FT Interactive Data |
Reuters |
InvestorTools |
EDGAR Online |
American Capital
Access |
Salomon Smith Barney |
Ruesch International |
JJ Kenney |
ICR Network |
Nomura Corp. Research & Asset Management |
Thomson Financial
Services/Omgeo |
Currenex |
Lewtan Technologies |
SNL Financial |
Fortis Investments |
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Collateralized Debt Obligations (CDOs) |
Developed in-house
analytics, databases and user interface to
support issuance and management
of CDOs.
Produced Market Requirements Specification,
Product Functional Specification, product
prototype and
regression tests
Managed product release |
|
End-of-Day Security Valuation at Mutual Funds |
Evaluated joint
venture to deliver dealer prices to mutual funds
for end-of-day valuations
Conducted extensive market research to
determine revenue potential and product demand
Identified previously unknown demand for new
product |
|
Credit Analysis and Data Requirements for Equity
Analysts |
Quantified revenue
opportunity and established requirements for new
product targeted at the bank analyst community
Identified competitor that dominated clients
target market and was pursuing clients core
customers |
|
Sarbanes-Oxley Compliance for Mutual Funds |
Prototyped new
product concept and validated demand among Chief
Compliance Officers, Portfolio
Managers, Risk Managers and Fund Administrators across fixed-income
mutual funds
Estimated revenue potential and market demand
|
|
Credit Analysis for Fixed-Income Investors |
Identified data
and analytics requirements of corporate credit
analysts and risk managers
Evaluated market demand among taxable
fixed-income credit analysts and risk managers
for crossover
analytics package originally targeted at municipal credit analysts |
|
On-line Foreign Exchange and Cross Border
Payments |
Validated internet
product initiative across key market segments of
Treasury workstation companies,
foreign exchange dealers and commercial banks |
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