Data Analyst

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Trevor King

Weymouth, MA *****

781-***-**** *********@*****.***

Summary

A dedicated professional with a proven track record in data integrity and reference data management. Experienced in identifying efficiencies and areas for improvement within data streams while effectively communicating project needs. Proficient in receiving and manipulating data from diverse sources using Python, SQL, and Excel. Collaborative in nature, capable of seamless interaction with colleagues and clients. Accomplished in maintaining global data quality, leveraging multiple data vendors to curate cutting-edge data representations for millions of organizations and instruments. Skilled in gathering precise requirements, designing effective solutions, and ensuring regulatory compliance. Committed to professionalism, integrity, and consistently delivering exceptional results.

Skills

●PL/SQL, Bloomberg Terminal, Refinitiv, ICE, and Reference Data Platform (RDP)

●Experienced with BlackRock Aladdin, Advent Geneva, and Frontier accounting platforms.

●Python, Microsoft SQL Server, and Markit EDM

Experience

Acadian Asset Management – Data Analyst

Boston, MA

11/2023 – 04/2024

Optimized Financial Data Processes: Streamlined data alignment and cohesion processes, enhancing the accurate identification and linkage of security instruments. This improved the efficiency of financial reporting and trading activities.

Ensured Compliance with Financial Regulations: Managed client-mandated trading restrictions, ensuring adherence to financial directives and maintaining trading integrity.

Achieved Cost Savings: Developed Python scripts for retrieving historical futures contract data, significantly reducing costs and supporting financial analysis, compared to traditional Bloomberg methods.

Maintained High Data Quality: Implemented data processing metrics, blocking invalid data from downstream consumption, ensuring high-quality inputs for financial decision-making.

Monitored Financial Data Quality: Regularly monitored data quality, responding to inquiries from internal and external stakeholders, ensuring accuracy in financial analysis and reporting.

Wellington Management – Reference Data Analyst

Boston, MA

12/2022 – 11/2023

Ensured Data Integrity for Financial Analysis: Performed tasks to maintain data quality, providing support for global colleagues in reference data inquiries critical for financial decision-making.

Extracted and Validated Financial Data: Assessed and extracted reference data from official documents, ensuring compliance with financial regulations.

Collaborated with Financial Teams: Worked with Portfolio Management, Investment Compliance, Trading, and Legal teams to validate client permissibility and regulatory restrictions, supporting informed financial decisions.

Resolved Financial Data Issues: Identified and resolved business and systems issues, collaborating with technology experts, data vendors, and brokers to ensure accurate financial data.

Maintained Data Consistency: Implemented daily validation procedures, ensuring data integrity across platforms for accurate financial reporting.

BNY Mellon – Portfolio Accountant

Everett, MA

12/2021 – 12/2022

Managed Financial Portfolio Operations: Collaborated with the accounting team to understand portfolio management requirements, analytics, and risk specifications, ensuring accurate financial reporting.

Handled Diverse Financial Portfolios: Managed a diverse portfolio of client investments and security types, ensuring precise financial reconciliations.

Maintained Financial Accuracy: Completed daily and monthly reconciliations, holdings, accruals, trades, and cash balances with precision, ensuring accurate financial statements.

Ensured High-Quality Financial Deliverables: Verified accounting statements for accuracy, meeting all financial deliverable deadlines.

Coordinated Financial Operations: Interacted with custodians, BNY internal departments, and fund admin groups to ensure smooth financial operations and timely reporting.

Education & Certifications

Curry College Milton, MA Graduation Date: 05/21

BS in Finance GPA: 3.68

Achieved Dean's List (All Semesters) Alexander Graham Bell Honors Society Sigma Beta Delta Honors Society

Dataquest/ Data Science- Python Professional Certificate

OCTOBER 2022 – MARCH 2023

●Using Jupyter Notebook and VS-Code, exploring datasets/data frames with NumPy, Pandas, Matplotlib, TensorFlow, Scikit-learn and SciPy.

●Performing SQL queries and web-scraping to explore and extract data from databases and websites.

Google/ Data Analytics Professional Certificate

AUGUST 2022 – NOVEMBER 2022

●Hands-on experience with data cleaning, project management, data visualization.

●SQL, R, Tableau, Advanced Excel, Google Sheets, Big Query Databases.

●Relational Databases and Pattern Recognition.

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