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Skills

  • Problem resolution
  • Cross-Functional Leadership
  • Regulatory compliance
  • Benchmark performance evaluation
  • Budgets
  • Relationship development
  • Asset valuation techniques
  • Team building
  • ServiceNow expertise
  • Investment proposal presentations

Work Experiences

  • Achieved 12% less volatility than industry benchmarks.
  • Achieved a $223,000 risk-adjusted return increase.
  • Actuated risk/return optimization tools, resulting in the stabilization of portfolio volatility at 6% less than industry benchmarks.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Advised on tactical adjustments to portfolio strategy during periods of heightened market volatility, preserving $14 in capital during procedure.
  • Assessed sector performance.
  • Anticipated shifts in central bank policy and adjusted portfolio weighting strategically, achieving a $143,000 risk-adjusted return increase.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Anticipated shifts in central bank policy.
  • Boosted transparency for senior management.

Summaries

  • Collaborated with key decision-makers.
  • Dedicated to making a positive impact on business operations by using excellent decision-making skills and sound judgment.
  • Achieved 19% gains.
  • Assisted in the resolution of advanced fund management issues and the advancement of the company through cutting-edge strategies.
  • Achieved clean audit results.
  • Adept at collaborating across departments.
  • Achieved a 57% improvement in portfolio returns.
  • Achieved IRR improvements of 45%.
  • Achieved consistent over-performance against benchmarks.
  • Clear understanding of data analysis and risk assessment as well as data analysis training.

Accomplishments

  • Led portfolio rebalancing initiatives that optimized asset allocation, contributing to a 34% improvement in risk-adjusted performance in 2016.
  • Reduced transaction costs by 16% through implementation of a new portfolio turnover management strategy, improving gross margin by 5 basis points.
  • Upgraded analytics platform to include machine learning tools, reducing time spent on portfolio performance analysis by 37%.
  • Implemented an asset monitoring system using Tableau, cutting portfolio tracking time by 25% and ensuring up-to-the-minute data availability.
  • Developed multi-year portfolio strategy plans, contributing to long-term yield improvements and lowering turnover by 81% basis points.
  • Integrated sustainable investing strategies into client portfolios, leading to a 16% lift in returns while adhering to ESG principles.
  • Identified opportunities in emerging markets and facilitated portfolio entry, resulting in exposures that outperformed market benchmarks by 22%.
  • Collaborated with team of 13 in the development of program.
  • Enhanced firmwide asset management strategies by implementing an innovative forecasting model in Jira, resulting in a 58% improvement in forecasting accuracy.
  • Enabled a 3% reduction in volatility across multi-asset portfolios by leveraging macroeconomic analysis to make informed asset allocation decisions.

Affiliations

  • Society of Quantitative Analysts (SQA)
  • Institute for Portfolio Alternatives (IPA) Member
  • International Council of Nurses
  • American Medical Informatics Association
  • Association for Financial Professionals (AFP)
  • Global Association of Risk Professionals (GARP) Member
  • Member of Atlanta Wealth Management Forum
  • Member of the Performance Measurement Forum
  • Institute of Chartered Accountants initiative Affiliate
  • Member of the Portfolio Management Institute

Certifications

  • CompTIA Security+
  • FRM - Financial Risk Management by the Global Association of Risk Professionals (GARP)
  • Certified Business Analysis Professional (CBAP)
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Certified Portfolio Manager (CPM) from Brightline
  • Cisco Certified Network Associate (CCNA)
  • Certified Valuation Analyst (CVA) from Brightline
  • SHRM Certified Professional (SHRM-CP)
  • Certified Financial Planner (CFP) Designation
  • Project Management Professional (PMP) Certification by PMI

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