John Lynn Email & Phone Number

Denver, CO, US

Denver, Colorado

Denver, Colorado

Raleigh-Durham, North Carolina Area

• Create and maintain instrument data for various Equities, Fixed Income and Derivative products within internal Reference Data systems and legacy applications.
• Maintain strong relationships with key stakeholders from Front, Middle and Back Office teams within the Investment Bank to address shortfalls and continually drive enhancements to processes, including automation.
• Frequently utilize data vendors, such as Bloomberg and Thomson Reuters, to validate data and investigate any discrepancies.
• Provide support with weekend application releases, through testing and reporting results to Development team and Management.

Raleigh, North Carolina

• Effectively supported the transition of former Schwab Performance Technologies clients, assuring exceptional service was provided for acquired and new client base throughout the transition.
• Managed RIA firms’ databases utilizing PortfolioCenter, Excel, Word, Salesforce, as well as the institution’s website for validation purposes.
• Performed daily reconciliation of accounts as well as monthly and quarterly reporting deliverables, with emphasis on accuracy and timeliness to assure client SLAs are met.
• Managed ad hoc requests for conferences with firms’ end-clients and research requests.

Raleigh, North Carolina

• Effectively supported the transition of former Schwab Performance Technologies clients, assuring exceptional service was provided for acquired and new client base throughout the transition.
• Managed RIA firms’ databases utilizing PortfolioCenter, Excel, Word, Salesforce, as well as the institution’s website for validation purposes.
• Performed daily reconciliation of accounts as well as monthly and quarterly reporting deliverables, with emphasis on accuracy and timeliness to assure client SLAs are met.
• Managed ad hoc requests for conferences with firms’ end-clients and research requests.

Wilmington, North Carolina

• Collaborated as a team of 13 students acting as the Equities Analyst/Portfolio Manager managing a student-led fund of approximately $1.76 million.
• Gained knowledge on the Value-based method of investing and applying knowledge to our valuations, forecasts, and recommendations to the board of investors.
• Specifically I analyzed the Industrials Sector in which we held and valued positions in companies including, but not limited to the Aerospace, Defense and Machinery industries.

Wilmington, North Carolina Area

• Assisted with the SBA loan production process, specifically the underwriting and post-closing processes.
• Pulled third party reports from various sources to support underwriters in the approval stage.
• Utilized Salesforce platform daily for all loan and customer account information.

Wilmington, North Carolina Area

• Used filing system to keep records of clients, invoices, payments and cancellations.
• Created and maintained new filing systems.