Lee Shorter Email & Phone Number

United Kingdom

London Area, United Kingdom

• Developed a data transfer mechanism from Excel to Word to facilitate the production of Year end and Interim financial reporting. The solution is VBA to provide a quick and efficient means for the finance department to transfer all this data with the click of a button and no inaccuracies.• Analysed and interpreted for the Corporate Finance department a Special Purpose Vehicle Excel model that had a lot of VBA coding that bypassed circularity. Consequently I re-coded the model to display on screen in a tutorial fashion so that the user could follow the process clearly and have confidence in it.• Built a Monte Carlo simulator within Excel that measured Group capital rentals over time, the visual display of the output data was in a fan chart format.

City Of London, England, United Kingdom

• Sole developer for equity research department.• Main duties consisted of the following:Equity universe database development and maintenance.Development and maintenance of the daily publication process of equity recommendations and macro outlook within markets covered.Working with analysts to develop financial models and analytical tools.Automation of data distribution to market data providers.• Methods of obtaining market data consists of the following:Bloomberg API using VBA (very good knowledge)Bloomberg functions (very good knowledge)Reuters (Power Plus Pro) functions & data requests (average knowledge)DataStream data requests (basic knowledge)• Quantitative development of 2 SRI/ESG (Social Responsibility Initiatives / Environmental Social Governance) products from scratch. Working closely with the analyst to automate the whole model.• Market data analysis tool development• Outlook & Word development• Adhoc development/analytical projects.

London, England, United Kingdom

• Data migration project that consisted of moving relational data from an old syndicated loans system called Atlas, to a new system call Flexcube – Product Processor. Initially the data needed to be cleansed, enriched & duplicates identified to enable a successful upload into Flexcube – Product Processor. The second phase required the old system (Atlas) to be tracked for data changes made by users so that we could maintain our modified data sets externally in Excel. Once we had our modified data reflecting Atlas’s, we were then in a position to upload our modified data into Flexcube – Product Processor and flick over to the new system.• Data handling of 13000 records of Participants/Borrowers and their respective contacts.• Development of the data tracking tool to highlight New, Deleted or Amended records.• Automation of many data handling processes • Support of data issues after Flexcube – Product Processor went live.• Documentation of data processing procedures

City Of London, England, United Kingdom

• Manual creation of Claims & Premium Bordereaux/Triangulation reports which inform on incoming/outgoing Premium & Claims for specific business areas. Systems used to provide this data was from Win Broker & Pas• Documenting manual workbook procedures of reports produced• Understanding various manual workbook processes and automating these via macro’s• Ad hoc Excel support to users

London, England, United Kingdom

• Assisted with the setup of a new Disaster Recovery site which entailed involvement in server room connectivity, desktops, dealer boards & market data• Maintained old Disaster Recovery site from a desktop (Hardware, Software installs & upgrades) and server room (Connectivity) perspective• Developed Excel solutions for Manager to provide efficient data analysis via the use of macro’s• Provider of Support to the following:Desktop support to users of new Disaster Recovery siteDisaster Recovery test sessions from a desktop & Connectivity perspective

City Of London, England, United Kingdom

• Developer for all Excel spreadsheets needed. Main projects involved databases and data retrieval spreadsheets. Main functionality entailed generation of reports and statistical analysis. Maintenance of spreadsheets developed. Ad hoc Excel support to users• Various Insurance related roles