Data/ Financial Analyst -Client Services
Resume:
Robert A. Janson Jr.
Financial Data/Business Analyst
Springfield, MO 65803
********@***.***
Highly motivated professional with extensive experience in operations support management in the financial industry. Possess outstanding record of achievement driving excellence in client satisfaction and personnel management.
Work Experience
Senior Data Analyst
Waddell & Reed - Kansas City, MO
September 2021 to September 2022
Joined Waddell and Reed as a consultant to assist with their trading systems conversion and decommission process. My experience with trading systems was instrumental in helpingo to successfully achieve this task.
• SQL Server/SQL Query Skills - mostly read only query work; ability to go in and analyze data once loaded, then perform quality checking and verification .
• Asset Management business knowledge.
• Troubleshoot data related issues and provide assistance in production support. Senior Data Analyst
Northern Trust Asset Management - Chicago, IL
January 2008 to December 2021
Senior member and lead analyst of the Front Office Support team. Worked with front end users (trade execution) and backend users (trade support) to ensure proper handling of orders into Eagle STAR. Administration of the Eagle STAR and PACE systems regarding data integrity, procedures, monitoring interfaces and establishing rules for data input. Effectively communicated with Eagle prod support desk to document system error cases and tracked cases to completion.
• Monitored procedures to improve data integrity and minimize redundancy.
• Validated the accuracy of security information from vendors Bloomberg, Blackrock and AIP.
• Validated third party data resources.
• Provided production support to portfolio manager and trader execution errors or disputes.
• Provided production and development support for migration of Eagle version upgrades.
• Provided production support for compliance analysts regarding account set ups and changes.
• Documented all trade and compliance issues reported and observed.
• Performed weekly cash reconciliation for all fixed income accounts.
• Processed corporate actions within Eagle STAR.
• Daily set ups of all securities in Eagle STAR including equities, mortgages, bonds, futures and options.
• Addressed daily price adjustment questions and procedures. Assistant Vice President – Trading Operations
National Stock Exchange - Chicago, IL
January 2005 to December 2006
Managed all aspects of daily trading operations for the NSX, which was one of the first fully automated computerized exchanges. Chaired weekly systems support and long range planning meetings with system developers.
· Managed the implementation and planning of new system projects.
· Supervised Q&A testers for the NSX proprietary front end trading platform,
“CATS”.
· Served as liaison between member firms and exchange systems staff regarding proposed system enhancements.
· Supervised NSX customer service staff.
Director of Exchange Services
National Stock Exchange - Chicago, IL
January 1993 to December 2005
Managed all circuit and hardware connectivity for the exchange and its’ member firm clients. Coordinated circuit and hardware installations for prospective clients.
· Supervision of testing and implementation of software releases.
· Managed the creation and modification of testing scripts.
· Coordinated the development testing schedules and production installations.
· Developed production VISIO diagrams for the member firm and exchange network.
· Scheduled all testing between SIAC and the exchange.
· Coordinated system enhancements for member firms. Director of Trading Operations: Managed daily maintenance of all exchange and member firm onsite hardware and circuits.
· Supervised implementation testing of all hardware and circuits.
· Coordinated vendor participation for testing of enhancements, interim and critical releases. Manager of Quality Assurance/Hardware
National Stock Exchange - Chicago, IL
May 1991 to January 1993
Managed and verified member firm connectivity and satisfaction with the exchange.
· Ordered and scheduled installation of all circuits and hardware for the exchange and its member firms.
· Catalogued and tracked all exchange hardware.
Control Room Manager: Promoted from supervisor role to manage four control room operators.
· Created policies and procedures to ensure highest customer service satisfaction rating possible.
· Resolved system problems and issues regarding customer clearing, trade settlement and any trading errors that occurred at the exchange.
Education
High school diploma in General Studies
Thomas Kelly Public High School - Chicago, IL
September 1976 to May 1980
Skills
• Training Procedure Documentation System Enhancement Implementation Project Implementation Account Maintenance / Compliance Open Order / Trade Reconciliation Customer Relationship Management Data Policy Definitions and Procedures Process Development / Implementation Security Information Validation
• Experienced with Microsoft Access, Excel, and Word.
• Expert with Eagle STAR and PACE.
• Knowledgeable with Bloomberg, AIP and Blackrock
• Aladdin.
• Data analysis skills
• Business analysis
• Regression analysis
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