Stamford, Connecticut, United States
A highly motivated graduate with strong analytical and problem solving skills. Proven ability to analyze and optimize accounts based on in-depth risk management initiatives. Excellent communicator and presenter and works well with individuals at all levels of a corporation. Exceptional academic qualifications, including a Master of Science in Financial Risk Management from the University of Connecticut (2015). I look forward to meeting you! You can REACH me at phone☎: (203) - 564-6372 or via email ✉:[email protected].
⇨ Reconciled investment statements and calculated portfolio performance based on GIPS ⇨ Analyzed report to evaluate portfolio performance relative to the appropriate benchmark and monitor allowable manager tracking error ⇨ Initiated compliance model of $30 million MLP strategy, using advanced Excel and Bloomberg to visualize the market exposure of managing asset ⇨ Rebalanced fund allocations on weekly basis to ensure proper investment strategies are implemented. ⇨ Presented research reports on conference calls with executive managers and performed operations support to portfolio manager ⇨ Maintained portfolio databases
⇨ Demonstrated broad knowledge of financial products and services by completing characteristics training and analysis. ⇨ Maintained correspondence with prospective clients to provide service information and build rapport. ⇨ Organized and prepared required loan information for business manager in a timely and accurate manner. ⇨ Delivered exceptional client support by assisting in personal financial counseling to enhance customer satisfaction. ⇨ Analyzed key issues in financial discrepancies.