Investment Data Analyst

David O. Philmon, Jr.

Phone: 404-***-**** Email: ********@*****.***

Address: *** ********* *** ******, ** 30132

Detail oriented, highly motivated Manager with 8+ years of accomplished management experience and 11 + years of analytical experience. Sustained history of exceeding expectations while taking on progressively higher leadership and management roles. Proven success in human resources, staff management, finance management, and operations management.

CORE COMPETENCIES

Strong accomplished management experience with teams including allocation of personnel, work load assignments, training programs, performance management, coaching and developing team members.

Strong planning, organizing, and multi-tasking skills to prioritize numerous projects and ensure data is delivered in understandable manner to the end user.

Robust communication, interpersonal, presentation and organizational skills. Able to resolve problems in a timely manner by developing alternative solutions.

Building Relations by cultivating internal and external alliances that lead to successful outcomes for the organization and its customers and suppliers

Striving to continuously improve processes and streamline analytics processes, systems or services

Actively manages work to ensure the right time and right price for all operations services

Ability to interact and partner effectively at multiple levels of the organization while demonstrating a passion for delivering superior results

Ability to think critically and apply appropriate judgment and creativity to a wide variety of information technology issues

Self-starter with high energy and motivation to support business now and into the future

Proficient in MS Office tools MS Excel, Word, PowerPoint, etc.

PROFESSIONAL PROFILE

Miles Capital - West Des Moines, Iowa 2016 – 2017

Miles Capital, Inc. is a privately owned investment manager. It provides its services to insurance companies and other corporations, banks, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities and government agencies, registered mutual funds, private investment funds, trust programs, other U.S. institutions, and high net worth individuals.

Investment Data Analyst

Partner with marketing, product, and operations groups to develop detailed financial analyses including profitability, pricing, and cost optimization. Perform detailed competitive analysis to drive strategic insights and actions. Generate management reports and provide analysis of financial metrics on a monthly, quarterly, and annual basis. Collect information, perform research and analyze assets, such as stocks, bonds, currencies and commodities.

Managed and facilitated continuous improvement process of the analytic platform that provided robust reporting across a range of asset classes giving the user the ability to analyze holdings, distributions, and performance of both fixed income portfolios as well as multi-asset class portfolios.

Completely Revamped the New Money Book Yield which allowed the Fixed income team to compare their performance with the client’s benchmark, increasing usability and allowing for easier manipulation of the database

Improved, trained, and implemented all Fixed Income production processes, increased efficiency and cost reduction

Developed a process utilizing VBS and BAT files that allowed the Portfolio Managers to have the most up to date information on Portfolio Cash statuses at start of business, reducing the daily workload and increasing the amount of time the PM’s had to trade with accurate information

Unites States Navy – Various Locations 2006 – 2016

The United States Navy (USN) is the naval warfare service branch of the United States Armed Forces and one of the seven uniformed services of the United States. The U.S. Navy is the largest, most capable navy in the world. The mission of the Navy is to maintain, train and equip combat-ready naval forces capable of winning wars, deterring aggression and maintaining freedom of the seas.

Cryptologic Technician Collection (CTR2)

Operate state-of-the-art computer systems to conduct Information Operations; collect, analyze and exploit signals of interest to identify, locate and report worldwide threats; control and safeguard access to classified material and information systems; and provide tactical and strategic signals intelligence, technical guidance, and information warfare support to surface, subsurface, air, special warfare units, and national consumers to maintain information dominance

Ranked number 1 out of more than 100 Second Class Petty Officers for Outstanding Leadership, management, performance, and professionalism.

Managed over 20 events, more than 500 personnel, 50 at any given time, over 2.5k man hours, $500,000 in merchandise and cash

Led 9 sailors responsible for processing over 16,000 Hostile Forces Integrated Targeting System sessions with 26 U.S and Coalition platforms resulting in the geolocation of 30 Contacts of Interest, providing critical situational awareness to area commanders actively engaged in Operation Iraqi Freedom, Operation Enduring Freedom, and the Global War on Terrorism.

Implemented procedural changes in logs and operations that increased command wide force protection capability increasing number of times processed from 28 / week to a maximum realized amount of 2300 / week

Provided over 250 hours of technical training to 4 sailors, leading to a 100% job qualification pass rate.

Dedicated 150 hours in the development and implementation of 2 separate warfare qualifications which resulted in 8/8 sailors becoming fully qualified, 5/5 becoming dual qualified.

Processed 20 reports on high priority targets, efforts resulted in the recovery of $160 Million in assets, directly contributing to the success of anti-piracy efforts.

AWARDS

•Joint Service Achievement Medal 2015

•Navy Achievement Medal 2010, 2015

•Navy Good Conduct Medal 2009, 2012, 2015

EDUCATION

University of Iowa MBA w/ Leadership Certificate 2016 - 2017

Southern Wesleyan University B.S. Business Administration w/ Honors 2014 – 2015

Coastline Community College A.S. Supervision and Management 2007 – 2010

References Available Upon Request

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