Robert Wilson

Senior Business Analyst at Olmstead Associates
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us****@****om
(386) 825-5501
Location
US
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Credentials

  • Seismic
    Seismic
    Jan, 2020
    - Sep, 2024

Experience

  • Olmstead Associates
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Business Analyst
      • Apr 1996 - Present

      I have thirty years of experience of providing operations and systems support to firms in the financial services industry focusing primarily custody, trust accounting, portfolio accounting, performance and client reporting applications. Work includes system selection, implementation, quality assurance and the design of data/business workflows surrounding these applications. I have thirty years of experience of providing operations and systems support to firms in the financial services industry focusing primarily custody, trust accounting, portfolio accounting, performance and client reporting applications. Work includes system selection, implementation, quality assurance and the design of data/business workflows surrounding these applications.

  • Sands Capital
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Senior Business Analyst
      • Dec 2017 - Sep 2022

      Sands Capital Management Senior Business Analyst  Designed the warehousing and mechanization of unstructured data (disclosures, narraratives, biographies, logos, images…).  Responsible for the implementation of Seismic including permissions, branding, rules and data source connections.  Developed Seismic data sources used to autmoate slide content.  Developed individual slides used in the composite marketing presentations.  Built Seismic templates used for composite marketing sales presentations and client meetings.  Built out LiveDocs Express process to atomate composite presentations.  Provided a detailed estimate of the effort involved with implementing the Vermilion client reporting suite.  Held high level discussions with client management providing guidence on “best practices” typically used in a mechanized client reporting environment.  Led the effort to move to a streamlined branding and report template offering significantly reducing the implementation and ongoing maintenance efforts.

  • John Hancock Investment Management
    • United States
    • Investment Management
    • 300 - 400 Employee
    • Senior Business Analyst
      • Feb 2017 - Sep 2017

       Lead business analyst on the IBOR implementation project.  Completed gap analysis between compliance reporting data requirements and State Street’s IBOR capabilities.  Managed the group the was responsible for execution of quality assurance and sign-off.  Initiated and provided planning for the creation of a data governance process for all reference data housed in Markit EDM.  Lead business analyst on the IBOR implementation project.  Completed gap analysis between compliance reporting data requirements and State Street’s IBOR capabilities.  Managed the group the was responsible for execution of quality assurance and sign-off.  Initiated and provided planning for the creation of a data governance process for all reference data housed in Markit EDM.

  • Eaton Vance
    • United States
    • Investment Management
    • 400 - 500 Employee
    • Senior Business Analyst - Olmstead Associates
      • Mar 2015 - Dec 2016

      Project Lead / Manager for the implementation of SimCorp's Coric Client Reporting Tool. Responsibilities included the creation of end to end systemic data flows, report design requirements documentation and acting as a liason between the vendor and upper management at the client site. Project Lead / Manager for the implementation of SimCorp's Coric Client Reporting Tool. Responsibilities included the creation of end to end systemic data flows, report design requirements documentation and acting as a liason between the vendor and upper management at the client site.

  • MassMutual Financial Group
    • United States
    • Investment Management
    • Senior Business Analyst - Olmstead Associates
      • Nov 2013 - Mar 2015

      Team member that Implemented Aperio Suite's security master application integrated data with ALIS (record keeping), VPA (pricing and performance), Fundlinx (trading) and TA Phoenix (transfer agent) systems during The Hartford and First Mercantile conversions. Team member that Implemented Aperio Suite's security master application integrated data with ALIS (record keeping), VPA (pricing and performance), Fundlinx (trading) and TA Phoenix (transfer agent) systems during The Hartford and First Mercantile conversions.

  • Eagle Investment Systems
    • United States
    • Senior Business Analyst - Olmstead Associates
      • Aug 2012 - Aug 2013

      Lead business analyst on the Eagle Pace / Vermilion VRS proof of concept. The project entailed the intergration of Vermilion's VRS client reporting tool and Eagle's Data Mart. This will allow Eagle and BNY Mellon to offer a high end pre-packaged automated client reporting tool to its many clients. Lead business analyst on the Eagle Pace / Vermilion VRS proof of concept. The project entailed the intergration of Vermilion's VRS client reporting tool and Eagle's Data Mart. This will allow Eagle and BNY Mellon to offer a high end pre-packaged automated client reporting tool to its many clients.

  • iGATE Global Solutions
    • Senior Business Analyst - Olmstead Associates
      • Apr 2012 - Jun 2012

      Implementation Team Member for an end to end metadata project established to meet FSA, 4G, Basel and IFR regulatory reporting requirements. Implementation Team Member for an end to end metadata project established to meet FSA, 4G, Basel and IFR regulatory reporting requirements.

