Brian Shea Email & Phone Number

Burlington, Massachusetts

Responsibilities: - Implementation of Charles River's IBOR (Investment Book of Record) solution for a wealth manager with a multi-sleeve UMA account structure - Data mapping of position, tax lot, and transaction data from an external accounting system - Advise on nightly batch jobs with sequencing/dependencies - Design and training of daily processes including reconciliation, corporate action processing, security life cycle event processing, and voluntary elections - Design test cases for event based transactions via API calls

Burlington, Ma

As an Associate FIX Analyst for Charles River, my primary responsibility was to support algorithm development and integration into the Charles River platform from initial specs, through certification with broker. This 6 month co-op entailed the following:• Interpret/build the algorithm pack using Excel macros and editing within the Charles River IMS• Configure FIX connection with broker to perform and perform certification in test environment• Assist FIX Support team with troubleshooting algorithm related issues

Boston, Ma

As a Server Operations Co-op at Acadian, my primary responsibilities focused on maintaining the server infrastructure for business users. As part of the infrastructure team, I also assisted in other related areas given below:• Build, upgrade, maintain custom servers for business users• Assisted in managing business communication systems upgrade• Automate user management within the domain and document procedures for future co-ops

Needham, Ma

As a Systems Support Co-op for Grasshopper, my responsibilities were split between customer support and maintaining the office's IT infrastructure as given below: • Troubleshoot systematic SIP/VoIP, and TDM issues for customers• Managed office technology, kept inventory, and updated procedures for any tasks performed• Gained TDM experience updating data center technology in Austin, TX and Boston, MA