Brian Markley Email & Phone Number

Scottsdale, Az, Us

Building data solutions for partners in insurance, real estate, market analysis and other industries using the largest collection of building permit and contractor data in North America. https://www.buildzoom.com/data

Provided custom analytics to a large hedge fund for investor reporting, daily alerting of compliance and exposure limits, and automated trading tools. • Defined and implemented new metrics and reports for fund leadership and multiple teams. Augmented and maintained 100+ daily SSRS reports with custom visualizations and T-SQL calculations, and provided daily ad-hoc analysis of underlying drivers of change. • Made many systems improvements to keep reports flowing during peak periods. Configured new instance of SQL Server Reporting Services, added exception handling and optimization to 1000s of lines of T-SQL code, debugged Python scripts, and identified inefficient research processes saving hours of costly delay per month.(Python, SQL Server, SSRS, T-SQL, XQuery, VBA, Salesforce Integration, Skybot, Finance)

Toronto, On, Ca

Built and planned new data products for the Eikon financial desktop as a dual technical / business PM. • Built BI app with MicroStrategy to analyze impact of a firm’s published research vs. peers, sparking several key sales and a new strategic data set. Modeled data, built warehouse, created the daily ETL, SQL, and linked dashboards, and managed seamless embed into Eikon as a web app. See portfolio link. • Responsible for the self-service analytics app Equity Screener in Eikon and interrelated features Notebook, Briefcase, and Outlook integration. Modeled new functions and data sources for our 200K users and led scrums of developers and QA to deliver with on-time monthly releases.• Led market research into research management systems (RMS) and produced strategic JIRA roadmap for a competitive ecosystem staged in several releases. Worked with other product owners to deliver a context-rich research viewer, new search results pages, and cohesive ‘send to briefcase’ experience across 10 apps.(SQL Server, ETL scripting, Data Modeling, MicroStrategy, Informatica, Visio, JIRA, Fiddler)solutions.refinitiv.com/eikon-trading-software

Toronto, On, Ca

Designed market and user segmentation, uncovered prospects, monitored trends in sales and user-traction, and warned of support issues across multiple regions with reports and tools for the VP and sales team. Creatively combined data from paid products, support portals, and market data to create holistic view of the user base.• Analyzed user interactions with our Analyst Alerts and redesigned them from the ground up to increase interaction. Doubled their reach to ~3K sell-side Research Analysts and expanded a premium feature into a lead generator for unpaid users. • Managed ‘Research View’, a SaaS portal for sell-side research shops to compare their data and scorecards vs. peers and report errors. Contributed to initial design, prioritized quarterly enhancements, and managed five support analysts.(MySQL, Oracle, Excel & VBA, ADO, OLAP data modeling, Dashboard design, Mockups)

Us

Tested quality of large feeds of market data behind stock-picking models. Hired and managed five support analysts, handled escalation of contentious data issues, and contributed to design of new data model and feeds during acquisition by our vendor. Used advanced SQL, VBA, outlier detection across industries and regions, scenario testing, and visualization to successfully build consensus for large policy changes and new workflows.• Wrote data quality reports from original insights, incorporating several directly into daily workflows of Thomson Financial ingestion teams. Tracked progress and achieved results shared widely with our quant customers.• Designed a web-based tool to run my growing suite of SQL queries against the production database, allowing more support staff to analyze and edit data, becoming the standard tool for engineers to access/edit production. (MySQL, Oracle, Excel & VBA, statistical tests (stratified z-scores, top-down analysis))www.refinitiv.com/en/products/starmine-financial-modeling

Us

As the sole liaison for inbound data inquiries at a young startup, helped StarMine achieve a stellar reputation for data accuracy and customer service by working vigorously for sell-side research analysts and institutional investors to explain model scores, diagnose reported data errors, and get fixes from data vendors and developers quickly.• Verified calculations and proposed many systematic code fixes using analytical SQL, Linux file parsing, VBA, and direct research of financial research documents.• Gained expertise in market data and completed Level I of the CFA (Chartered Financial Analyst) program. (Oracle, MySQL, grep, awk, Linux shell, Excel, VBA, customer support)www.refinitiv.com/en/products/starmine-financial-modeling

Bachelor Of Arts - Ba, Public Administration

Education record