Eric Smith Email & Phone Number

United States

Seattle, Washington, United States

Volunteer in support of the mission of Mount Baker Housing Association

Greater Seattle Area

Greater Seattle Area

Greater Seattle Area

Greater Seattle Area

Los Angeles, California

Greater Los Angeles Area

*Leads Data Management and Valuations Teams for an asset management firm with greater than $75BB of assets under management.*Direct management responsibility for 5 analysts across 2 teams.*Direct oversight and indirect management responsibility for an outsourced relationship with a team of 8-10 analysts supporting the data management and valuations.

Bethesda, Maryland

*Develops, leads, and executes an enterprise data strategy for the firm consisting of: data procurement, data governance, data quality, data process flows, data reporting, data vendor management, and change management.*Sets direction for the enterprise data strategy and the enterprise data management team based on the firm’s goals and vision and also based.

Chicago, IL

Data Governance Manager*Chair of the Data Governance Team. Facilitator for the Data Governance Council. Central point of contact for data issue escalation.*Established a formal Data Governance organization within the firm. Led the project steering committee which created the charter, policies, roles and responsibilities, SharePoint site, and Issues Log..

Chicago, IL

• Manages 2 teams (11 analysts) for an asset manager with $180BB in assets under management.
• Sat on steering committees for systems implementations of firm’s Investment Accounting System (ePAM), Options Trading System (Sophis), Order Management System (Charles River), and internal Data Warehouse.
• Responsible for Valuations, Security Set-Up, Maintenance, and Analytics of over 18,000 securities, across the multiple systems in asset management.
• Manages the firm’s Valuation… Show more
• Manages the firm’s Valuation process.
• Wrote the firm’s Valuation policy and continues oversight of the Valuation policy.

Chicago, IL

• Monitored and evaluated risk for Principal Investment Real Estate portfolio of over 300 investment grade and below investment grade bonds with a total market value of $793MM and total notional of $4.5BB.
• Facilitated project plans between business and technology teams to advance full integration of trading products onto Investment Bank’s infrastructure.
• Validated and reported monthly profit and loss on entire principal investment real estate portfolio for investment bank management… Show more
• Validated and reported monthly profit and loss on entire principal investment real estate portfolio for investment bank management team.
• Completed daily position and risk reconciliations along with trade support, including trade confirmation, trade entry, and trade validation in risk management system Show less

Chicago, IL

• Operates as Co-Administrator for the Corporation’s client profitability system, which supports all business units.
• Analyzes business unit products and services and fees charged for cost effectiveness and recommends changes based on profitability and the competitive environment.
• Maintains and updates the business unit pricing model used by the sales team as a key determinant for new business prospects and client rebids.

Chicago, IL

• Fee Technician (Sr. Fee Analyst) 01/2004-04/2005
• First Technician to solely support the entire Large Corporate ERISA client base. Client base included 175 clients with annualized fee revenue greater than $86MM.Fee Analyst 10/2002-12/2003
• Supported Foundations and Endowments and Insurance client bases. Foundations and Endowments client base included 192 clients with annualized fee revenue greater than $32MM and Insurance client base included… Show more.
• Supported Foundations and Endowments and Insurance client bases. Foundations and Endowments client base included 192 clients with annualized fee revenue greater than $32MM and Insurance client base included 94 clients.

Ba, Economics

Economics major with a minor in Psychology.

Certificate Of Completion, Data Analytics

10 week intensive focusing on data analysis and analytics. Tools used were advanced Microsoft Excel, PostgreSQL, and Tableau. 2 data.