Charmaine Estwick
Charlotte,NC
Summary
Successful and Versatile Executive with over 20 years of demonstrated ability in delivering mission-critical results. Well-versed in leading and optimizing programs with attentive and insightful style. Offering outstanding communication and cross-cultural team management skills. Entrepreneurial attitude for optimal profitability. Adept at creating strategic alliances with organizational leaders and maintaining relationships with diverse range of stakeholders, while strengthening policies and operational structures to meet dynamic needs and maximize profits. History of revitalizing and updating operations for changing market, business and industry demands.
Overview
25
25
years of professional experience
Work History
Global Director
London Stock Exchange Group (FTSE Russell)
03.2019 - 12.2023
- Oversight and Management of Daily production goals, capacity levels and schedules
- Ensure the team meets deliverables to produce high quality analytics & derived data content for use in index builds and other products
- Create and manage a suite of KPIs & metrics to describe and manage team performance
- Lead role within the Data Quality & Analytics team including maintaining high morale, motivation within the team and ensuring that the individual team members deliver all objectives within the agreed deadlines to the required standard
- Drive the training and development of the team and deliver regular and timely coaching and feedback to always achieve the best of the people
- Ensure the team has access to the relevant tools and platforms, documenting gaps and requirements where appropriate to deliver on data management technical requirements
- Use new technology to drive significant business value by increasing efficiency and coverage
- Develop and own the roadmap for implementation of change into the teams and datasets
- Oversee all project execution within the team, raising risks and obstacles where appropriate to ensure smooth execution
- Continually improve processes, ensuring that the team are fully supported and given the appropriate training and development
- Ensure that all documentation, procedures and processes are in place, and are reviewed and updated regularly
- Key member of the governance processes
- Responsible and accountable for all client related issues including the provision of timely and efficient client service
- Strive for excellent Client Service
- Drive the Data Quality & Analytics aspects of the delivery of new product builds according to client requirements and in line with client and business expectations for delivery into the live environment
- Deliver clear and accurate analysis to facilitate stakeholder discussions.
- Spearheaded process improvement initiatives that led to increased productivity and reduced operational bottlenecks.
- Introduced new methods, practices, and systems to reduce turnaround time.
- Monitored expenditures to mitigate risk of overages.
- Optimized global supply chain management, reducing operational costs and increasing efficiency.
- Established strategic partnerships with key industry players, fostering collaboration and mutual benefits.
- Developed comprehensive business strategies for international expansion, resulting in significant growth in market share.
- Interviewed, recruited and trained new onboarding candidates.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Collaborated with back-office team members to facilitate seamless business execution.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Oversaw global product development and partner relationships, enabling footprint expansion into new markets.
- Implemented company policies, technical procedures and standards for preserving integrity and security of data, reports, and access.
- Identified trends and assessed opportunities to improve processes and execution.
- Launched staff engagement, gender diversity and cultural programs in addition to robust reporting tool that increased operational quality.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Enhanced global operations by streamlining communication channels and implementing efficient collaboration tools.
- Established and implemented departmental policies, goals and objectives.
- Provided leadership and guidance to multicultural teams, promoting a positive work environment and employee engagement.
- Conducted regular meetings with team to discuss issues, concerns and updates.
- Managed cross-functional teams to achieve project milestones within budget and on time.
- Led change management efforts during mergers or acquisitions ensuring a seamless transition period for all parties involved.
- Cultivated strong relationships with stakeholders at all levels of the organization to facilitate smooth execution of projects.
- Launched training programs for employees worldwide, enhancing skillsets and career development opportunities within the company.
- Trained and guided team members to maintain high productivity and performance metrics.
- Reduced budgetary expenditures by effectively negotiating contracts for more advantageous terms.
