William Rogers Email & Phone Number

Charlotte, North Carolina, United States

Charlotte, North Carolina Area

Charlotte, North Carolina Area

Fort Mill, SC

• Developed US and international equity income indexes based on dividend growth, high yield, share buyback, preferred stock, and sector themes licensed for institutional product creation.
• Developed factor based US and international equity indexes based on style, market cap size, liquidity, and profitability themes licensed for institutional product creation.
• Developed quantitative performance analytics for indexes including multi-factor regression analysis for determining proper benchmarks, statistical significance of alpha generation and factor exposure.
• Developed index risk management metrics including quarterly draw down, up and down market capture ratios, concentration risk and volatility.
• Developed and prepared standard and customized research reports including index back-test, comparative index and product performance analysis, Fact Sheets, and other research reports or MS PowerPoint presentations for.
• Supported operational areas within the global index group including creation of index methodologies, index administration, technical specification documents, marketing material, and data management.

Charlotte, NC

• Collaborated with senior management, business units and IT development staff to produce MS Word business requirements documentation for the migration of large historical financial databases from VAX servers to Oracle.
• Collaborated with business units and IT development staff to complete the data migration of a historical municipal financial database and two large fixed income databases from VAX servers to Oracle relational databases.
• Worked with senior management and IT development staff to develop, test and successfully launch a web-based equity analytics platform utilizing the company’s extensive historical financial data.

Charlotte, NC

• Developed and administered daily MS Access statistical quality control reports and custom quality control measures to meet institutional client’s needs and to provide a continuous data quality feedback loop for the.
• Developed and administered statistical quality control reporting on company’s CD-ROM platforms through the creation of acceptable data error variances and monitoring timeliness of corporate quarterly and annual.
• Collaborated with senior editors and staff in the development of consistent data quality standards across company’s corporate financial and textual databases.Accomplishments:
• Produced Moody’s 1994 Dividend Achievers Handbook, Moody’s quarterly NASDAQ Handbook and semi-annual Industry Review reports during transition from New York, NY to Charlotte, NC.
• Performed detailed cost analysis for senior management’s Pay for Production incentive plan for business analysts prior to implementation.

New York, NY

• Managed a staff of 20 business analysts and five editors responsible for the production and quality control of Moody’s Municipal and Government Manual, biweekly News Reports and Call Bond Record.
• Provided annual performance reviews, salary adjustments and promotions within company guidelines, and maintained a positive variance with respect to team budgets set forth by senior management.
• Directed a team management philosophy that empowered team members to develop methods for increasing productivity and the quality of the team’s products.Accomplishments:
• Increased productivity and overall quality of the print products through intensive training and providing the environment for team members to initiate improvements.
• Implemented changes to municipal bond terms and conditions to facilitate the migration of the historical data from the Municipal and Government Manual to a municipal bond relational database.

New York, NY

B.S.B.A., Finance With Concentration In Financial Management

Activities and Societies: Phi Kappa Phi and Beta Gamma Sigma Honor Societies. Golden Key International Honour Society.Graduated Cum Laude

Mechanical Engineering