  • Pioneer Investments
    • Investment Management
    • Senior Business Analyst - Olmstead Associates
      • Sep 2011 - Mar 2012

      Lead Business Analyst on the PMA/Eagle Pace conversion project. Lead Business Analyst on the PMA/Eagle Pace conversion project.

  • Ameriprise Financial Services, Inc.
    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Senior Business Analyst - Olmstead Associates
      • Sep 2010 - Aug 2011

      Project Manager/Lead for the merger of the Columbia and Ameriprise performance groups which included the internal vs. the external solution process, RFP and vendor selection, implementation, financial forecasting and program docuemtation. Project Manager/Lead for the merger of the Columbia and Ameriprise performance groups which included the internal vs. the external solution process, RFP and vendor selection, implementation, financial forecasting and program docuemtation.

  • Omgeo
    • Financial Services
    • 100 - 200 Employee
    • Senior Business Analyst - Olmstead Associates
      • Dec 2008 - Jul 2010

      Designed and enhanced User Interfaces allowing ALERT clients view, edit, create and validate trade settlement instructions and legal entity data. This included creating the functional specs and obtaining design approval from internal committees and clients. Designed and enhanced User Interfaces allowing ALERT clients view, edit, create and validate trade settlement instructions and legal entity data. This included creating the functional specs and obtaining design approval from internal committees and clients.

    • Senior Business Analyst - Olmstead Assoiciates
      • Jan 2006 - Oct 2008

      Lead Business Analyst for Vermilion, PAM and GoldenSource implementations. Lead Business Analyst for Vermilion, PAM and GoldenSource implementations.

  • State Street
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Business Analyst - Olmstead Associates
      • Jan 2005 - Oct 2006

      Coordinated the development of business continuity plans for all business functions and applications within the Global Business at State Street. Coordinated the development of business continuity plans for all business functions and applications within the Global Business at State Street.

  • Wachovia Securities
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Business Analayst - Olmstead Associates
      • Nov 2003 - Jan 2005

      Senior Business Analyst for the CALiPER Performance application implementation and gap analysis of the Wachovia and Prudential Securities Performance internet interfaces. Senior Business Analyst for the CALiPER Performance application implementation and gap analysis of the Wachovia and Prudential Securities Performance internet interfaces.

  • Fifth Third Bank
    • United States
    • Civic and Social Organizations
    • Senior Business Analyst
      • Aug 2003 - Sep 2003

      Created Test Plans used for the AM Trust 9.12 upgrade. Created Test Plans used for the AM Trust 9.12 upgrade.

  • Columbia Management
    • Business Consulting and Services
    • Senior Business Analyst - Olmstead Associates
      • Jul 2001 - Mar 2003

      Organized and presented legal, composite population, performance and marketing information for used in Columbia’s successful external AIMR (GIPS) Audit. Organized and presented legal, composite population, performance and marketing information for used in Columbia’s successful external AIMR (GIPS) Audit.

  • Thomson Financial
    • Financial Services
    • 500 - 600 Employee
    • Senior Business Analyst - Olmstead Associates
      • Apr 2000 - Apr 2001

      Stream lined the on-boarding of clients to Omgeo’s test and production environments for the ALERT, OASYS and OASYS Global products in concert with code development created by the Integration team. Stream lined the on-boarding of clients to Omgeo’s test and production environments for the ALERT, OASYS and OASYS Global products in concert with code development created by the Integration team.

  • Mellon Financial
    • Financial Services
    • 100 - 200 Employee
    • Senior Business Analyst - Olmstead Associates
      • Apr 1999 - Mar 2000

      Involved with the conversion of the Private Asset Management Group to theSEI Trust Accounting application as well as providing trust administration and operations support. Involved with the conversion of the Private Asset Management Group to theSEI Trust Accounting application as well as providing trust administration and operations support.

  • Fidelity ATS
    • Senior Business Analyst - Olmstead Associates
      • 1996 - 1999

      Provided implementation support of AM Trust at Key Corp specifically Client Reporting/Accounting and Dollar Plan accounting as well as in-house design enhancements and testing. Provided implementation support of AM Trust at Key Corp specifically Client Reporting/Accounting and Dollar Plan accounting as well as in-house design enhancements and testing.

  • The Boston Safe Deposit & Trust Company
    • Trust Officer
      • Jan 1986 - Mar 1994

      Managed group responsible for the cash management and the execution of sophisticated investment strategies for large endowments, foundations and pension funds including the approval of large wires, foreign currency exchanges and corporate actions. Managed group responsible for the cash management and the execution of sophisticated investment strategies for large endowments, foundations and pension funds including the approval of large wires, foreign currency exchanges and corporate actions.

Education

  • University of Guelph
    BA, Business, Economicss
    1981 - 1985
  • Ridley College
    1978 - 1981

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