David M. Reyes

Background

About David M. Reyes

Detailed oriented professional with proven ability in investment analysis, client interaction, written product requirements, product testing, partner area training, managing projects and on-going product support. Currently in a Product Consulting and Business Analyst role. My experience includes providing subject matter expertise to portfolio managers and investment associates for Wealth Management Investment Solution applications. In addition, I have experience in creating user stories via JIRA, participation in product backlog refinement meetings, and working with product owner and scrum teams to improve functionality of products or to create new product enhancements for the internal trading application. A few of my major accomplishments in both roles are: managing a successful conversion of trading platforms for 400+ portfolio managers, coordination of investment program application design, testing and implementation and standardization of global access process for terminated users of the trading application. My background also includes performance reporting as a Sr. Investment Risk and Performance Analyst. I was responsible for performance analysis of Public Fund, Large Corporate and Foundation and Endowment client benefit portfolios. My duties included performance analysis, client presentations and demos on software applications. Within the performance department, I also worked on a team as a Product Consultant system matter expert on all performance reporting applications. I also assisted Product Managers / Developers with user acceptance testing. I started working at my current company in the accounting group reconciling domestic and global pension fund portfolio positions. My first role was a daily valuation analyst responsible for providing net asset value calculations for employee benefit trust accounts.