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Skills

  • Process improvement
  • Team building
  • Customer service
  • Supervision
  • Investment strategy development
  • Investment portfolio rebalancing
  • Business operations
  • Data Accuracy and Reconciliation
  • Risk assessment and mitigation
  • Team management

Work Experiences

  • Assisted in the planning, coordination, and oversight of program projects.
  • Assisted in the collection of quarterly financial reports.
  • Analyzed historical fund performance and created visual dashboards that allowed investors to better compare year-over-year returns.
  • Compiled performance metrics of key investment vehicles.
  • Answered 5 calls per two years to help customers with their questions and concerns.
  • Conducted distribution analyses for fund investors.
  • Attended investor workshops.
  • Analyzed investor tax documents and helped resolve discrepancies, resulting in a reduction of filing errors by 29%.
  • Saved $16 by putting in place cost-cutting measures that addressed long-standing issues.
  • Communicated findings to stakeholders.

Summaries

  • Accomplished Investor Services Intern.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Clear communicator.
  • Consistently deliver high-quality materials.
  • Investor Services Intern with 6 years of successful data analysis and workflow optimization experience.
  • Adopts a holistic approach to investor relations.
  • Collaborative Investor Services Intern.
  • Uses spreadsheets, accounting, and financial management software with ease.
  • Ambitious Investor Services Intern.
  • Analyzed macro-economic data.

Accomplishments

  • Facilitated the collection, review, and reconciliation of quarterly reports from 8 third-party fund administrators, improving data accuracy by 67%.
  • Presented quantitative and qualitative research within team meetings, impacting the decision to diversify into category.
  • Assisted in reviewing regulatory filings and ensured compliance in Asana transactions, meeting SEC and regulatory standards.
  • Implemented a new framework for tracking fund administrator KPIs, resulting in improved collaboration and service quality.
  • Reviewed and summarized complex financial filings, providing actionable insights for compliance improvements in 2019.
  • Assisted portfolio managers in the optimization of investment tools and spreadsheets, streamlining annual returns tracking for Brightline.
  • Collaborated with team of 16 in the development of method.
  • Contributed to investor services communications by drafting responses that reduced inquiry resolution time by 65% %.
  • Documented and resolved metric which led to initiative.
  • Worked with auditors to ensure accurate reporting and compliance, meeting regulatory milestones for method.

Affiliations

  • Participant, Treasury Management Association
  • Association for Supply Chain Management (APICS)
  • Member, Risk Management Association (RMA)
  • Participant, Portfolio Management Institute (PMI)
  • Student Member - Global Association of Risk Professionals (GARP)
  • Freemason
  • Society of Human Resource Management
  • Affiliate, National Association of Securities Professionals (NASP)
  • Member, Financial Planning Association
  • Member, Real Estate Investment Securities Association (REISA)

Certifications

  • Corporate Finance Institute's Financial Analyst & Valuation Analyst Certification
  • Professional Risk Manager (PRM) by PRMIA
  • Financial Risk Manager (FRM) by GARP
  • CompTIA A+ Technician
  • Series 63 Uniform Securities Agent State Law Exam by FINRA
  • Salesforce
  • Data Science for Finance Professionals by Summit Group
  • Advanced Financial Modeling Certification by Cedar Works
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Cisco Certified Network Associate (CCNA)

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