- Spearheaded overhaul of company best practices to increase staff retention rates.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Team Lead Manager - Data Management
London Stock Exchange Group (FTSE Russell)
11.2018 - 03.2019
- Oversight and Management of Daily production goals, capacity levels and schedules
- Primary Escalation point for all data or IT related issues including tracking of items
- Oversight and management of all team members to ensure they strictly adhere to set processes and procedures
- Oversight and management of quality control standards and responsible for making sure 1-9 Data Standardization Analyst are meeting their targets
- Oversight and management of identification of future and current training needs, carrying out relevant training sessions
- Organizing training and training plans for new/current staff
- Ability to coach and mentor
- Analyse weekly production information and make recommendations for process improvements or additional coaching for team
- Responsible for reviewing day-to-day data, analysis, cleansing, computation, and quality of 1-9 Data Standardization Analyst, along with daily operations
- Support analysis with brief comments and rationale
- Standardize & Maintain quantitative and qualitative data from multiple information sources including annual reports, sustainability reports, websites, and other filings of publicly traded companies
- Provide appropriate references of source documents used
- Develop strong subject matter expertise on various sub parts of our data methodology
- Identify and suggest ideas for reducing effort spent on data management and analysis by using automation or by process optimization
- Contribute towards developing and maintaining methodology guidance and quality manuals
- The ability to work effectively with peers, data standardization analyst, and manager – both within the team as well as other teams in multiple time zones.
Index Analyst - Americas Index Management
London Stock Exchange Group (FTSE Russell)
07.2012 - 11.2018
- Ensure data quality within FTSE Indices in accordance with index methodologies by conduction of daily reconciliation of all data elements
- Maintain and create documentation for Operations, Index Review and Clients’ to resolve questions in a proactive manner
- Investigating complex queries received from multiple asset managers, investments banks, and pension companies
- Travelling to assist managing the integration of acquired companies (including Russell and Mergent teams on key FTSE databases
- Daily QC with Mergent team on the implementation of Corporate actions
- Step up processes for the Mergent team to streamlined their day to day
- Act as final oversight and check overall integrity of shareholder and share data for the Americas Region
- Actively research, monitor, and implement corporate actions and events of companies (Mergers & Acquisitions; Demergers, Stock Splits, Equity/Secondary Offerings, Free Float Research) in the America regions
- Analysing the impact on FTSE Russell indices and processing them
- Preparing and publishing event notices for the markets covered when changes occur
- Monitor calendars daily for upcoming IPOs
- Implement capping as it applies for each specific index
- Accurate application of Index Reviews, involving analysing various equity data e.g., Shares in Issue, Industry Classification, Country Assignments, and the calculation of Free Float
- Price reconciliations and validation of components in the indexes
- Daily dissemination of FTSE products to Clients and Vendors
- Provide assistance with the management of the live index environment, including the real time index calculations, real time price feeds and real time index dissemination to the global markets
- Performed end of day index calculations for all Americas and Global indices, ensure accuracy and distribute data in accordance with service level agreements
- Assisted in the compilation and daily maintenance of the FTSE universe product by screening inbound data sources and actively researching data discrepancies.
Index Manager/Research Analyst - Data&Operations
Standard & Poor’s (Kelly Services)
09.2008 - 08.2010
- Managed and set up the protocols in the research of approximately 2000 deals for ABS Synthetics, and Letter Of Credit transactions
- Determined key Participants to be researched according to documented Business rules
- Based on recommendations from analyses of database research performed, identified deals which were recommitted for potential rating action
- Recommendation reports were distributed to senior management including Head of Global Surveillance and Chief Quality Officer, in addition, to Lead Analytical Managers
- Created a Metrics Summary for weekly meetings which discussed the scope of research projects for Managements’ recording
- Initiate contact with Trustees, Arrangers, and other Participant Roles for ABS/LOC to confirm the validity of Underlying Securities and Participants in Books & Records
- Lead sessions to train Production and Business Team on business planning milestones
- Worked directly with Team Production Lead to provide accuracy sampling on Offshore’s production research to ensure that Business rules and Criteria processes are followed explicitly
- Provided feedback on accuracy of Research and ability to achieve desired results.
