David Edwards Email & Phone Number

Phoenix, Arizona, United States

• Responsible for processing, analyzing, and communicating findings for large data sets to drive key business decisions
• Develop new models to better understand emerging industry questions such as COVID implications and risk score completion trends
• Assist with data/database management initiatives to include data processing, database design, integration, and/or data modeling
• Use Microsoft T-SQL and other tools to conduct data analysis, data mining, build reports, and document creation
• Troubleshoot and improve inefficient data processes in SQL and Python
• Research, extract, analyze, and summarize website data by using web scraping tools

Des Moines, Iowa

• Independently performed routine and intermediate recurring procedures, analysis, and report preparation to support the lifecycle of investments in a global infrastructure.
• Collection and verification of data from appropriate sources, ensuring accurate and up to date security information on the various systems across multiple asset classes including Fixed Income, Equities, and Derivatives.
• Contribute to the development and execution of the data strategy to enable the most effective use of the data to ensure the strategy aligns with the leading industry practices
• Supported global investment initiatives through participation in projects, process reviews and/or system improvements.
• Daily pricing of Equity, Fixed Income, Derivative, CIT, Mutual Fund, ETF, and private securities using ICE Data Services, Refinitiv, IHS Markit, and Bloomberg
• Proactively diagnosed and manage high risk issues by reviewing and identifying operational improvements to ensure that data is handled and processed accurately and effectively throughout the lifecycle.

Des Moines, Iowa Area

• Assist firm with asset allocation analysis and database management
• Set up trade files to prepare account for trading
• Ran client reports in preparation for meetings
• Performed stock sector analysis to compare client's stock performance to the benchmark
• Used due-diligence to classify mutual funds, common stock, preferred stock, and ETFs
• Completed weekly tasks such as managing any insufficient funds, corporate actions, mandatory offers, reoccurring monthly distributions, and account transfers.

Des Moines, Iowa

• Reconciliation intern on the Separately Managed Accounts(SMA) team
• Set up new SMA accounts for clients
• Raise cash for the process of withdrawals to prepare for trading
• Monitor accounts to ensure proper trading
• OnBase documents for archival purposes

Des Moines, Iowa

• Utilized QuickBooks software to effectively track revenues and expenses
• Restructured payroll system for the firm and filed it twice a month
• Organized and filed historical accounting information
• Created sophisticated Excel spreadsheets to better track bank information
• Provide financial analysis to better plan for future growth

West Des Moines, Iowa

• Data analysis of tax returns verifying all necessary qualifications and requests
• Maintained data security/integrity of client information for 4506T form processing
• Post-analysis processing in coordination with IRS for final evaluation

Des Moines, Iowa Area

- Prepare research briefs for senior leadership in fast-paced environment. - Conduct market research to support firm's local and global initiatives.- Support senior leadership with public and media engagements.

Kingsland, Georgia

• Created new locations and restocked product after hours to ensure control of inventory
• Unloaded delivery truck and accurately stocked shelves
• Assisted customers to include cashier, bagger, and general customer inquiries

Bachelor’S Degree, Finance And International Business

Activities and Societies: Phi Gamma Delta, Investment Club, College RepublicansAs a student of Drake University, a highly commended.

Study Abroad

Activities and Societies: Center of Modern LanguageSpent the spring semester of my Junior year studying abroad in Granada, Spain. Enrolled.

High School

Activities and Societies: Four years of varsity football.