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Skills

  • Project organization
  • Team management
  • Asset allocation strategies
  • Automation of Reporting Processes
  • Project management
  • Relationship development
  • Quantitative analysis
  • Performance auditing
  • Financial market monitoring
  • Advanced knowledge of ServiceNow

Work Experiences

  • Achieved a 64% risk reduction.
  • Achieved a consistent 54% increase in time efficiency.
  • Achieved 9 growth in assets under management.
  • Talked to clients about their financial options and gave them sound advice.
  • Compared performance against market indices.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Aided in more informed investment decisions.
  • Assisted in the development of customized investment strategies for high-net-worth clients, resulting in a 15 growth in assets under management over 2018.
  • Had an excellent attendance record and was always on time for work.
  • Collaborated with portfolio managers to evaluate and adjust asset allocation according to market performance, resulting in a 55% increase in returns.

Summaries

  • Achieved $18 in asset growth over 2021.
  • Accomplished Portfolio Administrator with a track record for enhancing data consolidation processes, reducing reporting time by 85%. Skilled in leveraging technology for faster decision-making.
  • Achieved a 23% reduction in settlement errors.
  • Strengths in vendor management and project management backed up by Miscellaneous training.
  • Expertise in developing financial plans for both individuals and businesses.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • 13 years of experience in financial reporting.
  • Achieved a 50% decrease in operational errors.
  • Collaborative leader with hands-on experience.
  • Achieved a 45% success rate in audits.

Accomplishments

  • Reduced data processing time by 77% through successful integration of Asana, enabling quicker decision-making for portfolio managers.
  • Spearheaded a project to automate portfolio rebalancing processes, achieving a 15% reduction in manual errors.
  • Ensured a 42% reduction in operational discrepancies by implementing new practices for daily trade reconciliation across all portfolio types.
  • Partnered with Risk Management to construct portfolios with a focus on downside protection, decreasing portfolio risk exposure by 84%.
  • Established new reporting protocols that contributed to winning Employee of the Year for best client service in wealth management at Atlanta office.
  • Utilized advanced portfolio analysis tools to recommend tactical adjustments for 7 equity and bond portfolios, leading to a 51% year-over-year return improvement.
  • Assisted with regulatory filings for 10 institutional clients, ensuring compliance with all new SEC guidelines.
  • Audited 6 of accounts monthly, ensuring up-to-date compliance with industry regulations and providing timely error resolutions.
  • Provided comprehensive analysis of monthly client portfolios and suggested adjustments which led to a 27% reduction in asset volatility.
  • Contributed to the portfolio construction process, helping draft investment policies and aligning portfolios with both client goals and current market conditions.

Affiliations

  • Project Management Institute
  • Fintech Financial Innovation Association
  • Professional Risk Managers' International Association (PRMIA)
  • International Association for Quantitative Finance (IAQF)
  • Association for Computing Machinery
  • Society of Women Engineers
  • American Society of Safety Professionals
  • Institute of Certified Investment Management Analysts (CIMA)
  • Portfolio Management Institute (PMI)
  • Association of International Certified Professional Accountants (AICPA)

Certifications

  • Fundamentals of Financial Services (CISI)
  • Apple Certified Associate (ACA)
  • Certified Fund Specialist (CFS)
  • Market Technicians Association (MTA) Membership
  • Certified Wealth Management Specialist (CWMS)
  • Enterprise Portfolio Management Certification (PMI)
  • Project Management Professional (PMP)
  • Investment Foundations Certificate – CFA Institute
  • CompTIA Network+
  • Certificate in Portfolio Management (CPM) - Meridian

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