Experience

Amundi US

• United States
• Financial Services
• 700 & Above Employee

• Senior Compliance Specialist - CUSO

  • Feb 2023 - Present



Geode Capital Management

• United States
• Investment Management
• 100 - 200 Employee

• Business Development Analyst

  • Jun 2019 - Apr 2022



Loomis, Sayles & Company

• United States
• Financial Services
• 700 & Above Employee

• Investment Performance Analyst

  • May 2017 - Dec 2018

  • Collaborated closely with portfolio management teams in maintaining the firms existing composites and in the development of new composites. • Reviewed contracts and other relevant account activities to ensure accuracy of composite assignment and calculate composite performance on a monthly basis. • Supported the production of quarterly schedules for meetings of the Board of Directors, Risk Management Committee, Trust Committee, Retirement Committee, and Audit Committee. This included attribution analysis. • Key contributor in the annual GIPS verification. • Created procedure documents detailing the process of monthly, quarterly, and annual scheduled tasks to facilitate cross training within the group. • Collaborated in the creation and subsequent review of composite compliant presentations. Show less



John Hancock

• United States
• Financial Services
• 700 & Above Employee

• Business & Reporting Analyst

  • Sep 2016 - Mar 2017

  • Produced daily, weekly, monthly and ad hoc reports using Salesforce.com (CRM), Microsoft Access and other BI reporting tools. • Collaborated with business partners to develop business requirements and report documentation. • Analyzed data to support decision making by senior management. • Improved data quality and consistency by analyzing work processes, internal controls, and by conducting root cause analysis. • Ensured the quality and integrity of the database, including data clean up. Show less



Amundi Smith Breeden (now Amundi US)

• United States
• Investment Management
• 1 - 100 Employee

• Analyst - Marketing/Communications

  • Apr 2014 - Sep 2016

  • Ran and provided analysis to Portfolio Managers and sales associates on various products and competitors through eVestment Analytics. • Served as project manager while responding to RFPs to ensure deadlines are met. • Collaborated with the Investment Management Group, as well as the Legal and Compliance Departments, to create and provide GIPS compliant marketing materials to address client needs and meet regulatory standards. • Created and updated marketing materials for the various strategies offered, including marketing presentation books, track records, performance attribution, and fact sheets. • Assembled and distributed various newsletters and marketing communications to current and prospective clients. • Populated consultant databases with accurate and complete data to meet monthly and quarterly reporting deadlines. Show less



Anchor Capital Advisors LLC

• United States
• Investment Management
• 1 - 100 Employee

• Assistant Vice President, Financial and Performance Analyst / Trader

  • Jun 2010 - Nov 2013

  • Managed a team of two associates jointly responsible for the production of marketing materials and timely completion of new business proposals. • Managed and maintained the compilations of investment performance results for composites, portfolios, and benchmarks. Used to perform statistical analysis and create performance reports for business partners and investment consultant databases while ensuring GIPS compliance. • Oversaw performance measurement reporting, attribution analysis, risk analysis, data and vendor management, and all related systems and processes. • Incorporated Thomson Reuters Portfolio Analytics to build high quality, flexible reporting solutions for portfolio managers for use in the investment process and marketing presentations. • Consolidated, streamlined, and directed Anchor’s proposal process. • Developed and continued to oversee the statistical and quantitative reporting requirements for the firm’s strategies and clients. • Applied the firm’s valuation criteria to implement a standardized quantitative security screen to identify candidates for further fundamental analysis. TRADER • Collaborated with the Portfolio Manager daily to implement timely trades for portfolios. • Served as primary trader for group of sponsor programs (approximately 2,600 accounts and $600,000,000) across multiple trading platforms. Provided back-up and assistance with trading for additional sponsor relationships. • Managed model creation and maintenance, trade execution, client cash flow monitoring, and tax harvesting. • Audited individual and block trades, holdings, and cash levels to ensure accuracy and consistency. • Voted proxies weekly on Broadridge, ProxyEdge, and paper ballots as instructed by the head Financial Analyst. • Created weekly activity and valuation reports for each strategy the company offers, and distributed weekly to the Investment Policy Committee. Show less



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Program Management Office

  • Oct 2009 - Aug 2010