Forrest S.

About Forrest S.

I am a financial services professional who primarily researches and analyzes financial securities data. My career in the financial services industry has allowed me to thoroughly investigate both the broad and particular aspects of financial markets. My work as a research analyst has familiarized me with a variety of securities related information and how to best solve issues regarding this kind of data.

Experience

1. Financial Risk Data Solutions Associate

   TIAA

   Aug 2018 — Present · Charlotte, NC, US

   Assisted in the transition from Oracle Business Intelligence to Power BI as our application of choice for Financial Risk reporting related to ratings and SUE limits- Retired third-party rating models for public securities as well as added Moody\'s, S&P, and Fitch ratings to Municipal obligors saving the firm considerable money- Updated the Risk Data Warehouse platform to report on High Risk Assets as a Board Limit that includes the sum of HRA investments and Total Adjusted Capital- Streamlined infrastructure proficiencies such as calculating tail risk across varying asset classes- Enhanced Financial Risk reporting platform to include currency, derivatives, and a holistic view of the TIAA General Account risk profile across multiple dimensions- Strengthened data and reporting infrastructure for Climate Risk reporting integrating Moody\'s Climate Risk models into Internal Ratings process- Consolidated TIAA Financial Risk and Nuveen Risk Infrastructure into a common risk platform- Assisted in numerous quantitative risk projects including upgrading Asset Allocation process, Potential Capital of Risk modeling, and Upgrade Curve Engine to include government curves- Part of the Financial Risk Solutions team within Enterprise Risk Management that delivers data and reporting solutions to business users- Responsible for monitoring and maintaining investment data within the risk management database and reporting platform- Handles data exceptions from various risk engines such as RDM, OIBEE, and CWS- Manage user access to Risk Management applications, maintain user profiles and do periodic user access reviews/certifications- Monitor daily data from upstream data providers, perform reconciliations and take necessary remediation actions- Create data documentation to accurately describe data needs and structure- Provide consultation, recommendations and assistance to stakeholders on data matters.

Education

• Winthrop University

  Master of Business Administration - MBA, Finance

  2017 — 2019

• Winthrop University

  Bachelor of Arts (B.A.), Economics

  2011 — 2014