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Jack's Routine

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For Jack's daily routine, he usually starts around 9:00 AM by logging into the Bloomberg Terminal to extract the raw end-of-day pricing data. Once that CSV file is downloaded, he immediately feeds it into his local Python reconciliation script. This script automatically compares the Bloomberg data against our internal PostgreSQL database to check for any price breaks.

If the script outputs a clean Match Report, Jack just uploads that report directly to the Ternary Client Dashboard and his morning is done. However, if there are discrepancies, the script generates an Exception File. Jack takes that Exception File and Slacks it over to Sarah, the Portfolio Manager. Jack is blocked at this point—he can't proceed until Sarah manually reviews the Exception File and gives him the thumbs up. Once Sarah approves the overrides, Jack updates the database and finally pushes the corrected numbers to the Client Dashboard. Mary is Jack's HR, Every week Mary and Jack will have a meeting to evaluate Jack's mental well being. Jason is Mary's supervisor, and Jason will talk the joint Mary and Jacks talk once every month. Mary also talks with Sarah on Jack's performance.

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