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My career journey began in the financial industry where I spent 7 years working on reporting, managing client funds, reconciling financial data, and initiating trades while maintaining internal and external relationships. During my time within the financial industry, I began working a lot with transacting data and implementing solutions to better automate processes using system-based macros. It was during this time that I realized that the Financial Industry did not have the most up-to-date technology and I was seeking an opportunity to bridge my business background with newer technology. In 2018, I decided to pursue my Master’s in Business Analytics where I learned how to work with a group of well-rounded professionals under limited time constraints to meet project deliverables using while solving real-world simulated business problems using data. Learning the new tech stack while solving user-related problems is something that I truly enjoy. Feel free to connect with me regarding any collaborations or opportunities.For projects, please visit:👉🏻 Github: https://github.com/jmart368
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Investment Data AnalystMercerBoston, Ma, Us
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Senior Performance AnalystNewton Investment Management Group Oct 2023 - PresentLondon, Gb -
Data AnalystSmartbear Jul 2022 - Jul 2023Somerville, Ma, Us• Developed automated Tableau alert triggers to proactively monitor AWS data flow, detecting failed or missing data loads, which enhanced system reliability and shortened response times. • Enhanced SQL queries in Snowflake to streamline daily data refreshes, minimizing downtime and boosting stakeholder reporting efficiency. • Led the integration of Tableau and Slack, enhancing internal communication on performance metrics, resulting in faster and more informed decision-making. • Conducted training sessions to enhance team proficiency in Tableau, enabling more effective data visualization and improved analysis across departments. -
Customer Success AnalystEncortex Feb 2022 - Jul 2022Boston, Ma, Us• Designed and implemented Superset and Kibana dashboards for 10 Email Service Provider clients, effectively tracking KPIs for 15 million daily email sends.• Executed SQL queries on AWS Redshift to analyze data, troubleshoot performance issues, and generate client reports.• Onboarded new clients and developed growth strategies, documenting progress and outcomes on Confluence. -
Investment Operations SpecialistLoring, Wolcott & Coolidge Trust, Llc Mar 2017 - Feb 2022Boston, Ma, Us• Developed automation processes by creating system-based macros to automate repetitive tasks, optimizing the team’s productivity by 2-3 hours per day.• Designed and organized time-sensitive asset transfer procedures that reduced operational bottlenecks and transfer wait times from 4 weeks to 1 week. -
Sr. Accounting And Reporting SpecialistBny Mellon Dec 2014 - Mar 2017New York, Ny, Us• Conducted month-end closing procedures for 6 client-relationships worth more than $10 Billion within the first 6 months of employment during employee high-turnover.• Implemented additional due diligence checks to reconcile month-end market values for over 300 accounts while minimizing errors and ensuring client-satisfaction. -
Enrollment Operations SpecialistDell Aug 2013 - Dec 2014Round Rock, Texas, Us• Secured health insurance enrollment through outreach and follow-throughs for 292,000 members, a 5.3% increase from the previous year during a crisis of premature health insurance system rollout.• Decreased a $300,000 suspense bill payment account by more than 67% within 3 months through database research leading to member retention. -
Program AssistantInversant Sep 2012 - Aug 2013Boston, Massachusetts, Us• Queried and distributed 130+ match savings reports while monitoring program attrition status.• Facilitated monthly meetings on financial literacy and college readiness for 150 culturally diverse parents. -
Research InternCorporate Accountability International 2011 - 2011Boston, Ma, Us• Compiled and analyzed information for a developing food campaign designed to curb obesity• Targeted core constituencies for interviews, surveys, and research initiatives surrounding public health policy and local food policy -
Research And Teaching AssistantRegis College 2011 - 2011Weston, Massachusetts, Us• Guided classroom discussions and evaluated exams for an International Relations Seminar course. • Offered extensive analysis, proofreading, and suggestions concerning sources for a publication on organized crime in Italy.
Jose Martinez Skills
Jose Martinez Education Details
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Boston UniversityApplied Business Analytics -
Regis CollegeInternational Relations
Frequently Asked Questions about Jose Martinez
What company does Jose Martinez work for?
Jose Martinez works for Mercer
What is Jose Martinez's role at the current company?
Jose Martinez's current role is Investment Data Analyst.
What is Jose Martinez's email address?
Jose Martinez's email address is jm****@****ust.com
What is Jose Martinez's direct phone number?
Jose Martinez's direct phone number is +151272*****
What schools did Jose Martinez attend?
Jose Martinez attended Boston University, Regis College.
What are some of Jose Martinez's interests?
Jose Martinez has interest in Languages, Aviation, Economic Empowerment, Accounting, Finance, Analitycs, Foreign Affairs.
What skills is Jose Martinez known for?
Jose Martinez has skills like Microsoft Office, Microsoft Excel, Time Management, Customer Service, Research, Data Entry, Powerpoint, Management, Financial Reporting, Accounts Receivable, Microsoft Word, Public Speaking.
Who are Jose Martinez's colleagues?
Jose Martinez's colleagues are Aynura Mehdiyeva, David Fraser, Alexander Lysak, Jo Sargeant, Lindsey Martin, Monika Mieszczańska, Sunil Bisht.
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