Managing Consultant Resume
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Resume:
Managing Consultant, Content Strategist at RR Donnelley (October -Present)
Hired by RRD following IBT project to provide content management services to ProspectusBuilder ®clients. Current project includes disclosure related to over documents (prospectuses, SAIs, financials).
• Past projects include designing content management libraries for mutual funds, index funds, fund-of-funds and master feeder trusts; many completed on accelerated schedule.
• Calculate cost estimates for new projects; coordinate hiring and training of additional content analysts.
• All projects resulted in streamlined operations and cost savings for clients ranging from to percent.
Consultant, Investor’s Bank and Trust (now State Street Bank) (June-September )
Recruited to design disclosure libraries for crucial prospectus.content management project.
• Collaborated with product management team to develop standard language libraries for over index funds, fund-of-funds, and master feeder trusts, for import into RR Donnelley’s ProspectusBuilder® content management system.
• Led onsite content analysis sessions with client to determine most appropriate data structures, resulting in data that supported and/or enhanced current production processes.
• Project resulted in streamlined operations and cost savings for client of approximately %.
Product Manager at Fidelity Investments and Fidelity Investments Life Insurance Company (FILI) ()
Reviewed variable annuity and life insurance advertising materials for NASD and internal compliance. Coordinated SEC regulatory filings for mutual funds and annuity products. Served as subject matter expert (SME) on SEC issues on various cross-departmental projects.
• Pursued FILI’s use of an Annuity Comparison Report, resulting in more comprehensive product presentation and increased sales of deferred annuity products by %.
• Created market timing procedures and managed the documentation of all internal processing procedures for compliance with Rule a-.
• Streamlined calculation and dissemination of beneficial ownership information; decreased production time by %.
Client Services Manager at Thomson Financial Services/Municipal Market Data ()
Managed customer service team dedicated to servicing the variable rate demand note (VRDN) data requirements of money market mutual fund clients. Collaborated with sales and technical teams in developing data delivery solutions.
• Surveyed client base to identify areas for service improvement and product development.
• Produced monthly newsletter detailing database growth, industry trends, and product development initiatives.
Account Executive at Thomson Financial Services/Muller Data (formerly Financial Publishing Company) ()
Client-technology liaison. Developed mortgage-derivative data solutions for trading desks, quantitative analysts, and accounting teams.
• Created technical libraries of database elements for use as marketing, training, and client service tools.
• Appointed account manager for Top Ten Clients.
• Demonstrated back-office operations to potential buyers during Financial Publishing’s acquisition in .
International Operations Analyst at Putnam Investments ()
Instructed custodian banks and brokers on settlement procedures for global trades of stocks, bonds, and currency options.
• Created standard instruction libraries; resulted in streamlined operations and increased efficiency and accuracy.
• Surveyed custodian and broker client bases to identify areas for service improvement. Presented results to senior management; resulted in increased budgets for technology and staffing needs.
