Forrest Stutts

About

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

• Risk Technology Associate · TIAA08-01-2018

  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.

• Research Analyst · London Stock Exchange Group (LSEG)12-01-2014 – 08-01-2018

  Research and analysis of taxable fixed income securities data relating to corporate bonds, medium-term notes, first mortgage bonds, preferred stock, exchanges, treasuries, and convertibles. Literacy in financial terminology and institutions. Communicating any financial trends or events with managers and customers. Working closely with the taxable fixed income team to identify issues with the reporting of financial information. Understanding of the company's systems and databases such as FISD, and Informa. Recording financial data from Reuters and SEC into FISD to assist clients in their investment decisions. Training of new employees to code initial press release data and sub-code subsequent information. Updating treasury information for the company database, specifically monthly statements of the public debt. Resolution of client inquiries and internal questions from other business units. Examination of financial documents such as 424s, FWPs, 8-Ks, 10-Qs, and 10-Ks. Subject matter knowledge on industry identifiers such as CUSIP, CINS, and ISIN. Calculation of convertible information such as conversion price and conversion premium using Microsoft Excel.

• Researcher · York County, South Carolina04-01-2014 – 12-01-2014

  Economic analysis of the Catawba River Whitewater Project, which is a proposal to construct three artificial whitewater waves on the Catawba River. Research on the costs and benefits of other whitewater parks in the country. Organization of Catawba River Project Proposal report and presentation. Commission of renderings of proposed park for city approval.

Education

• Winthrop UniversityMaster of Business Administration - MBA, Finance
• Winthrop UniversityBachelor of Arts (B.A.), Economics
• Clemson University

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