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Financial Services Research Specialist

Location:
Huntington Station, NY
Salary:
125000
Posted:
January 10, 2024

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Resume:

VIOLET FRANCIS

INFORMATION RESEARCH SPECIALIST

**** **** **** ****** ********, New York 11236 C 212-***-**** ad2mf5@r.postjobfree.com LinkedIn

SUMMARY OF QUALIFICATIONS

Accomplished Information Research Specialist with a proven track record of reliability and success in supporting global clients across all industry sectors. Core specialties include financial services, life sciences, healthcare, industrials, and legal but not limited to. Specializes in comprehensive deep-dive research and translating findings into working solutions. Proficient in multiple industry-standard databases, knowledge management, and content applications. Ability to quickly learn and adapt. Skilled at navigating complex research and synthesizing data. Work independently, and collectively with teams at all levels and diverse backgrounds. Results-oriented with proven success in client relations, communications, organization, decision-making, and time management.

PROFESSIONAL EXPERIENCE

New York Police Department (NYPD), New York, NY

Crime Data Analyst, 07/2023 to Present

Retrieve and deliver daily and weekly crime statistics to the crime strategies and detective units.

Identify patterns in criminal activity utilizing state-of-the-art database applications, spreadsheets, and mapping technology.

Apply geographic mapping technology to identify specific crime patterns and link data to assist in identifying perpetrators.

Perform complex confidential and sensitive research and analysis of crime and criminal activity data.

Use data and research to inform decisions, allocation of personnel, and critical resources for crime prevention.

Conduct demographic analysis.

L.E.K. Consulting LLC., New York, NY

Information Research Specialist, 12/2019 to 05/2023

Support financial services, life sciences, healthcare, oil and gas and power, building construction, and automotive among other industrial sectors. Leverage proprietary online databases and third-party research to deliver cost-efficient in-depth research to managers and case teams. Summarize research findings and data into succinct deliverables. Collaborate with knowledge management, marketing, data, and analytics initiatives to develop and create case-ready available materials. Evaluate resources for recommendation to managers, and case teams. Maintain best practices guides, tip sheets, and video training guides. Create information packs for managers in support of business development initiatives. Facilitate contract agreements between vendors and case teams and close purchase agreements.

Perform cost-efficient ready reference and in-depth research leveraging databases, print, and third-party resources.

Source pricing, revenue forecast, gross-to-net margins, insurance claims, and practices benchmark data.

Communicate results contextually and where applicable supported by methodology(s).

Advise consulting teams on best practices and offer guidance on comparable or competitive sources.

Facilitate communications between vendors and case teams for custom data and research.

Participate in case and sector calls to garner insights and strategically asses from Q&As anticipated deliverables.

Collaborate on knowledge management, marketing, and data and analytics initiatives to enhance service delivery.

Support upper management and client development teams in gathering business development information.

Barclays Capital, New York, NY

Information Specialist, 3/2015 to 11/2019

Deliver customized league tables, volume analysis, merger, and acquisition buy and sell-side fee runs, debt, equity, and syndicated loans reports. Support investment banking teams with analyst and proprietary market research. Offer succinct deliverables on macroeconomic trends and outlook, commodity pricing, revenues, forecasts, market share size, total addressable market, and key performance indicators. Track key macroeconomic data points for internal benchmarking on closely tracked industries. Retrieve competitive intelligence on industry sectors and subsectors ranging from financials, healthcare, life sciences, insurance, real estate, technology, media and telecommunications, retail, oil and gas, power, renewable energy, automotive, chemicals, agribusiness, and transportation. Coordinate with outsourced teams on all processes and procedures to ensure continuity of service at transition.

Develop quick reference guides on specialty resource materials on niche industry sectors and topical areas of research.

Track pricing, revenue forecasts, ratios, margins, market size, and outlook across specialty industry sectors.

Provide due diligence, compliance, copyright, and negative research on companies and individuals

Manage outsourced team and coordinate workflow to ensure deliverables are met timely and accurately.

