Dave Ramos Email & Phone Number

Princeton, New Jersey, United States

DATA - Corporate Bonds New Issues and Corporate Actions● Bloomberg Terminal - Give influential decision makers critical edge by connecting them to a dynamic network of information, people, and ideas● Data - deliver data through innovative technology, quickly & accurately● Standardize reporting and documentation● Evaluating Risk

Princeton, New Jersey, United States

DATA - Corporate Bonds New Issues ● Lead a face-paced and industrious team through record volume: issuance volume peaked in 2020, followed by the second highest volume in 2021. Help Desk inquiries reached record volume in 2022.● Headed multiple global workflow migrations: Overhead Phones to Jabber, Jira Old to Jira New, and CAFX to GIGwork, and CNIM to ASND.● Successively concluded the relationship with a vendor operation while concurrently directing the transition of responsibilities to a new vendor engagement (2021)● Modernized the new hire training program allowing for the effective onboarding of 10 new analysts in 2022, the largest influx of new analysts in 10+ years● Created a training repository within an online cloud environment, enabling a collaborative learning environment where analysts feel confident to author and iterate information● Continuously cultivating subject matter experts in preliminary securities, League Credit, Convertible Bonds, US and CA Treasuries, and related tasks.

Princeton, New Jersey, United States

DATA - Corporate Bonds New Issues, Floating Rate Securities, and Corporate Actions● Identified, trained, and transitioned appropriate workflows from FTEs to vendors. Oversaw Operational Capacity rise to and surpass 95% while exceeding quality targets.● Established a highly organized and functional team with a centralized communication channel and clearly defined roles, responsibilities, and standards● Effectively launched a new business partnership with a debut vendor to assist Fixed Income

Skillman, Nj

DATA - Floating Rate Securities, Corporate Actions● As a JIRA administrator, devised and implemented Jira queues and dashboards to logically distribute work items● Improved work item acquisition for Corporate Actions by enhancing keyword detection to identify actionable items while simultaneously removing noise from the workflow● Crafted a BBDS Schema and GDW application (GDW QA Checklist) to track quality for New Issues and Finalization. Coordinated with stakeholders from multiple teams and regions to ensure the application accommodated their individual needs.● Leveraged product knowledge to create Excel tools to save time completing repetitive tasks, simplify complex tasks, and ensure Bloomberg quality.

Skillman, Nj

DATA - Fixed Income Corporate Bonds● Utilized and worked with Bloomberg Financial Software● Performed error checking and remediation as part of clean-up initiatives to ensure data consistency ● Co-Created, and maintained, a procedure manual used by our team to complete research, and to train new analysts● Lead team projects with the direction of senior staff● Initiated and supported projects through completion● Researched company and bond filings

East Brunswick, Nj

● Granted Blue Card Access. This privilege enabled me to perform manager-level actions at POS terminals● Became comfortable speaking in front of large groups of people● Adopted principles leading to a great guest experience● Multitasked in a fast-paced environment● Balanced time-sensitive needs of both guests and coworkers