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Compliance & Business Operations Analyst

Colorado, United States
January 09, 2018

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Miami University Oxford, Ohio

B.A. 201*-****-****


Thomson Reuters Chicago, Illinois

Compliance & Operations Analyst November 2014 – Present

Part of the Quantitative Analytics team in the Financial & Risk Division (TRQA).

Assisted Compliance Manager with revenue related Compliance initiatives across Go To Market.

Managed 13 quarterly 3rd party compliance reports including MSCI/BARRA, S&P, LSE, IHS Markit.

Assisted in over $100k MRR promoting proprietary content and solutions in Q2 2017.

Developed additional compliance reporting as needed to track cancellations and revenue trends.

Managed and facilitated the installation process of all platform and content sales globally for TR products MarketQA, QADirect, and QAPoint.

Managed the installation process of trial related content for sales globally regarding MarketQA, QADirect, DDL, FTP Feed Products, and QAPoint.

Primary liaison for on-boarding new clients with sales, tech, support, and development teams.

Participated in processing RFP's and RFI's for various TR products. William Blair & Company Chicago, Illinois

Data Analyst - Investment Banking April - August 2014

On Salesforce Data Administrative Team in the Investment Banking group, responsible for all Salesforce Inquiries.

Contributed in vendor meetings to help incorporate new systems within MIS and Investment Banking.

Participated in rebrand of department (Corporate Finance to Investment Banking). Responsible for investigating existing references to retired department name in systems, reports and templates.

Enriched system data to provide executives with a holistic view of clients. Tasks included researching Private Equity firms and Portfolio Companies of those firms in presentations, Capital IQ, EDGAR, and web.

Reassigned and realigned client interests in CRM for department-wide initiative. Fortress Investment Group London, United Kingdom

Intern – Merger & Acquisition Analyst June – August 2013

Worked directly for senior management who had responsibility for managing a portfolio of companies located in Germany, Italy and the United Kingdom, with a carrying value in excess of

$1.9 Billion.

Prepared competitor analysis covering various sectors, including commercial and residential real estate and financial services. Created comprehensive reports in PowerPoint for use by senior management.

Fortress Investment Group New York, New York

Intern – Sourcing & Operations Analyst June – August 2012

Member of the global procurement team, with responsibility for oversight of over $50 million in annual spending.

Worked on a senior care community acquisition, and also participated in new business regarding Florida East Coast Railroad (FECR).

Made presentations to members of senior leadership regarding company acquisitions and current assets.

Technology Skills & Interests

Proficient In: Excel, Word, PowerPoint, Salesforce, Capital IQ, Reuters Eikon Interests: Golf, Fishing, Biking, Hiking, Automobile Restoration Robert P. Morrissey


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