joy russell

business operations analyst

About

Experienced Master Data Analyst with a demonstrated history of working in the hospital & health care industry. Skilled in Securities, Mutual Funds, Management, Risk Management, and Hedge Funds. Strong information technology professional.

Country

united states

City

dallas

Industry

investment banking

Skill

financial services, customer service, banking, risk management, fixed income, equities, global custody, securities, leadership, relationship management, team building, management, client services, finance, portfolio management, business relationship management, process improvement, microsoft office, cash management, financial analysis, financial risk, hedge funds, investment banking, investments, loans, mutual funds, settlement, business process improvement, business analysis, analysis, sap, sales force development, dtc, employee training, training, strategic planning

Experience

business operations analyst

goldman sachs

2020-1 - Present · 6 yrs 9 mos

lead business analyst

mckesson

2014-1 - Present · 12 yrs 9 mos

client service relationship manager

j.p. morgan asset management

2006-9 - 2010-5 · 3 yrs 9 mos

* Partnered with corporate sales team, and trade transaction managers to improve service level agreements for investors. Worked effectively with all parties to ensure the SLA deliverables were appropriate for all parties. * Organized daily/weekly conference calls with franchise stakeholder to discuss opening market values, trade activities, and NAV (net asset value) by maximizing our internal CRM tool CSX. * Evaluated stakeholder portfolios by managing trade behaviors, opening and closing cash balances (utilizing Microsoft Access, Excel and PowerPoint) and market trends. * Trained investors on JPMorgan VPR (View portfolio reporting). This system allowed investor to view their portfolio in real time.