Consulting Analyst

• Feb 2020 - Present

Performance Analyst

• Jul 2016 - Present

Performance Analyst, 2016-present•Perform daily and monthly calculation, reconciliation, control and outlier reporting of performance for assigned client portfolios and benchmarks•Prepare and analyze monthly performance and attribution reporting•Create and update composite benchmarks•Update security and portfolio level class schemes and properties•Create and run reports and research issues by client’s request

Senior Investment Accountant

• Mar 2012 - Present

- Establish, document and refine processes and procedures to ensure cost reduction for best practice - Ensure compliance with internal and external requirements and controls including but not limited to NAIC requirements, SSAE-16 (SAS 70), GAAP investment guidelines - Responsible for the multi-currency investment transactions on over 3 billion dollars of assets - Experience managing Stocks, Bonds, CMO / ABS, Short Term securities as well as accounting & regulatory pronouncements - Analyze variance reports and book value roll forward, investigates discrepancies and makes recommendations for possible solutions - Proactively manage client relationships to ensure profitability and positive client references- Facilitates team development, training and allocation of team expertise and resources for the successful execution and completion of all projects- Prepares Quarterly and Annual filing and schedules for client and regulatory agencies

Senior Quantitative Analyst

• Jul 2019 - Feb 2020

Investment Accountant

• Sep 2006 - Mar 2012

- Experience managing Stocks, Bonds, CMO / ABS, Short Term securities as well as accounting & regulatory pronouncements - Prepares Quarterly and Annual filing and schedules for client and regulatory agencies. - Proactively manage 9 client relationships to ensure profitability and positive client references - Maintaining System Database to Ensure Accuracy in Book Valuation - Experience managing Stocks, Bonds, CMO / ABS, Short Term securities as well as accounting & regulatory pronouncements - Prepares Quarterly and Annual filing and schedules for client and regulatory agencies. - Proactively manage 9 client relationships to ensure profitability and positive client references - Maintaining System Database to Ensure Accuracy in Book Valuation

Investment Analyst

• Dec 2005 - Jul 2006

· An independent investment adviser where experience was gained through aiding the investment manager in security analysis, portfolio construction, and learned the financial tools for generating income such as cover calls, stocks, and bonds. · An independent investment adviser where experience was gained through aiding the investment manager in security analysis, portfolio construction, and learned the financial tools for generating income such as cover calls, stocks, and bonds.