Forrest Davis Email & Phone Number

Boston, Massachusetts, United States

Business System Analyst for equity and fixed instruments (FI) assets on CRIMS Team.• Collaborated with business stakeholders and users to understand the business and its needs, facilitating effective communication and requirement gathering.• Analyzed business processes for equity and fixed income assets, modeling current state, and providing strategic recommendations for future improvements.• Conducted and meticulously documented functional testing to validate business requirements, ensuring the high build quality of software.• Led system enhancement projects, identifying scope, facilitating the prioritization of change requests, and successfully managing issues and risks.• Served as the product owner for an agile team, overseeing the successful implementation of software enhancements on schedule for both equity and fixed income assets.• Led medium-sized projects for the retirement of legacy software systems, streamlining operations and improving efficiency.• Headed a small production support team, providing seamless support to both equity and fixed income business users, ensuring compliance, and the correct operation of order management systems.• Worked closely with portfolio managers, offering CRIMS application support, including updating MWB profiles and troubleshooting issues, enhancing system reliability.• Wrote and executed comprehensive test cases in QA and UAT environments for the CRIMS application, ensuring system integrity and compliance.• Proactively communicated accurate and timely updates to clients and stakeholders regarding open service requests and change requests.• Developed and wrote operations procedures for performing critical business activities within CRIMS and other investment management systems, enhancing overall operational efficiency.• Conducted regular SQL database queries to analyze results for issues, including trade compliance and data validation, ensuring data integrity and regulatory compliance.

Los Angeles Metropolitan Area

• Wrote and executed test cases in QA and UAT environments for Operative.one OnAir billing module, ensuring software quality and reliability.• Mapped billing module attributes for the OnAir application, contributing to the optimization of billing processes.• Collaborated with business end users to collect requirements for creating billing and revenue reports, ensuring alignment with business objectives.• Created user stories in Jira and actively contributed to managing project stories, facilitating effective project management and delivery.

Greater Los Angeles Area

Business System Analyst, for Equity/FI assets on Charles River Development Team (CRD)• Collaborated with business stakeholders and users to understand the business and business needs.• Analyzed business processes for both equity and fixed income assets, modeled current state, and provided recommendations for future state.• Performed and documented functional testing to validate business requirements verifying build quality.• Led small to medium system enhancements, including identifying scope, facilitating prioritization of change requests and managing issues and risks.• Product owner for agile team, ensuring software enhancements were implemented successfully on schedule for both equity and fixed income assets.• Led medium sized projects for retiring legacy software systems.• Led small production support team, supporting both equity and fixed income business users. Ensuring compliance as well as order management systems operated correctly for both equity and fixed income assets.

Newport Beach California

• Processed and monitored daily and monthly CRD compliance reports.• Responsible for transitioning the employee trading approval process from a paper process to an on-line system.• When needed assisted with proxy voting, 13F reporting, daily trade processing and daily cash flows.

Greater Los Angeles Area

Managed GAP and UAT testing for system enhancements for proprietary JAVA based systems.Managed and coordinated the retirement of the Institutional order processing system.Worked closely with the CRD (Charles River Development) team, making sure all interfaces between in house JAVA based systems and CRD operated smoothly.Acted as a liaison with Portfolio Managers on managing cash flows, preparing pro-forma portfolios of investment transactions to manage account contributions and withdrawals.Mentored new associates in Portfolio Control.Chaired various investment calls and provide information for the agenda as requested.Identified and evaluated departmental issues concerning systems and procedures.

Act as a liaison between Portfolio Managers, and Traders Analyze existing trading and compliance systems and improve them to better meet business needs.Duties included: Create pro-forma portfolios to manage account contributions and withdrawals.Ensure accounts are in compliance with account guidelines.

Worked closely with brokers setting up new investment accounts for new and existing clients.Worked closely with traders and brokers, assuring securities for client accounts are handled properly.Provided customer service to brokers and clients.Assist brokers in selecting the most appropriate investment portfolio for their clients.

Responsible for more than two thousand client accounts, more than $400 million in assets. Responsible for making sure client's accounts are weighted according to the model. Responsible for investing and raising cash for clients accounts. Coordinate with Plan sponsors' operations departments to make sure accounts are suitable clients.