Collaborate on training and mentoring team members on specialized resource databases.

Lead global team meetings and share research ideas, resources, and new discoveries for dissemination.

Facilitate analyst calls with vendors regarding data and specific needs.

JPMorgan Chase and Co., New York, NY

Research Consultant, 10/2014 to 3/2015

Researched complex business reference requests leveraging a wide range of commercial fee databases, business publications, and other research resources. Confer regularly with the firm's investment bankers to best assist with reference needs. Initiate contact with external sources and representatives to garner expert opinions and communicate findings as an addendum to gathered research. Collaborate with colleagues on research projects and participate in vendor training.

Provide due diligence, compliance, copyright, and negative research on companies and individuals.

Researched SEC company filings for quarterly and annual reports, prospectuses, and agreements.

Participate in global team training and professional development exercises.

Credit Suisse AG, New York, NY

Research Associate, 7/2004 to 10/2014

Respond to all industry inquiries from investment banking, asset management, private equity, hedge fund, and private client practices.

Support legal and compliance with due diligence, negative searches, and targeted alerts on both companies and individuals. Deliver data and analysis reports with speed, accuracy, and excellent communication skills. Track new developments and trends on select industry specialties and deliver highlights to supported banking teams. Work with the manager and information technology division to maintain and update the business information knowledge management portal. Update content on an ongoing basis. Contact personnel for communicating technical issues associated with the information research portal.

Deliver analytic data and analysis research on demographics, macroeconomics, and industry sectors firmwide.

Oversaw daily workflow and updated clients on delivery expectations.

Updated SharePoint knowledge management site and business information intranet portal.

Additional Experience:

Law Librarian Milbank, LLP; Provide ready reference and knowledge management support to attorneys and partners. Create and maintain alert services to identify matters of interest to attorneys and potential clients.

Law Librarian Hughes, Hubbard, and Reed LLP; Researched legal and non-legal topics using various databases and delivered results to attorneys, associates, and partners. Coordinated document deliveries and inter-library loans and tracked collection circulation to verify timely distribution and arrival.

EDUCATIONAL BACKGROUND

Diploma in Data Analytics (8/2018) New York University

Developed skills in SPSS, digital marketing, optimization, SEO, SEM, content marketing, social media, and data transformation.

Intensive Financial Modeling, Valuation, and Excel Training (10/2014) Investment Banking Institute

Conducted company valuations with comparable analysis, transaction analysis, and discounted cash flow analysis; built a fully integrated financial statement projection model and accretion/dilution merger model.

Bachelor of Science in Information Technology DeVry University

Master of Science in Library and Information Science Pratt Institute

Bachelor of History in Social Services University of West Indies

TECHNICAL/DATABASE PROFICIENCIES

Domain Awareness System (DAS) CompStat Recidivist Tracking Reporting (RTRD) COGNOS Leads Online

EvaluatePharma Adis Insight PharmaProjects Citeline TrialTrove Cortellis Datamonitor GlobalData Healthcare Life Science Intelligence Definitive Healthcare PriceRx Symphony MGMA Refinitiv Mark Farrah Science Direct Ovid IQVIA CMS

S&P Capital IQ Pro Dealogic Manager DataStream FactSet SDC Platinum IHS Global Bloomberg AC Nielsen IRI Dodge Construction CoStar Euromonitor MSCI Real Capital Analytics Factiva Lexis-Nexis West Law PACER IDC Gartner Forrester Insider Intelligence Informa Alacra MergerMarket Pitchbook Preqin Perfect Information ISI Securities Profound PlanetRetail DNB Hoovers Fitch Solutions EurekaHedge Nielsen Netratings ComScore BIA Media Pro Morningstar Moody’s Analytics AM Best Institutional Investor Leveraged Commentary & Data (LCD) EIU Oxford Economics Wards Automotive Wood Mackenzie GlobalData Oil & Gas and Power

AFFILIATIONS

Member Insights Association Member Special Library Association (SLA)



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