Robert Wilson

Senior Business Analyst at Olmstead Associates

Robert Wilson has extensive work experience in the financial services industry, primarily focusing on operations and systems support. Robert started their career in 1996 at Olmstead Associates, where they worked as a Senior Business Analyst for custody, trust accounting, portfolio accounting, performance, and client reporting applications. Robert was involved in various tasks such as system selection, implementation, quality assurance, and the design of data/business workflows.

In 2015, they joined Eaton Vance as a Senior Business Analyst, where they served as a Project Lead/Manager for the implementation of SimCorp's Coric Client Reporting Tool. Their responsibilities included creating end-to-end systemic data flows, report design requirements documentation, and acting as a liaison between the vendor and upper management.

Robert also worked at other companies such as MassMutual Financial Group, Eagle Investment Systems, iGATE Global Solutions, Pioneer Investments, Ameriprise Financial Services, Omgeo, Sands Capital, and John Hancock Investment Management in similar roles. In these positions, they led various projects, including the integration of different client reporting tools, gap analysis between compliance reporting requirements and system capabilities, and managing groups responsible for quality assurance and sign-off.

Their most recent role was at Sands Capital, where they worked as a Senior Business Analyst. Here, they were responsible for designing the warehousing and mechanization of unstructured data, implementing Seismic, and developing Seismic data sources for automated slide content.

Overall, Robert Wilson has a wealth of experience in the financial services industry, with a focus on operations, systems support, and project management.

Robert Wilson attended Ridley College from 1978 to 1981, although no degree or field of study has been specified during their time there. Robert then went on to pursue a Bachelor of Arts degree in Business and Economics from the University of Guelph, completing their studies from 1981 to 1985. In addition to their educational background, Robert Wilson also obtained a certification in Seismic from Seismic in January 2020.

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Timeline

  • Senior Business Analyst

    April, 1996 - present

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