- Managed and Co-managed 100+ indices for various national and international financial clients
- Responsible for monthly and quarterly portfolio rebalance
- Detailed knowledge of each model, to apply all necessary statistical changes for calculation
- Responsible for research, verifying, monitoring and implementation of corporate actions and correct prices for over 1000+ securities
- Ensuring accurate application of corporate actions in accordance with index methodologies for 100+ indices
- Created custom client corporate action calendars to inform of all changes affecting indices as per index methodology
- Responsible for daily price capture checks and run 20+ models
- Provided customer service to index clients by answering questions, and requests
- Ensure customer focus by communicating any changes made to indices
- Involved in writing/editing database that will be used for training of all new and existing analysts
- Back-up for other index managers who are responsible for maintenance of indices for other company clients
- Trained analyst in using database and general portfolio management and maintenance.
Bonds Performance Analyst - Residential Mortgage-Backed Securities
Fitch Ratings
12.2003 - 01.2008
- Analyzed over 200 deals in the Subprime sector in 2007 that were under review and took rating actions
- This included running Cash Flow Models through Intex, coming up with assumptions regarding prepayment speeds, loss severity, net loss rate and delinquencies, reading the Prospectus & PSA to understand the deal structure and presenting recommendations to a committee comprising Senior and Managing Directors
- Responsible for a portfolio of 450 deals from various issuers including Long Beach/WAMU, First Horizon, Conseco/Green Tree, and Greenwich Capital encompassing the Prime, Alt-A, and Subprime sectors
- Analyzed performance of bonds to ensure the ongoing integrity of credit ratings by utilizing historical information and trend analysis to support recommendations to credit committees
- Tracked mortgage pool delinquencies, defaults, and credit enhancement levels for Fitch rated transactions
- Wrote and published Rating Action Commentaries for actions taken on bonds
- Participated in various servicer reviews to identify and evaluate the quality of a servicers loan administration and default processes, compliance with stated guidelines, and operational and financial stability
- Participated in due diligence servicer visits to obtain loan performance information relative to default management and loss mitigation processes
- Updated monthly performance statistics for approximately 450 Fitch rated RMBS
- Communicated credit opinions to Issuers and Investors.
Research Assistant, Structured Finance
Fitch Ratings
04.1999 - 12.2003
- Gathered information and conducted research on financial factors which affected the cash flow and financial risk associated with various residential mortgage-backed securities
- Corresponded with securities’ administrators to resolve discrepancies on servicer and remittance reports
- Queried the database to create various reports to assist Analyst and Managing Directors
- Evaluated bond issuer collateral tapes for adherence to standard mortgage math formulas through table stratification, highlighting potential due diligence issues
- Drafted procedural handbook to facilitate acclimation of new hires.
Education
Bachelor of Business Administration in Finance & Investments -
New York University/Stern
New York, NY06.1998
Skills
- Stakeholder Management
- Risk Management
- Risk Mitigation
- Partnership Building
- Performance Analysis
- KPI Tracking
- Strategy Development
- Change Implementation
- Product Development
- Quality Assurance
- Strategic Planning
- Employee Motivation
- Operations Management
- Quality Management
- Policy Implementation
- Decision-Making
Timeline
Global Director
London Stock Exchange Group (FTSE Russell)
03.2019 - 12.2023
Team Lead Manager - Data Management
London Stock Exchange Group (FTSE Russell)
11.2018 - 03.2019
Index Analyst - Americas Index Management
London Stock Exchange Group (FTSE Russell)
07.2012 - 11.2018
Index Manager/Research Analyst - Data&Operations
Standard & Poor’s (Kelly Services)
09.2008 - 08.2010
Bonds Performance Analyst - Residential Mortgage-Backed Securities
Fitch Ratings
12.2003 - 01.2008
Research Assistant, Structured Finance
Fitch Ratings
04.1999 - 12.2003
Bachelor of Business Administration in Finance & Investments -
New York University/Stern
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