“I had the opportunity to work with Marcus while at John Hancock Investments. His financial reporting and analysis expertise within the mutual fund industry was demonstrated to me on various modeling projects we worked on together. His methodical and meticulous approach to assignments ensures quality, while his eagerness to learn new analytical tools and techniques is a testament to his innovative and adaptable mindset. Marcus is a great asset on any team he is part of.”
Marcus Sharp, MBA, MSF, MST
Boston, Massachusetts, United States
13K followers
500+ connections
About
I wish to utilize my extensive background in economics, business, accounting, finance…
Activity
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I’m happy to share that I’m starting a new position as Director, Business Analysis at Broadridge!
I’m happy to share that I’m starting a new position as Director, Business Analysis at Broadridge!
Liked by Marcus Sharp, MBA, MSF, MST
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I once took a trip in a hot air balloon and was enlightened. I always thought the powerful burner was what made the balloon take off. Surprisingly…
I once took a trip in a hot air balloon and was enlightened. I always thought the powerful burner was what made the balloon take off. Surprisingly…
Liked by Marcus Sharp, MBA, MSF, MST
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In honor of Juneteenth, BlackVest members and allies journeyed through Boston's Black Heritage Trail, exploring the history of Beacon Hill's Black…
In honor of Juneteenth, BlackVest members and allies journeyed through Boston's Black Heritage Trail, exploring the history of Beacon Hill's Black…
Liked by Marcus Sharp, MBA, MSF, MST
Experience
Education
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Boston University
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Business Analytics Foundation, Enterprise Risk Analytics (using R), Marketing Analytics (included Introduction to Python), Data Mining (Machine Learning) for Business Analytics (using R)
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Introduction to Data Analytics, Probability Theory, Statistical Review with Excel, Introduction to R, R Analytics, Data Visualization, Advance R Plotting, Relational Database, SQL, Tableau, RShiny, Orange, Introduction to Machine Learning: Concepts, Algorithms & Applications and Case Studies.
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Activities and Societies: Basketball, Track, Band, Student Council Vice President
Licenses & Certifications
Volunteer Experience
Courses
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Data Mining/Machine Learning
MET AD699
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Marketing Analytics
MET AD654
Projects
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Various
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Various
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Aladdin Customization for Client Service Area
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Primarily responsibility to gather, analyze, document, and validate the needs of the business stakeholders for Aladdin customization for customer service department. The Business Analyst serves as the principal conduit for managing system requirements between the business and the software development team throughout the duration of the project.
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Data Mining/Machine Learning for Business Analytics at Boston University
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Built and evaluated machine learning models using Airbnb data and many other datasets. Used several classification algorithms, including k-nn, naive Bayes, and classification trees. Understand how distance between records can be measured and know that there are multiple valid ways to perform tasks. Understand the key concepts behind unsupervised learning techniques such as clustering and association rules. Familiar with text mining model and know how such a model could perform sentiment…
Built and evaluated machine learning models using Airbnb data and many other datasets. Used several classification algorithms, including k-nn, naive Bayes, and classification trees. Understand how distance between records can be measured and know that there are multiple valid ways to perform tasks. Understand the key concepts behind unsupervised learning techniques such as clustering and association rules. Familiar with text mining model and know how such a model could perform sentiment analysis on a body of written words. Understand why data partitioning is a fundamental step in building a machine learning model and have partitioned datasets in R. I am comfortable opening R, bringing in a data files, exploring data and creating visualizations.
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Mutual Fund Conversion Project
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Converted $1.4 trillion of mutual funds as part of the Global Implementation Team. Used Agile methodology and submitted JIRAs. Participated in daily meeting by bringing up issues, answering questions and resolving issues. Utilized Excel, Invest One and internally developed client on-boarding tool. Developed & utilized test scripts during QA phase to confirm system requirements and used system during conversion phase.
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Data Analytics Capstone: NU Experimental Learning Program
Cleaned data, developed methodology, used visualization tools to display findings and made recommendations to project sponsor. Used R, SQL, Power BI and Tableau.
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Profitability Project
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Determine profitability by sales channel, focus firms and product type. Used Excel, Essbase and worked with numerous subject matter experts.
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Redi2 Billing/Accounting System Project
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Planned, analyzed, designed, tested, implemented and maintained large-scale billing/accounting system project (project was completed on time & within budgeted resource levels). Coordinated & led the efforts of 7 functional areas: finance, compliance, client service, information technology, shared billing unit, portfolio accounting and software vendor. Developed system, utilized system and moved work processes to other departments and geographic locations.
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Offshoring (Chennai, India)
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Wrote processes and trained employees in Chennai via phone/webex.
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Offshoring (Pune, India)
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Served as finance lead on a dozen projects.
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Six Sigma process improvement (finance division)
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Recommended process improvements, wrote specs and performed training.
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Billing system conversion
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Confirmed that new billing system matched contract pricing after conversion.
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SellStation
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Tested and ran pilot program.
Honors & Awards
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Edgar B Pitts Scholarship
Boston University
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Level Scholarship
Northeastern University
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YMCA Black Achievers
YMCA
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BNY Mellon Premier Achievement Award - Finance
BNY Mellon
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Double Husky Scholarship
Northeastern University
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Double Husky Scholarship
Northeastern University
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Boston University Scholarship
Boston University
Languages
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English
Native or bilingual proficiency
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Spanish
Elementary proficiency
Organizations
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Toastmasters
Member
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Recommendations received
5 people have recommended Marcus
Join now to viewMore activity by Marcus
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This is what leadership looks like. History was certainly made by Nebraskans!🙏🏾
This is what leadership looks like. History was certainly made by Nebraskans!🙏🏾
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Thank you to the brave men and women who have made the ultimate sacrifice for our freedom, may their courage inspire us to live with purpose and…
Thank you to the brave men and women who have made the ultimate sacrifice for our freedom, may their courage inspire us to live with purpose and…
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Officially a member of the New Hampshire bar today…
Officially a member of the New Hampshire bar today…
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“Diversity means more than one thing.” Sharon Stone is a survivor. She encourages us to speak out. Let our voices be heard. Across the spectrum of…
“Diversity means more than one thing.” Sharon Stone is a survivor. She encourages us to speak out. Let our voices be heard. Across the spectrum of…
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Thanks so much to the team at Centripetal for hosting their partner gathering at the Boston Red Sox yesterday. I met some great folks and had some…
Thanks so much to the team at Centripetal for hosting their partner gathering at the Boston Red Sox yesterday. I met some great folks and had some…
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Check that box… bar exam passed! Thank you to everyone who supported me along the way, including my wife, family, friends, and Kathryn Robb, Esq. for…
Check that box… bar exam passed! Thank you to everyone who supported me along the way, including my wife, family, friends, and Kathryn Robb, Esq. for…
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It’s moments like these that make my work as a financial advisor so rewarding. I have been recognized in the top 1% of financial professionals for…
It’s moments like these that make my work as a financial advisor so rewarding. I have been recognized in the top 1% of financial professionals for…
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The longer and more detailed the job description, the more likely the organization doesn’t know what or who they need. Just ask and answer the…
The longer and more detailed the job description, the more likely the organization doesn’t know what or who they need. Just ask and answer the…
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