PROFESSIONAL EXPERIENCE

Boston Financial Data Systems Quincy, MA

Senior Applications Analyst

March 2007 to June 2017

Responsible for application testing of new software programs before firm-wide release.

Troubleshoot any user concerns that may arise post-rollout.

Document and maintain logs on all development issues.

Track inventory of all IT property across various office locations.

Lead various ad-hoc projects at the direction of the divisional vice-president.

Client Service Administrator

January 2005 to March 2007

Responsible for execution of U.S. equity transactions for the Large-Cap and Small-Cap investment teams, Health Care sector team, as well as for the firms’ Asian and European Portfolio Managers.

Coordinate International equity transactions for US Portfolio Managers that were executed by the firms’ Asian and European trading desks.

Supply Portfolio Managers and Analysts with relevant research, trading flow, and market news.

Create daily reports on trade executions, active position changes, and market statistics for trading desk.

Missing job title/description

September 1999 to January 2005

Became a member of the Fast Client Administration Group

Went to England to learn a new system

Trained twelve employee’s on the system

Processed daily work for multiple clients in Europe

Quality Control Administrator

June 1993 to September 1999

Interface with various clients daily and ensure all report requests were satisfied in a timely manner.

Create multiple report packages based on client-specific parameters.

Assist in the testing and implementation of new software programs for reporting department.

Travel to various client locations to gain experience on different computer programs.

Responsible for creation and delivery of monthly reporting packages.

Data Entry Operator

June 1990 to June 1993

Input daily account activity for mutual fund clients.

Quality Controlled Daily Dividend Confirms

Sorted Daily Confirms for Mailing

COMPUTER SKILLS

Proficient in Microsoft Excel, Word, Outlook, Powerpoint,TA2000 Desktop, Smartdesk 1X and Smartdesk 2