プロフィール詳細

プロジェクトを作成

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Benedict J.に依頼

United States

Head of Data Analytics and Business Intelligence (Director) at Citigroup Global Markets Inc. – Research

プロフィール概要

Built the departments management information suite allowing Research management to drive strategy  Implemented the departments most challenging projects: I. Real Time Client Readership with Web Analytics II. Monthly vote tracking across 3000 clients who pay for Research service with results made available to analysts through in house designed web based user interface (Broker Vote portal) III. Fundamental Team and Individual Analyst Profitability IV. Client Commission unbundling between Execution and Research V. Client Profitability for Research product and service  Revamped our CRM, distribution engine, client list and put in place contracts for roughly 3000+ clients to comply with European legislation (MiFID II)  Standardized all client invoices for product and service and saved the firm thousands by avoiding bespoke client reports for readership and interactions  Member of the Research Op Co team to decide research pricing strategy as the industry moves to an unbundled and prescriptive payment methodology  Developed productivity metrics to analyze time to market for publications whose release timing was critical to maximize client readership  Devised a Value of the Seat for every Analyst based on external market factors and their ability to drive value across Citi businesses

専門分野

• ★ Management Information Systems
• ☆ Industrial Operations Research
• ☆ Data Visualization

サービス

• Writing
• Research
• Data & AI
• Product Development

Writing Clinical Trial Documentation, Technical Writing, Newswriting

Research Fact Checking, Gray Literature Search, Systematic Literature Review, Secondary Data Collection

Data & AI Statistical Analysis, Data Visualization

Product Development Formulation, Stability/Shelf Life Testing

職務経験

Head of Data Analytics and Business Intelligence (Director) at Citi Research.

CITI

1月 2015 - 8月 2019

Business Manager

Citigroup Global Markets Inc Equity Sales

1月 2014 - 1月 2015

Business Manager

Citigroup Global Markets Inc Corporate Access

1月 2013 - 1月 2014

Finance Officer

Citigroup Office of the CFO Securities Funds Services

1月 2011 - 1月 2013

Business Manager

Citigroup Global Markets Inc Equity Research

1月 2006 - 1月 2011

Finance Officer

Citigroup Office of the CFO Planning & Analysis

9月 1999 - 1月 2006

学歴

Business Administration

Liverpool John Moores University

8月 1995 - 6月 1999

認定資格

• 認定資格の詳細は未入力です。