Gregory Stewart Email and Phone Number
Gregory Stewart work email
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Gregory Stewart personal email
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.
Massmutual
View- Website:
- massmutual.com
- Employees:
- 12885
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Investment Data Integrity SpecialistMassmutualHanover, Ma, Us -
Operations Data Management ConsultantMassmutual Nov 2023 - PresentSpringfield, 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. -
Senior Investment Operations AnalystNuveen, A Tiaa Company Feb 2022 - Nov 2023New 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. -
Data Pricing SpecialistChase Corporation May 2021 - Feb 2022Westwood, 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. -
Pricing CoordinatorGranite City Electric Supply Co., Inc Aug 2020 - May 2021Quincy, 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 -
Pricing AnalystClean Harbors Nov 2019 - May 2020Norwell, 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. -
Product Information ManagerNoble Supply & Logistics Jul 2015 - Oct 2019Boston, 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. -
Senior Pricing AnalystState Street Jul 2011 - Jul 2015Boston, 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. -
Portfolio Fund Accountant IiState Street Apr 2008 - Jul 2011Boston, 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 -
Portfolio Fund Accountant IState Street Nov 2006 - Apr 2008Boston, 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
Gregory Stewart Education Details
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University Of Northwestern OhioSpecialized Studies - Business -
University Of Northwestern OhioHigh 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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