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Skills

  • Variance analysis
  • Sales pipeline management
  • Comparative analysis
  • Organizational management principles
  • PeopleSoft expert
  • Due diligence
  • Security systems
  • Analytical research
  • MS Office
  • Presentation skills

Work Experiences

  • Consistently met performance standards in terms of response rate, handling time, and service quality.
  • Created and implemented processes to improve framework analysis accuracy and efficiency.
  • Collaborated with department heads.
  • Assisted account representatives in the pitching process.
  • Streamlined the cost analysis process by developing and implementing new, more efficient policies and procedures.
  • Collaborated with internal and external auditors.
  • Achieved President's Club for top regional performance.
  • Accomplished this within several months.
  • Achieved Innovation Award recognition for exemplary support for 16+ complex fixed income transactions in fiscal 2015.
  • Was in charge of planning, coordinating, and managing initiative projects.

Summaries

  • Adept at supporting investment managers.
  • Results-oriented Banking and Financial Services professional with workflow optimization, data analysis, and project management strengths.
  • Achieved 45% adherence to risk and compliance protocols.
  • In dealing with the dynamic needs of ever-changing sales environments, high-performing and adaptable.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.
  • Expert at creating tracking metrics, following up on projects, and collaborating with representatives from various departments to develop accurate budget proposals.
  • Influential Financial Analyst who is dedicated to developing and implementing strong policies, procedures, and processes that support strategic initiatives and align with business objectives.
  • Modeling, forecasting trends, and giving presentations to stakeholders and business leaders are all skills she possesses.
  • Team player with experience in process improvement, prospect valuation, and various statistical techniques.
  • Knowledge of Jira in depth, as well as budget management and strategic planning abilities.

Accomplishments

  • Contributed to the redesign of client reporting methods, reducing production time by 30% and increasing overall accuracy.
  • Led training sessions on emerging market trends and financial instruments for new sales support hires, contributing to a 31% reduction in training times.
  • Supported asset managers in the preparation of detailed client strategies that contributed to securing 7 new institutional accounts, equivalent to $164,000 in added assets.
  • Facilitated cross-functional communication within finance, marketing, and sales teams, driving increased collaboration and a streamlined sales support workflow.
  • Conducted in-depth scenario analysis on high-risk portfolios, assisting in reshaping offerings and contributing to a 19% improvement in year-over-year revenue.
  • Monitored and updated CRM data across 3 accounts, contributing to overall department record accuracy improvement of 43% and a reduction in errors.
  • Effectively multitasked in a fast-paced, high-pressure work environment, assisting in trade executions and client interactions, resulting in zero operational downtime.
  • Analyzed investment opportunities for the support of tailored solutions, playing a key role in achieving 29% year-over-year revenue growth for the sales team.
  • Assisted with the implementation of investment proposals for HNW clients, resulting in a $58,000 growth in firm-wide AUM over several months.
  • Enhanced team performance tracking by building key performance indicators (KPIs) dashboards, improving transparency and departmental alignment.

Affiliations

  • Affiliate, Investment Management Consultants Association (IMCA)
  • Member, CFA Institute, achieved CFA Level 5 in 2015
  • Volunteer, Chartered Alternative Investment Analyst (CAIA) Association
  • Member, Women in Finance (WIF) Global Network
  • Attendee, International Fixed Income and Derivatives Forum, 2022
  • Participant, Investment Management Association, 2022-Present
  • Active Member, Association for Financial Professionals (AFP)
  • Participant, SIFMA Annual Conference, 2017
  • Associate Member, Financial Services Roundtable (FSR), Boston
  • Participant in 2021 Regional Wealth Management Conference

Certifications

  • Chartered Alternative Investment Analyst (CAIA)
  • CompTIA A+ Technician
  • Microsoft Certified Systems Engineer (MCSE)
  • SAP Certified Application Associate
  • Certified International Investment Analyst (CIIA)
  • Certified Financial Technician (CFTe)
  • Certificate in Investment Performance Measurement (CIPM)
  • American Academy of Financial Management (AAFM)
  • Cisco Certified Internetwork Expert (CCIE)
  • Project Management Professional (PMP)

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