David Basso Email & Phone Number

Leading transformation initiatives across vendors/suppliers to identify cost savings opportunities and operational efficiencies. Through detailed analysis, risk assessments, and collaboration with key stakeholders, develop recommended action plans. Presenting recommendations to progressively higher levels of management to gain agreement on next steps.

Greater Boston Area

Led cross-border team to build out global vendor/custody management program. Designed performance measurements, interaction models, performance reviews, and governance structure to optimize vendor relationships. Implemented technology/automation to enhance reporting and vendor oversight.

Implemented a formalized vendor management program across 100+ market data vendors to mitigate risk, drive value, and optimize vendor spend. Developed communication plans to ensure commitment from internal teams. Developed scorecards, vendor overviews, and reporting tools to track vendor performance.

Developed a new Access Controls governance structure for application access. Negotiated with and influenced key stakeholders at various levels to gain acceptance and commitment. Created process controls and procedures.

Greater Boston Area

Program management of initiatives across GA in support of investment staff. Oversight of issue escalation and resolution between support groups and GA to ensure appropriate issue resolution. Key liaison between GA and vendors (rating agencies, trading systems, etc.). Proactively identified issues and developed client solutions.

Greater Boston Area

Managed short-term and long-term projects across matrix organization in support of investment teams. Identified opportunities for cost savings, effectively applied technology solutions, and implemented new processes to increase effectiveness and productivity. Responsible for managing issue escalation and resolution between IT, Shared Services groups and investment staff.

Defined business and technical requirements to satisfy business users and IT teams. Led ad-hoc project teams to deliver software solutions. Effectively communicated project status, cost, and goals to key stakeholders and management. Managed contract negotiations, renewals, and user administration for market data vendors used by investment staff. Developed and deployed a framework for cost savings and proactive contract reviews and renewals.

Created business/technical requirements for FIX protocol based products (trade order routing and buy-side/sell-side IOI messaging).Led cross functional project teams to build out new product features to expand product lines.Collaborated with external clients and internal stakeholders to define new product features. Partnered with QA to develop and execute test plans.Led training sessions on product functionality for internal sales and external clients.

Mba, Business Administration

Bs, Business Administration