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
Lone Tree, CO
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
Lone Tree, CO
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
Lone Tree, CO
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
Lone Tree, CO
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
Denver, CO
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, TN1999
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