Dwayne Lee Email & Phone Number

Chicago, Illinois

Responsible for project management, leadership and oversight in development and implementation of new and enhanced institutional trust products.

Supervise a staff of 8 full-time employees and 10 offshore consultants.Create and maintain project plans for all new medium to large development efforts. Chair weekly meeting with business sponsors.Supply capital forecasting for upper management.Conduct periodic reviews of all supported systems as it pertains to risk. Provide recommendations on how to reduce risk factors.Complete mid-year and annual performance reviews for all FTEs and consultants.Attend vendor workshops.

Provide support in completing System Development Life Cycle.Develop comprehensive specifications for new application models.Create statistical system performance reports.Research and Resolve complex system solutions.

Developed new automated processes for business units to complete task more accurately.Provide strategic analysis for business units' docket request.Supervised and monitored the resolution of system issues.Developed weekly status report for all complete docket items.Attended new technology seminars to gain knowledge of upcoming changes to hardware and software.

Researched and corrected complex system issues with COBOL and Focus programs.Provided 24 -7 support for business units in the U.S., Singapore, London and Dublin.Provided in-depth analysis of installation issues with new Vended software.Worked closely with business units to design new simplified docket request forms.

Maintained code for COBOL, DB2 and Focus programs.Researched client inquiries on data issues.Reviewed business units' application specifications for system constraints.

Administered client activity for Public Fund and Taft-Hartley Pension plan totaling over $25 billion in assets; as well as, ensured compliance with ERISA and Department of Labor regulatory guidelines.Forecasted and monitored future cash flows for monthly investment activity.Explored new opportunities for revenue growth and made client presentations introducing new investment products.Executed liquidations of investment manager portfolios.Created spreadsheets analyzing performance and liquidity levels of various investment products.

Supervised a group 10 -12 Sr. Portfolio Analyst.Identified and resolved issues between Sr. Portfolio Analyst and other business units.Served as primary contact for client and external auditors' inquiries.Researched complex client accounting issues.Interviewed perspective Sr. Portfolio Analyst.

Reconciled portfolio data weekly.Researched client accounting inquiries.Audited monthly and yearly portfolio reports.Helped prepare filing of clients' 5500 report with the Department of Labor.

Traveled regionally endorsing the use of the poly-synthetic plastic drums versus metal.Worked closely with engineers to assist in designing higher class plastic drums.Delivered presentations to company heads of prospective clients.