Charles Baldwin Email & Phone Number

New York, Ny, Us

Seattle, Washington, Us

- Lead the Data Governance program within Parametric, including data policies, data quality, data models, and tooling. Ensure alignment with Morgan Stanley standards.- Manage a global team of data analysts supporting technical and business data analysis for our key internal clients. Responsibilities include support for daily external market data intake as well as developing queries to fulfill both internal and external requests for data.- Work in coordination with technology teams to define and capture core data models for our cloud-based data stores in AWS and Snowflake.- Partner with business users in Parametric and Morgan Stanley to ensure key data requirements are identified and delivered.- Manage Parametric's access to, and usage of, external market data, including coordinating the daily intake and distribution of over 500 business-critical financial indexes from our primary vendors.- Act as the primary data liaison with our parent company, Morgan Stanley, partnering on all aspects of governance, quality, and integration. This includes alignment of strategy, coordination of data required for regulatory reporting, consolidated Risk analysis.

Seattle, Washington, Us

- Lead the effort to implement a full data governance program at Parametric - Define the strategic roadmap to grow Parametric into a data-driven organization with data managed as a critical business asset- Identify gaps in process, roles, and technology, partner with business and Technology stakeholders to define and implement solutions- Document and socialize data governance best practices to build firm-wide awareness and lay the foundation for a data-driven culture

Tokyo, Jp

As a member of the Chief Data Office support US data governance at SMBC. Partner with US stakeholders to ensure standards, processes, tools, and roles are documented and understood. Lead projects to bring data and reporting under data governance oversight.- Work with bank-standard glossary, lineage, and data quality management systems to ensure regulatory data elements and associated meta-data for AML, RWA, FR Y-15, and SCCL reports are captured accurately and continue to be managed under the data governance process in compliance with mandated regulatory guidelines.- Re-engineered the existing data element on-boarding process to ensure key data elements are identified appropriately and that terms and associated metadata is managed consistently across the CDO division.- Designed a SharePoint-based workflow which will be implemented to support a single source for allin-flight and completed data on-boarding projects. This will result in elimination of multiple files and manual processes which can lead to discrepancies and re-work during execution.- Created a PMO office within CDO, brought standard project best practices and templates into CDO-wide use. Drive project reporting to regional and global management committees to ensure firm-wide stakeholders are aware of CDO goals and activities.

Zurich, Ch

On a consulting basis execute data and process analysis of key US regulatory reports within the Finance group at UBS. Capture manual processes and data quality issues and identify potential efficiency and risk-reduction improvements. Escalate key risks to UBS management for additional focus. Mentor junior team members to ensure standard processes and tools are understood and effectively used.

Frankfurt Am Main, Hessen, De

Led a team of data professionals in data quality analysis, governance, issue management, reporting and analytics within the Chief Data Office. Partnered with regional data stewards across Finance, Risk and Treasury to ensure data quality issues were understood and managed through the lifecycle within global governance processes. • In partnership with divisional data councils tripled US-critical data quality issue resolution rates by focusing on key issues and supporting them through the standard project lifecycle.• Managed a project to implement standard tools and processes for DB US, increasing US business division adoption of data quality governance standards from one to all within two years.• Defined and documented US regional business requirements for data governance, process, and tooling. Collaborated with global data teams to ensure these requirements were clear and implemented, leading to a standard global view of bank data quality.• Developed the data quality analytics program and worked with tooling teams to create automated dashboards in QlikSense and Tableau. • Focus on critical data issues led to a 40% improvement in straight-through processing for key regulatory reporting, including the FR Y-14A, Q, and M.• Reported data quality metrics, risks, and issue resolution progress in US senior management stakeholder forums.

Zurich, Ch

On a consulting basis led the data validation test strategy and execution project for the bank’s IHC Risk-Based P&L initiative for the Global Credit Products division. - Partnered with risk owners to execute root cause analysis on issues in the data flowing through in-scope systems and recommended solutions to technology and process teams. - Tracked solutions and implementations to ensure deadlines and cost targets were met.

New York, Ny, Us

Executed project initiation, requirements analysis, and deliverable management for Market Risk, delivered key status reporting to Market Risk and technology stakeholders including senior management. Worked with market risk managers to identify business requirements, engaged with technology leadership to ensure delivery and timelines met business needs. Key projects included CCAR process automation and PRA FDSF stress testing.• Led a large cross-functional project to implement Market Risk infrastructure changes to improve risk metric delivery times from T+2 to T+1 pre-market open providing enhanced insight to risk managers and trading desks. • Initiated and managed the implementation of critical regulatory technology requirements across Market Risk significantly mitigating the bank’s risk of regulatory non-compliance.• Defined and implemented a process for the initiation, prioritization, and management of end-user-requested technology changes to formalize the SDLC. This improved the efficiency of reporting and development by standardizing the entire workflow.

New York, Ny, Us

Managed a diverse team of on- and off-shore QA professionals to provide test coverage for products within Client Reference Data technology, including global client account opening systems. Led the Enterprise Data project to transition all QA activities from existing vendors to a new single vendor solution for Morgan Stanley Technology and Data.• Delivered a 70% reduction of critical defects found in Production by improving test coverage and automation, led the team in ensuring adherence to bank-wide QA project and process standards.• Defined and implemented process and documentation standards across the QA team, including detailed SDLC rules of engagement and best practices.

Us

Coordinated the efforts of 30 off-shore QA professionals in the testing of Equities systems, also led US QA Governance efforts.

Zurich, Ch

Managed a team of QA professionals in the testing all US Equities systems, including order capture, execution, and settlement technology. Worked closely with US Equity sales and traders to define and refine their interactions with technology, partnered with internal UBS technology teams and external vendors to implement system enhancements and defect fixes.

Master Of Business Administration - Mba, Management Information Systems

Ba, Mathematics