Bloomberg installations

. Troubleshoot Bear Stearns Market Data problems through extensive

network of internal and external resources

DOW JONES & COMPANY, INC., NEW YORK, NY

Account Manager 1996 -

1997

. Developed new business selling newly launched Dow Jones Investor

Network (DJIN) video and audio equity and fixed income news products

geared to portfolio managers, research analysts and traders.

Responsible for select accounts within New York City, as well as the

entire Southeast and Southwest regions of the U.S.

. Sold video financial news service to financial institutions

. Sold audio on-demand financial news Internet service to individual

investors

. Initiated revenue generating co-branding arrangements with retail

financial Internet sites

. Cold-called prospective clients on daily basis, booked sales

appointments

. Developed and delivered sales presentation at client sites

. Uncovered new business opportunities at existing account base,

including Goldman Sachs, Lazard Freres, Oppenheimer Capital, and Ark

Asset Management

. Consulted with existing and prospective clients on Internet solutions

. Tracked, facilitated and coordinated with contracts, technical,

billing and installation of each sale

. Provided influential feedback to editorial, product marketing and

sales teams for product enhancements

Senior Client Support Representative

1994 -- 1996

. Prospected for new business and increased revenue in existing accounts

by maintaining constant client contact

. Trained and updated clients

. Obtained feedback to ensure client satisfaction

. Territory included the Midwest, Northwest, Northeast and Southeast

regions of the U.S.

. Telemarketed to prospective clients to introduce DJIN service and to

learn more about their business and their needs (quantified all leads

that came in through the DJIN hotline)

. Traveled within territory and trained clients on-site; gathered

feedback on DJIN system

. Strategic involvement with sales executives to facilitate effective

product demonstration

SKILLS: Microsoft Word for Windows, Outlook, Excel, Comtrak, GSP,

MDM

EDUCATION: Brooklyn College, New York

Contact this candidate