James McKee

Business Systems Analyst with 8+ years of experience in investment operations and data management. Proven track record in leading cross-functional initiatives, optimizing workflows, and enhancing data accuracy across enterprise platforms. Skilled in SQL, Eagle Investment Systems, and project coordination with a strong focus on continuous learning and team collaboration.

Intermediate Business Analyst – GTO - Federated Hermes

(2022-01)

• Spearheaded initiatives within Eagle Ecosystem Maintenance, expanding SME knowledge across XSP, Vermilion, Operin, Electra, EDP, and Power BI.
• Developed a custom uploader for Portfolio Administration, streamlining FHL account setup and saving significant manual effort.
• Led cross-team collaboration on Finders Decommissioning and BBH InfoFX file implementation, ensuring smooth deployment and zero post-launch issues.
• Completed self-directed training in SQL, Eagle IWS, BMC scheduling, and project management, enhancing team capabilities and data processing efficiency.

Sr. Process Specialist – IMO - Federated Hermes

(2021-01 - 2022-12)

• Maintained ABOR/IBOR fund data using SQL to ensure accuracy in reporting and performance metrics.
• Delivered reliable cash figures to front office by managing subscriptions, redemptions, and fees.
• Audited and analyzed data using Excel macros and formulas; supported trade execution and system implementations.
• Provided AUM figures for billing and led special projects across departments.

Sr. Analyst / Analyst – IMO - Federated Investors

(2017-01 - 2021-12)

• Supported investment operations and trade execution.
• Collaborated on system upgrades and process improvements.
• Mentored junior analysts and contributed to cross-functional initiatives.

Bachelor of Science - Finance & Management - La Roche College (2016-12)