Joseph Maisonet Email & Phone Number

Denver, CO, US

Westlake, Texas, US

New York, NY, US

Oversaw all aspects of vendor/independent contractor management, reporting and over sight, ensuring vendor quality and timeliness and avoiding the failure to meet SLAs leading to additional costs.Enacted changes to workload distribution, training and automation that led to over $350k in saving in a single calendar year. Provided oversight of all aspects of.

New York, NY, US

Served as the Securities Data and Corporate Actions lead, assisting colleagues in understanding internal corporate action policies and procedures.Served as the S&P Ratings Data lead acting as the point person for all second level ratings questions and provided training to all other colleagues.Served as the Fundamentals data collection lead, relied on as.

New York, NY, US

Accurately link all CLO assets to rated entities and engaged in daily mapping maintenance for the ratings database. Ensure all CLO monthly reports are processed in a timely manner.Act as contact person for all Trustees.

New York, NY, US

Rated all incoming issuances within the 2-hour SLA in order to meet market needs for ratings availability.Escalated or redirected all out of scope rating requests to the proper internal groups and actively work with these groups when cross-department efforts were needed. Created Business Objects queries for reporting purposes and data analysis, authoring.

New York, NY, US

Serve as the Securities Data & Corporate Actions lead.Accurately and efficiently resolve all client inquiries. Escalate all relevant issues to the proper internal department.Record details of every customer interaction via Salesforce.Create and update Knowledge Bridge topics.

New York, NY, US

Headed the effort in improving and redesigning applications used by the group. Served as the point person for all clean-up efforts and methodology changes.Rewrote and created new documentation, revisiting old functions and redesigning them to increase efficiency. Linked clients to various products using a variety of applications and licensing software.

New York, NY, US

Developed a deep understanding of the systems environments, dependencies, data flows, databases and how products are produced. Monitored production processes, and responded to system alerts, warnings and errors according to procedures and through job scheduling tools, researching and analyzing issues, determining corrective actions and coordinating and.

New York, NY, US

Perform selected quality assurance checks and verifies database accuracy and completeness. Create and distribute various memos highlighting current day market actions e.g. split, dividends, stock rights, and cash equivalents (merger & acquisitions).Head various team-based special business projects. Assist in researching data related questions and/or.

New York, NY, US

Assist and support in ensuring timeliness, accuracy, consistency and completeness of financial dataAnalyze corporate reports to shareholders, SEC filings, and regulatory reportsEvaluate, Extract, standardize and validate collected financial and accounting data of public corporationsPerform Standardization of domestic and foreign financial statementsHelp.