Jay Macdonald Email & Phone Number

Overland Park, KS

Axos Bank is a technology-driven financial services company providing a diverse and ever-growing range of innovative banking products and services for personal, business, and institutional clients nationwide.

Kansas City, Missouri Area

With more than 180,000 people in over 40 countries, Capgemini is one of the world's foremost providers of consulting, technology and outsourcing services. Together with its clients, Capgemini creates and delivers business and technology solutions that fit their needs and drive results they want.Jay MacDonald, a Senior Consultant with Capgemini Government.

Kansas City, Missouri Area

• Facilitated requirement gathering meetings and product demonstrations to ensure application development exceeded clients’ needs and expectations.
• Analyzed and documented functional and non-functional business requirements to identify clients' needs.
• Reviewed requirement documentation with stake holders to prioritize requirements and make sure all business needs are met.
• Created themes, epics, and user stories in JIRA that led to products being delivered on time and with a minimum number of technical defects.
• Designed wireframes and flowcharts of application screens and process flows to effectively communicate complex concepts to stakeholders and developers.
• Wrote test scripts, and assisted with functional, non-functional, negative, regression, and end-to-end User Acceptance testing (UAT).

Kansas City, Missouri Area

• Provided daily sales and technical support for DST Portfolio Reporting solution (Vision Professional) and Compliance application (Subserveo).
• Relationship Manager for over 25 broker-dealers including Prospera Financial Services, First Financial Equity Corporation, and OneAmerica Securities, Inc.
• Liaison to President of Advisor WatchGuard analytics website. Contacted him when there were data issues, and sent suggestions for improvements to his site.
• Increased subscriptions to Vision Professional over 20% by enrolling dealers in full adviser participation agreements.
• Validated incoming broker data from various clearing firms such as Pershing, First Clearing, and Southwest Securities before roll out of Vision Professional website and mobile application.
• Trained other Client Relations Specialists on how to properly explain the features of the Advisor WatchGuard analytics site based on my Fund Analysis experience.

Kansas City, Missouri Area

• Gathered functional and non-functional requirements for enhancement projects by facilitating client sponsor meetings.
• Created business requirement documents and technical artifacts for internal and external stakeholders using Waterfall methodology.
• Presented recommendations and alternatives to senior management for executive approval.
• Assisted in creating test cases and in functional, non-functional, negative, regression, and end-to-end User Acceptance testing (UAT).

Kansas City, Missouri Area

• Generated reports and provided analysis of mutual funds, stocks, and exchange-traded funds (ETFs) using Morningstar Principia and Zephyr StyleADVISOR.
• Consulted with Internal and External wholesalers to give them fund and ETF recommendations to compare to the American Century funds.
• Created Microsoft Excel heat map of "Fixed Income Market Indicator" used by the wholesalers to increase sales of fixed income mutual funds.
• Developed Bear Market funds and ETFs analysis template by working with Compliance department to ensure template was compliant with industry regulations.

Kansas City, Missouri Area

• Reconciled electronic mutual fund trades and networking activity processed through the National Security Clearing Corporation (NSCC) trading platform.
• Reviewed reports on a daily basis in regards to accepted and rejected electronic trades and account openings, and followed up appropriately.
• Increased productivity of NSCC team over 60% by getting reports with no activity to systematically drop into the proper work queues.
• Created Microsoft Access database to track daily NSCC trading and networking activity to make it easier for upper management to discern trends in electronic trading activity.
• Promoted to Senior NSCC Analyst in August 2004 due to consistent high performance, initiative and successful completion of projects.
• Resolved complex trading and reconciliation issues by working with clients and internal areas, such as Fund Accounting and the Commissions department.

Kansas City, Missouri Area

• Provided superior customer service to bank and trust company clients through phone calls and written correspondence.
• Provided sales leads to Internal and External wholesalers, leading to increased sales of American Century mutual funds.

Kansas City, Missouri Area

• Established new accounts and processed financial transactions on institutional mutual fund accounts.
• Followed up on shareholder correspondence to make sure all complaints and issues were handled in an expedited manner.

Kansas City, Missouri Area

• Processed shareholder transactions in a timely manner in accordance with company policies and procedures.
• Chosen to back up Priority Investor Representatives due to my exceptional accuracy in processing shareholder transactions..