New York, New York, United States
Colin is an experienced financial and data analyst, portfolio manager and sales director with 15+ years of capital markets experience with a deep focus on Emerging Markets. Competencies Finance: Financial Analysis, Accounting, FX, Financial Modeling, Business Development, Investment Research Tech: Python, SQL, NumPy, Pandas, Scikit-learn, Flask, Plotly, Dash, Heroku, PowerBI, Quicksight, Bloomberg Machine Learning: Neural Networks, NLP, PyTorch, Clustering, Regression, Classification, Time-Series Soft skills: Client Relations, Intellectually Curious, High EQ, Cross-Functional, Self-Starter, Independently Organized
Manage 4 Senior Analysts working from the Global Capabilities Center in Pune, India. Maintain and develop Python scripts to automate specific reporting deliverables. Promoted from Senior Analyst to Manager.
Worked on the GEICO account - one of the largest advertisers in the U.S. Utilized SQL to query our Snowflake database and deliver real-time data & insights. Built Tableau worksheets and dashboards to QA data on weekly and monthly cadence.
Cultivated and nurtured relationships with high-net-worth families discreetly and professionally. Conducted rigorous candidate screening and successfully matched individuals to diverse job opportunities.
Maintained detailed routines to prevent severe asthma attacks and react quickly to exacerbations for a 3-year old. Collaborated with doctors, teachers and loved ones (severe allergies) to ensure health and safety in home and school.
Managed a tactical portfolio seeking to optimize returns in a future paradigm shift away from the benign 'high growth, low inflation, low rate' environment that has driven investment returns for decades. Utilized derivative products to create a new investment strategy that combined equity and crypto-assets.
Strategically forecasted client revenues for management and executed targets quarterly. Developed new relationships with institutional prospects and negotiated new client pricing and terms. Implemented trading solutions to the US-China tech-focused trade war limiting clients from significant losses. Researched crypto-assets and their potential inclusion in equity-based investment portfolios.