Gregory Stewart

Gregory Stewart Email and Phone Number

Investment Data Integrity Specialist @ MassMutual
Hanover, MA, US
Gregory Stewart's Location
Hanover, Massachusetts, United States, United States
Gregory Stewart's Contact Details

Gregory Stewart work email

Gregory Stewart personal email

n/a
About Gregory Stewart

With over 9 years of experience in the financial services industry, I am a skilled and knowledgeable Senior Investment Operations Analyst at Nuveen, a TIAA company. My core competencies include valuing various asset types, conducting comprehensive reviews of daily pricing reports, and researching and analyzing market movements and corporate action events. I am passionate about delivering accurate and timely valuation data to support the investment decisions of Nuveen's clients and stakeholders. I value teamwork, collaboration, and continuous learning, and I strive to bring diverse perspectives and experiences to the pricing team.In my role at Nuveen, I leverage my extensive knowledge of approved pricing methodology and various pricing sources to value equity, derivatives, and fixed-income securities for both foreign and domestic markets. I also update vendor cross-references and initiate vendor coverage and price challenge requests for fixed-income securities. Additionally, I attend to email inquiries regarding pricing, security information, and confirm price movements. Furthermore, I create workflow procedures and maintain comprehensive documentation. Through these activities, I demonstrate my market research, accounting, and financial analysis skills.

Gregory Stewart's Current Company Details
MassMutual

Massmutual

View
Investment Data Integrity Specialist
Hanover, MA, US
Website:
massmutual.com
Employees:
12885
Gregory Stewart Work Experience Details
  • Massmutual
    Investment Data Integrity Specialist
    Massmutual
    Hanover, Ma, Us
  • Massmutual
    Operations Data Management Consultant
    Massmutual Nov 2023 - Present
    Springfield, Massachusetts, Us
    - Troubleshoot and resolve issues with reference data in a timely manner.- Monitor and validate investment critical data elements.- Provide support for reporting and investment close processes.- Identify missing or suspect commitment data from spurce feeds.
  • Nuveen, A Tiaa Company
    Senior Investment Operations Analyst
    Nuveen, A Tiaa Company Feb 2022 - Nov 2023
    New York, Ny, Us
    • Extensive knowledge of approved pricing methodology in valuing a wide range of asset types, including equity, derivatives, and fixed income, for both foreign and domestic securities.• Conduct a comprehensive review of daily pricing reports to ensure accurate valuation.• Review, research, and analyze current market movements and corporate action events.• Attend to email inquiries regarding pricing, address requests to add pricing information, and confirm price movements.• Update vendor cross-references and initiate vendor coverage and price challenge requests for fixed-income securities.• Create workflow procedures and maintain comprehensive documentation.• Compare manually priced securities against additional sources and pricing methodology.• Prepare metric and pricing reports for senior management on a monthly basis.
  • Chase Corporation
    Data Pricing Specialist
    Chase Corporation May 2021 - Feb 2022
    Westwood, Massachusetts, Us
    • Created reporting that provides actionable data, KPI performance, and other data-capturing solutions.• Performed monthly reviews of manually changed prices by the customer service team.• Ensured pricing updates have proper approval and documentation is saved for audit.• Created and maintained item IDs, vendor records, and customer information in JD Edwards ERP.• Worked closely with the IT department on testing and implementation of system changes for automated orders through EDI.
  • Granite City Electric Supply Co., Inc
    Pricing Coordinator
    Granite City Electric Supply Co., Inc Aug 2020 - May 2021
    Quincy, Ma, Us
    · Performed system modifications, updates, and loading of price file details.· Maintained records of supplier price changes, communicate announced increases internally, and implement changes in Eclipse ERP system.· Investigated price competitiveness inquiries.· Completed monthly submittal of supplier rebate claims.· Generated scheduled & ad-hoc Sales, Pricing, and KPI reports
  • Clean Harbors
    Pricing Analyst
    Clean Harbors Nov 2019 - May 2020
    Norwell, Ma, Us
    • Prepared monthly reporting package for oil price, performance, sales margins, and volumes.• Worked closely with the sales team to update monthly pricing and issue price letters to customers.• Monitored, tracked, and reported on oil energy market indices daily, weekly, and monthly.• Built evaluation models to assess margin and impact.• Assisted in tracking used oil inventory at terminal locations.
  • Noble Supply & Logistics
    Product Information Manager
    Noble Supply & Logistics Jul 2015 - Oct 2019
    Boston, Massachusetts, Us
    • Maintained product information and pricing for over 500,000 catalog items across multiple E-commerce portals.• Created new item SKUs, upload images, and managed item attributes.• Developed custom searches and ad-hoc reporting in NetSuite ERP as a Junior Administrator for the sales team and senior management.• Troubleshoot and resolved EDI, ERP, and other system issues.• Collaborated with contract managers to provide item data and pricing for U.S. Government RFQs.• Monitored, tracked, and compared vendor pricing.• Corresponded with vendors to verify product information and country of origin.
  • State Street
    Senior Pricing Analyst
    State Street Jul 2011 - Jul 2015
    Boston, Massachusetts, Us
    • Performed pricing and quality control for equity and fixed-income securities.• Conducted research to collect, assemble, and analyze vendor data.• Automated manual daily tasks to reduce risk and improve overall efficiency.• Created, organized, and maintained manual databases.• Implemented and trained staff on new procedures and controls.• Investigated and resolved client pricing inquiries.• Worked independently and within a team of analysts to ensure accuracy of customer data.• Monitored and reviewed daily work of Junior Associates.
  • State Street
    Portfolio Fund Accountant Ii
    State Street Apr 2008 - Jul 2011
    Boston, Massachusetts, Us
    • Monitored and reviewed the daily work of Portfolio Accountants Associate 1.• Participated in special projects requested by management.• Ensured timeliness and accuracy of daily reports.• Researched and confirmed the accuracy of audit packages, monthly and annual reports, security transactions, and capital changes.• Assisted with the day-to-day operation of the team
  • State Street
    Portfolio Fund Accountant I
    State Street Nov 2006 - Apr 2008
    Boston, Massachusetts, Us
    • Provided in-depth research into the exceptions of cash, fixed-income accruals, shares, interest, and trade settlements.• Calculated NAVs and determined dividend and distribution rates.• Created and updated client-specific macros.• Updated and reviewed daily trading, general ledger activity, and pricing of funds.• Prepared and reconciled daily, monthly, and annual financial reports.• Assisted in training new employees.

