Clarele Mortimer is a seasoned senior analytics professional whose skills and acute business insight have lead to 10 years of professional accomplishments and success in the financial world. Clarele puts her knowledge to work every day at Morgan Stanley where she works as a business manager, offering solutions to financial service corporations and helping them turn their existing data into strategic plans that target opportunities for growth. As a business advisor and manager, her favorite part of the job is getting to work personally with her clients and assisting them in crafting high-level solutions to their unique problems. Clarele Mortimer has also taken the uniquely talented perspective with which she tackles her clients’ problems and used it to elicit improvements within the structure of Morgan Stanley itself.
New York, US
Tapped for inaugural position to serve as guardian of AIG’s financial data. Resolved quality issues (uniqueness, integrity, accuracy, consistency, completeness). Communicated issues to key stakeholders and directed project lifecycles. Managed three direct reports. Implemented cost saving initiatives for cash optimization and ROI enhancement.
Updated processes to ensure that insights were available for sales team to make decisions for $400B portfolio.
Introduced first market value report, analyzing extensive portfolio to capture errors and provide accurate data for more informed decision-making.
Handled all audit stations internally, providing direction to departments. Performed extensive quality control.
Aided compliance team that was repeatedly at risk of noncompliance due to overwhelming number of guidelines. Reduced uncertainty around complex issues.
Created innovative, user-defined database fields. Embedded logical sequences to shape solutions for end users.
Supported and provided strategic recommendations to four managing directors based on data analysis.
Developed strategy and methods to deliver high-quality data and business stories to reach target demographics.
Developed a master report outlining needs for strategic planning.
Created a 300-page training manual and training program to cut onboarding time in half.
Designed and established processes for planning and forecasting to achieve significant cost savings.
Partnered cross-functionally to define requirements for data and reporting.
Led a team of five in developing vision, designing process flow diagrams, and proposing technology solutions.
Directed multiple projects from inception to delivery to meet departmental objectives.
Analyzed account portfolios to create a market value report that uncovered mistakes and provided data for decision-making.
Performed in a timely manner research by reading through guides, journals, and industry publication/websites.
Collected pertinent data from real estate related sources. Provided Analysts and the Director of Analytical Content with periodic briefings regarding new commercial real estate construction and major sale transactions.
Found target contacts in real estate industry. Screen and route when appropriate sale leads to Sales Department.
Assisted new clients in gaining full access and use of their Bloomberg accounts.
Answered client inquiries via the virtual help desk. Communicated with clients via email and over the phone.
Provided weekly project status reports. Used the Bloomberg terminal independently for research.
Key achievements: Educated internal employees on new Bloomberg functions and enhancements by conducting a Power-Point presentation slide show, which was shown throughout all Bloomberg offices globally.