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Chris Davis

Chris Davis

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DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

My Work Experience

Where I've interned and worked during my career.

MissionSquare Retirement | Apr 2021 - Present

Director, Investment Services

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MissionSquare Retirement | Dec 2019 - Apr 2021

Senior Manager, Investment Services

than an FTE worth of work to allow for focus in high value areas. - Worked to build shared code libraries (VBA, Python, etc.) to allow for quicker automation while maintaining code quality and consistency.
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MissionSquare Retirement | Aug 2017 - Dec 2019

Manager, Investment Services

- Worked with team to build SAS dashboards to automate hundreds of hours of reporting and provide new data analysis capabilities - Led company adoption of Power BI, a powerful, user-level dashboard creation tool (with ETL and visualization capabilities) and used investment data knowledge to provide insights - Working towards end-to-end automation initiative to get data, transform it, report on it, and distribute it with the goal to build scalable work flows - Built a library of multiple complex queries to help associates (particularly newer associates and contractors) understand our data better and help others contribute to projects more quickly

MissionSquare Retirement | Apr 2015 - Aug 2017

Investment Technical Project Manager

- Created reporting system for $10+ billion stable value fund - Led report automation efforts - Created automated quality assurance reports to increase reporting accuracy and speed

MissionSquare Retirement | Jul 2012 - Mar 2015

Investment Data Analyst

- Created reporting system to track complex foreign ownership position requirements at the firm-level, which seamlessly consolidated data from various sources - Automated mutual fund screening reports used for selecting investments for our standard fund lineup, saving multiple days of effort for an entire team associates, which saved substantial labor costs and allowed for faster decision-making - Led quarterly aggregate reporting process of performance, attribution, holdings, and other portfolio data; streamlined data collection and validation through building scripts and automated quality assurance checks - Created countless checklists to assure quality, consistency, and continuity of reporting processes - Reviewed peer work to ensure accuracy

MissionSquare Retirement | May 2011 - Jul 2012

Senior Quality Analyst

- Managed data collection and report aggregation for senior leadership - Built call center database and various agent-level, client-level, time-based, and historical reports. Created macros to scrape data from our telephony system. - Led participant-level annuity program. Coordinated quotes with various providers, tracked sales-related data, and provided statistical reports for boards, marketing, and RFPs/RFIs - Developed dashboard analytics reports to provide quick, clear, and consolidated reporting to identify key trends, areas for improvement, and core strengths - Created a workforce management tool, which effectively predicted call volumes over various intervals (hourly, daily, weekly, etc) and used algorithms to create accurate staffing needs to ensure high service levels while minimizing staffing costs - Created reporting system for recording call monitoring results to ensure consistent, accurate, and broadly measurable results - Reviewed unit budget discrepancies and worked with Accounting to resolve issues. Analyzed spending. - Resolved issues from participant letters and emails sent to the CEO by coordinating research among other departments and drafted responses which stated an understanding of the issue, how we corrected it, and proactive steps taken to avoid similar issues going forward

MissionSquare Retirement | Jul 2008 - May 2011

Quality Analyst

- Promoted from this position; see Senior Quality Analyst description for more details

MissionSquare Retirement | Dec 2006 - Jul 2008

Investor Services Represenative

- Dealt with complex participant issues and provided solutions in a timely manner by working with multiple departments - Provided education about investment options, plan provisions, and available services - Accurately processed mutual fund trades

My Education

Take a look at my formal education

Bachelor's Degree, FinanceUniversity of Maryland College Park | 2006

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