Summary
Overview
Work History
Education
Skills
Timeline
Generic

E. Susanne Jonsson

Centennial,CO

Summary

Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.

Overview

22
22
years of professional experience

Work History

Senior Manager, Data Management and Goverance

Charles Schwab Investment Management
01.2019 - Current
  • Performed analysis of data flow and proposed data quality checks.
  • Coordinated requirement gathering and implementation of 900+ data quality checks in firms Master Data Hub.
  • Designed and managed improved SmartStream data quality exception report and dashboard.
  • Built strong working relationship with business partners to strengthen data quality team's presence in data projects.
  • Created SAM's Data Quality Confluence space to provide transparency and ease of access to SAM data quality landscape.

Senior Manager, Performance Research and Analysis

Charles Schwab Investment Managment
01.2014 - 12.2019
  • Researched and resolved investment performance related inquiries and issues.
  • Produced, edited and delivered client feeds, reports, electronic products and publications meeting strict timelines.
  • Coordinated and performed UAT testing of Investment data on Firms' website.
  • Implemented improvements to processes to ensure efficiency and transparency.
  • Reduced production time by 7 days for the Firms' 40-act Fact sheets.

Investment Proposal Writer/Coordinator

Charles Schwab Investment Managment
01.2012 - 12.2014
  • Edited and proofread technical documents for accuracy and consistency.
  • Organized material to research and complete writing tasks.
  • Partnered with Subject-Matter experts at all levels to ensure appropriate and accurate responses.
  • Structured and built out a repository of 2000+ responses using Proposal Management System (PMAPS).
  • Managed the outsourcing of the Firms' consultant database maintenance.

Investment Database Administrator

Charles Schwab Investment Managment
04.2010 - 12.2012
  • Updated qualitative and quantitative product information in consultant databases.
  • Assisted in the completion of Request for Proposals and Due Diligence Questionnaires as needed.


Index Specialist, Investment Performance

Lipper
01.2002 - 08.2007
  • Responsible for collection, maintenance and delivery of 800+ external and 150+ internal indices.
  • Supervised daily index process in Performance Department, including daily calculation of Lipper indices, to ensure accurate index data in all Lipper products.
  • Tested all system upgrades and enhancements to "Lipper Managed Index System".
  • Worked closely with business manager and third party vendors to ensure redistribution coverage for all external indices.

Education

BBA - Finance

Austin Peay State University
Clarksville, TN
1999

Skills

  • Investment Performance analysis
  • Data Management & Governance
  • Process Improvement
  • Problem Solving
  • 15 years of Financial Service experience

Timeline

Senior Manager, Data Management and Goverance

Charles Schwab Investment Management
01.2019 - Current

Senior Manager, Performance Research and Analysis

Charles Schwab Investment Managment
01.2014 - 12.2019

Investment Proposal Writer/Coordinator

Charles Schwab Investment Managment
01.2012 - 12.2014

Investment Database Administrator

Charles Schwab Investment Managment
04.2010 - 12.2012

Index Specialist, Investment Performance

Lipper
01.2002 - 08.2007

BBA - Finance

Austin Peay State University

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E. Susanne Jonsson