
Motivated financial services professional with ten plus years of experience in proprietary and primary research servicing investment and consulting clients. Accomplished Research Manager specializing in market research, data analysis, and client relationship management. Proven ability to enhance research methodologies and drive client engagement.
• Developed an expertise in various financial instruments including equities, fixed income and derivatives resulting in the ability to recognize abnormal daily movements and potential pricing errors.
• Managed external pricing vendors to ensure agreed upon service levels were met; diagnosed and resolved issues as they impacted timeliness, accuracy, and client deadlines.
• Collaborated with key stakeholders including Client Service, Security Master File, Market Data and others to bring efficiencies and automation to the daily pricing process.
• Ensured transparency by communicating potential issues or delays to management.