Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Personal Information
Certification
Timeline
Generic
Ryan Levie

Ryan Levie

The Colony,TX

Summary

Driven and passionate analyst with a solid track record of exceeding expectations and improving business processes

Overview

10
10
years of professional experience
1
1
Certification

Work History

Vendor Analyst

Fidelity Investments
09.2022 - Current
  • Efficiently maintain and lead all aspects of market data expenses and provide oversight for market data and research vendors
  • Provide high-level administration of market data inventory, reconcile, and process vendor invoices
  • Investigate and resolve discrepancies, process user and service requests, and ad hoc reporting requests
  • Collaborate with internal business partners such as Corporate Accounts Payable, Finance, and participate in internal and external audit reviews
  • Assist in the development of annual budgets by providing accurate forecasting of vendor-related expenses


Fund Operations Analyst

Fidelity Investments
01.2021 - 09.2022
  • Researched and validated mutual fund impacts using accounting systems to properly account for shareholder's interest while maintaining the business's reputation
  • Performed a high volume of daily tasks associated with fund accounting, data management, trade processing, and regulatory reporting
  • Performed project work in an agile environment and identified areas for operational improvement
  • Participated in the development of cross-divisional business initiatives



Financial Services Representative

Fidelity Investments
10.2018 - 01.2021
  • Provided outstanding customer service, education and communication to Fidelity's Defined Contribution and Tax-Exempt Market participants
  • Assisted customers with website navigation and technical issues
  • Assisted customers with mutual fund exchanges and rebalances, rollovers, withdrawals, and loan transactions
  • Collaborated with other departments to provide seamless service delivery for complex customer requests
  • Monitored changes in financial markets and kept customers informed of latest developments
  • Became a 'Peer Guide' and trained classes of new representatives
  • Monitored and graded phone calls to provide necessary feedback and coaching
  • Detected potential fraudulent situations to determine if escalation to Fraud was necessary

Head Lifeguard

Keller I.S.D Natatorium
06.2014 - 10.2018
  • Learned and maintained proficiency in first responder skills such as First Aid and CPR to offer individuals in distress optimal support
  • Trained and managed team of lifeguards on pool safety and risk management protocols.
  • Assisted water safety instructor for elementary school age students
  • Assisted the physical needs of swimmers in therapy class
  • Enhanced swimmer safety by enforcing pool rules and regulations consistently.
  • Streamlined administrative tasks by implementing efficient record-keeping systems for attendance, incident reports, and maintenance logs.
  • Conducted maintenance checks and repairs regularly on pool equipment to enhance safety.
  • Performed pool tests, recorded results and adjusted chemical levels to reach appropriate measurements.
  • Prepared pool and pool area for swim meets - included configuring lane ropes, setup and tested operation of electronic scoring system, configured bleachers for spectator seating
  • Assisted in setting up events and ensuring a pleasurable and safe experience for guests
  • Provided front desk support, assisted guests with check-in, and answered incoming phone calls.

Outside Services Associate

Timarron Country Club
09.2015 - 05.2016
  • Cleaned, charged, stocked and stored club golf carts
  • Maintained driving range
  • Provided customer service to club members
  • Cleaned club members' golf clubs
  • Led the evening crew
  • Helped club members with issues during golf rounds.

Education

B.S. Finance - Finance

Southern New Hampshire University
05.2022

Associate of Business Administration - Business Administration

Tarrant County College
Hurst, Texas
06.2020

Skills

  • Customer Service
  • Collaboration & Teamwork
  • Data Analytics
  • Microsoft Excel
  • Bloomberg Terminal
  • Agile Methodologies
  • Flexibility
  • Power BI
  • Jira
  • Python
  • SQL
  • SalesForce
  • Relationship Management
  • Continuous Improvement
  • Professional Demeanor
  • Self Motivation

Accomplishments

  • Collaborated with Systems Analysts to automate the team's invoice submission process to mitigate risks and increase efficiencies
  • Automated a manual process to eliminate two hours of daily manual work
  • Received 2019 Q3, Q4, and 2020 Q3 call center MVP awards

Personal Information

Title: Vendor Analyst

Certification

Data Analytics, IBM

Timeline

Vendor Analyst

Fidelity Investments
09.2022 - Current

Fund Operations Analyst

Fidelity Investments
01.2021 - 09.2022

Financial Services Representative

Fidelity Investments
10.2018 - 01.2021

Outside Services Associate

Timarron Country Club
09.2015 - 05.2016

Head Lifeguard

Keller I.S.D Natatorium
06.2014 - 10.2018

B.S. Finance - Finance

Southern New Hampshire University

Associate of Business Administration - Business Administration

Tarrant County College
Ryan Levie