Gregory Stewart Skills

Financial Data Accounting Financial Operations Valuation Financial Procedures Middle Office Operations Microsoft Powerpoint Data Validation Data Analysis Eagle Investment Systems Investments Market Research Data Collection Bloomberg Communication Data Analytics Finance Data Quality Process Improvement Advent Geneva Fund Accounting Pivot Tables Netsuite Financial Services Data Cleaning Operations Resolving Issues Microsoft Office Microsoft Word Microsoft Excel Pricing Strategy Critical Thinking Microsoft Outlook Business Decision Making Financial Analysis Attention To Detail Interpersonal Skills Excel Formulas Teamwork Computer Literacy Data Maintenance Analytical Skills Problem Solving Reporting Corporate Actions Written Communication Operational Support Organization Skills Investment Management Databases

Gregory Stewart Education Details

  • University Of Northwestern Ohio
    University Of Northwestern Ohio
    Specialized Studies - Business
  • University Of Northwestern Ohio
    University Of Northwestern Ohio
    High Performance Automotive Technology/Alternative Fuels

Frequently Asked Questions about Gregory Stewart

What company does Gregory Stewart work for?

Gregory Stewart works for Massmutual

What is Gregory Stewart's role at the current company?

Gregory Stewart's current role is Investment Data Integrity Specialist.

What is Gregory Stewart's email address?

Gregory Stewart's email address is gs****@****orp.com

What schools did Gregory Stewart attend?

Gregory Stewart attended University Of Northwestern Ohio, University Of Northwestern Ohio.

What skills is Gregory Stewart known for?

Gregory Stewart has skills like Financial Data, Accounting, Financial Operations, Valuation, Financial Procedures, Middle Office Operations, Microsoft Powerpoint, Data Validation, Data Analysis, Eagle Investment Systems, Investments, Market Research.

Who are Gregory Stewart's colleagues?

Gregory Stewart's colleagues are Jen Laflamme, Piotr Strzała, David Serrano, Westfield Anita, Brian O’connor, Matt England, Nicole Bartholomew.

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