Greater Chicago Area
Aspiring financial analyst with an educational background in economics and management.
• Support consultants by completing quarterly and monthly performance audit reports concerning client investments • Reconcile monthly performance returns between the custodian and investment manager for accounts • Analyze asset classes held within portfolios including equities, fixed income, real estate, and private equity • Monitor market trends and monthly performance results of asset classes affecting client portfolios
• Analyzed performance of Nasdaq’s proprietary index options product NDX by monitoring real-time profit/loss margins of options strategies, employing these products in comparison with competitor product SPX owned by CBOE • Lead creation of educational content to promote Nasdaq 100 Index Options for international retail investors, focusing on benefits including reduced transaction costs from cash settlement, flexible settlement AM/PM times, and favorable 60/40 tax treatment • Developed plan to grow Nasdaq’s $290M options business through extending its $3M proprietary products sector internationally
• Restructured duplicate/incorrect records in firm's CRM system, Salesforce, to improve operational efficiency for wealth management team • Mapped data to migrate client database in Salesforce from XLR8 to Financial Services Cloud platform • Organized and edited client data/documents to meet FINRA/SEC regulatory requirements • Organized client information and input into financial planning software, MoneyGuidePro • Generated reports and analyses of financial statements for advisors using Morningstar software
• Conducted research analyzing prices of branded Japanese food products across countries and regions • Gathered primary data on prices by visiting various markets in the Chicago area and interviewing friends and family in Asia with access to prices • Created an index to measure market power in evaluating the causes of large price differences