Ryan M. Email & Phone Number

CRD provides a software platform for investment processing for front to back office needs, supporting a wide range of asset classes. In this role I supported a critical multi-year platform implementation for an investment firm with several hundred billion dollars in AUM. The project is now live with most of the business onboarded to the CRD platform.Responsibilities and highlights:• Gathered requirements for fixed income portfolio management data needs and workflows.•… Show more CRD provides a software platform for investment processing for front to back office needs, supporting a wide range of asset classes. In this role I supported a critical multi-year platform implementation for an investment firm with several hundred billion dollars in AUM. The project is now live with most of the business onboarded to the CRD platform.Responsibilities and highlights:• Gathered requirements for fixed income portfolio management data needs and workflows.• Contributed to software frontend configurations for end users and wrote technical specifications for developers.• Oversaw a critical sub-project to ensure data accuracy within a complex data structure used to measure portfolio management performance and risk. Leveraged SQL and VBA for data analysis. • Documented data processes and end user workflows, and created test cases for QA team.• Analyzed data metrics between legacy system and CRD platform to ensure proper onboarding of funds. Show less

Boston, Massachusetts, United States

In this role I was assigned to the implementation for an investment firm (as described above).

Burlington, Massachusetts

I initially joined CRD in a product support role.Responsibilities and highlights:• Supported, tested, and resolved client queries concerning portfolio management, trading life cycle, and system configuration for CRD applications. • Leveraged SQL to review data.• Responded and resolve client queries under strict timetables and provided subject matter expertise in specialty areas (e.g. fixed income, portfolio modeling, tax lot processing, etc.). • Replicated, documented… Show more I initially joined CRD in a product support role.Responsibilities and highlights:• Supported, tested, and resolved client queries concerning portfolio management, trading life cycle, and system configuration for CRD applications. • Leveraged SQL to review data.• Responded and resolve client queries under strict timetables and provided subject matter expertise in specialty areas (e.g. fixed income, portfolio modeling, tax lot processing, etc.). • Replicated, documented, and reported product defects. Show less

Greater Boston Area

Intercontinental Exchange is a leader in financial markets with a suite of market data offerings. As an Associate Product Manager I was responsible for the daily production of fixed income and equity indexes by reviewing key data inputs, analytical outputs, and performance measurements. Responsibilities and highlights: • Reviewed and applied corporate actions from underlying constituents.• Rebalanced indexes on a monthly basis by ensuring constituents met eligibility… Show more Intercontinental Exchange is a leader in financial markets with a suite of market data offerings. As an Associate Product Manager I was responsible for the daily production of fixed income and equity indexes by reviewing key data inputs, analytical outputs, and performance measurements. Responsibilities and highlights: • Reviewed and applied corporate actions from underlying constituents.• Rebalanced indexes on a monthly basis by ensuring constituents met eligibility requirements.• Engaged with clients on index enhancements and resolution of queries.• Reviewed product requirements and provided feedback on business specifications for implementing new requirements within the system. Wrote and updated documentation procedures.• Onboarded several new client custom indexes that resulted in a ~$50K annual revenue stream. Project included requirements gathering and updating configuration files of an undocumented legacy processing platform. • Automated processes using VBA. Show less

Greater Boston Area

I was initially hired by Intercontinental Exchange as a Data Analyst responsible for various data tasks.Responsibilities and highlights: • Validated incoming market data through pricing history, sourcing, and company websites.• Wrote SQL as sole maintainer of several databases storing financial data.

Master Of Science (M.S.), Finance, General

Bachelor Of Science - Bs, Information Technology

Bachelor Of Arts (B.A.), Economics