Jaleel Davis
Somerville
Summary
Results-driven Data Management Specialist with a proven track record at Continental Trust Services, achieving 696% ROI through innovative automation. Skilled in SQL and data analysis, I excel in optimizing workflows and enhancing client satisfaction, leveraging strong management and problem-solving abilities to deliver impactful solutions. Analytical Data Management Specialist with many years of experience housing complex and evolving datasets in sophisticated systems built to last. Statistical expert with collaborative approach to data management system design and usability validation. Creative troubleshooter implementing enduring solutions to chronic deficiencies.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Client Associate (Contract)
State Street
Quincy
01.2023 - Current
- Facilitated the identification and resolution of trade discrepancies on behalf of clients for the Federal Reserve Bank using the Securities Transfer System (STS)
- Monitored intraday settlement activity and the status of client transactions in a fast-paced environment which included processing paydowns, verifying repo transactions, updating call notices, and releasing memo pledge trades
- Collaborated with my team to complete research utilizing State Street’s Interaction Management Tool (IMT) and meet tight deadlines
Data Management Specialist
Continental Trust Services
Boston
06.2023 - 11.2025
- Achieved 696% ROI on automation initiatives by digitizing manual workflows.
- Reduced reconciliation process from 15 days to 1 hour through custom automation tools for HarborOne, J.P. Morgan, and Morgan Stanley.
- Saved over 180 labor hours annually through proactive automation, generating $20K+ in in-house development value.
Business Analyst III (Contract)
Morgan Stanley
Boston
08.2022 - 12.2022
- Managed client transactions, account maintenance, portfolio data reconciliation, and portfolio implementations efficiently in a timely manner
- Assisted external partners such as State Street with client inquiries that impact workflows and the investment process
- Processed transfers and subscriptions amounting to $300,000,000 in stocks and assets
Administrative Assistant (Contract)
City Hall
Somerville
12.2021 - 07.2022
- Assisted nurses with COVID-19 testing procedures, booster vaccinations, and distribution of at-home covid tests, especially utilizing Broad Institute
- Provided support to the Housing, Veterans, Art Council, Rehabilitation, and Sustainability offices of Somerville with appointments and scheduling through a system of calendars on Outlook
Data Analyst - PROMS.UAR (Contract)
Mass General Brigham
Somerville
01.2021 - 10.2021
- Transcribed translations of Spanish, Portuguese, Traditional Chinese, Haitian Creole, and Arabic in Excel to address the lack of attention to marginalized groups that are not native speakers
- Managed and analyzed spreadsheets related to the PROMS team and United Against Racism database
- Provided expertise in data storage structures, data mining, and data cleansing
Education
Bachelor of Liberal Arts - Economics and Art Double Major
Hamilton College
Clinton05.2019
Skills
- Management
- Accounting
- Tableau
- SQL
- Data Analysis
- Data Organization
- IT
- Excel
- Entrepreneurship
- Salesforce
- Budgeting
- Microsoft Office
- R
- Python
- Social Media Marketing
- Graphic Design
- Customer Service
- Epic
- Spanish
Websites
Certification
Google Data Analytics Capstone: Complete a Case Study
Accomplishments
Posse Scholar
Timeline
Data Management Specialist
Continental Trust Services
06.2023 - 11.2025
Client Associate (Contract)
State Street
01.2023 - Current
Business Analyst III (Contract)
Morgan Stanley
08.2022 - 12.2022
Administrative Assistant (Contract)
City Hall
12.2021 - 07.2022
Data Analyst - PROMS.UAR (Contract)
Mass General Brigham
01.2021 - 10.2021
Bachelor of Liberal Arts - Economics and Art Double Major
Hamilton College