Daniel Ferris Email & Phone Number

Conshohocken, Pa, Us

Valley Forge, Pa, Us

-Deliver models that enable the scaling of the advice offer to Advisors and Relationship Managers across the Retail division- Manage the model development lifecycle from ideation, data discovery, infrastructure architecture, model design and build, UI integration, through change management/workflow integration - Generate business value of over $27 million by addressing business needs and proactively guiding sponsor-level stakeholders to a sound and innovative multi-year vision- Drive adoption of solutions directly with stakeholders and users and launch models to users- Build and fine-tune LLMs to meet requirements of generative AI solutions which unlock new insights and operational efficiencies through responsible and explainable AI solutions.- Enforce strong internal controls and workflows that enable fast resolution, maximize uptime, and enhance product trust. Operationalize t[he maintainance and production support.

Valley Forge, Pa, Us

- Build scalable, curated data products in AWS S3 used to perform analysis and drive data validated business decisions, marketing campaigns, AI/ML models, and regulatory reporting.- Lead two full stack technical teams of Developers, Engineers, and Metadata professionals across multiple products.- Market complex data products succinctly to a business-oriented audience through continuous engagement and informational rollout sessions.- Increase speed to value by leading vision shift from foundational products to use case support, while mitigating technical debt.- Improved query and dashboard efficiency (80%) and reduced cost (28%) by leading the vision, planning, and cross-divisional rollout from existing EMR to a quicker serverless option, Athena.- Improve user experience by designing and operationalizing defect management processes through data quality implementation, documentation, and divisional rollout. - Create dashboards to demonstrate product adoption, measure product value, conduct production support, and identify learning opportunities.

Valley Forge, Pa, Us

- Serve as product owner for development of fund expense tools, manage project budget, prioritize features, and ensure timely delivery of minimum viable product.- Assess Income & Expense processes deviation from industry standard, determine if changes add value, and present business case for recommendation.- Develop and leverage deep subject matter expertise to make decisions with potential Net Asst Value impact and financial impact.- Lead a team of financial professionals and manage elevated and complex operational decisions.- Work closely and provide expense and cash flow analysis to many teams including those that manage the funds’ portfolio

Valley Forge, Pa, Us

- Provide oversight of daily fund accounting- Complete ad-hoc requests and analysis- Drive and participate in projects that seek to improve processes, mitigate risk, and align two previously separate teams into one cohesive unit

Valley Forge, Pa, Us

-Provide all daily functions of fund accounting in regards to shareholder activity.-Analyze, identify, and correct breaks in cash and share amounts through heavy use of Access and Excel.-Verify proper settlement in the accounting system of all items related to shareholder activity.-Book various transactions in Asset Arena including ad hoc requests.-Leverage other expert teams to identify and correct any incorrect information in the accounting system.-Engage in and initiate projects to improve efficiency and accuracy of function.

Valley Forge, Pa, Us

-Calculate maximum shares per trade with consideration to spread, volume, and bid/ask size.-Discuss portfolio performance relative to benchmark and security risk. -Relay quantitative information about securities to clients and educate them on the meaning of metrics like beta and EPS.-Place client trades and provide education on order types, market function, and various security types.-Assess client portfolios and assist in investment decisions with consideration to goals, time horizon, risk tolerance, and portfolio construction. -Communicate effectively with mid-and back-office teams to efficiently address time sensitive issues.

Bachelor’S Degree, Political Science

Bachelor Of Arts (Ba), Economics