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Data Analytics and VBA coding
Richard Homer
,
Ryde, United Kingdom
Experience
Other titles
Skills
I'm offering
For the past 12 years I have worked in Asset Management specialising in VBA coding and data manipulation / analysis in Excel and Access
My key skill is using VBA and advanced excel functions to make processes as efficient as possible. In my previous role I was the central person creating tools to satisfy issues
I have core knowledge in Fixed Income Performance Measurement and Attribution but my skills can be transferred to numerous areas
My key skill is using VBA and advanced excel functions to make processes as efficient as possible. In my previous role I was the central person creating tools to satisfy issues
I have core knowledge in Fixed Income Performance Measurement and Attribution but my skills can be transferred to numerous areas
Markets
United Kingdom
Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Available
My experience
2008 - 2020
job
Senior Fixed Income Analytics Specialist
Fidelity International.
The role involved General Analytics of Fixed Income funds managed at Fidelity International. The function was new when I started involving significant VBA work to improve and make processes more efficient. The team was moved over to Dublin starting August 2019 and I opted for a voluntary redundancy on the condition of staying with FIL for 1 further year.
Key areas of responsibility were upkeep of the team's extensive vba infrastructure, tool development, assessment of PM Bonus & Compensation process, oversight of the Fixed Income Factsheet process for ex Ante Risk, and quarterly generation of PM QFR Reports
Tools developed have included a Trading statistics platform to rank all brokers in terms of volume and DTS adjusted trading, Automating POINT positions upload process, creating a peer customization tool that is open to set constraints, and the development of a credit analyst rating tool for the Hong Kong office. I am a firm believer that manual processes should be kept to a minimum and code should be used wherever possible.
I trained up staff on all aspects of attribution and risk, also presenting to new members of other teams to explain our function and how we can benefit other teams. My final piece of work involved a 1-year redundancy period mentoring and training Dublin members to the required standard mainly using confluence
My core strengths and in turn responsibilities revolved around coding but over my time with FIL I stepped in as caretaker manager on a couple of occasions and managed Delhi based developer resources in the last few years of my time with FIL.
Key areas of responsibility were upkeep of the team's extensive vba infrastructure, tool development, assessment of PM Bonus & Compensation process, oversight of the Fixed Income Factsheet process for ex Ante Risk, and quarterly generation of PM QFR Reports
Tools developed have included a Trading statistics platform to rank all brokers in terms of volume and DTS adjusted trading, Automating POINT positions upload process, creating a peer customization tool that is open to set constraints, and the development of a credit analyst rating tool for the Hong Kong office. I am a firm believer that manual processes should be kept to a minimum and code should be used wherever possible.
I trained up staff on all aspects of attribution and risk, also presenting to new members of other teams to explain our function and how we can benefit other teams. My final piece of work involved a 1-year redundancy period mentoring and training Dublin members to the required standard mainly using confluence
My core strengths and in turn responsibilities revolved around coding but over my time with FIL I stepped in as caretaker manager on a couple of occasions and managed Delhi based developer resources in the last few years of my time with FIL.
Analyst, File, UP, Manager, Bonus, Processes, International, Office, Development, Assessment, Training, Infrastructure, Presenting, Developer, Statistics, Confluence, Analytics, VBA, Mentoring
2001 - 2006
job
Investment Services Manager
State Street Global Advisors United Kingdom LTD.
SSGA is the Investment Management arm of State Street Corporation who mainly specialise in managing corporate pension funds and investing to track chosen indices. I was the Investment services manager for the segregated funds that are managed out of the London and Munich office. This involved monitoring 8 individuals and 101 funds. Other tasks included setting up new business and liaising with other European offices.
Throughout my time with SSGA I displayed a vast range of skills such as dealing with clients, aiding the Portfolio Management process, resolving performance calculation problems, and the ongoing project work of improving internal work processes through the use of the binary integer programming technique with VBA and Matlab.
Throughout my time with SSGA I displayed a vast range of skills such as dealing with clients, aiding the Portfolio Management process, resolving performance calculation problems, and the ongoing project work of improving internal work processes through the use of the binary integer programming technique with VBA and Matlab.
Matlab, VBA, Management, Monitoring, Office, Pension, Processes, Manager, UP
1999 - 2001
job
Portfolio Accountant
State Street Bank and Trust Company.
Job involved ensuring that Cash and Stock positions for managed pension funds on a daily basis were correctly reflecting in the Multi currency horizon accounting system (MCH) the actual movements (trades and income received). Monthend reports would have to be created documenting details such as Cash and Sock. In November 2000 I decided to take a year out travelling and I was offered the opportunity to work on a three-month contract with State Street in Sydney, Australia.
Accountant, Pension
1997 - 1998
job
NP
National Power.
(Swindon, Wiltshire) Industrial Placement part of Management Science degree
Working in the Energy settlements section of the Commercial division. Job involved billing the electricity contracts NP had with Regional Electricity Companies.
Working in the Energy settlements section of the Commercial division. Job involved billing the electricity contracts NP had with Regional Electricity Companies.
Contracts, Management, Science, Energy, Energy, Contracts
My education
2004
-
2006
Birkbeck College University of London
MSc, Applied Statistics and Probability (Minor in Mining)
MSc, Applied Statistics and Probability (Minor in Mining)
1995
-
1999
Loughborough University
BSc, Placement
BSc, Placement
1988
-
1995
St Laurence Secondary School
Secondary, (B), Geography (C), and Economics (C)
Secondary, (B), Geography (C), and Economics (C)
Business school to effectively record students
N/a, N/a
N/a, N/a
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