Sales Data Analyst

Alvin van der Kuech

Data Analyst - Park Avenue Securities

Brooklyn, NY

*********@*****.*** - 917-***-****

WORK EXPERIENCE

Data Analyst

Park Avenue Securities - New York, NY - 2014 to Present

Daily maintenance and reconciliation of positions and account registrations

Analysis of problematic account data and recommending appropriate fixes

Analysis of Field Sales data to identify commission discrepancies

Reconciling data from Field Sales employees and IT division

Assisting with company conversion of holding company, fund administration, and main database software

Working with Core IT Operations with new software testing

Reconciliation of mutual fund and annuity registration and position discrepancies

Establish and maintain strong working relationships with mutual fund and annuity companies to compare client

and sales employee data

Tracking the status of open reconciliation issues and report to management

Recommending improvements in daily processes, planning and implementing improvements

Assist with projects as directed

Performed ad hoc duties

Data Analyst US

Strategic Insight - New York, NY - 2009 to 2013

Researched US mutual fund and annuity fund performance as well as fund changes. Responsible for over 400

fund portfolios as well as offshore and private account portfolios. Maintained critical contact relationships with

fund management companies and mutual fund service providers. Validated data quality and performed quality

control spreadsheet analysis and identified critical data mistakes for fund management companies. Liaised

with clients to rectify issues.

Mid Office Associate

BearStearns & Co. Inc - New York, NY - 2007 to 2009

Provided assistance with Institutional Equity Sales Unit. Responsible for post-trade activities using ClearPar

and Wall Street Office Applications with the Bank Loans Unit.

Teacher/Lab Instructor

SAE Institute of Technology - New York, NY - 2004 to 2006

Taught Mixing and Mastering classes. Made and taught Electronic Music Program curriculum. Instructed

students in practical lab sessions and assisted lab mixing and mastering sessions.

EDUCATION

Business Computer Science

New England College - Henniker, NH

ADDITIONAL INFORMATION

Skills: MS Office - Expertise with MS Word, Excel spreadsheets (functions & formulas), PowerPoint, Microsoft

Access, NetX 360, Lotus Notes, Citrix VPN, Windows OS, Mac OS, R Statistical Language & R Studio, Python

(Feb 2015 Completion)

Contact this candidate